Professional Documents
Culture Documents
Educational Management
Administration & Leadership
School leadership in Latin 1–25
ª The Author(s) 2017
Abstract
School site leadership has commanded the attention of researchers and policymakers in Anglo-
American jurisdictions for at least two decades, but little is known about how many other parts of
the globe have addressed this topic. This paper reviews published research and policy documents
related to school leadership in Latin America between 2000–2016. Applying rapid mapping
techniques used for scoping studies, we review 359 research and policy documents and give
‘coherent, meaningful shape’ to what we know and what we don’t know about school leadership in
the region. Attention in research and policy to school leadership in Latin America was relatively
slow to arrive: whilst it grew steadily in the first decade of this century it remains low compared to
other regions of the world. We provide an overview of the school leadership policy environment
in several countries, describing recruitment, selection, evaluation, and job responsibilities of
principals; relevant leadership frameworks; and requirements for training or professional devel-
opment. We speculate on what might explain the diverse ways that school leadership has been
taken up in the region: degree of school system centralization; policy borrowing; stage of devel-
opment; technocratic problem solving; and neoliberal accountability.
Keywords
Latin America, literature reviews, principals, school leadership
Introduction
For at least two decades, policymakers and school reformers in North America and the UK have
embraced school leadership as a lever for school improvement, investing in a range of high profile
initiatives including leadership standards, leadership centres, and changed expectations for pre-
paration of school level leaders. Since ‘leadership is second only to classroom teaching as an
influence on pupil learning’ (Leithwood et al., 2008: 7) among within-school factors, and since
accountability pressures to raise scores on student achievement tests have risen, it stands to reason
that ‘various stakeholders have increased their expectations from school leaders demanding, for
Corresponding author:
Joseph Flessa, Educational Leadership and Policy, Ontario Institute for Studies in Education, University of Toronto,
Toronto, Ontario M5S1V6, Canada.
Email: joseph.flessa@utoronto.ca
2 Educational Management Administration & Leadership XX(X)
instance, higher academic results and performance standards’ (Pashiardis and Johansson, 2016: 1).
It likewise is understandable that the English language scholarly literature on school leadership has
both broadened and deepened in the first two decades of this century.
What of the rest of the world? A comparative perspective on school leadership that connects
other parts of the globe to these policy and research trends is missing even though ‘it is increasingly
obvious that more research concerning the needs of educational leaders within a specific cultural
context is definitely necessary in order to prepare successful and effective school leaders’ (Pashiar-
dis and Johansson, 2016: 12). In this article introducing the Latin American Special Issue of
Educational Management Administration and Leadership we seek to address that gap by providing
a multifaceted examination of school leadership in Latin America, identifying both what we know
and what we don’t know about the state of the field. Using systematic research review methods,
this paper represents an effort to put the disparate research in this area into a ‘coherent meaningful
shape’ (Hallinger, 2012: 145). We examined policy and research on school level leadership in
Latin America from 2000 to 2016, and found that (a) until recently there has been a relative silence
with regards to school leadership in Latin America, and (b) a recent interest in school leadership in
Latin America is now becoming evident. For scholars of comparative education, both of these
findings are interesting and raise questions. What connections can be observed between the range
of educational systems (from highly centralized to decentralized, for example) in Latin America
and the timing of the arrival of this particular policy remedy in different jurisdictions? Latin
America is so diverse; why would we expect to see any commonalities across education policy
initiatives at all?
(Schwartzman, 2015: 4) with PISA results from the first decade of the 21st century showing 60%
or more of students below standard in mathematics and 40% or more below standard in language
(Schwartzman, 2015: 4). These difficulties in the quality and equity of education not only come
from the social context in which most families live – and have lived – but also derive from the
limited capacities found within schooling systems, starting with the classroom teaching skills of
many teachers (Bruns and Luque, 2015). The growing middle classes in Latin America are
demanding greater access to high quality secondary and post secondary schooling (Rivas,
2015), putting pressure on policymakers to tackle issues of quality, system improvement, and
obstacles to access simultaneously.
Another characteristic shared by Latin American education systems are powerful national
teacher unions. Most began in the 1960s during a period of educational expansion, are ideologi-
cally from the left, include all public teachers and thus are the largest group of public workers, and
are generally powerful enough to oppose education reforms and even influence national policy and
elections (Corrales, 1999; López, 2008; Palamidessi, 2003; Tedesco and Tenti Fanfani, 2002). Any
examination of the work of school level leaders in Latin America must therefore consider the
influence of teachers’ organized labour.
all school leaders (principals, vice-principals, teacher leaders and others) and ‘principal’ when
referring only to school principals.
Methods
The purpose of this paper is to describe and analyse the educational policy directions as well as the
research published on school leadership in Latin America from 2000–2016. Consistent with
Hallinger’s (2012) call for high standards and greater methodological transparency in reviews
of the literature in educational leadership and management, we devote several paragraphs here to
our approach.
We engaged in a systematic search of documents and publications based on rapid mapping
techniques used for scoping studies (Arksey and O’Malley, 2005). Our baseline was the work of
Fernandez-Hermosilla (Fernandez-Hermosilla, 2015), which gathered, classified and reviewed
181 publications in English and Spanish on school leadership and improvement in Latin America
from 2002 to 2013. We updated that data set to include references from Brazil (in Portuguese) and
we expanded the date parameters to 2000 to 2016. Because we were interested in the ways school
reforms, either explicitly or implicitly, changed the work of school level leaders, we also reoriented
our search terms to pick up work on policy, reform, changing system contexts, and the institutio-
nalization of new roles for school leaders in different countries. We searched EBSCO (276 results)
and PROQUEST (122 results) using the specific search string: ‘Latin America’ and ‘school
leadership’or’principalship’or school near leadership’. We also hand searched four specific edu-
cation journals: Pensamiento Educativo (PEL), Revista Iberoamericana sobre Calidad, Eficacia y
Cambio en Educación (REICE), Revista Internacional de Educacion para la Justicia Social
(RIEJS), and Revista Iberoamericana de Educación (RIE).
Furthermore, we searched websites of educational organizations that traditionally engage in
research in this region. We examined UNESCO, the World Bank, PREAL (Partnership for
Educational Revitalization in the Americas), OEI (Organización de Estados Iberoamericanos),
International Development Bank, Organization for the Economic Cooperation and Development
(OECD), and CIPPEC (Centro de Implementación de Polı́ticas Públicas para la Equidad y el
Crecimiento). We reviewed specialized websites such as Fundacao Victor Civita (Foundation
Victor Civita/Brazil), and we searched the websites of Ministries of Education of Argentina,
Brazil, Chile, Colombia, Costa Rica, Ecuador, Mexico, Peru and Venezuela for information on
school leadership. Finally, we contacted researchers from Brazil, Chile, Colombia, Costa Rica,
Ecuador, Mexico and Peru directly, via email, to collect publications we may have missed and to
solicit information that would help us understand better the different national contexts.
Our review and analysis in this paper is based on a total of 367 documents. Of those, 302 are
journal articles, scholarly books and other ‘grey’ literature (i.e. reports, theses, conference papers)
specifically related to school leadership research and policy in Latin America. The 65 remaining
documents refer to overall education policy in the region, including laws, manuals/handbooks,
reports and other government publications.
We classified documents by country, year, type of publication and data (empirical, normative/
theory, literature review); we assembled the data on a spreadsheet. We reviewed all document
titles, abstracts and, when available, the methodology sections to extract the type of data used by
authors. In the case of foundational documents, those providing broader reviews of leadership
literature and/or policy for one or more countries in the region (i.e. Avalos, 2011; Mariano et al.,
2016; Torres-Arcadia et al., 2016; Weinstein et al., 2014), the whole document was analysed.
Flessa et al.: School leadership in Latin America 2000–2016 5
35
30
25
20
15
10
5
0
2000 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Research team members held weekly meetings for four months and compared notes and prelim-
inary analysis via a shared drive. Step one of the analysis was to identify the regional trends; step
two was to identify confirming or disconfirming illustrations from specific countries; step three
was to suggest possible explanations for the trends and contradictions, going back to the scholarly
literature on school leadership and comparative education for contextualization; step four was
writing the article, with each member of the research team taking turns as a critical reader to
identify gaps and inconsistencies in argument and evidence.
Regional
Paraguay
Honduras
Ecuador
Uruguay
Haiti
El Salvador
Puerto Rico
Peru
Venezuela
Colombia
Costa Rica
Cuba
Argentina
Brazil
Mexico
Chile
0 20 40 60 80 100 120
Latin America is also diverse and heterogeneous in terms of research production. In this regard,
similarly to what has been described in a recent review (Weinstein et al., 2014), we found three
groups of countries:
(1) Prolific countries such as Chile, Brazil and Mexico where there is a substantial body of
publications on school leadership and it is possible to identify trends;
(2) Countries with evident but heterogeneous interest in school leadership and fewer
publications, such as Argentina, Costa Rica, Cuba, Colombia or Venezuela; and
(3) Countries with almost no research on this topic, such as Bolivia, Ecuador, Panama
and Peru.
International Study of Principal Preparation (ISPP) (Garcı́a et al., 2010, 2011; López-Gorosave
et al., 2010). A recent review of research on leadership in Mexico identified four areas of emphasis:
(1) professional development, (2) definition of the position, (3) work load, and (4) work relation-
ship with teachers (Torres-Arcadia et al., 2016). However, this review does not specify how much
research had been dedicated to each area and indicated that there was still an important gap of
knowledge regarding training and professional development programs.
Brazil provides a different perspective. Findings regarding school leadership appear primarily
as a secondary emphasis in studies of education policy reforms sustained since the 1990s – i.e.
decentralization and school democratization. These reform studies mention the impact of such
policies on principals’ practices and on school management (Mariano et al., 2016). Another review
suggests leadership research in Brazil focused mostly on principals’ training, practices and recruit-
ing (Weinstein et al., 2014). Our own search leads us to believe leadership has not been studied
deeply as a field of research on its own in Brazil. We agree with Mariano et al. (2016) that
international leadership frameworks have less influence in Brazil than in Chile and Mexico.
To understand why these three very different countries are the most prolific in terms of
school leadership research, we note that they were the only three Latin American countries
participating in TALIS 2013, which dedicates a full chapter to comparing school principals
from participating countries (OECD, 2014). Joint efforts come from universities, research
centres and the government providing funding for developing knowledge on the topic. Chile,
the outlier, not only has most obvious policy involvement over time, it also has recently
funded two leadership development and research centres with the task of training leaders and
producing the necessary knowledge and evidence to guide their work (Ministerio de Educa-
ción de Chile, 2016). These centres are diagnostic of the advanced level of system investment
in school leadership and an indication that nationally there are researchers and policymakers
with the capacity to engage the topic.
Murillo, 2012). Publications about leadership in Cuba describe competencies, training and policy
from a normative point of view (Santiesteban and Valiente, 2011; Valiente et al., 2013).
We found just a few examples of small-scope empirical studies from Venezuela and Colombia.
The Venezuelan work explores transformational and instructional leadership styles (Pérez, 2012),
competencies (Maduro and Rietveldt, 2009) and policy and professional development from a
normative point of view (Monarca, 2013; Rodriguez and Meza, 2006). Colombia is an interesting
case. At the policy level there seems to be growing system interest in advancing leadership as a
core priority of school improvement efforts, even more so than in Brazil or Mexico. In Colombia,
there is an important participation of the business sector, specifically sponsored by Fundacion por
empresarios de la educacion de Colombia – Exe [Entrepreneurs’ Foundation for Colombian
Education], in supporting leadership development in partnership with public institutions (Wein-
stein et al., 2015). At the research level, however, we found very few publications. Other reviews
about Colombia likewise suggest scarce evidence: ‘local and low extent studies centered on
professional development needs, profiles, skills and development, and their role on change’
(Weinstein et al., 2014: 18).
Countries1 AR CL CR CO EC PE MEX
policies from a range of Latin American countries. This snapshot is based on ‘grey’ literature (i.e.
government reports) as well as information found on education ministry websites, up-to-date as of
September 2016. Our overview covers Argentina, Chile, Costa Rica, Colombia, Ecuador, Peru and
Mexico. This sample is a mix of large and small countries, with different experiences of centra-
lization and decentralization in the education system, variations in national wealth and inequality,
and different histories of economic growth. We briefly describe the following: job description,
selection, and professional development and supports.
Job description
In Latin America education laws that regulate the teaching profession also dictate school leaders’
functions and roles, selection processes and minimum requirements for the job, professional devel-
opment requirements and their regulations, and the assessment for school leaders (Weinstein et al.,
2014). For the role of school principal, these aspects are explained next and summarized in Table 1.
10 Educational Management Administration & Leadership XX(X)
Overall, we note that national laws suggest principals are the ‘maximum authority responsible for
guiding and the functioning of the school organization’ (Weinstein et al., 2014: 22).
Although the policy snapshot shows regional attention to principals’ functions and roles, com-
parative policy research also reminds us that principals in Latin America are relatively ‘under
professionalized’ compared to principals in other parts of the globe. Using UNESCO SERCE
(Second Regional Comparative and Explanatory Study) data Murillo and Román’s (2013) study
of principals’ use of time in 17 countries found that 57.3% worked full time (40 hours a week or
more) in the role. In other words, in these 17 countries, more than 40% of principals held a second
job in the school, often as teachers. In addition, other factors might explain this phenomenon, such
as the number of rural schools in the region, these being generally smaller organizations lead by
teachers who do not hold a formal title of leadership.
There is great variation across countries in the explicit emphasis placed on ‘instructional
leadership’ for principals. For example, policies in Chile ask principals to supervise classroom
practice directly as part of their job (Weinstein and Muñoz, 2012), and Cuban principals seem
to be quite involved in supporting teachers (Carnoy, 2007; Murillo, 2012), but in many
countries the references to responsibilities related to instructional leadership were negligible
for school principals.
All in all, a recurring observation of the school change and school effectiveness literature from
Latin America is that school principals are administrators, not leaders (Pozner et al., 2000; Vail-
lant, 2011). Oplatka (2004) suggested that this is a tendency across the ‘developing’ world: school
principals are administrators who implement mandated change; they do not initiate it. It seems the
job descriptions emphasize mainly or only administrative duties. Data from primary schools in
Argentina, Brazil, Chile, Paraguay, Peru and Uruguay published by UNESCO (Rivas, 2015: 142)
show that while decisions about student discipline and evaluation are made at a school-level, often
decisions regarding teacher selection, teacher firing and teacher salaries are not. Far more common
among most countries were mandates to manage personnel, infrastructure, and relationships with
parents, and to provide necessary information to superiors.
Selection
Countries in Latin America generally require principals to have previous experience in the class-
room and a professional degree in education – with exceptions such as Colombia, which requires
an undefined degree and work experience of at least four years; and Chile, which requires three
years of experience in the classroom and any Bachelor’s degree of eight semesters (Weinstein
et al., 2014). There is a history of viewing the principalship as ‘a political appointment related to
the election process more than with competence’ (Mariano et al., 2015, cited in Oplatka, 2016: 9),
but there have been recent policy changes which emphasize greater transparency and standardiza-
tion in hiring. Argentina, Colombia, Ecuador, Mexico and Peru use a combination of merit-based
competitions and/or examinations. Costa Rica and Chile are attempting to increase the standardi-
zation of processes by using merit-based selection assessed by central government agencies.
Given the limited autonomy that principals in Latin America seem to have, we were surprised to
find great diversity in the degree to which their hiring was managed centrally or are decentralized.
(We expected to see mostly centralized hiring.) In Argentina local provinces regulate the eligibility
process and there is no role for central government (an illustration of how many decisions in
Argentina’s federal system are made at the provincial level); in Chile and Peru there is a shared
governance approach where the local level has the final decision; in Ecuador a school committee,
Flessa et al.: School leadership in Latin America 2000–2016 11
made up of parents, students and teachers, participates in assessing the school management plan
presented by the candidate; and in Costa Rica, Colombia and Mexico there is a fully centralized
process whereby candidates are scored by judges to decide about the final appointment.
school level leaders as a specialized profession, just who do policymakers imagine can provide
principals with useful professional development and preparation for the job?
America, and if decentralization might explain the turn to leadership as a policy focus. After all, in
a centralized education system, where the most important decisions are made by a national
Ministry of Education, a school principal may be primarily a bureaucratic middle manager imple-
menting decisions made by others – not exactly the definition of a leader.
The Anglo-American emphasis on school level leadership assumes some relative autonomy and
discretion in local decision-making that Latin American principals simply may not have. Borden
says, ‘even with the implementation of reforms that decentralize education, school principals in
Latin America and the Caribbean are still only exercising the administrative dimension of school
leadership’ (Borden, 2002: 5, emphasis added). According to Vaillant ‘In many Latin American
countries, there is excessive centralism and lack of autonomy among principals and teachers when
performing their tasks’ (Vaillant, 2011: 572).
The point here is not that principals in jurisdictions outside Latin America are freed from
administrative chores or constraints on their autonomous leadership. In fact, among scholars of
educational leadership in North America there is a great deal of attention paid to the tensions
between managerial and instructional leadership (see Cuban, 1988; Flessa, 2012; Neumerski,
2012; Pollock and Cameron Hauseman, 2016). The difference to understand here is one of degree:
in Latin America, where attention to school site leadership as a lever for school improvement is
nascent, fundamental expectations about principals’ work are still firmly anchored, often by
legislation, to limited administrative tasks.
So, if centralization works against a focus on school leadership, does decentralization lead to an
emphasis on school leadership? Our investigation shows that the link is not so clear or direct.
Decentralization was the focus of education reform in Latin America in the 1990s (Gajardo, 2012;
Rivas, 2015) and, according to Gajardo (2012), decentralization reforms are most advanced in
Argentina, Brazil, Chile and Mexico. Interestingly, Chile and Mexico are the Latin American
countries that began focusing policies and research on school leadership the earliest
(Fernandez-Hermosilla, 2015). Argentina has a relatively decentralized education system, but it
does not seem that decentralization policies per se triggered an interest in school leadership (de
Podestá et al, 2005; Hirschberg, 2015; Tiramonti and Nobile, 2013). The link between decentra-
lization and leadership seems clear in the case of Ecuador, where a large decentralization project
began in 2012 (Ministerio de Educación del Ecuador, 2012a), and standards related to school
leaders were published the same year (Ministerio de Educación del Ecuador, 2012b). The link is
less obvious, though, in places like Cuba, which is not decentralized yet has invested in leadership
(Carnoy, 2007).
It is also important to note that decentralization or school-based management does not always
involve giving school principals more decision-making power: often in Latin America, decen-
tralization has transferred responsibilities from central government agencies to local school
committees of teachers, parents and students, not to principals (for an example, see Barrera-
Osorio et al., 2009). Furthermore, rural schools are an important sector in Latin America and in
many rural schools there is no official school principal. These are generally small organizations
with one, two or a few teachers assuming all responsibilities. This could also explain the absence
of research on school leadership in countries where the figure of a principal is not central to the
school organization.
We can safely conclude that the degree of system centralization affects the working condi-
tions and responsibilities of school principals. But, if decentralization were the primary driver of
Latin American interest in school level leadership, we would expect to have seen it sooner and in
more countries.
14 Educational Management Administration & Leadership XX(X)
Policy borrowing
From its origins as a field of study, comparative development education has sought to understand
why educational jurisdictions in such different places sometimes take up such similar policies.
‘Which educational systems tend to be objects of emulation, i.e. serve as reference systems or
“reference societies”? . . . and why?’ (Steiner-Khamsi, 2012: 8). Scholars call this policy ‘borrow-
ing and lending’ (Steiner-Khamsi, 2016), the processes through which knowledge from one polit-
ical setting (past or present) is used to develop policies in another (Waldrow, 2012). Over time,
organizations in the same ‘field’ come to resemble one another via the process of institutional
isomorphism (DiMaggio and Powell, 1983), whether intentionally seeking to emulate one another
or not. One possible explanation for the growing regional attention to school level leadership in
Latin America is that it is one way for the education system of one country to signal its legitimacy.
Sometimes this movement is called harmonization, whereby education systems align with the
‘space’ they want to join (Steiner-Khamsi, 2012). For our purposes it is worth considering that
policy actors in very different contexts may, by following local incentives to solve local problems,
end up embracing the same small set of answers as their very different neighbours. Given the
diversity in Latin America, sameness might be weirder than difference.
The dynamics of policy lending and borrowing are also shaped by influential international
organizations; these organizations advocate certain reforms and not others and, in some cases, the
reforms they promote are tied to loans (Steiner-Khamsi, 2012). In addition, in Latin America there
is little national funding for conducting research; often, research is funded by international orga-
nizations. The OECD, as previously mentioned, promotes school leadership as a key factor for
school improvement (also see Hopkins et al., 2011). Thus it is possible that school leadership is
gaining currency because international organizations have advocated particular reforms, such as
school-based management, that led to an interest in school leaders, and/or that international
organization funding creates the incentive for countries to focus on school leadership.
There are risks to policy borrowing, of course. Harris et al., (2016), although not focusing on
Latin America, noted a global trend toward the prevalence of a small set of approaches to lead-
ership development and preparation across a diverse, cross-national set of schools and systems.
They critiqued the potential blind spots that were reinforced by this policy borrowing and they
raised questions about the cultural and contextual factors that take a back seat. Referring to the
ways that policymakers worldwide apply what they consider to be the lessons from the best
performing systems, Harris et al. concluded that, ‘While high quality leadership may indeed be
an important contributor to school and system performance, how it is understood, enacted and
performed is, ultimately, culturally and contextually defined’ (Harris et al., 2016: 8). Pashiardis
and Johansson (2016: loc 445)2 likewise pointed out that ‘policy initiatives that work well in one
country cannot necessarily be transferred across national borders’.
Given this contextual information – that policy borrowing is common but it also has limitations
– the Chilean principal leadership framework (now called the Marco Para la Buena Direccion y
Liderazgo Escolar, 2015) is a particularly interesting illustration of the ascendance of particular
leadership models and ideas. Although it is beyond the scope of this paper to trace the lineage of
the Chilean framework in detail, we note that the categories of principal leadership emphasized in
the framework are applied from the work of Leithwood and colleagues(Leithwood et al., 2008)
which also formed the foundation for the Ontario Leadership Framework (see Leithwood, 2012).
The parallels between the two frameworks are explicit. Our review also encountered a framework
recently developed in the Framework for Sound Performance for School Leaders (Marco de Buen
Flessa et al.: School leadership in Latin America 2000–2016 15
Desempen˜o del Directivo) (2013) which embraces the same core concepts. The embrace of frame-
works by ministries/departments of education could itself be considered a mode of policy borrow-
ing, with the framework content making the link all the more explicit.
of each alternative, and (e) select the alternative that maximizes the attainment of objectives. From
this mode of thinking, policymakers in Latin America focus on leadership now as a way to address
access and quality problems that have been resistant to other solutions. Although it is not a
sophisticated argument to make, it is possible that policymakers view school level leadership as
the ‘alternative that maximizes the attainment of objectives’.
Almost all countries in Latin America have participated in regional student achievement tests
such as SERCE (Flotts et al., 2015), and some have participated in international tests such as PISA
(Bos et al., 2013). Analyses from these tests point to leadership – especially instructional leader-
ship – as a factor that positively influences students’ test scores. Based on PISA 2012 data for Latin
American countries, Vaillant and Rodrı́guez Zidán concluded ‘learning results improve where
there is instructional leadership and principals guide and intervene designing the curriculum to
be delivered’ (Vaillant and Rodriguez Zidán, 2015: 253).
Treviño et al. concluded from analyses of SERCE 2006 data that, ‘When the principals focus
their work on instructional leadership and promoting learning in schools, their activity has a
positive impact on students’ academic achievement’ (Treviño et al., 2010: 15). Blanco et al.,
writing about Latin America, said that, ‘instructional leadership is essential for efficient schools’
(Blanco et al., 2008: 67). Murillo (2008) also concluded that leadership must focus on student
learning for schools to improve. In short, it is certainly possible that Latin American policy-
makers could be focusing on educational leadership because regional research has shown it has
an impact on student learning, and policymakers are looking for new ways to improve their
educational systems.
educational leadership to have someone specific to ‘hold accountable’ and be responsible for
improving schools. After all, one of the most highly visible ways to show that you’re taking
organizational results seriously is to make changes at the top of the organizational chart.
Although we are not able in this primarily descriptive paper to disentangle with certainty root
causes, we believe that it is important to consider a range of ideas that might explain why an
interest in school level leadership is emerging now in Latin America, and why it is taking particular
shape in particular countries. It is unlikely that there will be a sole regional explanation; in fact,
various combinations of factors will explain why school leadership research and practice look
different in different parts of the region.
Conclusions
We began the research for this paper already aware that ‘school leadership issues are becoming
increasingly debated and explored in an international and comparative context’ (Pashiardis and
Johansson, 2016: loc 220–221). Our paper adds to this comparative body of work by drawing
much-needed attention to Latin America.
We know that Latin American jurisdictions, like others in the developing world, have embraced
a small set of leadership ideas. Prior research suggests that a reliance on (usually) US-based
scholarship limits the development of more contextually-informed conceptualizations of school
leadership (see Brundrett et al., 2006; Hallinger and Kantamara, 2000; Karstanje and Weber, 2008;
Litz, 2011; Oplatka, 2004, 2006). Two of the dominant Anglo-American leadership ideas being
taken up in Latin America warrant special attention and critique.
First, in the mainstream literature, even during this era of ‘distributed leadership’ scholarship, a
typical takeaway is that the single most important educational leader is the school principal. The
Latin American experience suggests that paying attention solely to the principal to the exclusion of
management teams or the faculty as a whole will lead to a distorted idea of who school leaders are
and how they lead. For example, as previously noted, in many schools, especially in rural areas,
there are perhaps only one or two teachers who must teach all grades and also somehow meet the
responsibilities of a principal. On the other hand, in larger schools there are often various leader-
ship positions. For example, unlike North American schools, Chilean institutions rely upon a
unique administrative structure where leadership is shared between Directores (principals) and
Jefes de Unidad Tecnica Pedagógica (technical unit pedagogical heads) (Flessa 2014: 2).
Second, in North American literature there is often a simplified vision of the principal as
‘instructional leader’ that portrays the individual concerned as working directly or in a coaching
role with teachers to improve their practice. In a Latin American context, finding such a principal
would be extremely challenging. But does that mean there are no ‘instructional leaders’ in Latin
American schools? No. There is reason to think that defining ‘instructional leadership’ in a way
that will be legible in Latin American schools will require viewing the phenomenon as including
managerial, institutional decisions and sharing of expertise from multiple sources rather than
solely one-on-one pedagogical mentorship from the principal. We are identifying a problem
consistent with the one described by Neumerski (2012), and we believe that questions about
who school leaders are and what leadership in support of instruction looks like may have
substantively different answers in Latin America than in the countries that have originated the
majority of school leadership scholarship. In short: the emphasis on administrative management in
the principalship in Latin America is a feature, not a bug, of the system. Platitudes about
18 Educational Management Administration & Leadership XX(X)
instructional leadership that do not recognize this reality are unlikely to gain much traction in Latin
America.
There are other blind spots in the body of research that we reviewed. Although there is a
relatively well established body of research on teachers’ organized work (unions) in Latin America
(i.e. Corrales, 1999; López, 2008; Palamidessi, 2003; Tedesco and Tenti Fanfani, 2002), we did not
find examples of school leadership scholarship engaging with it. Principals in Latin American
public schools grapple daily with the possibilities and constraints of school leadership in unionized
public schools; scholarship that describes both the philosophical and practical implications of
greater investment in principals as pedagogical leaders, and what that means for teachers, would
be welcome.
We also note that the theme of leadership for educational equity remains underdeveloped
regionally. Surprisingly, we found next to no specific reference to race or ethnicity in our literature
review on school leadership, although we suspect it does affect educational opportunity and the
work of school principals in the region, as it does worldwide. There is certainly a large body of
Latin American scholarship about race, racism and educational opportunity for indigenous peo-
ples; our observation is that the nascent body of research on school leadership does not seem to
engage it. Learning more about how school leaders confront questions of race and indigeneity in
their schools – for good or bad – would help build a more comprehensive knowledge base for this
diverse region.
Oplatka (2016) offered a comprehensive template for building the Latin American knowledge
base in educational leadership. He suggested that research should be conducted to help improve
school leadership in Latin America (Oplatka, 2016: 11–13), that Latin American research can
provide new insights to the field (Oplatka, 2016: 13) and a critical view of both existing research
based on European concepts as well as a critical view of traditional arrangements include nepo-
tism, corruption and political considerations (Oplatka, 2016: 14) are necessary. To his list we
would add that in order to develop a knowledge base about leadership preparation and professional
development researchers and practitioners in Latin America would do well to consider evidence of
impact, not only intention or participant satisfaction.
Pashiardis and Johansson (2016) reminded us that principals’ work is highly context
dependent. After reviewing the scholarship from 2000-2016 in Latin America we come to
a conclusion similar to theirs, namely that, ‘the future of the study of school leadership and its
effects on student achievement is not simply more statistical analyses and large international
studies. The way forward . . . is to advance through a study of the unique characteristics of the
context of each educational system, its history, culture, and local needs’ (Pashiardis and
Johansson, 2016: loc 336–337).
Funding
This research received no specific grant from any funding agency in the public, commercial or not-for-profit
sectors.
Flessa et al.: School leadership in Latin America 2000–2016 19
Notes
1. Space constraints limit the number of citations we have included. Readers interested in the full biblio-
graphy are invited to contact the corresponding author.
2. We use ‘loc’ hereafter to signal the number refers to the location in the Kindle version of the book, not a
page number in the hard-copy edition.
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Author biographies
Joseph Flessa, Associate Professor, Educational Leadership and Policy, Ontario Institute for
Studies in Education, University of Toronto.
Daniela Bramwell, PhD student in Educational Leadership and Policy, Ontario Institute for
Studies in Education, University of Toronto.
Magdalena Fernández, PhD Candidate in Educational Leadership and Policy, Ontario Institute
for Studies in Education, University of Toronto.
José Weinstein, Professor at Universidad Diego Portales and Director of the Centre for Devel-
opment of Educational Leadership, CEDLE, Chile.