 |
Topics:
Work & Empowerment
Union
Leadership Development in the 1990s and Beyond
Susan
C. Eaton
Massachusetts Institute of Technology
Reprinted with permission from Workplace Topics, volume 4, number
2. December 1995. Copyright © 1995.
Contents
Leadership
Defined
Local Union Leadership Roles
Career
Tracks For Union Leaders
The
Political Context of Union Leadership
Stages
of a Union Leader's Development
Conclusions
Endnotes
Union
leadership is fundamentally moral leadership. If leaders do not
constantly articulate and act according to labor's core values
and vision of social and economic justice, inclusion, human development,
and hope, they have little chance of successfully mobilizing their
members over the long term. Appealing purely to members' economic
self-interest will leave leaders vulnerable to recrimination at
any economic downturn or poor contract settlement. More significantly,
labor's leaders must constantly strive to organize new workers
to broaden the base of the membership, bring in new leaders, and
fulfill the mission of the union movement. Since most leaders
are elected by current dues-paying members or their representatives,
not the unorganized, the fundamental values of labor must be clearly
and consciously shared by leaders and followers in order for the
scarce resources of current members to be devoted to organizing
new workers, and to supporting the new leaders who emerge in these
struggles. This paper argues that current leaders need to carry
out a virtual revolution in articulating labor's values and vision,
in creasing organizing, and consciously developing new leaders
for the future in order to not only realize labor's goal, but
to ensure its very survival. While most unions are struggling
just to train new leaders to replicate and run organizations of
the past, the times today demand new leaders who have vision and
talent well beyond that required of their corporate counterparts.
It is up to today's labor leaders, at every level, to rise to
this challenge and to recreate a movement that can contribute
to the development of every person's full potential.
I begin
with a discussion of the meaning of leadership, arguing that the
time for transactional leadership is past and the need for transformational,
empowering leadership is urgent. Then I discuss leadership roles
within union locals and how service in these roles serves as a
stepping stone to leadership at higher levels of organized labor.
[1] The focus is on the growing
unions in the public and service sectors of the economy, with
some examples from the industrial sector. Next I propose a five-stage
theory of leadership development within a union, suggesting potential
positive influences at each stage and arguing that the earliest
experiences are often the most important. This paper is based
on a year-long research project involving dozens of local and
mid-level union leaders.
Leadership
Defined
There are many
theories of leadership. Most of these theories were articulated
in the context of political leadership, often drawing on the examples
of presidents and heads of state, or corporate leadership, studying
top managers and chief executives. They shared a notion of the leader
as an isolated individual with certain qualities, and the theories
varied with respect to their views about whether these particular
qualities could be developed or not. Few theories looked at female
leaders or persons of color. One exception is Michael Maccoby's
book The Leader, which included a union leader, a female
public sector manager, and a black foreman among its examples of
leaders. [2] This diversity helped
Maccoby to identify important moral qualities, including a respect
for human development and a willingness to share power among the
leaders he profiled. More recently, Judy Rosener has described the
ways female managers lead, suggesting that they often have a more
cooperative, inclusive, and flexible approach to management. [3]
For purposes
of understanding union leadership, few of these studies were helpful.
A handful of union leaders attended management training courses
in which they learned about Maslow's Hierarchy of Needs and took
the Myers-Briggs Type Indicator tests. The leadership studies
themselves usually did not include leaders of social change movements,
or locally elected political leaders of organizations.
A few alternate
models of leadership based in real, grassroots social change experience
have had an influence on union leaders. For example, Ella Baker,
a longtime civil rights organizer, taught the young organizers
of the Student Nonviolent Coordinating Committee about developing
leadership among the people one was organizing and letting them
make the critical decisions about their lives. Similarly, Cesar
Chavez was learning in the 1950s and 1960s the lesson of community
organizers Saul Alinsky and Fred Ross that "[you] help people
by making them responsible." [4]
In 1976,
James McGregor Burns made a major contribution to the field with
his book entitled Leadership. [5]
He argued that leadership was in fact a relationship between leader
and follower, from which all parties benefited. Burns believed
that followers created leaders, and noted that traditional leadership
was "transactional," consisting of an exchange of value.
He also described leadership that he called "transformational,"
which he said occurs "when one or more persons engages with
others in such a way that leaders and followers raise one another
to higher levels of motivation and morality." [6]
He cited India's great political and religious leader Ghandi as
an example.
Burns's
definition of leadership can be expanded with contributions from
the feminist movement of the 1970s and 1980s, articulated by Jean
Baker Miller and others. The women's movement defined good leadership
as having, in addition to its relational and transformational
qualities, a quality of empowerment. By empowerment I mean both
personal feelings of efficacy and actual increased "powers"
or abilities to accomplish desired goals, individually and collectively.
Empowerment has relevance both within the lives of individuals
and within the work place and society as disenfranchised or less
powerful groups seek to achieve a greater voice and influence
over the events and decisions that determine conditions of their
lives. Empowerment is based on a belief that leadership can be
developed, and that a leader's legitimate power is "power
to achieve things together with others," an inherently more
egalitarian notion of leadership than power over or power to dominate.
[7]
A modern
definition of leadership that is useful to union leaders suggests
that leadership is a relationship, that leadership is transformational
to both leaders and followers, and that leadership is empowering
rather than dominating. This definition is not intended to suggest
that leaders never make decisions, never seek control, or always
consult and involve their followers in every action. Within this
model there is a broad range of possible styles and approaches,
depending on the individual and the situation.
How do actual
union leaders define leadership? In one Service Employees International
Union (SEIU) focus group in Chicago, women described a leader
as "someone who someone has faith in," and "someone
who connects people to others." In my 1991-92 survey of 80
union leaders, of whom 85 percent were women and 15 percent were
men, there were significant differences between male and female
union leaders in defining leadership. Women were more likely to
use words like "care," "love," "listen,"
and "empower," as well as "delegate, teach, involve,"
and "getting the group to do something." Women spoke
about "guiding the organization" and "having a
long-range vision." Both men and women talked about "motivating"
as a role of leaders, but only men used the words "give direction"
and "make decisions" in their definitions, even though
female leaders carried out those leadership roles as well.
Some understandings
of leadership were more participatory than others. For example,
the Harvard Union of Clerical and Technical Workers' (HUCTW) 1991
letter to new employees says, "We organized our union at
Harvard around a single idea: that every employee should have
the opportunity to participate in making the decisions that affect
his or her working life." [8]
A female Steelworkers local president defined leadership as "making
the decisions to put coalition-building as a number one priority;
accepting all views and opinions without limiting input; and moving
the group forward for the benefit of all affected."
In sum,
this paper will use a broad definition of union leadership that
includes elected leaders who have a clear leader ship role and
are accountable to a particular base, staff leaders who exercise
leadership through their structural positions, and worksite leaders
(whether elected, appointed, or volunteers) who take responsibility
for representing and furthering the goals of the union with their
co-workers. Leaders are understood to exist in relation to their
followers, and to exist in an organizational context, not a vacuum.
Of course, a person's life experience of class, culture, race,
and other important identities in our society will affect his
or her understanding of leadership and how it is exercised. For
example, growing up in a Catholic Church tradition, where leadership
and organization are both highly hierarchical, clearly is different
from the experience of growing up in a southern black Baptist
church tradition, where the local lay leadership often organizes
the community's religious practice.
Local
Union Leadership Roles
Local union
leaders vary tremendously in their responsibilities and power. I
discuss two such roles.
Local
Union Presidents
It is estimated
there are 46,000 union locals in the United States, with an average
size between 300 and 400 members. [9]
The heads of the largest locals, such as SEIU Local 32B-32J in New
York City with 68,000 members, have responsibilities on a par with
many regional and national officers. Most presidents of locals with
500 or fewer members still work full- or part-time for an employer
other than the union, receive little or no compensation for their
roles as leaders, and command few resources and no staff.
An unpublished
study of California union locals conducted by Marshall Ganz and
Scott Washburn in 1985 showed that the 1.8 million union and association
members employed 7,000 full-time staff and officers. [10]
Approximately one-third were full-time local officers, another
third of these were business agents or paid staff representatives
(who constitute another type of local union leadership role),
and about one-third were clerical and administrative staff. It
is not clear how representative these figures are because they
probably over-represent public and service sector workers compared
to a national survey. However, they are the best data available.
On this basis, one can hypothesize that for the 16.6 million union
members in the United States, there are approximately 21,645 full-time
local officers and 21,645 business agents or union representatives.
This amounts to one paid officer or non-clerical staff member
for each 386 members, an estimate that roughly agrees with the
formulas for staffing used by many unions. [11]
Stewards
The most populous
class of local union leader is the rank-and file worksite leader,
often called a steward, who serves as the representative of the
union within the workplace. Most stewards are full-time or part-time
workers who have agreed to serve as unpaid union representatives
on the job, although in a few industries and unions "grievance
committee persons" have achieved full-time union duty status.
Some unions do not appoint or elect union leaders at this level,
and so the members communicate directly with the paid union representative.
[12] An important determinant
of stewards' roles is the union contract which specifies their responsibilities
in processing grievances. Because of the wide variation in union
structures and work organization across different industries, it
is very difficult to estimate the number of stewards in the United
States. Ideally, a steward will be elected for every 25 to 30 workers,
but a more realistic estimate is one for every 100 or even 200 workers.
[13] By a conservative estimate
of one per 150 union members, there are an estimated 112,000 stewards
or elected/appointed worksite union leaders in the United States,
comprising 70 percent of all union leaders. [l4]
Stewards
tend to have significant longevity on the job and as stewards.
The average length of work experience was 17 years for the women
and 21 years for the men in one study by sociologist Pam Roby,
and their average length of steward experience was just a few
years less. [15] This study
found that 65 percent of male and 70 percent of female union activists
were over 45 years of age, suggesting that people become active
on the job early in their careers and stay active for a long time.
Career
Tracks For Union Leaders
People become
union leaders through a variety of experiences. Leadership experience
at the local level is an important stepping stone for election to
other union offices, including positions at the national level.
However, national union leaders appear to have defined several identifiable
career tracks to the tops of their organizations. Historically,
these tracks do not seem to be available equally to women and people
of color. Also, union leadership has not had equal appeal to individuals
of all political ideologies. It is possible to identify a number
of union officials in terms of the political ideas that drew them
to the union movement.
Local
Union Leadership Experience
The most time-honored
method of union leadership advancement is climbing the ladder from
worksite leader to local officer and/or staff, then to regional,
provincial or district officer, and finally to the national leadership.
[l6] In 1988, Lois Gray studied
61 national and international union presidents and found that 80
percent of them came up by this route. [l7]
This is particularly true for unions that have a tradition and policy
of hiring staff only from within the union for representation functions
(e.g., almost all craft unions and most industrial unions). Gray
found some notable exceptions to this career path, however, and
these fell into two other patterns: founding your own union [as
did Cesar Chavez with the United Farmworkers of America (UFWA),
Leon Davis with District 1199, and Karen Nussbaum with District
925], and coming in from the outside, usually with the aid of a
professional skill or specialty [as did Jack Sheinkman, an attorney
with the Amalgamated Clothing and Textile Workers Union (ACTWU),
and Jay Mazur, a pension clerk with the International Ladies Garment
Workers Union (LGWU)]. [18]
A few achieved leadership through challenging an incumbent. These
exceptions included Jerry Wurf of AFSCME, John Sturdivant of the
American Federation of Government Employees, and, more recently,
Ron Carey of the Teamsters. Having a sponsor or mentor in union
leadership was a far more common basis for their success (see the
article by Helen Elkiss in this issue of Workplace Topics),
along with building coalitions, becoming known through visible successful
campaigns, and being in the "right place at the right time.''
[l9] These paths to leadership
emphasize continuity over change in union leadership.
Some of
today's union leaders have combined several of these routes to
the top. For example, John Sweeney, who was president of the SEIU
at the time he was elected President of the AFL-CIO, joined SEIU
Local 365 as a cemetery laborer while working his way through
college. His first job for the SEIU was as Local 32-B's contract
director after finishing school and working as a staff member
for the ILGWU. [20] As another
example, Richard Trumka, who was president of the United Mine
Workers (UMW) prior to being elected Secretary-Treasurer of the
AFL-CIO, was raised in a mineworking family. After completing
law school and working in the coal mines, he was elected president
of the UMW in 1982 on an opposition slate against the incumbent
Sam Church. [21] As a final
example, Bob Wages, president of the Oil, Chemical and Atomic
Workers Union (OCAW), is a third-generation oil worker who was
elected president of his local at age 19, but went to college
and law school at night while working full-time. His first job
as a lawyer was with the union. He later advanced to chief counsel,
then to assistant to the president, and finally was elected president
of OCAW in the fall of 1991 at the age of 42. [22]
Female
and Minority Union Leaders
On August 1,
1995, Barbara Easterling became the first female elected to serve
as an officer of the AFL-CIO. Easterling, who had been secretary-treasurer
of the CWA, served as Secretary-Treasurer of the Federation until
October 25, 1995. Linda Chavez-Thompson, a vice president of the
AFSCME, became Executive Vice President of the AFL-CIO on October
25th. This is a new office that was created by a change in the Federation's
constitution.
Prior to
October 25th, the AFL-CIO Executive Council had only three female
members, two of whom are women of color, and two African-American
men. [23] Importantly, action
taken at the AFL-CIO Convention in October enlarged the Executive
Council from 35 members to 53 members. Ten of the 18 new seats
on the Council were set aside for women and minorities.
While Bureau
of Labor Statistics data from 1980 suggest that women held 12
percent of all national governing board seats, a 1980 CLUW report,
a 1985 update focused on the 15 unions representing 80 percent
of women, and my own research in 1990-92 have shown that the numbers
of elected national union leaders who are women have increased
barely at all. Women have made limited progress on the appointed
and staff levels, and at local levels. But there are still relatively
few women national officers. [24]
Minorities
have also made little headway, with women of color the most under-represented.
Although increasing numbers of men and women of color hold regional
and state offices, their paths to top leadership roles are as
yet unclear. For example, Henry Nicholas, a national officer of
AFSCME, had served as president of the National Union of Hospital
and Healthcare Employees until part of his union merged with AFSCME,
part voted to join the SEIU, and part, notably District 1199,
became an independent union. Dennis Rivera is the current president
of New York City's District 1199, and is a prominent Puerto Rican
leader.
Today, many
European immigrant groups are integrated into American society
and the vastly inclusive middle class. However, the new immigrant
groups from southeast Asia and from Central and South America
remain largely unorganized. It is important for the labor movement
to determine why so few of these immigrants work with union representation.
Some unions (ILGWU, ACTWU, CWA, SEIU, District 1199, and a few
others) have made concerted efforts to organize recent Latino,
Caribbean, and Asian immigrants. Although these efforts have not
been successful on a large scale, New York City and Los Angeles
are areas in which immigrants have won leadership positions. In
New York City, immigrant leaders can still be found, particularly
in the service and health care industries, where strong local
and regional leaders from Puerto Rico and the West Indies have
emerged along with African-Americans. In Los Angeles, San Francisco,
and San Diego, Chicanos and Mexican Americans have been elected
local leaders in the Hotel and Restaurant Employees Union (HERE)
and the SEIU, among other unions, and there is at least one immigrant
leader of a Carpenters' district level. An advocacy group for
Asian-Pacific Americans in labor has formed at the national and
local levels with AFL-CIO support. However, there is no massive
organizing drive under way for the new immigrants, the AFL-CIO's
innovative Los Angeles-based California Immigrant Workers' Association
(CIWA) project notwithstanding. This issue must be addressed by
those unions that hope to grow in the future by appealing to immigrant
workers.
Political
Backgrounds
There are also
similarities among union leaders in terms of social class and ideology.
[25] Often they come from excluded
groups within the working class who have little other outlet for
their talent and potential (these have included immigrants and their
children, especially Irish, Italian, and Jewish workers, as well
as African-Americans). Among many examples are John L. Lewis, George
Hardy, and A. Philip Randolph. Some union leaders also come from
working-class or middle-class back grounds with political or ideological
motivations for their union leadership activity. These leaders include
Jerry Wurf, Sol Chaiken, and many others. Some individuals overlap
these two groups, as did Walter Reuther. His orientation was socialist,
but he also came from an immigrant family and rose to leadership
through his work in the automobile industry. Two other examples,
among many, are Victor Gotbaum of District Council 37, AFSCME, Elinor
Glenn of the SEIU.
At the same
time, ideologically motivated participants in the labor movement
have decreased. [26] Although
there is still a critical, self-defined "left" presence
in the labor movement [represented, for example, by Labor Notes
writers and activists, New Directions (UAW) and Teamsters
for a Democratic Union (TDU) activists, and the Association for
Union Democracy (AUD)] it is relatively small and struggling,
especially within industrial unions. There is less red-baiting
in unions now than there was ten years ago, and less reason for
it because few communists are left to attack.
During the
1960s, young left-liberal activists ceased viewing labor as a
social change movement. George Meany's support of the Vietnam
war, and the triumph of business unionism generally, caused many
liberals to instead view labor as a conservative force. According
to Donald Ephelin,
When
I joined the UAW in 1948, Walter Reuther talked about making a
better world not just for our members, but for poor people, for
kids, for people around the world. It was like joining a crusade.
When I think of a twenty-year old kid now, I wonder why they would
want to join the labor movement unless they had some problem on
the job. There's no sense of social vision.
[27]
And Marshall
Ganz recalls that young people and civil rights organizers joined
the Farm Workers Union in the 1960s and 1970s because "they
thought it wasn't a union like other unionsand it wasn't."
[28]
Many "left-liberals"
have become active in the growing unions of the service and public
sectors, where there appears to be more willingness both to hire
from the outside and to incorporate new ideas. In addition, social
service unions that represent teachers, healthcare providers,
and welfare and social workers provide a natural base for rank-and-file
people whose caring and concern about social issues translate
naturally into their interest in union leadership. These activists
come from both working-class and middle-class backgrounds, and
their unions represent both low paid and professional workers.
Examples are the SEIU, AFSCME, District 1199, the American Federation
of Teachers (AFT), and the American Association of University
Professors (AAUP).
The
Political Context of Union Leadership
Because they
are elected, union leaders face problems that are very different
from those that confront corporate executives and managers. Union
leaders arise and maintain their influence through a political process.
Consequently, they must deal with challenges to their position from
within their own organizations.
Unions also
must act as participatory, voluntary associations that depend
on the active involvement of their members. At the same time,
however, unions must be disciplined organizations with a unified
strategy and tactics for long-term battles with powerful employers.
This tension suggests why loyalty is valued as highly as competence
in many unions, particularly among long-term staff and leaders.
But it poses real challenges for union leaders.
Local
Leaders
In a local union,
members directly elect their leaders at least once every three years.
Thus, there is more direct accountability to members' concerns within
local unions than within national unions which choose officers not
less than every five years in elections that may involve convention
delegates chosen by the rank-and-file instead of the members.
[29] Substantial political skills may be necessary
if leaders want to retain their positions, especially in the event
of an unsuccessful or unpopular leadership strategy such as those
relating to contract negotiations. Consequently, local leaders must
be aware of political challengers, particularly from among their
staff.
Quite often,
local leaders previously have served as paid staff members, especially
in large locals. The patterns of service differ, quite naturally,
in various kinds of unions. In the building trades, it is common
for full-time "business managers" to be elected, and
frequently candidates for this position are individuals who previously
have served as uncompensated officers. In industrial unions, local
presidents are often elected at the shop or plant level, usually
after serving as stewards or members of bargaining or grievance
committees. In many service and public-sector unions, local union
presidents are elected from the rank-and-file, but there is frequently
a professional staff member, perhaps an executive director, who
directs the day-to-day operations. [30]
This is typical of social service worker unions and professional
unions like the National Education Association's state-wide affiliates.
Some such unions have combined these roles by creating an elected
president or elected "executive secretary" or "executive
director," with this person frequently coming from a staff
position.
Because
the appointed staff often serve as de facto leaders at the worksite
and frequently disseminate the union's message to most of its
members, they may be perceived as a political threat by some elected
leaders. Consequently, a few unions prohibit their staffs from
maintaining an active union membership in the local for which
they are working to prevent the possibility of running against
the current leader. However, this policy is rare among unions
that recruit staff from within because such a prohibition would,
in effect, make renunciation of membership the price of a staff
job. More commonly, local unions permit the staff to maintain
membership and expect that on occasion there will be challenges.
Some unions simply rely on staff loyalty to ensure that there
will not be divisive challenges to power.
In cases
where the union representatives also serve on the elected executive
board, the chief local union leader has considerably less control
over their work performance than he or she would if they were
appointed. This can create serious tensions among leaders, because
the staff typically have more membership contact than the chief
union leader. This explains why loyalty and knowing the rules
of the game are highly valued among union staff, and why union
staff sometimes are hired based on their willingness to support
the existing leadership.
Stages
of a Union Leader's Development
There are
five stages of a union leader's development. My research suggests
that the earliest stages are most important in terms of shaping
a new leader's ideas of what the organization values and expects
from its leaders. A leader may go through these stages over a
short time or throughout a lifetime of work. In addition, sometimes
the cycle is repeated, as when going from a worksite leader to
a staff or full-time elected leader, or from a local to a national
leader. Rarely are these stages consciously addressed either by
the leader going through them or by the other leaders and staff
who are responsible for organizing the newer leader's experience.
There are important exceptions, however. Of course, generation,
class, and ethnic or racial background have a critical impact
on a leader's experience at each of these stages. Nonetheless,
each leader will encounter these stages of leadership at some
time, and her or his development as a leader will be profoundly
influenced by the union's responses at each stage.
For most,
it is difficult to disentangle the five stages. They are not discrete
steps in the career development of union leaders, and each represents
a complex interaction between informal and formal learning experiences.
For example, my research suggests that people's leadership style,
values, and beliefs are shaped early, especially by the circumstances
of their recruitment into leadership and by their initial experience
in the union. It is difficult, though not impossible, to reverse
those early experiences if they are negative.
Stage
One: Entry into Leadership
My research
suggests there are two kinds of life experiences that make people
more likely to become a union leader. The first revolves around
the teachings and examples of family members and teachers. Among
those I studied, family influence was felt in one of two ways: either
a parent had been in a union struggle or leadership role, or parents
passed along values that became the basis for the child's belief
in union values of justice, equity, and fairness. Female leaders
mentioned both mothers and fathers as role models and influences;
male leaders mentioned only their fathers. Of course, men made up
80 percent of union members up through the 1960s, so fathers were
more likely than mothers to have been in unions. For example, below
are quotes excerpted from responses to my survey from female leaders
of the UFCW and the United Steelworkers, respectively.
My
father, he was an organizer of bakery drivers in the '30s and
organizer and later chairman of the Brotherhood of Railroad Trainmen
in the '40s through retirement in 1973. I helped him with his
filing and typing from the age of l2.
The women
that organized our local encouraged me. But my mother and her
ongoing activism in human rights, raised me to get involved.
After family
influences often came teachers. For female leaders, teachers sometimes
presented an alternate role model. Nancy Mills, former executive
director of SEIU Local 285, says:
Social
justice was a family legacyto make the world a better place
for humanity was a privilege and an obligation. . . but as I watch
my daughter grow up I realize how important teachers are and what
an influence they can have. Miss M. . . took an interest in me
and encouraged me... She encouraged my activism and sharpness.
. . Miss T. . . invited us to her home. . . She showed me that
I could do things differently, and encouraged my more creative
and quieter side. Both were significant, because they showed that
women could do things differently. They were the antithesis of
my mother in some ways. They were independent unconventional women.
[31]
Most future
leaders are recruited by a fellow worker, union leader, or union
staff member to take on the role of a shop steward or workplace
leader. The female leaders I surveyed were motivated to seek leadership
positions by one or more individuals (e.g., union officials or
staff) who had encouraged them, taught them, or pushed them to
take a leadership role. For most men and women, having a mentor
clearly made a difference. This and other research suggest that
the most common and effective mode of leadership development is
encouragement and recruitment by current union leaders. [32]
Aside from
an individual who recruited them, leaders seemed to have been
mobilized into leadership by an organizational and personal experience
in which injustice was challenged. Female leaders were particularly
likely to describe seeing terrible conditions that inspired them
to become involved because of their desire to help others. On
many occasions they were "reluctant leaders," i.e.,
the only ones who were willing to assume the responsibility. Sandy
Felder, the president of SEIU Local 509, is perhaps a typical
example. She went to a worksite meeting called for her social
workers' local and found that no one else was there. The union
representative talked with her about the problems and asked her
to bring some people to the next meeting. She did, and they elected
her steward. Fifteen years later, she became president of the
local union.
Women were
more likely than men to become leaders in order to help others
rather than satisfy their own ambitions for a position of influence.
For example, having to endure poor working conditions with co-workers,
or being exposed to others' dissatisfaction with the union, made
women want to become active. This was also true of men, although
male leaders were more willing to admit to wanting to win political
office. For example, Edward Fire, now the secretary-treasurer
of the IUE, described his first run for local president: "Once
I got a taste of being vice-president, and functioning as president
occasionally when he was out of town, I knew I wanted to become
president." [33]
Seeing bad
conditions was not usually enough to motivate people to take on
leadership roles, however. It was more important to have a successful
experience in which the union was able to improve working conditions
(e.g., through access to training, negotiation of better job security,
or resistance to insensitive managers). Finally, organizing campaigns
or strikes served to bring many into leadership.
Recruitment
and Hiring into Union Staff Roles. Entry into union
staff jobs is the critical next step to leadership for experienced
rank-and-file activists. Non-elected staff jobs are filled either
by hiring from within the union (the most common method) or from
the outside. In my experience, the people hired often are not
representative of the membership because they are selected for
continuity, not change. Both individuals and unions may be required
to devote extra efforts if women and minorities are to gain the
skills and experience needed to qualify for a staff position (although
it is not clear they are less qualified than currently hired candidates),
as well as to gain access to and credibility for those jobs.
Extra effort
may take the form of apprenticeship or intern programs within
a union, or extensive volunteering by the individual. The HUCTW
encourages activists, for example, to use vacation days to spend
a week with the union organizer in their area to get an idea of
what the union is doing. Even if they don't apply for jobs, a
larger purpose is accomplished: increased commitment to and understanding
of the union's role. Among its several training courses, the AFL-CIO
Organizing Institute now offers programs for people who want to
become part of the labor movement through organizing, and these
programs serve to identify a group of diverse people who are potential
staff organizers. About half are from currently unionized groups,
and about half are students or recent graduates. Because of targeted
recruitment, a majority of the trainees are women and persons
of color. [34]
Another
way to increase the entry to staff jobs is to help people move
through issue training and specialization, for instance in health
and safety. Many unions have expanded their health and safety
programs recently, and do a good job of training activists on
particular issues. The UFCW, ACTWU, AFT, HERE, IUE, UK, AFSCME,
and SEIU, among other unions, employ lost time organizers for
organizing campaigns as another way of introducing people to staff
work. This means the union pays the lost wages of a union member
who takes a short leave of absence to work for the union. It provides
valuable experience and connections to the organizer, and valuable
support to the organizing drive. It also allows the union to train
and test new staff, some of whom are retained for more permanent
jobs. Importantly, the practice does recruit talented new staff
from the rank-and-file, many of whom resemble their co-workers
in terms of race and gender. [35]
Finally,
where specialized training is needed before hiring, unions can
sponsor scholarships to schools or other training programs for
their activists. The Harvard Trade Union Program trains 35 rank-and-file
activists and staff each year with an exceptional program of economic,
political, historical, and organizing classes. Many unions now
offer scholarships to University and College Education Association
(UCLEA)-AFL-CIO schools for working women. Of course, unions must
ensure that they are not discriminating in their hiring and training
practices. For instance, apprenticeship-based promotion patterns
may have a discriminatory effect by mirroring employer discrimination.
Early life
experiences had a strong influence in shaping leaders' values
and orientation to labor. Regardless of life experience, people
entered union leadership roles in several ways. Some wanted to
be leaders, some wanted to act on their values and beliefs, and
some wanted to help others. In these cases, the union proved to
be a good forum. Some were impressed by collective experiences
at union events. And many of the leaders were urged, pushed, or
pulled into leadership roles by another person, usually someone
close to them who already held a leadership role in the union.
Stage
Two: Orientation to the Union
Very few unions
have orientation programs for new members, much less for new leaders.
It is critical for someone who joins the union or takes on a leadership
role to feel positively about the organization and to understand
it. Materials and a process for introducing new leaders to their
new roles are important. Workers of color and women, even those
from union families, need to see images of the union that include
them, and to have a clear sense of the union's values and goals.
Orientation
expresses the values and vision of the union, without which it
is difficult to build a shared sense of community, identity, and
common goals. Members and leaders should receive orientation soon
after their first exposure to the union. Some locals hold stewards'
training annually that serves as their orientationbut many
unintended impressions may already be internalized if a steward
waits nearly a year for this program.
Today, high-quality
videos and brochures can be produced with relative ease. These
should provide a sense of the union's history and a description
of the present membership and goals of the union. The future vision
of the unionwhere it is goingis especially important
in these days of union defeats and poor public image. It is important
that orientation materials emphasize the past and current contributions
of women and people of color. For new leaders, effective orientation
materials welcome them and focus on the importance of their role
in the local. An orientation period, whether for new leaders or
new staff, ideally should be designed so that it includes some
mentoring and/or a networking component. Labor history deserves
inclusion. Professor James Green of the University of Massachusetts
has developed an excellent history of the United Mineworkers Union
that emphasizes the values of the current leaders and their continuity
with the past. [36]
There are
logical times in a union's contract cycle to conduct new leader
orientationsfor example, after a new contract is negotiated,
when new leaders are elected or appointed, or when there is a
major program or structural initiative emerging from a local,
central body, or national office. Orientation should include an
acknowledgment of leaders' family and other outside commitments.
The person conducting the orientation can express support for
leaders' multiple responsibilities and ask how the union can help
them to be active. Given the unequal division of household labor
in most homes, female leaders especially could benefit from such
an offer of assistance. [37]
Just raising the issue acknowledges the stress that union, family,
and job responsibilities create for working parents, and the ensuing
discussion might provide the union with some good ideas.
Orientation
for new union staff leaders is just as important. Very often there
is no formal orientation program for staff, or they are sent to
a training program months after arriving on the job. The first
days and weeks on any job can feel like a series of tests in a
complex initiation rite. With their heavy focus on seniority and
"paying your dues," unions must be especially cautious
to avoid isolating their newly hired staffs. Such neglect occurs
less often if a mentor or supporter has helped bring the new person
on board, but this is true less often for women and minority staff
than for white male staff. In dealing with women and minorities,
union leaders must be especially sensitive to cultural differences.
As a positive contribution, orientation can promote teamwork,
feedback, egalitarian attitudes, and a mentoring system. The culture
of the union and the extent to which it values its "people"
resources are evident from the earliest days on staff.
A number
of unions have developed special programs that could serve as
models for staff orientation. At SEIU in 1988, the staff developed
a new employee orientation notebook to cover both staff policies
and procedures, and to introduce the people, leaders, and stories
of the union. A supervisor and a lead staff worker were asked
to review the notebook with new staff, and the evaluation has
been generally positive. [38]
Putting the extensive materials and notebook together made people
realize how much the long-term staff had absorbed of the culture
and stories of the union, and how much they had to share with
a newcomer. The UAW for years sent new staff for two weeks to
Solidarity House, the headquarters in Detroit. Training taught
them how to dress, think, and act like UAW representatives. Finally,
District 1199 in New York negotiated a new member orientation
period that is conducted by retirees and emphasizes the history
of the union. This superb idea could be expanded to orient new
leaders as well.
Stage
Three: Training
A key to good
training is a learning module that is both meaningful and challenging.
It is best if the training is preceded by a discussion of what is
to be learned and what is required to facilitate the learning. Positive
reinforcement is critical. At its completion, a good training experience
concludes with a debriefing that analyzes what went well, what could
have gone better, and what the trainee will be asked to do differently
next time.
Training
for union leaders is very uneven. Some kinds of training, like
basic steward training and grievance and arbitration training,
seem to be well developed, sometimes even with sharing of materials
between unions. How often training classes are given and how effective
they are in equipping leaders with basic skills in contract administration
are issues that have not been well studied, although in all likelihood
there is substantial variability in effectiveness. But training
for new organizing, for top leadership responsibilities, for managing
internal conflicts, and for developing strategy for struggles
with employers is relatively rare.
It is important
to distinguish formal training from the day-to day, informal,
experiential learning that occurs from the time that members take
on their first leadership role. A good part of this informal learning
is role modelingmost local leaders learn from leaders in
positions above them. For example, most stewards model themselves
on the union rep's way of doing things, and most union reps model
themselves on the local leader's style. Few of these lessons have
been formalized.
The
Significance of Union Education Programs. A union education
program reveals a great deal about the organization's important
values and beliefs. For example, the ideological orientation of
UAW leaders values labor education in its own right and as a principal
function of the union, as well as a way to create a strong union
culture and build a political base. Thus, in 1970 the UAW built
Black Lake, a labor education center in Northern Michigan for
union members and their families. The union holds extensive training
sessions there for staff and local, regional, and national officers.
The UAW allocates substantial resources to education and the union
has bargained for training funds as well. The jointly administered
training funds enable local union leaders to spend four weeks
in the PEL program in order to learn about the industry and their
roles as union leaders. According to Donald Ephelin,
I
found myself trying to explain to 400 or 500 local union leaders
at the end of bargaining what we had done and why it was good
for them, after we were buried in data about the company, the
economy, and the future. I wanted them to learn about all these
things for themselves, so they could make better judgments on
the contract being pro posed and on the future of the industry.
[39]
Thus, UAW
leaders found that their goals of building a strong, unified culture
and ensuring political support could be met through conscious,
planned leadership development. At the same time, the training
provided a testing ground for new leaders and staff who gained
competence and understanding of the union and the industry.
Marshall
Ganz recalls trying to put together training programs for the
UFWA job reps when the union had just won first contracts. Planning
involved identifying the value system of the union and incorporating
it into the training program.
I
got training materials from all the other unions, and they were
all about processing grievances. We wanted our stewards to do
more. The) had a series of leadership responsibilities, including
promoting the programs, recruiting other leaders, organizing the
unorganized, and so forth. Of course it included processing grievances.
But the) also had broader union-wide responsibilities, such as
to help with political action. We did not want to define the essential
business of the union as defensivereacting against company
violations of the contract. We did want to define the positive
role of the union in making a better world, including all these
aspects. [40]
Finally,
an alternate and less frequently practiced approach to steward
education is built around the concept of the steward as organizer,
or "leader of leaders," at the worksite In this training,
stewards spend time discussing the values of the union and their
role in strengthening the union by taking initiative on the job.
Grievances are discussed, but with the goal of keeping management
honest rather than building the union around individual problems.
One example is the HUCTW training for its activists that emphasizes
problem-solving and organizing skills. One activist who was trained
by HUCTW described her ability to serve as a problem solver:
I
learned that I had been making assumptions when I should have
been asking questions. I needed to get more information. I didn't
need to answer it alone. No one person has the absolute correct
answer. Afterwards, I worked differently. I asked people what
they thought, and I understood they had different perspectives
. . I had more confidence to take an active role in the process,
exploring what happened . . I learned that leaders offer ideas,
not direction. [41]
Formal
Training Programs. A variety of formal programs provides
skills training that is useful for union leaders at all levels.
Individual unionists in major cities may take advantage of university
labor education programs that provide adult education, evening
classes, and even college degree credit. Two excellent programs
are at Wayne State University in Detroit and the University of
Massachusetts. Regional headquarters of unions can hold regional
training sessions for union staff and officers, and often the
national union holds national or regional staff training as well.
Many of these sessions are conducted at the George Meany Center
for Labor Studies, which also offers a wide variety of its own
union skill-building classes and a college degree program to members
of all AFL-CIO unions.
Additional
sources of training purport to develop skills that are of value
to union leaders. The American Arbitration Association offers
skills training, but not in leadership. The Federal Mediation
and Conciliation Service has provided joint training for union
leaders and managers. There is also the ten-week, high-quality
Harvard Trade Union Program. With respect to organizing skills,
the community organizing tactics of the Midwest Academy in Chicago
and the Industrial Areas Foundation training classes have proved
very valuable to some. Finally, independent consultants and labor
educators can be helpful, although they are usually employed by
very large locals or by national unions themselves.
The challenge
for such multi-union and national programs is to integrate the
formal skills training they offer into the daily experiences of
the trainees, thereby creating a much more powerful learning experience.
Some are seeking ways to do this. For example, the Meany Center
is considering a pilot "leadership certificate" program
that will combine a series of week-long classroom training sessions
spread out over several years with a mentoring and field experience
component for enrolled leaders. One difficulty of integrating
training with field experience from outside the union, or even
from outside the local, is that truly applying what has been learned
in the classroom may cause trainees to question and possibly challenge
the way local unions are run. Some of these challenges may not
be well received by incumbent leaders and staff of the local.
Training
Local Union Leaders. Local leaders receive the least
formal and informal training among all types of union leaders.
There is a real need for courses that teach local union administration.
Far too often, it seems, the retiring/defeated local union leader
simply walks away and leaves the new leader without guidance on
administrative matters until assistance arrives from the district/national
office.
Leadership
development and training at the worksite are incredibly demanding.
They require a major time commitment on the part of the local
staff and leadership, and a never-ending effort to find and develop
worksite leaders. This means more than sponsoring an annual steward
training class, which most unions do. That class is vitally important,
for it conveys the messages and skills the union wants the stewards
to have. But many stewards are appointed or elected in-between
these classes, and many others are at a more advanced level than
"one class fits all" can accommodate. In addition, stewards
require the same kind of ongoing "guided experience"
that staff needi.e., a key role in the union, access to
the tools needed to succeed, and feedback on their performance.
Most union
education departments have developed specific materials for their
members and industries. Yet steward training in most locals is
not very exciting and not very well developed. Done well, training
gives confidence as well as skills, and it can help change attitudes
as well as provide knowledge. Training is viewed not simply as
an "event," but as an ongoing process that requires
continual time and effort.
International
union offices publish materials on the duty of a steward. The
stimulus for this training is, in part, findings of the National
Labor Relations Board (NLRB) that stewards are official representatives
of the union, and that the union can be held fiscally responsible
for any breach of duty of fair representation committed by a steward.
Thus unions, if only to protect themselves from lawsuits, are
motivated to make certain that stewards know what is in the contract,
can file grievances in a timely manner, provide help whenever
a member is legally entitled to representation, and know when
to consult a paid staff representative, who is expected to know
more and to represent the union on a professional level.
Many unions
recognize the critical nature of worksite leadership because the
steward is the most immediate symbol of the union to most members,
and represents the union's best chance to involve and communicate
with members who rarely attend regular meetings. Therefore, unions
have established a variety of steward training programs and often
conduct steward recognition and awards ceremonies. The unions
of the future must invest in new, challenging, and time-consuming
steward and worksite leader training programs.
Training
for Female Leaders. All women, and especially minority
women, request training programs more often than men. [42]
Some speculate that because women have less self-confidence, they
need more reinforcement and certainty before taking up new tasks.
Deborah Tannen finds that women are more accustomed to asking
for help than men, who tend to see such requests as a sign of
weakness. [43] Unions will
have a hard time developing female and minority leadership if
they are not open to developing all leaders. If the local and
its leaders have a closed culture and a "service" rather
than "empowerment" approach to handling worksite problems,
they will be unlikely to identify, recruit, train, and sustain
female leaders.
Excellent
multi-union efforts are held in various states and regions. The
most notable is the joint UCLEA and AFL-CIO summer school series
for union women. These week-long training programs are organized
around the needs of workplace leaders and are held once a year
in each of four regions. The summer schools have trained more
than 4,500 women in the 15-plus years since their founding. They
generate tremendous energy, confidence, networking, and support
for rank-and-file leaders, particularly those from unions where
women and minority leaders are rare.
Most women
come to the schools as first-time participants, and minority women
make up one-third to one-half of the participants. Each school
carefully evaluates its classes and plenary sessions, thereby
compiling records that are useful for studying women's participation
in their unions. Ninety percent of the participants are sponsored
by a local or a national union. Although this training can only
accomplish limited skills enhancement (it only lasts a week and
does not provide much follow-up), these schools are making a great
contribution to women's leadership development and could be expanded
dramatically.
In 1986,
a group of creative and dedicated female unionists and labor educators
crafted a coalition with the Massachusetts AFL-CIO to create an
annual weekend training and leadership development program called
Women's Institute for Leadership Development (WILD). Now in its
eighth year, WILD has a full-time staff director and a multicultural
board of directors. [44] WILD's
leaders seek ways to carry on training during the year with a
more intense focus on some local unions that want greater in-depth
leadership training work. Both the UCLEA and WILD programs offer
training opportunities for leaders that ensure team teaching and
diverse leadership roles so that training knowledge can be shared.
Other formal
training programs, both those within individual unions and those
sponsored by university and the Federation training centers, focus
on the development of minority leadership, particularly for African-American
men and women. The lessons of WILD and UCLEA, as well as the University
of Michigan program for female and minority trade unionists, have
demonstrated that developing and implementing these programs requires
a tremendous commitment of time, effort, and attention from the
trainers and leaders. And although the planning and leading of
such programs develops leadership skills and support networks
among more experienced unionists, the cost in time and energy
often goes unrecognized by the participating union or university.
In sum,
unless one has a culture in which education and training are prized,
admired, and respected as activities at the core of the union's
work, education will often be unrecognized, unrewarded, and undervalued.
Learning will occur whether or not it is planned, but it may not
be in accord with union goals and values. Even a union like the
SEIU had only two full-time national education staff in 1989,
and few locals felt they could afford their own trainers. Changing
the culture will be difficult unless the value of the training
is clear.
Stage Four:
Work Experience and Advancement The most common union approach
to mastering a union role is to learn by doing, without much help
or encouragement from anyone, and without formal training. While
many of today's top labor leaders acquired their leadership skills
this way, it is certainly the hardest way to learn. It is particularly
difficult for those without a mentor or a support network.
The best
training consists of experiential learning, or guided work experience
that incorporates diverse responsibilities to expand the leader's
capacities. Trainees should be exposed to a variety of leadership
styles so that the new leader does not think that there is only
one way to do things. Each person needs to see leaders she or
he can imagine becoming. The most powerful learning comes from
real struggle and from success. But union leaders must also learn
from failure, and imagine better ways to do things. Formal training
is most helpful if it is tied to a real work assignment, if it
is prepared for and followed up, and if it incorporates the experience
of those being trained. Good supervision is essential. Unions
must do more to train trainers.
Sometimes
a crisis provides an unexpected opportunity for training. A strike
or an organizing drive that requires intensive energy and commitment
can provide new leaders with an opportunity to contribute a vitally
needed service and to get immediate recognition and feedback for
doing so. Eliseo Medina, an SEIU leader in San Diego, describes
leadership development in his locals as a continuous process arising
from the work of the union, namely organizing, bargaining, and
monitoring and administering the contract. For each activity,
new talent and skills are acquired. [45]
In existing
units, often a new "campaign" is neededwhether
around a contract issue, a bargaining unit concern, health and
safety, or something elseif the membership is to be activated
and leadership experience is to be provided. AFSCME Local President
Donnene Williams said of HUCTW,
It's
easy to get involved here. If you want to do more, you can. If
you want to do a little, you can. If you want to do a lot over
a short time, you can. If you want to do a little over a long
time, you can. We have something for everyone. [46]
Sometimes
members do not realize they are being trained. According to HUCTW
organizer Kris Rondeau,
I've
learned to do some formal training at first, partly because people
expect the organization to give them some thing. They don't see
the meetings one-on-one as training. . . For me, leadership development
and training is an intensely personal experience between the teacher
and the learner, where the learner also teaches. [47]
Rondeau
describes a process of meeting with each staff organizer and their
leaders, to talk about their recent experiences and set the next
goals they want to reach. Then they arrange experiences so they
can get those skills and meet those goals. This is what I call
guided experience.
An
Apprenticeship Model. Formal and informal training
should be combined with on-the-job experience that provides appropriate
and increasing challenges for the developing leader. This approach
to training may be viewed in the context of a great labor traditionthe
apprenticeship program. Harvard education professor Howard Gardner
points out that learning is heavily "contextualized"
in apprenticeships; that is, the reasons for each learning activity
are clear and the product is important. Also, the learner has
the opportunity to work with a master, both to create personal
bonds and to observe someone who excels at work. There are clearly
defined steps to competency and interim steps of accomplishment.
The goals are clear because real work is involved and produced.
This in itself creates an exciting and motivating environment.
Peers and others of varying levels of mastery can help, and the
apprentices can instruct each other. [48]
Gardner's most compelling argument is that apprenticeship provides
the best kind of learning for certain complex skills. Extremely
diverse responsibilities are involved in union leadership, including
administrative, entrepreneurial, financial, participatory, legal,
and political. It is very difficult, if not impossible, to capture
all of these skills in a formal training program. But with close
supervision and immediate feedback, and with an understanding
that it takes years to develop leadership skills at a highly sophisticated
level, the apprenticeship model is very powerful and attractive.
In addition, union leaders can benefit from a commitment to lifelong,
continuous learning.
The apprenticeship
model can serve at many levelsfrom steward to local president
to staff to regional officer. The problems of application are
most acute at the top of organizations, where apprenticeships
are seldom served for what appears to the person to be the right
length of time and in the right atmosphere. [49]
Also, it is rare for anyone in the labor movement to have extensive
experience with contemporary management practices or supervisory
skills. This problem has received more attention in recent years
at meetings of chiefs of staff of major unions during discussions
of administrative and managerial issues including training, strategic
planning, and budget decisions. The SEIU has set up a special
department called Local Union Services to work with high-level
local officers on administrative issues.
Learning
About Union Politics. Ideally, each staff member should
have a staff development plan. This concept is more difficult
to implement with elected leaders, who are sometimes reluctant
to request development or training for fear of exhibiting weakness
or vulnerability. A key lesson of any work experience is learning
about union politics. Lois Gray quotes the leaders she interviewed
as saying that "women lack the political know-how and stick-to-it-iveness
required to line up support for themselves and other female candidates."
[50] Many union women say
they don't like politics. One senior union staff member says:
"I tell them they're in the wrong place. Unions are political
institutions."
Politics
is not all a matter of skill. The playing field is not the same
level for everyone. Teamsters leader Clara Day described some
of the obstacles:
I
think what makes the most difference is that networking with the
leadership of any job, who most times are male and white. There
is the stopping by the bars, or the stop ping by the card game,
and they get to know these people, or they get to feel responsible
for the ones they stop out with or the ones they drink with or
play cards with. And I guess it's deliberate, but not necessarily,
working for the friends. [51]
Future union
leaders will need to learn how to win elections if they are to
be successful. One issue that has not been addressed systematically
by unions is how to provide leaders with the skills and support
to learn the political rules of the game. Many learn through informal
routes.
Union
and Family Commitments. An important issue in work
experience and advancement is integrating family commitments with
job and union commitments. Most female activists are also mothers,
but sociologist Pam Roby's study showed that only 25 percent of
female stewards in her sample lived with a partner and children,
while 66 percent of male stewards did. In other words, the presence
of a partner or children reduces women's level of participation.
Roby also found that women handled increased union responsibility
by cutting back on their sleep or housework, while men usually
cut back on recreation (Knights of Columbus or watching TV, for
example). [52]
In the absence
of a domestic revolution that produces greater sharing of family
responsibilities between partners, unions have to provide concrete
support for female leaders. The efforts to provide child care
at meetings and conferences, to schedule meetings at times that
do not interfere with family activities (e.g., during working
or lunch hours), to make union activities more family-oriented,
and to win more paid release time are all important endeavors.
These efforts have not resolved all of the problems for women,
but they can help tremendously. Nonetheless, given the amount
of volunteer work members do for the union and other community
organizations, it is clear that time in itself is not the major
reason why women have not reached higher leadership positions.
[53]
In sum,
getting experience in diverse aspects of union work is very important.
It is also important for new leaders to become more visible by
assuming broader leadership roles in the labor community or in
the community at large. Taking responsibility for leading a meaningful
activity, whether an organizing drive, contract campaign, strike,
or political campaign, also is essential to developing confidence,
skill, and a positive reputation. This in turn can lead to other
opportunities. Seeking and performing management roles within
the union, however contradictory it may seem, teaches one how
to lead staff. Of course, these leadership opportunities are more
likely to occur in growing unions than in shrinking ones.
Nearly every
leader taking on a major new responsibility feels unprepared,
often for good reason. This is especially true of national leadership
roles. Changing the culture that requires leaders to appear invulnerable
and infallible is an important step. Simply serving as a local
union officer or staff person may not provide sufficient training
to lead a national union. It is hard for top union leaders to
ask for help because they are supposed to know how to lead and
to hide any weakness. In fact, by the time they are president,
they have usually conducted training for others over a period
of years, even if they have had no training themselves. This brings
us to the last stage of leadership development, "passing
it on."
Stage
Five: Passing It On
When asked how
they learned their jobs, many union leaders will say, "at the
school of hard knocks." Surprisingly, these leaders are sometimes
quite resistant to training programs for new leaders. However, an
equal number will remember someone who taught them the ropes, whether
a family member, a local leader, an international rep, or a national
leader. This fifth and critical stage in leaders' development occurs
when they find themselves training and developing others, thereby
giving back some of the skills and knowledge they have acquired.
Ideally, these development activities should begin early in their
experience as leaders so that it is not a strange phenomenon and
because leaders must "pass on" their skills at all levels
of union leadership.
Once in
a leadership role, many leaders consciously strive to train and
develop other leaders. When asked what they were currently doing
to contribute to the training and development of new leaders,
the 80 leaders I surveyed gave a variety of responses. Many described
engaging in formal training of leadership skills with the committee
members and local members who were their constituents. One UAW
Vice President summarized the excitement of helping others succeed:
Educational
conferenceseducatingrecruitingwatching and listening
and being there to show them to the right doorthe biggest
thrill is watching that door open and they walk through it. Yes!
Leaders
can do many concrete things to nurture and develop less experienced
leaders. A Steelworker described delegating responsibilities so
that new leaders could prove to themselves that they could do
the job. The connection with organizing re-emerged when a UFCW
rep said that he "formed volunteer organizing committees"
to develop leaders. One AFT leader said that she had established
a union master's degree program for local members in educational
leadership that included developing the skills required to be
a worksite leader. Another had established an education scholarship
for members. Some leaders talked about being mentors to less experienced
members, while several leaders spoke of giving up their positions
in the union so that others could assume leadership roles.
A valuable
form of "passing it on" is to participate in and then
to lead a strategic planning process. In my conversations with
Michael Maccoby, he described the AFT's Futures Committee as a
place where union leaders from around the country and from many
different divisions were challenged to think through the overall
goals of the union in light of the situation in schools, universities,
public institutions, and healthcare facilities, and from the perspective
of a diverse membership. They learned to evaluate the threats
and opportunities present in the union's environment, and to estimate
objectively their strengths and weaknesses. In the process, participants
were forced to articulate the values and vision of their union,
and to take ownership of its future. When this experience is repeated
at regional and local levels, the skills to conduct the planning
are learned by the leaders themselves, and the membership around
the country is strengthened by coming to support a common mission
and goals statement.
While "passing
on" their leadership skills, union leaders often encounter
problems that are due to a lack of resources, time, and guidance
from leaders above them. When asked what types of support they
needed to continue their own leadership development activities,
my respondents made many emphatic requests for more training for
themselves, particularly in planning, communication, motivating
people, time management, and interpersonal relations. Some listed
problems with reading, or with resistance from other union leaders.
A few wanted bargaining and legal skills, and public speaking
and public relations were high on their lists. And some admitted
to needing more confidence and emotional support, which are not
directly provided by training classes, but can be part of an overall
leadership development program. Almost no one thought he or she
needed training in organizing, in the values and vision of the
labor movement, or in the problems of the current economy and
his or her industry. At every stage and level of leadership, unionists
can help those a little less far along in their development. A
culture of "continuous learning" will support leadership
development at all levels.
For current
union leaders to create and support programs for new leadership
development at a time when they have extremely pressing demands
on them will be a difficult and courageous choice. It often means
challenging custom and practice. Yet leaders at every level can
contribute to revitalizing their unions and organizing new members.
These activities go hand-in-hand. Raising the priority for organizing
new immigrants, service workers, and professionals alongside unorganized
white-collar and blue-collar workers will bring unions closer
to realizing their vision and values, and simultaneously generate
new leaders for the future. Innovation, creativity, and boldness
on the part of current leaders can bring to life new union cultures
and programs for leadership development.
Conclusions
The approximately
17 million union members in the U.S. need strong representation
at a time when management has found ways to use labor laws to their
advantage, when union finances are getting more complicated, and
when contract settlements are less generous. Consequently, it is
essential for unions to support continuous and consciously guided
leadership development and training. Better formal training programs,
particularly in new technology and new management practices and
theories, are vitally needed. Also, it is important for unions to
make greater use of more sophisticated apprenticeships, internships,
mentorships, and all kinds of leadership support programs. These
programs must be inclusive of women and persons of color, and they
must reflect a kind of leadership that will work in today's world:
empowering, transformative, relational leadership.
The labor
movement should be one of the most exciting places for idealistic
people of all ages to invest their energies for progressive social
change. The movement has a solid membership, a significant resource
base, a long and proud history of championing workers' rights,
and many committed, talented leaders and members. For each union
leader interviewed for this study, I have names of six or seven
others who were considered exemplary by their members or fellow
unionists. Today, however, an air of hopelessness, pessimism,
and defensiveness pervades many unions, whose members and leaders
are suffering from the recession and the loss of dreams and benefits
built over many years. The only way out of this despair is to
strive for a vision of hope that reflects labor's highest values,
to organize new members who desperately need representation and
collective voice, and to welcome and support the new leaders that
new organizing drives will produce
Endnotes
a. This paper
is based upon Discussion Paper 92-05 of the Center for Science
and International Affairs at the Kennedy School of Government,
Harvard University. The research on which this paper is based
was supported by the Bunting Institute of Radcliffe College and
a Harman Fellowship at the Center for Science and International
Affairs, Kennedy School of Government, both at Harvard University.
The George Meany Center for Labor Studies and the Coalition for
Labor Union Women also provided research opportunities. The author
is grateful to Rose Batt, Harvey Brooks, Marshall Ganz, Charles
Hecksher, Thomas Kochan, Michael Maccoby, Hal Stack, and Ken Young
for comments and suggestions.
1. I have confined my remarks to local leadership
roles to be consistent with the focus of the other papers in this
volume. Readers interested in a broader analysis of union leadership
positions, including national union leadership roles, should consult
my Discussion Paper cited in footnote a.
2. Michael Maccoby, The
Leader (New York: Simon and Schuster, 1981). See especially
Chapter 10, pp. 219-237 as well as the individuals' profiles.
3. Judy Rosener, "Ways
Women Lead," Harvard Business Review, November-December
1990, pp. 119-125, and the many responses in the following issue.
4. Cletus Daniel, "Cesar Chavez
and the Unionization of California Farm Workers," in Melvyn Dubofsky
and Warren Van Tine (eds.), Labor Leaders in America (Chicago:
University of Illinois Press, 1987), p. 361.
5. James McGregor Burns, Leadership,
(New York: Harper, 1976).
6. Burns, p. 20.
7. See Jean Baker Miller, A
New Psychology of Women (Boston: Beacon Press, 1986), and
also Judith V. Jordan, et al., Women's Growth in Connection:
Writings From the Stone Center (New York: The Guilford Press,
1991),especially Chapters I and 11.
8. From the "New Employee Packet"
provided by HUCTW staff December, 1991.
9. Philip L. Quaglieri, America's
Labor Leaders (Lexington, Mass.: Lexington Books, 1989), p.
16.
10. Marshall Ganz and Scott
Washburn, "Union Leadership Project." 1985. unpublished paper
in the author's possession.
11. In some unions the staff
are also elected members of the local leadership, but in many
unions they are appointed. Both situations are represented in
these estimates. In SEIU locals, we estimated that one full-time
staff member could be supported for every 500 members, but this
was in low-dues local unions. In higher-dues unions, the ratio
could be more like one per 400. However, this is a complex equation
that must realistically include per capita taxes, negotiation
expenses, communications. and many other items, and my figures
represent a rough estimate at best.
12. These include the United
Food and Commercial Workers in many areas. where the union rep
goes to stores and talks directly with workers, and some of the
construction trades. But even in these circumstances, job-site
reps or worksite leaders are becoming more common.
13. Sociologist Pam Roby's
study suggests that male stewards represent about 100 workers
each, and female stewards about 180 workers each. See Pamela Roby
and Lyna Uttal, "Trade Union Stewards: Handling Union, Family,
and Employment Responsibilities," in Barbara Gutek, Ann Stromberg,
and Laurie Larwood (Eds.), Women and Work: An Annual Review.
Volume 3 (California: Sage Publications, 1988). pp. 217-219.
14. The basis for this estimated
percent is presented in my Discussion Paper mentioned in Footnote
a.
15. Roby, p. 224.
16. John Dunlop (1990) describes
a similar progression, p. 18.
17. Lois Gray, "Women in
Union Leadership Roles." Interface. Department of Professional
Employees. AFL-CIO, Washington, D.C.. Volume 17, Number 3. Summer
1988, p. 8.
18. Gray, pp. 7-9.
19. See Gray, pp. 7-9, as
well as Quaglieri, and Dubofsky and Van Tine.
20. Quaglieri, p. 217, and
personal discussions with John Sweeney.
21. From author's interviews
and Kim Moody, An Injury to All: The Decline of American Unionism
(New York: Verso, 1988), p. 237.
22. From personal interviews
with Bob Wages, December 6, 1991, and January 24, 1992, and from
the biographical information sheet provided by his office.
23. Lenore Miller is President
of the Retail, Wholesale, and Department Store Union (RWDSU).
Gloria Johnson, who is African-American, is Director of Social
Action for the International Union of Electrical Workers (IUE)
and is the president of the Coalition of Labor Union Women (CLUW).
Linda Chavez Thompson, the first Hispanic woman on the Council,
is vice president of AFSCME and an officer in the Labor Coalition
for Latin American Advancement (LCLAA). The seats that Johnson
and Chavez Thompson hold were created in 1980 and 1991, respectively,
to ensure representation of women and Latinos. The African-American
men are John Sturdivant, president of the AFGE, and Gene Upshaw,
president of the Federation of Professional Athletes.
24. See Coalition of Labor
Union Women Center for Education and Research, "Absent from
the Agenda: A Report on the Role of Women in American Unions,"
mimeo, 1980; and Naomi Baden, "Developing an Agenda: Expanding
the Role of Women in Unions," Labor Studies Journal.
Winter 1986, Volume 10, No. 3, pp. 229-249. See also Susan Eaton,
"How More Women Can Become Leaders of Today's and Tomorrow's
Unions," in Glenn Adler and Doris Suarez, eds., Union
Voices: Labor's Response to Crisis (New York: State University
of New York Press, 1993), pp. 171-217.
25. I owe this analysis to
Marshall Ganz and his extensive interviews and research on this
subject.
26. See Hans De Witte, "Why
Do Youngsters Join a Trade Union?" Working paper, Higher
Institute of Labor Studies, Katholieke Universiteit, Leuven, Belgium,
1993.
27. Telephone interview with
Don Ephelin, April 27, 1992.
28. Interview with Marshall
Ganz. April 26, 1992.
29. Labor-Management Reporting
and Disclosure Act of 1959, as Amended, Section 401 (a) (b).
30. In some cases having
two "leaders" creates conflict, as might be expected. One of my
case studies explores such a conflict that occurred at SEIU Local
285, which after a 10-year struggle with structure and role definitions
has reorganized its leadership structure so there is an elected
president and an appointed staff director. In the process of restructuring,
considerable leadership tension emerged and one female leader
ended up leaving the local. In AFSCME, the presence of a significant
number of female local presidents is balanced by women's relative
absence from district council director jobs, where 50-60 percent
of union resources and power rest.
31. Interviews with Nancy
Mills, December 13, 1991, and January 23, 1992.
32. This finding is verified
in Helen Elkiss and Ruth Needleman's unpublished notes on a workshop
conducted at the University of Illinois on "Barriers to Union
Participation" in December 1988. The other motivating factor was
dissatisfaction with current working conditions
33. Fire quoted in Quaglieri,
p. 97.
34. Interview with Richard
Bensinger, March 1992.
35. The steward or worksite
leadership level is where the demographics of the leadership is
most likely to represent the workforce. Pam Roby's study found
that in three rare cases where statistics were kept, the percent
of women in membership and in steward roles compared at 2 percent
female stewards and 7 percent female members in one local, 55
percent female stewards and 68 percent members in another, and
86 percent stewards and 92 percent female members in a third.
These statistics, along with my own and other studies, suggest
that there are many female stewards already active in union locals.
This suggests that unions need to do very specific work to find
out why the numbers of women leaders drop so dramatically in union-wide
office and on staff.
36. Jim Green and Pat Reeve
at the University of Massachusetts and Hal Stack at Wayne State
University are among the excellent labor educators who can provide
guidance and resources on developing an orientation and other
training programs.
37. Arlie Hochschild.
The Second Shift (New York: Avon, 1989). See also Roby and
Uttal, pp. 217-219.
38. Interview with Mary Ann
Collins, Organizing and Field Services, SEIU, April 1992.
39. Interview with Don Ephelin,
April 26, 1992.
40. Interview with Marshall
Ganz, April 20,1992.
41. Interview with HUCTW activist
Ellen Carey, March 25, 1992.
42. Barbara Wertheimer and
Anne Nelson, Trade Union Women: A Study of Their Participation
in New York City Locals (New York: Praeger, 1985), p. 154.
43. Deborah Tannen, You
Just Don't Understand (New York: William Morrow, 1990), p.
65.
44. For more detail on the
formation and founding of WILD, see Cheryl Gooding and Pat Reeve,
"Coalition-Building for Community-Based Labor Education,"
Policy Studies Journal, Volume 18, No. 2, Winter 1989-90,
pp. 452-460. Or you can contact WILD at (617) 983-2624.
45. Eliseo Medina, quoted
from SEIU Leadership meeting, October 1991.
46. Interview with Donnene
Williams, January 3, 1992.
47. Interview with Kris Rondeau,
October 1, 1991.
48. Howard Gardner, The
Unschooled Mind (New York: Basic Books, 1991), pp. 123-124.
49. See several essays of
international union secretary-treasurers in Quaglieri for commentary
on the "second banana" syndrome.
50. Gray, p. 9.
51. Clara Day, "Black Women
in the Labor Movement: Interviews with Clara Day and Johnnie Jackson,"
Labor Research Review, Volume 11 (Spring 1988), p. 84.
52.Roby and Utall. pp. 225-235.
53. See Wertheimer and Nelson,
and Roby and Uttal.
Back to Work & Empowerment Index
|