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Organizational Cultureand Strategic Managementin Brazilian Public Organizations Systematizationof Factorsto Improve School Management
Organizational Cultureand Strategic Managementin Brazilian Public Organizations Systematizationof Factorsto Improve School Management
To cite this article: Pedro Henrique de Oliveira, Fernando César Almada Santos, Marco Antonio
Catussi Paschoalotto, Marcelo Seido Nagano, Elizabeth Mie Hashimoto & Peter J. Robertson
(2022): Organizational Culture and Strategic Management in Brazilian Public Organizations:
Systematization of Factors to Improve School Management, International Journal of Public
Administration, DOI: 10.1080/01900692.2022.2069118
ABSTRACT KEYWORDS
Drawing upon influencing factors in public organizations’ performance, this paper systematizes Brazil; organizational culture;
organizational culture and strategic management factors to improve school management. The strategic management;
team conducted a survey with 407 principals from public schools in Brazil, along with a factorial school management; public
analysis to explore the cultural and strategic management factors. The results show two factors organization
influencing school management, technical and political. More specifically, six factors influence the
process, such as planning, participation, citizen formation, innovative practices, pedagogical prac
tices, and community participation. The conclusion points out factors and establishes elements to
provide a guide for public organizations toward improved management.
CONTACT Pedro Henrique de Oliveira Oliveiraph1@gmail.com Department of Production Engineering, São Carlos School of Engineering, University of
São Paulo, Trabalhador são-carlense Avenue, 400, Arnold Schimidt Park, 13566-590 São Carlos, São Paulo State, Brazil.
© 2022 Taylor & Francis Group, LLC
2 P. H. OLIVEIRA ET AL.
Moreover, the organizational culture impacts into the universities (Paschoalotto et al., 2020). The main
resources management, the strategic planning (objec responsible for the basic and fundamental schools in
tives and highlights), the hierarchical chart structure the municipalities is the school principal, with the duties
and the human relations (Chu, 2016; Segal, 2012), with of create and execute the pedagogical and administrative
a more-in-depth effect in the administrative and strate strategic planning, manage the school resources, and
gic are (Destler, 2016; Friedman & Berkovich, 2020). guarantee the community participation in the decision-
Second, the strategic management affects the school making process (Lück, 2009; Paro, 2008). Thus, the
management too, by the participation of the community school principal has political and technical activities to
and employees in the strategic planning development, be realized, and the strategic management and cultural
with a more open and democratic approach (Carlisle, organizational are important to have a better school
2011; Mojibi et al., 2015; Smollan, 2015). The strategic management (Lück, 2009; De Oliveira et al., 2020).
management could generate a better school manage In order to guarantee the representativeness of the
ment through the leaders’ action with the defined stra sample, the hierarchical cluster analysis was applied in
tegic planning, based on good human interactions, the 645 municipalities in the State of São Paulo based on
proactivity and resources management (Al Suwaidi the variables IDEB of 2017, the FIRJAN index for
et al., 2020; Slack & Singh, 2018; Suwannathat et al., Municipal Development – Employment and income
2015). (IFDMER) of 2016, and the Human-Municipal develop
Third, the school management, with a strategic plan ment Index IDHM (IDH-M) of 2010, in a way that
ning created and the organizational culture compre generated three clusters of municipalities with different
hend, could improve the school performance socioeconomic profiles, and the latter with outliers
(Friedman & Berkovich, 2020; Pavlidou & Efstathiades, (which do not possess any of the indicators above).
2021). In one side, school management, in the school’s Noteworthy here is that the conglomerates were
principal figure, needs to understand the relations and grouped by means of a multiplication score between
physical structure (Destler, 2016; Gunbayi, 2011). the three cited indices. In Figure 1A, the division of the
Complementary, a greater decision-making by the clusters is presented (based in the 3 cited indicators),
school’s principal, could improve the school’s efficiency and in 1B, the municipalities with the collected
(Robertson & Briggs, 1998; Segal, 2012). Therefore, it´s responses.
important to understand which factors compose the Hence, the generated sample reached 119 of the
school’s organizational culture, strategic management, municipalities (18.44% of the total), composed of 407
and consequently the school management, to have valid answers (8.27% of the school principal popula
a greater school’s performance (Friedman & Berkovich, tion), distributed in 206 answers for cluster 1, 161 for
2020; Grissom & Loeb, 2011; Gunbayi, 2011; Horng cluster 2 and 40 for cluster 3 (Figure 1B). Therefore, our
et al., 2010; Libâneo, 2013). sample has school principal answers from the 3 different
clusters, it means, from 3 different socioeconomic con
ditions in the municipalities. The cluster analysis was
Methods realized to justify and give more relevance to our col
lected sample.
Sample and procedure
Furthermore, the sample of school principals pos
The study used a survey applied to basic and fundamen sesses the following characteristics: 16% masculine and
tal school principals in the municipalities of the State of 84% feminine; 86% of the schools were elementary and
São Paulo, Brazil. The State of São Paulo is located in 14% infant teaching levels; the average age of the princi
southeast Brazil, composed of 645 municipalities (11.6% pals was 46.7 years; the average time in the position of
of Brazil) and 46,289,333 inhabitants (21.7% of Brazil), principal was 6.2 years; and all the principals had com
with the second highest HDI and the largest economy pleted higher education and post-graduation.
among the Brazilian states (IBGE (Brazilian Institute of
Geography and Statistics), 2010; Paschoalotto et al.,
Measures
2020). However, the population of schools from the
State of São Paulo possess 4,937 schools, which were For this study, a questionnaire based on the study on
sent the questionnaires to their respective school princi organizational culture was used from the author Geert
pals via email. Hofstede and next studies, previously presented on
The Brazilian municipalities are the responsible for Chart 1 of this study (Hofstede, 2001; Hofstede et al.,
the basic and fundamental education, while the State is 2010; Minkov & Hofstede, 2011; Naumov & Puffer,
for the high school and the Federal for the colleges and 2001; Pheysey, 2002; Schmitz & Weber, 2014; Yoo
INTERNATIONAL JOURNAL OF PUBLIC ADMINISTRATION 5
Figure 1. Clusters of municipalities (1A) and Municipalities with schools’ respondents (1B).
et al., 2011). Included also were questions on the strate two research professors from the area (strategic admin
gic management and school management based on the istration and public organizations), and was approved
theoretical review described at the “theoretical frame by the Ethics committee, under the number CAAE
work” topic. The questionnaire was founded on the 13930719.1.0000.5390.
Likert scale of 5 points (Hair et al., 2014). For this
study, the points vary from (1) totally agree with state
ment A until (5) totally agree with statement B. Data processing
The questionnaire can be seen in Appendix 1 of this
study and possesses a total of 18 questions. In order to understand the building of constructs
A preliminary pretest of the questionnaire was per between the collection variables, one can use the
formed, which returned the Cronbach’s alpha of 0.76. factorial analysis to find elements that influence the
Noteworthy here is that the questionnaire was also vali schools’ organizational. The data were analyzed on
dated through a pretest with two specialists in public the software Statistical Package for Social Science
management, two specialists in school management and (SPSS).
6 P. H. OLIVEIRA ET AL.
Table 2. Cronbach’s alpha, KMO measure and communalities for the variables.
Variables Description Cronbach’s alpha KMO Communality
Power distance 1 low versus high power distance 0.639 0.762 0.519
Power distance 2 0.655 0.745 0.563
Uncertainty avoidance 1 low versus high uncertainty avoidance 0.639 0.782 0.621
Uncertainty avoidance 2 0.647 0.748 0.621
Individualism 1 collectivism versus individualism 0.665 0.662 0.707
Individualism 2 0.667 0.554 -
Masculinity 1 femininity versus masculinity 0.667 0.688 0.505
Masculinity 2 0.684 0.420 -
Long term orientation 1 short term orientation versus long term orientation 0.646 0.866 0.358
Long term orientation 2 0.685 0.442 -
Indulgence 1 indulgence versus restraint 0.647 0.653 0.786
Indulgence 2 0.630 0.729 0.728
Strategic management 1 formalization versus not formalization 0.639 0.803 0.599
Strategic management 2 planning problem versus execution problem 0.677 0.595 0.576
Strategic management 3 evaluation versus not evaluation 0.639 0.716 0.654
School management 1 political factors versus technical factors 0.669 0.657 0.646
School management 2 democracy and participation versus technique and efficiency 0.638 0.829 0.546
School management 3 high educational index (IDEB) versus low educational index (IDEB) 0.657 0.696 0.666
Source: Elaborated by the authors.
INTERNATIONAL JOURNAL OF PUBLIC ADMINISTRATION 7
values; Factor b, with three values; Factor c, with two ● Factor e) Innovative Practices: through the rela
values; Factor d, three values; Factor e, with two values tionship between the variables of school manage
and Factor f, with two values, totaling 15 variables. The ment 1 and strategic management 2 (planning/
highest positive value was indulgence 1 (0.879) and the execution). Highlighted here is that the variable
lowest positive was long-term orientation 1 (0.466), with strategic management was the only to appear in
a negative factor also appearing for strategic manage a negative fashion, indicating, as such, an inverse
ment 2 (−0.689). impact on the factor. Therefore, the school should
Finally, the elements were nominated, which count know how to observe the internal, as well as the
ing on the abstraction and all the work carried out, external environment to use both strengths and
endeavors to attribute some meaning to the factors weaknesses, in order to have the capacity to inno
(Hair et al., 2014). The appointing of names was per vate in its administrative and pedagogical
formed from the literature used that showed practices.
a connection to the listed variables and the factors cre ● Factor f) Community: through the relationship of
ated. The six named factors are shown in the following: the variables individualism 1 (collectivity/individu
alism) and masculinity 2 (social adaptation/perfor
● Factor a) School plan: through the relationship mance). Through the aforementioned, the school
between strategic management variables 3 (assess needs to know how to involve the community and
ment), strategic management 1 (formalization) and the students to balance aspects of the collective,
school management 2 (democracy/participation individual, social adaptation and performance.
and efficiency/technique). Therefore, the school This fact covers, for example, social projects and
needs a consistent school plan, which can generate actions, as well as the application of tests to mea
all schooling aspects, and at a future moment can sure attained knowledge
be assessed to improve planning;
● Factor b) Participation: through the relationship
Discussion
between the variables aversion to uncertainty
(absolute/relative truth), aversion to uncertainty From the six factors created and named, one can initially
2 (subjective/objective) and long-term orientation reach the technical and political factors in improving
1 (analytic/synthetic thinking). As such, the school management. Grouped together here are two tech
school has the need for the participation of all nical factors (school plan and innovative practices;
contributors to achieve the objectives. This Friedman & Berkovich, 2020; Slater, 2011) and four poli
involves higher collaboration of the management tical factors (participation, citizen formation, pedagogical
team, teachers, staff, students and community, in practices and community; Libâneo, 2013; Lück, 2009).
order that uncertainties are diminished and each Figure 2 shows the factors obtained from the factorial
one can focus on the long-term factor of the analysis and its divisions into technical and political.
organization; The first point of analysis is in the relationship of the
● Factor c) Citizen formation: through the relation importance between the technical and political factors.
ship of the variables indulgence 1 (sports) and The results pointed to on Table 2 and the association
indulgence 2 (freedom of speech). Therefore, it with Figure 2, lead to the understanding that the tech
involves the development of activities beyond the nical factors (28.8% – representing 47.5% capacity of
classroom, seeking, as such, to provide to the stu explanation) and politics (31.84% – representing 52.5%
dent a holistic vision to the activities, in order they capacity of explanation) possess similar relevance in
reach the fullest characteristics of citizen formation. strategic management and school cultural organization
This also implies freedom of thought; (Friedman & Berkovich, 2020; De Oliveira et al., 2020).
● Factor d) Pedagogic practices: through the relation Subsequently, emphasis is placed on the need for the
ship of the variables of power distance 1 (practical/ school organization to have adequate plans to reach the
theory), power distance 2 (independence of stu objectives (Bellibas & Liu, 2017; Lück, 2009), which
dents) and school management 3 (perception of involve specific plans for the administrative and peda
IDEB). Thus, it includes pedagogical practices that gogical areas, as schools that deal with strategic manage
stimulate the real learning of the student, in a way ment lack administrative plans. In addition, on many
that goes beyond the mere transmission of knowl occasions, the PPP is merely an accessory piece, without
edge and focuses on the full understanding of the its full potential being used toward school improve
subjects; ments (De Oliveira et al., 2020).
8 P. H. OLIVEIRA ET AL.
Once again, emphasis is placed on the need to balance practice and the performance assessment (Hofstede, 2001;
the instrumental factors along with the political factors for Passador et al., 2017). Therefore, the school needs to
good school management (Libâneo, 2013), dealing with the embrace new educational methods, values and an institu
objective of the school, as in the development of capacities, tional environment in these practices (Versiani et al., 2016).
values and preparation for technologies, along with the Likewise, it is necessary that it be included in the PPP, as
model for participatory, structured and evaluative manage more efficient schools are able to incorporate pedagogical
ment (Bellibas & Liu, 2017; Lück, 2009; Paro, 2008). practices into its school plan, as in (Passador et al., 2017).
Through such, another factor pointed out was parti It is evident that public schools need a more efficient
cipation, understood as the internal relationship among and participatory management, which seeks innovations
education professionals, as well as the external relation and transformations through its activities (Bell, 2002).
ship with the community (Poubel & Junquilho, 2019). Innovative practices are another element taken from the
Democratic management is one of the pillars of partici factorial analysis. Innovation is closely related to orga
pation (Lück, 2009; Paro, 2008), also appearing as an nizational culture and can aid the organization in chan
expressed value, which the school should deal with in ging its values, improve communication and reach its
order to reach improvement (Versiani et al., 2016). objectives (Ramachandran et al., 2011; Riivari et al.,
Participation should be considered in the elaboration 2012). In addition, innovation is able to mold the strat
of school plans, in that they become holistic and attend egy, so that the school manages to change its organiza
to the real needs of the organization, and in the strategic tional structure and improve its performance over the
planning of the school (Bell, 2002). As a suggestion, one long term (Torugsa & Arundel, 2017).
can use planning tools that contemplate participation, The last factor highlighted was community, under
such as public scorecard (PSS), in the public sector stood as the relationship found among the internal par
(Moullin, 2017), and balanced scorecard (BSC), aimed ticipants between the education professionals and
at the school (De Oliveira et al., 2020). students as that found between the external participants,
The following factor is citizen formation. Here, there as in parents and students, school neighbors and public
exists the need that one contemplates education beyond agencies. The factor of community is in agreement with
the mere transmission of knowledge (Libâneo, 2013; the democratic and participatory school management
Lück, 2009). In addition, there is the need to place (Poubel & Junquilho, 2019). In addition, the community
nuances of a different nature into teaching, with free should be involved with school management and school
dom of speech, participation in sports, knowledge of planning. An example of this involvement would be the
culture, while cultivating freedom of thought. election of school management against substitution
Therefore, the search is for change in education from through political indication, where the latter is some
mere passing of knowledge to the education of liberating thing still practiced within many municipalities (Bell,
character in the formation of the human being, in its 2002; Lück, 2009; Paro, 2008).
fullest sense (Paro, 2008). Following this, indulgence Noted here, therefore, is that the technical and poli
appears as an important component for this analysis of tical factors obtained in the factor analysis (Table 3),
the school relationships, as it seeks to use human aspects school plan, participation, citizen formation, pedagogi
of life (Hofstede, 2001). cal practices, innovative practices and community, could
Pedagogical practices also are an important factor have a strong relationship to each other and could influ
within the school scenario, which encompasses the rela ence school management. In this way, these factors also
tionship with the students, conciliation between theory and could possess a relationship with strategic management
INTERNATIONAL JOURNAL OF PUBLIC ADMINISTRATION 9
Name Description a b c d e f
Strategic management 3 Evaluation 0.754
Strategic management 1 Formalization 0.706
School management 2 Democracy/participation 0.599
Efficiency/technique
Uncertainty avoidance 2 Absolute/relative truth 0.776
Uncertainty avoidance 1 Subjectivity/Objectivity 0.751
Long term orientation 1 Analytical/Synthetic Thinking 0.466
Indulgence 1 Sports 0.879
Indulgence 2 Freedom of speech 0.779
Power distance 2 Practice/theory 0.705
Power distance 1 Independence students 0.637
School management 3 Educational index (IDEB) perception 0.604
School management 1 Technical and political factors 0.756
Strategic management 2 Planning/Execution −0.689
Individualism 1 Collectivity/individuality 0.763
Masculinity 1 Social adaptation/Performance 0.547
Cumulative percentage of explained variance - 21.95% 31.24% 39.70% 47.37% 54.22% 60.64%
Source: Elaborated by the authors.
(Bell, 2002) and the organizational culture of the school Note here that the factors raised in the survey are
(Gunbayi, 2011). In particular, one can interlink the six related to the cultural dimensions, with some factors
factors put forward on Table 2 with the six cultural being related to more than one dimension. Highlighted
dimensions of Geert (Hofstede, 2001; Hofstede et al., also is that these relationships were based in part on the
2010; Minkov & Hofstede, 2011). This is presented in theoretical as they were in the practical sense, as seen in
Figure 3. the return of responses of the questionnaires.
In this manner, the reality is that schools still could reality of Brazilian public school. For these reasons, the
lack organizational development that empowers peda observed school reality is compared, through the factors
gogical and administrative development. School plans raised, with possible solutions to be implemented.
are reactive and are unable to involve the school as Figures 4A and 4B demonstrate the space for perfor
a whole; participation is still an incipient awareness mance improvement of Brazilian public schools’ man
and only focused on the formation of some mandatory agement. Some good practices could be developed, such
councils; citizen formation is not stimulated, with the as pedagogical school plans and holistic administration,
role of the school to transmit content and in molding integrated and participative; fostering school participa
citizens; pedagogical practices and innovative practices tion through the community, not only for the composi
are scarce, with repetitive maintenance of work from tion of councils, but rather for the effectiveness of
previous years; finally, the community, in a school envir democratic teaching and service practices, and the col
onment, parents of students, public initiative and private laboration between the different schools and public
initiative, once again do not participate effectively in the organizations for creating values and sharing innovative
Figure 4. Relation of research factors with environment and term orientation (4A reality and 4B better performance).
Source: elaborated by the authors.
INTERNATIONAL JOURNAL OF PUBLIC ADMINISTRATION 11
and pedagogical practices. In addition, there is the need Finally, emphasis is placed on the limitation of the
to redirect the factors that exist in the school, as it study that was found in mounting the database for
becomes necessary to extend the factors to provide bet Brazilian public schools. Difficulties in particular
ter use of the external environment and time over the were encountered in obtaining data from the
long term. Brazilian government. Due to the aforementioned,
the authors herein created an independent database,
with information made available on the internet. The
Conclusions suggestion of future work is in the sense of applying
the research to other institutional school levels and
The objective behind this article was reached through
other types of public organizations. Suggestion is also
the systematization of political and technical factors of
made to the application of the research in other
organizational culture and strategic management, while
countries, as a way of comparing the results through
aiming at higher school organizational management.
cultural dimensions.
Once again, one notes here that the two administrative
concepts cited possess a strong relationship, although
with limited research in the context of the subject at
Theoretical and practical contributions
hand. Thus, the article herein innovates through its
theoretical and practical contributions in public The theoretical contributions are directed toward fill
administration. ing the gap in the factor research that affect the
The main contribution of this study was the under management of public organizations, especially pub
standing some administrative concepts in public orga lic schools. As such, administrative concepts were
nizations, principally in municipal public schools of researched with a large study sample; strategic man
Brazil. In light of the aforementioned, there is space for agement cycle and cultural dimensions (Hofstede,
improving organizational management through the use 2001; Thompson & Strickland III, 2003), besides add
of strategic management and organizational culture. ing school management characteristics (Destler, 2016;
Accordingly, the concepts were deepened, through Gunbayi, 2011; Lück, 2009). Therefore, one notes an
their extending into diagnostic factors of the Brazilian advance in the mapping of elements that can enhance
public school reality. Hence, an empirical advance is organizational management.
made into the theory and practice of this type of orga The practical contributions are in the sense of
nization, which is given little direct research. helping public leaders, whether school principals or
There is, as such, space for improving performance in public managers, in the management of resources,
Brazilian public schools. There exist a number of good pointing out the six elements that the school man
practices that should be brought to the fore, with the ager must take into account in their performance. In
possibility of specifying each of the factors raised, in this way, the identification of the factors helps in the
order to privilege not only the short term and the inter holistic understanding of the internal and external
nal environment, but also the long term and the internal environment of the organization. Therefore, the hol
environment. Schools on a national and international istic vision contributes toward continual improve
level possess different demands and necessities. ment, with the grouping together of technical and
Therefore, the issues concerning indexes and socioeco political challenges that permeate public organiza
nomic level must be overcome to understand the factors tions. The technical and political factors identified
that make these similar and those that differentiate. in the research study can be found in other types of
Through use of this factorial analysis based on public organizations and public schools, thus also
a survey of 407 responses from school principals, six widening its capacity for action.
main elements were detected that could empower the
management of public school organizations: planning,
participation, citizen formation, innovative practices, Disclosure statement
pedagogical and community practices. These factors No potential conflict of interest was reported by the author(s).
were grouped into technical and political questions.
A division of this sought aids in the understanding of
different visions on public organizations. Highlighted Funding
here is that the underscored factors can be adapted to This work was supported by the Coordination for the
other organizational realities, which constitute a starting Improvement of Higher Education Personnel - Brazil
point for improving management. (CAPES) under Grant Finance code 001.
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INTERNATIONAL JOURNAL OF PUBLIC ADMINISTRATION 15
Questionnaire
Part 1
Based on the classification scale below, choose only one number for each set of listed factors. The numbers do not hold specific values and only represent
a continuous scale between the higher and lower definition of each factor. Therefore, adopt the following definition for the numbers: 1: I fully agree with
statement A; 2: I partially agree with statement A; 3: I do not agree nor disagree with statements A and B; 4: I partially agree with statement B; 5: I fully
agree with statement B.
Part 2
City (will not be disclosed): School (will not be disclosed):
Age of school principal: Period that position of principal has been held:
Sex: masculine/feminine/prefer not to answer Education and training (courses):
Part 3
Column A Scale Column B
Independence of students in the presence of teachers 1 2 3 4 5 Dependence of students in the presence student teachers
Transfer of personal truths by the school (practice) 1 2 3 4 5 Transfer of personal knowledge by the school (theory)
Open situations focused on discussions (subjective responses) 1 2 3 4 5 Structured and rigid situations focused on the right answers (objective
answers)
Truth may be relative 1 2 3 4 5 Truth is absolute
Collective treatment of students (collectivity) 1 2 3 4 5 Individual treatment to the student (individuality)
Goal of education is to understand how to do 1 2 3 4 5 Goal of education is to understand how to learn
The goal is the social adaptation of the student 1 2 3 4 5 The goal is student performance
Higher number of male teachers 1 2 3 4 5 Higher number of female teachers
Focus on analytical thinking 1 2 3 4 5 Focus on synthetic thinking
Focus on short-term actions 1 2 3 4 5 Focus on long-term actions
Sport is of primary concern 1 2 3 4 5 Sport is not a primary concern
Freedom of speech is a primary concern 1 2 3 4 5 Freedom of speech is not a primary concern
Part 4
Column A Scale Column B
The objectives of the school and future actions are formalized 1 2 3 4 5
The objectives of the school and future actions are not formalized
Greater difficulty exists with the planning of school activities 1 2 3 4 5
Greater difficulty exists with executing school activities
Goals and objectives are measured and evaluated 1 2 3 4 5
Goals and objectives are not measured nor evaluated
Technical and political factors influence the goals and values of 1 2 3 4 5
Technical and political factors do not influence the goals and values of
the school the school
School management is focused on democracy and participation 1 2 3 4 5 School management is focused on technical aspects and efficiency
School performance on the IDEB is high 1 2 3 4 5 School performance on the IDEB is low
Source: Elaborated by the authors.