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Session Overview
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Cap: 60
Date: Tuesday, 27/Aug/2024
13:15 - 14:4523 SES 01 A: Teachers and Teaching
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Moira Hulme
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Teachers’ Work and the Marketisation of Schools: Quantitative Analysis of Teacher Control, Fulfilment and Buffering from Business Influences

Emily Winchip

Zayed University, United Arab Emirates

Presenting Author: Winchip, Emily

The increasing presence and influence of international schools is a “well-kept secret” (Hayden & Thompson, 2008) hiding the influence of private organisations on global education policy and outside of national boundaries (Waterson, 2015). The international school sector has increased the non-state actors in global governance of education through privatisation of social service provision with new norms tied to business interests and non-state actors shaping education policy (Gunter & Fitzgerald, 2015). The result of this increasing presence of for-profit education management organisations as authorities on education policy has been significant normalisation of marketisation in education reform around the world. International schools are chronically under-researched, particularly the social processes and influence (Tarc & Mishra Tarc, 2015).

The marketisation of schools occurs in various forms where the lines between public and private provision are blurred (Ball, 2018). With such variety, marketisation may be just one of many interacting influences on schools and teachers’ work. This makes it potentially difficult to research when many confounding factors of governance and operation exist. International schools provide an excellent context in which to research teachers’ work where marketisation is a clear guiding force for school work.

For advocates of creating a market for schools, a competitive market of free enterprise is seen to revolutionise education (Friedman, 1997). The principles of competition, efficiency and accountability structural conditions of markets reinforce principles of rationality, efficiency and accountability. In schools, the market conditions are believed to boost student and school performance as well as the overall quality of education through competition and incentives to satisfy customers while striving to achieve profitable scale (Vander Ark, 2012). While a marketised system of schools is defended as potentially revolutionising education and benefitting teachers, the mechanism for how marketisation affects teachers and their work to obtain this outcome are often unclear. Understanding the work of teachers and schools as workplaces is a necessary step to recognising the process.

Schools are not simply a learning environment housed inside a building, they are workplaces structured by systems, resources, relationships and practises that shape what teachers are able to do and, in turn, what students can learn (Biesta, 2011). An important aspect of research about teachers’ work is the emotional experience of teaching. Teachers’ descriptions of the fulfilment they receive from their work may include pride in their students’ achievement scores or feelings about the events in their teaching career but also key is how teacher’s experience emotions related to the context of their work. In the literature, many different types of emotions are described like hope, passion, emotional labour, burnout and demoralisation among other terms. Within the context of marketisation, it becomes even more important to understand teachers’ work and their workplace. In this research, the marketisation of schools and the implications for teachers’ experiences are the focus.

Previous research has noted the necessity of finding out the relationship between marketisation and teachers’ experiences at work. Specifically for international schools, Bunnell et al (2016) call for research to focus on the “impact and effects not just ideology and existence” (p. 556) of international schools. In the international school sector, the marketisation of schools and its influences on teachers becomes a prominent feature of any discussion. As all kinds of schools are becoming increasingly marketised, it becomes necessary to see teachers as a vital part of the education process and understand how the effects of marketisation impact their work. We must ask: What are teachers’ experiences in marketised contexts? How are the influences on their work related?


Methodology, Methods, Research Instruments or Sources Used
The data analysis of this project included three stages of semi-structured interviews to create themes of teachers’ work, a mixed-method pilot of the items created based on those interviews and, finally a large scale quantitative data collection and analysis using Rasch analysis (Rasch, 1960). While the overall project was a mixed-methods investigation, only the quantitative results of two of the scales are included.

To include as many international school teachers as possible for the quantitative data collection, a time-location sampling strategy was used (Magnani, Sabin, Saidel & Heckathorn, 2005). International hiring fairs for international schools occurring in Bangkok, Thailand; Dubai, UAE; and London, England allowed for access to current and prospective international school teachers. A total of 204 responses were collected with 87 (43%) collected at two hiring fairs in Bangkok, 66 (32%) collected in London and 51 (25%) collected in Dubai. The sample included teachers working in many different kinds of schools from around the globe.

The questionnaire items were created based on the main themes of the interviews and to be answerable with Strongly Agree, Agree, Disagree and Strongly Disagree. The questionnaire was piloted and analysed with Mokken Scale Analysis using the software MSP5 (Molenaar & Sijtsma, 2000) to reduce the number of items. The final scales were analysed with Rasch analysis to find the overall pattern of the items, to investigate differential item functioning based on demographics and find misfitting items. The relationship between a participants’s ability and difficulty on a set of related items then allows us to calculate a measurement on that scale for each participant that can be used in further analysis (Bond and Fox, 2015). Winsteps was used for the analysis (Linacre, 2023).

Path analysis was used as the final step of the analysis as an extension of multiple regression to look at more complicated relations among the variables (Streiner, 2005). Path analysis was chosen because it could be used to create the structural model between the Rasch-calibrated measures for each person on each scale. The strength of path analysis is that variables can act as both predictors of other variables and be predicted by other variables. Where multiple regression constricts variables to being either dependent or independent, a variable can play both roles in path analysis. The path analysis was conducted in SPSS AMOS (Arbuckle, 2014).

Conclusions, Expected Outcomes or Findings
Overall this research demonstrated the patterns related to marketisation of teachers’ work and how it interacts with teachers’ experiences at work. The complexity of the relationship between buffering and fulfilment as well as the importance of control over work are described. The nuance of the patterns of marketisation for teachers across contexts, types of schools and other factors have demonstrated a range of negative effects on teachers within a model of influences on their work. Marketisation could only be assumed a neutral force if teacher fulfilment and professional autonomy are not valued. The humanity of the people working in schools, the quality of their work life, and their perceptions are valuable when we see teachers as integral to the complex process of education in schools. The oversimplification of schools as an industry that can deliver a product of education ignores that teacher fulfilment, control and participation in decision making are vital for successful student outcomes.

This research demonstrates that a marketised school may have successful teachers who feel control over their work, but this potentially is due to the strength of the buffering they receive from business influences, and is unlikely to be a result of market forces improving education. This means that excellent education may be happening in private and marketised schools despite market influences rather than because of them.
While the findings of this research apply to teachers from a variety of types of schools, the understanding of how marketisation affects teachers seems especially pertinent to international schools. With the dramatic growth of international schools and increasing number of students in private, for-profit schools world-wide, school governors must think carefully about the threats to teacher fulfilment and control that come with subjecting teachers to the business influences that inevitably pressure them in a marketised school environment.

References
Arbuckle JL (2014) IBM SPSS Amos 24 [computer software]. Chicago, IL: IBM SPSS.

Ball SJ (2018) Commercialising education: profiting from reform! Journal of Education Policy 33(5): 587–589. DOI: 10.1080/02680939.2018.1467599.

Ball SJ (2007) Education Plc: Understanding Private Sector Participation in Public Sector Education. UK, USA and Canada: Routledge.

Bond, T. and Fox, C.M. (2015) Applying the Rasch Model: Fundamental Measurement in the Human Sciences, Third Edition. 3rd edn. New York, NY, US: Routlege.

Biesta GJ (2011) From Learning Cultures to Educational Cultures: Values and Judgements in Educational Research and Educational Improvement. International Journal of Early Childhood 43(3): 199–210. DOI: 10.1007/s13158-011-0042-x.

Friedman M (1997) Public Schools: Make Them Private. Education Economics 5(3): 341–344. DOI: 10.1080/09645299700000026.

Gunter HM and Fitzgerald T (2015) Educational administration and neoliberalism: historical and contemporary perspectives. Journal of Educational Administration and History 47(2): 101–104. DOI: 10.1080/00220620.2015.1002388.

Hayden M and Thompson J (2008) International Schools: Growth and Influence. Paris, France: United Nations Educational, Scientific and Cultural Organization.

Linacre, J. M. (2023) Winsteps® Rasch measurement computer program  (Version 5.6.0). Portland, Oregon: Winsteps.com

Magnani, R. et al. (2005) ‘Review of sampling hard-to-reach and hidden populations for HIV surveillance’, Aids, 19, pp. S67–S72.

Molenaar, I.W. and Sijtsma, K. (2000) ‘MPS5 for Windows. A program for Mokken scale analysis for polytomous items’. Groningen: Iec ProGAMMA.


Rasch, G. (1960) Studies in mathematical psychology: I. Probabilistic models for some intelligence and attainment tests. Oxford,  UK: Nielsen & Lydiche (Studies in mathematical psychology: I. Probabilistic models for some intelligence and attainment tests.).

Tarc P and Mishra Tarc A (2015) Elite international schools in the Global South: transnational space, class relationalities and the ‘middling’ international schoolteacher. British Journal of Sociology of Education 36(1): 34–52. DOI: 10.1080/01425692.2014.971945.

Vander Ark T (2012) Private Capital, For-Profit Enterprises and Public Education. In: Stanfield JB (ed.) The Profit Motive in Education: Continuing the Revolution. London, UK: The Institute of Economic Affairs, pp. 191–203. Available at: http://mikemcmahon.info/EducationInvestment09.pdf.

Waterson M (2015) An analysis of the growth of transnational corporations operating international schools and the potential impact of this growth on the nature of the education offered. Working Papers Series International and Global Issues for Research. University of Bath Department of Education Working Papers Series. Available at: https://www.bath.ac.uk/publications/department-of-education-working-papers/attachments/analysis-of-growth-transnational-corporations-operating-international-schools.pdf.


23. Policy Studies and Politics of Education
Paper

Strategies for Principled Resistance: the Practical-evaluative Dimension of Teacher Agency at Work

Arda Oosterhoff1, Ineke Oenema1, Alexander Minnaert2

1NHLStenden University, Netherlands, The; 2University of Groningen, Netherlands, The

Presenting Author: Oosterhoff, Arda

The importance of professional autonomy for the well-being of teachers and for the quality of education has often been demonstrated (e.g. Fullan, 2007). Much research is done about the way in which management can influence a healthy and motivating work environment by creating professional space (Kessels, 2012; Kuijpers et al., 2023; Schaufeli & Taris, 2013). Much less is known, however, about the role that teachers themselves (can) play in influencing that environment. Teachers can reproduce or interrupt cultures and structures (Priestley et al., 2015). Currently, increasing attention is being paid to 'teacher agency', in short defined as: the ability of teachers to exert targeted and effective influence on educational practice (Toom et al., 2015).

To add to this body of research, we focus on the agency of teachers in Dutch Early Childhood Education (ECE). In their ecological approach to agency, Priestley et al. (2015) distinguish three dimensions of agency that play a role in the realization of this agency. The iterational aspect (accumulated expertise) is rooted in the past. The projective dimension (aspirations, motivations) is focused on the future. The practical-evaluative dimension (the day-to-day decisions in the complex context of educational practice) is an important connecting element between the former two dimensions.

Agency is important when it comes to being resilient in the face of educational innovations imposed by the environment (Priestley et al., 2015). Key to this resilience is the ability to critically assess requested changes, based on specific professional expertise (Edwards, 2015). If such an evaluation turns out to be negative, agency takes the form of offering 'principled resistance', that, according to Achinstein and Ogawa (2006), is based on professional principles. These principles are rooted in widely shared beliefs about education and professionalism and cannot do without reflective capacity and the willingness to change.

The literature on agency mostly focuses on the importance of professional dialogue for the substantive evaluation of educational practice (Edwards 2015). In addition, however, it is also important to evaluate: to what extent is it possible to act according to that evaluation? And if this is not sufficiently the case: how can we influence this? With these questions, a more political dimension of agency emerges. Kelchtermans and Ballet (2005) define micropolitical literacy as 'strategies and tactics used by individuals and groups in an organization to defend their interests' (p. 90). Insight into political dynamics is a crucial part of the practical-evaluative dimension of agency, especially in restricted work environments.

In this paper, we focus on the practical-evaluative dimension of agency in ECE teachers. We are specifically interested in the strategies and tactics used by teachers to improve their working conditions in situations where they are hindered in carrying out their daily work in line with their professional views. We therefore pose the research question: How do teachers in groups 1 and 2 of Dutch primary schools respond to autonomy-limiting influences from the environment?

Based on interview stories of teachers who feel constrained by the environment to act according to their professional views, we show that teachers can actively use their specific context as a source for strengthening their agency. The results reveal a multitude of very diverse strategies by which teachers respond to autonomy-limiting circumstances. Analysis shows that successful strategies, i.e. strategies that protect professional autonomy, are based on an open dialogue about, critical reflection on, and inquiry into both educational content and political context.

The results are summarized in a model. This model will be presented, clarified and illustrated with empirical data.


Methodology, Methods, Research Instruments or Sources Used
Data collection
Examining teacher agency requires studying teachers in their daily practices and methods of inquiry should be aimed at accessing the judgments, intentional actions and evaluations of these teachers (Edwards et al., 2015). In line with these recommendations, we have opted for qualitative research methods. Eight experienced teachers, who have worked for at least ten years in the first two grades of primary school, were interviewed in a series of three extensive, open interviews, at yearly intervals. An exploration of the relevant literature led to a number of broad sensitizing concepts (Boeije, 2012) that functioned as the main topics in the interviews: vision (professional beliefs), context (facilitating and hindering factors in the work environment), effects (consequences for practice) and strategies (reactions to autonomy-limiting influences). An interview guide served as a semi-structured checklist. The interview questions were open and the respondent was given room to follow their own storyline. All interviews were recorded with permission. In this contribution, we report on the analysis of the data related to the topic of Strategies.
Research group
The relatively small research group of eight people made it possible to collect rich information over a longer period of time. The respondents were purposive stratified (Boeije, 2012). The teachers differed equally in two respects. Firstly, their perception of the professional space. To distinguish the participants on this, we asked them the question: Do you experience pressure stemming from your work environment to work with young children in ways other than those you perceive as desirable? (yes/no). Secondly, the respondents' previous education differed equally. Previous research has shown that differences in prior education (KLOS or PABO) influenced the professional belief and perceived competences of teachers in the youngest groups of primary school.
Analysis
Verbatim transcripts have been analyzed thematically (Braun & Clark, 2006). Analysis was done using Atlas.ti, through descriptive coding that alternated between open and axial coding. During this analysis process, research question memos were kept. Regarding specific sub-questions that surfaced in this analysis process, additional deductive analyses was performed.
Reliability
Inter-rater reliability was sought throughout the research process. The developing code tree and research question memos were discussed in the research team at all stages of the research. The analyzed data have been summarized in extensive synthesis texts that have been sent to the respondents. In a follow-up interview, all respondents confirmed the interpretations (member check).

Conclusions, Expected Outcomes or Findings
The study provides insight into the way in which the practical-evaluative dimension of teacher agency takes shape in everyday ECE practices. The specific context can both facilitatee and hinder the autonomy of teachers, however, teachers themselves can also actively use the context as a source to strengthen their agency. In the interviews, three strategies emerged as the most important: dialogue, critical reflection, and inquiry. A work-environment in which these central strategies are facilitated, for example by making time available to discuss, investigate and reflect on (new) educational content, the environment supports the balance between openness to change and faithfulness to professional expertise and values. In an environment in which innovations are imposed top-down, such a balance is much more difficult to achieve. To stay true to their own professional expertise, teachers also use the three strategies of dialogue, reflection, and inquiry. In doing so, the wider environment of the school is used more. In addition to focusing on the educational content, the three strategies in this restrictive situation also have a stronger focus on the political environment.
The study underlines the importance of collegial relationships. First, regarding the content of teaching, where professional dialogue between colleagues is a source of solid, shared, and conscious expertise and professional self-confidence (see also Fullan, 2007; Wenger, 2010; März & Kelchtermans, 2020). In addition, and especially in restrictive environments, collegial relationships are also of great importance for experiencing emotional support. A well-considered judgement about an imposed change and the perceived support of colleagues are an important basis for offering principled resistance. Additionally, as also shown by Vähäsatanen and Eteläpelto (2015), emotions that arise in this situation can also be a catalyst for teacher agency.
Implications for practice will be discussed during the presentation.

References
Achinstein, B., & Ogawa, R. T. (2006). (In)fidelity: What the resistance of new teachers reveals about professional principles and prescriptive educational policies. Harvard Educational Review, 76(1), 30-63.
Boeije, H. R. (2012). Analyseren in kwalitatief onderzoek: Denken en doen [Analysis in qualitative research. Thinking and doing]. The Hague, the Netherlands: Boom onderwijs.
Braun, V., & Clarke, V. (2006). Using thematic analysis in psychology. Qualitative Research in Psychology, 3(2), 77-101.
Edwards, A. (2015) Recognising and realising teachers’ professional agency, Teachers and Teaching, 21(6), 779-784, DOI: 10.1080/13540602.2015.1044333
Fullan, M. (2007). The new meaning of educational change (4th ed.). New York: Teachers College Press.
Kelchtermans, G., & Ballet, K. (2005). Micropolitieke geletterdheid en professionele ontwikkeling bij beginnende leerkrachten. Pedagogiek (Assen), 25(2), 89–102.
Kessels, J. W. (2012). Leiderschapspraktijken in een professionele ruimte. Oratie. [Leadership practices in a professional space. Inaugural lecture] The Netherlands: Open University.
Kuijpers, C.T.L., Janssen-Spanbroek, N.F., & van den Hurk M.M. (2023). De invloed van gespreid leiderschap op de professionalisering van leraren. Pedagogiosche Studiën (100) p. 287-308.
März, V., & Kelchtermans, G. (2020). The networking teacher in action: A qualitative analysis of early career teachers’ induction process. Teaching and Teacher Education. https:// doi. org/ 10. 1016/j. tate. 2019. 102933.
Priestley, M., Biesta, G. J. J., & Robinson, S. (2015). Teacher agency. An ecological approach. London: Bloomsbury Academic.
Schaufeli, W., & Taris, T. (2013). Het job demands-resources model: overzicht en kritische beschouwing. [The Job Demands-Resources Model: Overview and Critical Review.] Gedrag & Organisatie, 26(2), 182-204.
Toom, A., Pyhältö, K. and Rust, F.O. (2015). Teachers’ professional agency in contradictory times, Teachers and Teaching: Theory and Practice, 21(6), 615-623.
Vähäsantanen, K., & Eteläpelto, A. (2015). Professional agency, identity, and emotions while leaving one’s work organization. Professions & Professionalism, 5(3), 1394- 1410.
Wenger, E. (2010). Communities of practice and social learning systems: The career of a concept. In Social Learning Systems and Communities of Practice, edited by C. Blackmore, pp. 179-198. London: Springer-Verlag London Limited.


23. Policy Studies and Politics of Education
Paper

Teachers' Time Use in Scotland: Workload Intensification in Challenging Times

Moira Hulme1, Gary Beauchamp2, Carole Bignell1, Jeffrey Wood3

1University of the West of Scotland; 2Cardiff Metropolitan University; 3Birmingham City University

Presenting Author: Hulme, Moira; Bignell, Carole

The teaching workforce in and beyond Europe is facing unprecedented challenges. Many European school systems face teacher shortages as recruitment targets are missed and rates of attrition rise. Challenging employment conditions saw industrial action by teachers in France, Germany, Hungary, Italy, Spain, Portugal and the UK in 2022 and 2023. The European Trade Union Committee for Education (ETUCE) and European Federation of Education Employers joint Framework of Actions in response to the declining attractiveness of the teaching profession signalled a need for adequate pay, and equitable and sustainable workloads (ETUCE-EFEE, 2023). Teachers report reform fatigue, emotional exhaustion, and burnout as they contend with multiple new initiatives, the impact of the pandemic on learner progress and wellbeing, stringent accountability demands, increasing class size, and diverse learner needs (Heffernan et al., 2022; OECD, 2023). Advances in communications technology mean that educators are increasingly deemed available outside traditional school hours.

This paper reports research commissioned by the largest teacher union in Scotland, the Educational Institute of Scotland, in response to workload concerns expressed by teachers in Scotland’s schools. This examination of teachers’ time use attends to both the number of hours and the nature or constitution of hours spent on work inside and out of the classroom and school. Workload is approached here not just in terms of working hours (volume) but also intensity (i.e., job-related demands in relation to available resources) (Stacey et al., 2022). The study considers the relationship between workload, teacher stress and work intensity and manageability (Creagh et al, 2023; Liu et al., 2023).

Workload reduction initiatives have tended to place primary responsibility on educators rather than the institutional and policy context in which they work (Spicksley, 2022). In contrast, this research adopts a social-ecological approach that acknowledges the importance of context in shaping the capacity of teachers to respond well to job-related stressors.

The following research questions are addressed:

  • What are the main activities that constitute teacher workload?
  • What is the balance of this workload over the working week?
  • What extra hours do teachers, on average and by characteristic (education setting, gender, contract type), work beyond their contractual hours?
  • Where do workload demands come from outwith class contact time?

Methodology, Methods, Research Instruments or Sources Used
The main methods of data collection were an online time use diary during one calendar week (using QuestionPro online survey platform) followed by semi-structured remote interviews. A survey link was distributed via workplace email to EIS members currently employed in schools. This method allowed for as close-to-real-time registration of activities without placing an undue burden on participants (te Braak et al., 2023). Participants recorded the full range of work-related activities undertaken over the preceding working days (including evenings) and weekend (i.e., the hours they must work, the hours they do work, and the nature and drivers of work-related activity). Digital diaries were preferred to paper leave-behind diaries because they are cost-effective, permit stronger communication with participants and make completion as easy as possible for those taking part (Sullivan et al., 2020)  to not add further to teachers’ workload. They also show no more social desirability issues than offline surveys (Dodou, & de Winter, 2014). A self-completed electronic diary was preferred to a telephone recall diary to eliminate potential for interviewer bias (Allan et al., 2020). Comparison of the quality of data obtained through time-use diaries and direct observation has shown that teachers can reliably self-report their working time retrospectively (Vannest and Hagan-Burke, 2010).
Pre-coded activities in the time use diary were generated in consultation with a volunteer teacher panel comprised of twelve primary and secondary teachers employed in four local authorities with a range of roles and varied length of experience. The contribution of panel members informed the design of the time use diary and reduced the risk of partial completion by respondents. The School Staff Census was used to assess proportionality against teaching and demographic characteristics (self-reported gender, age, main role in school, phase, length of teaching experience, tenure/contract type, local authority (Scottish Government Learning Directorate, 2022).
Phase two of the research involved semi-structured interviews of 45 minutes duration with thirty teachers to deepen the analysis beyond the number of working hours to factors that explain composition of work patterns. Flexibility was offered in terms of the mode of remote interview – telephone or online video call - to accommodate interviewee preferences, availability and location. Analysis of verbatim interview transcripts was supported by NVivo software. A small sample of transcripts was coded independently by two researchers who then met to discuss appropriate codes and clarify inconsistencies. This process of cross-checking informed the coding of the remainder of the transcripts.  

Conclusions, Expected Outcomes or Findings
This research provides new evidence on how statutory and actual working time is spent (nature, scale and scope) and the factors that explain emergent patterns in time use among teachers in Scotland. The findings confirm a marked divergence between actual working time and the time that is recognised. Non-teaching tasks with less direct links to educational benefit for learners are more likely to be perceived as contributing to workload burden. Teachers report a reduction in autonomy over the use of time in face-to-face and non-teaching tasks (i.e., working time inflexibility). In particular, the fragmentation of tasks and escalation of routine administrative activity restricts time available for relationship building and pastoral care. As a result, teachers contend with difficult choices and considerable ambiguity between what constitutes high value core work and directed activity for accountability purposes. Excess working time and limited task discretion have important implications for professional identity, motivation, and career intentions.
References
Creagh, S., Thompson, G., Mockler, N., Stacey, M., & Hogan, A. (2023) Workload, work intensification and time poverty for teachers and school leaders: a systematic research synthesis, Educational Review, DOI: 10.1080/00131911.2023.2196607.

Dodou, D., & de Winter, J. C. (2014). Social desirability is the same in offline, online, and paper surveys: A meta-analysis. Computers in Human Behavior, 36, 487-495.

ETUCE-EFEE (2023) Framework of Actions on the Attractiveness of the Teaching Profession, https://www.csee-etuce.org/en/resources/policy-papers/5106-framework-of-actions-on-the-attractiveness-of-the-teaching-profession .

Heffernan, A., Bright, D., Kim, M., Longmuir, F., & Magyar, B. (2022). I cannot sustain the workload and the emotional toll’: Reasons behind Australian teachers’ intentions to leave the profession. Australian Journal of Education, 66(2),196–209.

Liu, T., Yang, X., Meng, F. & Wang, Q. (2023) Teachers Who are Stuck in Time: Development and Validation of Teachers’ Time Poverty Scale, Psychology Research and Behavior Management, 16, 2267-2281.

OECD (2023). Unravelling the layers of teachers’ work-related stress, Teaching in Focus, No. 46, OECD Publishing, Paris, https://doi.org/10.1787/bca86c20-en.

Scottish Government Learning Directorate (2022) Schools in Scotland 2022: summary statistics. https://www.gov.scot/publications/summary-statistics-for-schools-in-scotland-2022/documents/

Spicksley, K. (2022) Hard work / workload: discursive constructions of teacher work in policy and practice, Teachers and Teaching, 28(5), 517-532.

Stacey, M., Wilson, R. & McGrath-Champ, S. (2022) Triage in teaching: the nature and impact of workload in schools, Asia Pacific Journal of Education, 42(4), 772-785.

te Braak, P., van Tienoven, T. P., Minnen, J., & Glorieux, I. (2023). Data Quality and Recall Bias in Time-Diary Research: The Effects of Prolonged Recall Periods in Self-Administered Online Time-Use Surveys. Sociological Methodology, 53(1), 115-138.
 
15:15 - 16:4523 SES 02 A: Schools
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Ruth McGinity
Paper Session
 
23. Policy Studies and Politics of Education
Paper

A critical study of the Swedish school intervention Collaboration for the Best School

Charlotte Baltzer1, Eva-Lena Lindster Norberg2

1Uppsala university, Sweden; 2Linné university, Sweden

Presenting Author: Baltzer, Charlotte; Lindster Norberg, Eva-Lena

The purpose of this paper is to discuss how the Swedish state intervention Collaboration for Best School (CBS) governs principals in Swedish compulsary schools. CBS is a government assignment to the Swedish National Agency for Education which has been ongoing since 2015 in about 500 schools and 150 preschools and targets organisations with low results that are not expected to be able to reverse this trend on their own. Several researchers point out that Swedish teachers' and principals' room for action has decreased at the same rate as the central control increases and the state control regime has strengthened (see e.g Ivarsson Westerberg, 2016).

The starting point for the study is an assumption that schools and their leaders today are under enormous pressure to fulfill the educational system's requirements and authorities' policy directives, which are about delivering better results and an equal education (see e.g. Håkansson & Rönnström, 2021). In this regard, the school professions are at a disadvantage with their changing conditions in the form of a lack of qualified teachers and preschool teachers besides a limited professional autonomy. Biesta (2007) emphasizes that education needs a model of professional action that recognizes a non-causal interaction, that professional judgment is central to educational practice and that the nature of judgment is more a matter of morality than of technicalities. In line with Uljens (2021a, 2021b) we also argue that the task of pedagogy and education is to discuss and question political decisions. Politics and pedagogy must be seen as equal entities, even if politics decides on the content of education.

Eight years after CBS’ implementation, research on possible consequences is still limited, which is why this study can contribute through the analysis of collected empirical material within the framework of CBS and what it does with the principal's opportunities to understand and relate to their mission (cf. Lindster Norberg, 2016). Prøitz (2021) points out that questions about collaboration as an ideal and activity in modern governance provide the basis for a series of new questions regarding the development of the school. If a person, in this case the principal, does not adapt to the prevailing norm, that person is seen as disqualified and problematic in the prevailing regime of truth and thus becomes in need of retraining (Popkewitz & Brennan, 1997).

Based on this problematization we are interested in how school leaders participating in CBS are governed and shaped through various technologies of power (Foucault, 2008). The education sector can be seen as a practice where different methods and strategies operate to direct and control the thoughts and actions of individuals/principals/pedagogues in specific directions in order to best adapt to the trends that arise (Dahlstedt & Hertzberg, 2012). Although Foucault has been widely used in educational research in general, it can be stated that there is little research in educational leadership that takes Foucault as its point of departure (Nietche, 2011). Foucault's theories can therefore make a valuable contribution to our understanding of principals' work and principals' subjectivity. By examining the principal's role as a position for power relations and by exploring the principal's subjectivity, it becomes possible to find cracks and room for action where principals have the opportunity to operate within the framework of the normalizing and discursive regimes that make up the leadership's framework and the leadership's self-governance. This study can thus also contribute to exploring how principals can be given the opportunity to find room for action within the framework of a series of disciplinary regimes that assert themselves within the framework of the Collaboration for the Best School (cf Nietche, 2011).


Methodology, Methods, Research Instruments or Sources Used

The empirics of the study mainly consists of interviews with principals and partly documents. After an initial reading of the National Agency for Education's reports (2019, 2021), a number of supporting concepts were selected which have formed the basis for the interviews. These concepts are: CBS, dialogue, effort, cooperation, governance, support, systematic quality work, school development, action, ownership and abilities. Based on the selected concepts, eight semi-structured interviews were conducted via zoom and recorded, with inspiration from concept maps (see e.g. Khattri & Miles, 1995; Lindster Norberg, 2016). The goal was to get the principals to freely associate around the selected concepts. The interview method with inspiration from concept maps fulfills the criteria for a qualitative research interview (Kvale & Brinkman, 2009).

Theoretically we use some of Foucault's concepts to analyze how the principals receive, implement and perceive this state intervention for school development. Foucault's concept of governmentality is useful for making visible the governance of the Swedish school in general. The concept of governmentality means "that collective power processes guide thoughts and behaviors in certain specific directions, directions that are not usually questioned" (Kronqvist Hård, 2021, p. 46). Foucault (2008) believes that different technologies of power control and regulate the behavior of individuals. Technology can be seen as a collection of techniques that explain how individuals are governed (Foucault, 1991, 2003). In the technologies there are certain norms and perceptions that have an impact on how technologies are designed (Ivarsson Westerberg, 2016). Techniques here become concrete approaches to achieve what is found in the technologies. Being guided to behave according to what is currently the norm and what is expected can be summarized in the concepts of conduct of conduct (Gordon, 1991; Rose, 1998). The concepts mean governing individuals so that they govern themselves. As mentioned above Foucault has been widely used in educational research in general, but not to any greater extent in educational leadership (Nietche, 2011). Foucault's theories can therefore make a valuable contribution to our understanding of principals' work and principals' subjectivity.

Collaboration for Best School aims to improve and develop current schools into something better than it was before, and  the principal plays a decisive role. In advanced liberal governance, state governance becomes most effective when the individual acts in accordance with its interest. It is the activation of the individual itself that is the control, it is about "government at a distance" (Rose 1999).  


Conclusions, Expected Outcomes or Findings
The idea of effective intervention is a central aspect within evidence-based practice, ie administering treatments to achieve a certain effect (Biesta, 2007). This movement is an international phenomenon based on a Taylorist approach which emerged in the 1990s with sanction systems and public ranking of education (Uljens (2021a, 2021b).

In our study the principals generally describe a low goal fulfillment as the basis for participation in CBS and they express difficulties in making the necessary changes on their own when the state makes demands. They are aware that they are in the hands of state authorities, at the same time as they wish to be professionally autonomous. They express different perceptions of what collaboration is, and a collision appears between top-down and bottom-up logics. This exemplifies what Liljenberg (2021) describes, that national models and central initiatives tend to overlook local needs and rarely take into account the complexity of the interaction between those who participate. There is thus a risk that the support for the principals ignores the importance of the context for the principal's leadership (Hallinger, 2018).

Based on Foucault this could mean that power as politics and control of the subject's self-governance has been successful. Through the designation of schools and principals as more or less functioning, technologies of power are established and discursive constructions become truths (Foucault, 1991). In CBS, these discursive truths could be formulated as "the low-performing school", the incompetent principal", "The National Agency for - the savior in need", etc. (Sundberg, 2012). The principals are socialized in a certain direction and become active subjects in the social practice in which they operate (Edwards, 2008). This is in line with what Rose (1999) describes, that by being guided by the truth regimes that prevail, individuals' subjectivities are nurtured, developed and shaped into a way of being.


References
Altrichter, H. & Kemethofer, D. (2015). Does accountability pressure through school inspections promote school improvement? School Effectiveness and School improvement, vol 26, 32-56.
Biesta, G. (2007). Why ‘what works’ won’t work: Evidence-based practice and the democratic deficit in educational research. Educational Theory, 57(1), 1–22.  
Edwards, R. (2008). Actively seeking subjects?. I Nicoll, K. & Fejes, A. (red.) (2008). Foucault and lifelong learning: governing the subject. Routledge
Foucault, M (1991) “Governmentality” I: G. Burchell, C, Gordon & P. Millen(eds) The Foucault effect. Studies in Governmentality, The university of Chicago Press.
Foucault, M. (2003). Regementalitet. Fronesis.
Foucault, M. (2008). Diskursernas kamp. Brutus Östlings förlag.
Gordon, C. (1991). Governmental rationality: an introduction. I: G Burchell, C Gordon & P. Miller (red.), The Foucault effect: Studies in Governmentality, The university of Chicago Press.
Hallinger, P (2018) Bringing context out of the shadow of leadership. Educational management administration & leadership. 46(1), 5–24.  
Håkansson, J& Sundberg, D (2021). Utmärkt undervisning: Framgångsfaktorer i svensk och internationell belysning. Natur & Kultur.
Ivarsson Westerberg, A. (2016). På vetenskaplig grund-Program och teknologi inom Skolinspektionen. Förvaltningsakademin Södertörns högskola
Khattri, N., & Miles, M. B. (1995). Mapping Basic Beliefs About Learner Centered Schools. Theory into Practice, 34(4), 279-287.
Kronqvist Håård, M. (2021). Styrning genom samverkan? – En textanalys av dominerande diskurser i en statlig skolförbättringssatsning. Pedagogisk Forskning i Sverige 26(1), 42–66.  
Kvale, S. & Brinkman, S. (2009). Den kvalitativa forskningsintervjun. Studentlitteratur.
Liljenberg, M. (2021). Förändringar i rektorers pedagogiska ledarskap efter tre års gemensamkompetensutveckling, Utbildning och lärande 15(3), 89–106.
Lindster Norberg, E-L. (2016). Hur ska du bli när du blir stor? En studie i svensk gymnasieskola när entreprenörskap i skolan är i fokus. [Doktorsavhandling, Umeå universitet].  
Nietche, R. (2011). Foucault and Educational Leadership Disciplining the Principal. Routhlegde.
Popkewitz, T. & Brennan, M (1997). Restructuring of social and political theory in education. Educational theory. 47(3).287–313
Prøitz, T.S. (2021). Styring og støtte i moderne governance – samverkan för bästa skola. Pedagogisk Forskning i Sverige 26(1), 126–132.  
Rose, N. (1998). Interventing our selves. Polity Press.
Skolverket (2019) Redovisning av uppdrag om Samverkan för bästa skola (U2015/3357/S
Skolverket (2021). Redovisning av uppdrag om Samverkan för bästa skola (U2019/03786/S och U2017/00301/S)
Uljens, M. (2021a). Pedagogiskt ledarskap på pedagogikteoretisk grund. I M. Uljens & A-S. Smeds-Nylund (red.) Pedagogiskt ledarskap och skolutveckling (s. 37–100). Studentlitteratur.
Uljens, M. (2021b). Skolförbättring och skolutveckling mellan policy och forskning. I M. Uljens & A-S. Smeds-Nylund (red.) Pedagogiskt ledarskap och skolutveckling (s. 253–290). Studentlitteratur.


23. Policy Studies and Politics of Education
Paper

New Managerialism and School Education in Greece: Educational Executives’ Perceptions

Vasilios P. Andrikopoulos, Amalia A. Ifanti

University of Patras, Greece

Presenting Author: Andrikopoulos, Vasilios P.

Τhis study sought to investigate educational executives’ views about their roles and responsibilities in the school practice in Greece and in relation to the New Managerialism (NM) trends in education administration. New Managerialism has been the dominant paradigm in public administration and policy, since its appearance in late 1970s and early 1980s. In education, it emerged in 1990s and since then it has joined as a dominant approach to educational management at local, national, supranational and international level. However, although there have been convergences at a theoretical and conceptual level, in practice the countries have diverged in terms of application of principles and methods of the New Managerialism.

Therefore, the Anglo-Saxon countries, with a strong liberal tradition of administrative organization and provision of public sector services, more easily adopted these principles and made use of market techniques in education. In these countries, assessment and accountability are used as mechanisms to promote market principles, such as the introduction of school competition and the possibility for parents to freely choose schools for their children in an open education market directly linked to school rankings. On the contrary, several countries of central Europe have used assessment and accountability procedures to ensure quality in an educational environment characterized by high levels of decentralization.

Finally, in southern European countries, accountability was incorporated into the institutional framework, in line with the international discourse on educational administration. At the same time, teachers’ professionalism and professional identity are redefined in the social and conceptual framework of New Managerialism. In this context, effective teaching and learning as well as complex accountability mechanisms based on students results in national exams or international tests, like PISA, seem to stand out. Thus, at a supranational and international level, New Managerialism has exerted a strong influence on educational policy and administration. In Greece, where traditional bureaucratic educational administration is almost prevalent, these ideas have recently been adopted in the educational policy.


Methodology, Methods, Research Instruments or Sources Used
For the purpose of our study, an empirical research was carried out. Ninety-nine (n=99) out of 104 Directors of Primary and Secondary Education in Greece participated in this study by completing an anonymously disseminated exploratory questionnaire (response rate: 95.19%). Firstly, a pilot survey was conducted, in which 12 Principals of Primary and Secondary Education participated (10% of the total population).
The questionnaire was drawn upon the review of the relevant literature on the topic. In the first part, there were questions about gender, educational background, teaching and administrative experiences in schools. In the second part, a   five-point Likert scale (i.e.: not at all, a little, quite a lot, a lot, very much) was used. The questions were concerned with the investigation the Education Directors’ views about the following issues:
i) their role and responsibilities in the Greek educational administration system, the goals and priorities given in the system, the characteristics of an effective educational administration, ii) the accountability aspects of the Greek educational system, iii) school funding, iv) market mechanisms in the Greek educational system.


Conclusions, Expected Outcomes or Findings
Data analysis revealed that Greek educational executives’ roles and responsibilities have slightly changed under the influence of New Managerialism. In particular, they were found to support the deployment of specific New Managerialism characteristics, such as educational accountability and assessment, decentralization and school autonomy attainment, and linked them with the school improvement. All in all, the convergences arisen harmonized with the global trends in educational policy and administration, while the divergences from the international discourse contributed to the better understanding of specific aspects of educational administration in Greece. In conclusion, this study unveiled the long-lasting dynamic role of New Managerialism and its appealing in educational governance worldwide through exploring its impact on the educational administration in Greece.
References
Camphuijsen, M. K., & Parcerisa, L. (2023). Teachers' beliefs about standardised testing and test‐based accountability: Comparing the perceptions and experiences of teachers in Chile and Norway. European Journal of Education, 58(1), 67-82.
Christensen, T., & Laegreid, P. (2022). Taking stock: new public management (npm) and post-npm reforms – trends and challenges. In A. Ladner & F. Sager (Eds), Handbook on the politics of public administration (pp.38–49). Cheltenham: Edward Elgar Publishing Limited.
Collet-Sabé, J., & Ball, S. J. (2023). Beyond School. The challenge of co-producing and commoning a different episteme for education. Journal of Education Policy, 1-16.
Crato, N. (2020). Curriculum and educational reforms in Portugal: An analysis on why and how students’ knowledge and skills improved. In F. M. Reimers (Ed.), Audacious education purposes: How governments transform the goals of education systems. Berlin: Springer.
Fan, X. (2023). Accountability in the evaluation of teacher effectiveness: Views of teachers and administrators. Educational Assessment, Evaluation and Accountability, 1-27.
Levatino, A., Parcerisa, L., & Verger, A. (2024). Understanding the stakes: The influence of accountability policy options on teachers’ responses. Educational Policy, 38(1), 31-60.
Pagès, M., Ferrer-Esteban, G., Verger, A., & Prieto, M. (2023). At the crossroad of performativity and the market: schools’ logics of action under a hybrid accountability regime. Compare: A Journal of Comparative and International Education, 1-21.
Parcerisa, L., Verger, A., Pagès, M., Browes, N. (2023). The professionalism, accountability, and work of teachers in different regulatory regimes. In L. Maestripieri & A. Bellini (Eds.), Professionalism and social change (pp. 187-208). Cham: Palgrave Macmillan.
Van Buuren, A., Lewis, J. M., & Peters, B. G. (Eds.). (2023). Policy making as designing: the added value of design thinking for public administration and public policy. Bristol: Policy Press.
Wilkins, A. (2023). Mapping the field of education policy research: A history of policy settlements. London: Bloomsbury.


23. Policy Studies and Politics of Education
Paper

Competitive Effects of Free Schools on Neighbouring Schools in England

Ruth McGinity

UCL, United Kingdom

Presenting Author: McGinity, Ruth

Free schools are new state-funded schools in England. They have been opened by non-state actors who apply to central Government for the right and funding to set up and govern a not-for-profit school. Free schools can disapply the National Curriculum, do not have to adhere to national teachers' pay and conditions and can set the length of their school day. These ‘freedoms’ were reflected in the name ‘free school’. Partly borrowed from the Swedish free schools (Friskolar) policy, the Government in England has associated the term ‘free’ with an argument that free schools “aren’t run by the local council. They have more control over how they do things” (DfE, undated). A central policy argument for opening free schools in England is that they will create new competitive pressures for improvement in neighbouring schools, thereby “forc[ing] existing schools to up their game” (DfE 2010: 57). This argument contains several assumptions about how school choice and competition operate. As Betts (2009) argued in the case of Charter Schools in America – from which free school policy is partly borrowed – the assumptions are that: free schools will compete well in terms of academic quality; parents will express a strong preference for higher quality schools; existing schools losing students or status to free schools will (be able to) respond by improving academic quality. There are numerous ways, however, in which this “chain of causation” can break down (ibid: 197). Free schools may not offer better quality environments. Parents may not prioritise or be able to recognise academic quality. Existing schools may not perceive new competition or, where they do, may not (be able to) respond in ways that improve quality or equity. Little change or even deterioration in student outcomes could result.

As of June 2022 there are over 600 free schools open (which represent the vast majority of new schools opened in England since 2010). Many more schools are neighbouring schools to these new free schools. This paper draws on a qualitative case study of the competitive effects of free schools on their neighbours, from a bigger mixed methods study, the aims of which were to:

  1. Test for the presence of free school competitive effects on student outcomes in neighbouring schools.
  2. Identify the mechanisms through which potential free school competitive effects are manifested, by analysing whether free schools compete well in terms of quality, whether parental preferences for local schools change with a free school opening and whether existing schools respond by changing their practices.

These aims require attention to the complexities of choice and competition across local markets. As such the main research question this paper is addressing is:

  1. How are choice and competition manifested in local markets in which a free school opens? To what extent do local structural conditions, a free school’s aims and the local status of neighbouring schools influence perceived competition and action-taking?

Policy makers assume free schools create efficient competition, yet competition due to a free school’s presence works through a mix of mechanisms including selective competition. This has influenced the actions schools take, the distribution of improvement and deterioration and the patterns of social segregation.

A key lesson from the free school experiment is for policy makers to recognise the potential of selective competition and the outcomes this can create. This paper is relevant for an international audience interested in how the free schools experiment in England has played out in relation to choice and competition and what this might mean for other education systems that operate within the context of quasi-market supply side reforms.


Methodology, Methods, Research Instruments or Sources Used
The case study included 9 cases which allowed for an appropriate range of school types and local contexts to be included. Following our wider project’s neighbourhood definition, the boundaries of each case study were defined as a free school and nine closet schools of the same phase.

We followed a convenience sampling approach. This drew on survey responses, where respondents were asked whether they would be willing to participate in a follow up interview. Invitations to participate were made to the headteacher of the free school and neighbouring schools that had not participated in the survey. The achieved sample, including the number of participating neighbouring schools in each case, is summarised in Table 7.1 below.

Table 7.1: Achieved case study sample

Cluster Case Phase Forecasted need prior to opening Participating neighbouring schools
1 A Primary Surplus 3
B Primary Shortfall 2
2 C Primary Surplus 4
D Primary Shortfall 3
3 E Secondary Surplus 3
F All-through Surplus 5
H Secondary Shortfall 4
4 G Secondary Shortfall 3
J Secondary Surplus 1

A common set of research procedures in each case supported comparative cross-case analysis combining two data collection methods, documentary analysis and semi-structured interviews. We interviewed the headteacher of the participating free school and the headteachers of participating neighbouring schools. The aims of the interviews were to understand the headteacher’s perceptions and experiences of competition locally; the schools own competitive actions and logics of those actions; wider relations with other local schools, including potential collaboration; and reflections on the wider consequences of the free school opening for local students.

The data was coded by hand and analysed thematically through a parallel inductive and deductive approach, using the initial codes of: context; structural conditions; free school origins and ethos; student recruitment; perceived impacts of the free school; responsive actions; logics of action; and local consequences. Apriori codes were refined and added to through engagement with the data.

On the basis of this thematic analysis we wrote individual reports for each case study to enable cross-case analysis. The cross-case analysis identified 4 clusters. Local cases were clustered on the basis of similarities in: i) their contexts and structural conditions; and ii) free schools aims and ethos. We were then able to analyse the extent to which these factors influenced perceived competition and, in turn, any action-taking.

Conclusions, Expected Outcomes or Findings
First, the analysis highlights factors influencing the intensity of perceived competition, due to the presence of a free school. Local structural conditions were shown to be important, including both the extent of residential segregation and the balance of supply and demand for places. Declining rolls and increasing surplus places increased the perceived intensity of competition and the impacts of the free school.

Second, the analysis demonstrated several foci of competition. In Cluster 1 competition was over student numbers and funding. In Clusters 2 and 3, it extended to social selection. This was influenced by the free school’s marketing, negative stereotyping of neighbours and recruitment practices perceived to cream, crop or exclude students.

Third, action-taking in response to a free school’s presence was common, although not universal, and was influenced by perceived impact. Marketing and promotion were widespread. Sometimes this combined with new extra-curricular activities, particularly in middle and high-status schools, highlighting their use in signifying status. Differentiation was also identified, where schools used messaging to (seek to) restate the legitimacy of their provision.

Fourth, while headteachers’ logics of action were often context-specific, there was a clear difference between high and low status. High status schools had locally advantaged intakes, likelihood of historic oversubscription and greater financial security. Their heads were less likely to report negative free school impacts and perceived greater capacity for action. Their dispositions towards action did vary by context, reflecting a distinction made by Van Zanten (2009). Where heads perceived their intake remained relatively stable, they tended towards a “monopolistic” logic, relying on an existing reputation to remain socially selective. Where heads perceived stronger competition, they tended towards a “entrepreneurial” logic, using promotional, differentiation and recruitment strategies to sustain an advantaged intake.

References
Betts, J. (2009) The Competitive Effects of Charter Schools on Traditional Public Schools, in Berends, M., Springer, M., and Ballou, D. (Eds) Handbook of Research on School Choice. New York: Routledge.

DfE (Department for Education). (2010) The Importance of Teaching. London: TSO.

DfE (Department for Education). (Undated) https://www.get-information-schools.service.gov.uk/glossary

Van Zanten, A. (2009) Competitive arenas and schools' logics of action : a European comparison. Compare, 39(1): 85-98.
 
17:15 - 18:4523 SES 03 A: Schools
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Malin Kronqvist Håård
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Establishment of European Public Schools in Luxembourg - Patterns of Legitimation and the Narratives Told

Elif Tugce Gezer, Susanne Backes, Thomas Lenz

University of Luxembourg, Luxembourg

Presenting Author: Gezer, Elif Tugce

Luxembourg is hyper-diverse in terms of the socio-economic, cultural, and linguistic backgrounds of its inhabitants. While this diversity is an asset, it is also a source of inequality in its education system, given the very demanding language requirements of its trilingual nature (Eurydice, 2022; MENJE, 2023). The country is becoming even more multicultural due to the increase in immigration and cross-border workers (Eurydice, 2022). This societal change poses further challenges to the Luxembourgish education system, as the trilingual public education system no longer reflects the multicultural and plurilingual nature of the country (Eurydice, 2022; MENJE, 2023).

After decades without major structural changes, comprehensive school reforms were introduced in 2009 to reduce educational inequalities, which were followed by further reforms since 2013, under the slogan “Different schools suited to different pupils” (MENJE, 2020) to diversify the educational landscape in response to an increasingly heterogeneous student body with more than 60% of students speaking a language other than Luxembourgish at home (Eurydice, 2022). These reform initiatives led to the creation of the Accredited European Schools (AES), or European Public Schools (EPS). Originally created for the children of staff working for the EU institutions, the first European School to offer multilingual education was established in Luxembourg in 1953. In the following years, schools implementing the European Curriculum mushroomed in other European countries, and since 2005, the curriculum has been made available to the national schools in the Member States (Office of the Secretary-General of the European Schools, 2023). Years after its first implementation, the European Curriculum has returned to Luxembourg as an additional public-school offer, thanks to the recent reform initiatives aimed at combating educational inequalities. Like the “original” model, the EPS, which are open to local children, free of charge, offer greater flexibility in the choice of medium of instruction by using the European Curriculum with its pedagogical principles and approaches to student learning (Eurydice, 2022; MENJE, n.d.; Office of the Secretary-General of the European Schools, n.d.).

Global models of education are being transformed and adapted to the national and local contexts in what Robertson (1994) calls the “glocalization of social problems”. In the case of the establishment of the EPS in Luxembourg, the global model of education, the European Curriculum, is transformed in such a way that the schools refer to the language backgrounds of the students and help them to possess the linguistic requirements of the country by offering three language sections (i.e., English, German, and French-speaking sections), second and third language courses, and mandatory Luxembourgish courses as the language of integration.

The European school system is considered to be exportable and replicable (Leaton Gray et al., 2018). However, the establishment of the EPS was a major structural change in Luxembourg’s decades-old, persistent education system, and national traditions remained strong among some groups. Therefore, this parallel school system raised many social, political, and educational questions. This study aims to understand the genesis and outcomes of the implementation of an additional curriculum in Luxembourgish public education system with the following questions:

  • What were the reasons for the establishment of EPS in Luxembourg?
  • What are the opinions of different stakeholders on the reasons for implementing the European Curriculum and its contribution? What are the problems identified by them?
  • What patterns of legitimation accompany the establishment of EPS?

Legitimization patterns and the role of the EPS are explored by using social constructivism (Hacking, 1999). The "case of Luxembourg" is used as an example to discuss educational transformations in response to current challenges and demands, as it observes the effects of changes in population structure, in line with trends observed in other European countries.


Methodology, Methods, Research Instruments or Sources Used
This study is embedded in an ongoing project on “Managing Student Heterogeneity and Tackling Educational Inequality through European Curriculum”, which consists of (1) a document analysis of policy and public debates, (2) a secondary data analysis of administrative student panel data and large-scale competency tests collected as part of the National School Monitoring; and (3) fieldwork including semi-structured interviews with stakeholders and classroom observations. The current presentation will rely on parts 1 and 3 and presents preliminary findings from content analysis of policy and public debates and semi-structured interviews with stakeholders using multicyclic coding (Saldaña, 2009; VERBI Software, 2017: MAXQDA18). The first part of this study consists of a document analysis of newspaper articles to reveal the patterns of legitimation that accompany the establishment of EPS, and the hopes, fears, and myths that underlie these narratives. For this purpose, two newspapers with different political views were selected, and articles were collected using a keyword search. Inclusion and exclusion criteria were set by the researchers. After a careful analysis, 169 articles were included in the analysis, and they were coded by the researchers. The document analysis will be followed by semi-structured interviews with different stakeholders (policy makers, accreditation experts, education experts, school principals, teachers) who have system relevant knowledge (Gläser & Laudel, 2010). The target population is people who were/are involved in European public schools. At least two representatives from each stakeholder group will be included in the sample, but the exact number of participants will depend heavily on the saturation of the data (Guest, Bunce & Johnson 2006). The researchers developed the interview schedules based on the expertise and role of the stakeholders included in the study sample. Overall, the interview schedules include questions to understand the reason behind the implementation of the European Curriculum in Luxembourg as a form of a public schooling offer, the problem that was meant to be solved by this initiative, the initial target group of this initiative, the opinions of different stakeholders on why to implement European Curriculum and its contribution, and the problems or unintended consequences related to the implementation of European Curriculum. The data collection will take place during the school year 2023-24. To systematize our analyses and embed them in a functioning theoretical framework, Steiner-Khamsi's (2023) analytical grid will be used as a guideline, focusing on the problem, politics, and policy streams that influenced the establishment of EPS in Luxembourg.
Conclusions, Expected Outcomes or Findings
According to the preliminary analysis, EPS target Luxembourgish and international students, with increasing competition for enrollment. They offer different language sections with flexibility in the medium of instruction. This reduces the language barriers experienced in the Luxembourgish public schools, while still emphasizing the importance of Luxembourgish for integration. However, there is criticism of the missed opportunities to integrate multilingual literature.
EPS are presented as a response to the government’s commitment to diversifying the school offers, and they stand out for their pedagogical approaches that encourage autonomy while promoting student motivation and progress. Moreover, initiating actors and stakeholder voices are frequently mentioned whether in the form of positive or negative statements. In terms of the discourse analysis, problem and solution frames, as well as the concepts of diversity, heterogeneity and inequality, emerged. For example, EPS were seen as a solution to educational inequalities and as a way to address heterogeneity by providing a better linguistic fit for students from different linguistic backgrounds. However, some argued that social cohesion was severely threatened by segregating students into language sections (Leaton Gray et al., 2018).
Research suggests that students with low SES and/or diverse linguistic backgrounds face challenges in the Luxembourgish education system (e.g., Sonnleitner et al., 2021). The better linguistic fit of EPS potentially helps some students and addresses inequalities in the public education system. However, it should be noted that the student population is slightly different. Therefore, more data and longer observations are needed to draw robust conclusions, which would also help us to identify what can be learned and transferred to other school systems within and outside Luxembourg. This is important because the highly diverse and rapidly growing nature of Luxembourg (population increase of 25.7% in 10 years; STATEC, 2023, February) may be relevant for other countries in the near future.

References
Eurydice. (2022). Luxembourg overview. https://eacea.ec.europa.eu/national-policies/eurydice/content/luxembourg_en
Gläser, J., & Laudel, G. (2010). Experteninterviews und qualitative Inhaltsanalyse. Springer-Verlag.
Guest, G., Bunce, A., & Johnson, L. (2006). How many interviews are enough? An experiment with data saturation and variability. Field methods, 18(1), 59-82.
Hacking, I. (1999). The social construction of what? Cambridge: Harvard University Press.
Leaton Gray, S., Scott, D., & Mehisto, P. (2018). Curriculum Reform in the European Schools. Towards a 21st Century Vision. Cham, Palgrave.
MENJE. (n.d.). Languages in Luxembourg schools. Retrieved from https://men.public.lu/en/themes-transversaux/langues-ecole-luxembourgeoise.html
MENJE. (2020). The Luxembourg education system. https://men.public.lu/dam-assets/catalogue-publications/divers/informationsgenerales/the-luxembourg-education-system-en.pdf
MENJE. (2023). The Luxembourgish education system. https://men.public.lu/dam-assets/catalogue-publications/divers/informations-generales/the-luxembourg-education-system-en.pdf
Office of the Secretary-General of the European Schools. (n.d.). About the Accredited European Schools. https://www.eursc.eu/en/Accredited-European-Schools/About
Office of the Secretary-General of the European Schools. (2023, June 21). Mission of the European Schools. https://www.eursc.eu/en/European-Schools/mission
Robertson, R. (1994). Globalisation or glocalization? The Journal of International Communication 1(1), 33–52.
Saldaña, J. (2009). The Coding Manual for Qualitative Researchers. Thousand Oaks: Sage Publications.
Sonnleitner, P., Krämer, C., Gamo, S., Reichert, M., Keller, U., & Fischbach, A. (2021). Neue längsschnittliche Befunde aus dem nationalen Bildungsmonitoring ÉpStan in der 3. und 9. Klasse: Schlechtere Ergebnisse und wirkungslose Klassenwiederholungen. In LUCET & SCRIPT (Eds.), Nationaler Bildungsbericht Luxemburg 2021 (pp. 109–115). Luxembourg: LUCET & MENJE.
STATEC. (2023, February). Evolution de la population. statistiques.public.lu. https://statistiques.public.lu/en/recensement/evolution-de-la-population.html
Steiner-Khamsi, G. (2023). Understanding travelling reforms from a systems perspective. In M. V. Faul & L. Savage (Eds.), Systems Thinking in International Education and Development. Cheltenham, UK, 86-104.
VERBI Software. (2017). MAXQDA 2018 [computer software]. Berlin, Germany: VERBI Software. Available from maxqda.com.


23. Policy Studies and Politics of Education
Paper

The Quest for Continuous Improvement in Light of Power Disciplinary, Sovereign and Pastoral Power in a School Improvement Programme

Malin Kronqvist Håård

Dalarna University, Sweden

Presenting Author: Kronqvist Håård, Malin

There is a global movement of education reform in many countries informed by a neo-liberal agenda (Verger, Fontdevila, and Zancajo 2017). The large changes in education during the past decades are to a large extent linked with a growing connectedness between the state, education and the economy (Lundahl, 2021). The acceleration of the global economy, as well as technological developments and the strengthening of transnational agencies like the Organisation for Economic Cooperation and Development (OECD), and the European Union have transformed nation-states into what Ball (2009) has named competition states. Krejsler (2019) has a similar label, the ‘fear of falling behind’ regime which has significant performative effects in producing a state of crisis awareness which motivates and drives education reforms.

This has also led to a shift towards a market-based educational reform agenda characterized by an emphasis on in-school factors, specifically, teacher quality and accountability, to a large extent leaving out of school factors affecting achievements out of the equation (Nolan, 2018). A discourse of continuous improvement follows this neoliberal agenda, and both national and international accountability systems put pressure on teachers and schools, individually and collectively (Watson & Michael, 2016). Schools are steered from a distance by performance measurements, surveillance and monitoring (Lingard, Seller & Lewis, 2017) which puts local school actors under a constant gaze (Holloway & Brass, 2018) and an endless pressure to perform.

In this paper I will examine the dynamic interactions of knowledge and power in the relationship between local school actors and the national agency for education in the context of a Swedish national school improvement programme called Co-operation for the Best School Possible (CBS). Foucault’s theories on power are utilized to understand how power relations and interactions between the national and local level in the Swedish education system can be understood in light of the global governance trends painted above. Power according to Foucault ‘is exercised rather than possessed’ (Foucault, 1995, p. 26) and it works in capillary manners. A framework including sovereign, disciplinary and pastoral power as well as the concept of governmentality will allow for a careful study of visible traces of subtle and intricate ways of steering in a complex multi-layered education system such as Sweden’s.

This article analyses different forms of power visible in a state-initiated school improvement programme using a Foucauldian framework. One important contribution a critical analysis can make is to question the common sensical, but furthermore Foucault gives us words to make the exercises of power recognisable. When we can recognise and assign words to the power being exercised, we also enhance our options for participating in relations of power. Thus, the aim is to is to explore the power relations between the Swedish National Agency of Education (SNAE) and the local school actors and how power operates and is exercised in a large-scale state-initiated school improvement programme. Through documents and citations from stakeholders in one municipality, these different modes of power are exemplified and highlighted in this article. By using Foucault, the formation and mode of subjection as well as techniques used to achieve them are at the foreground of the analysis (Foucault, 1982).


Methodology, Methods, Research Instruments or Sources Used
The materials used in this article come from a case study in a small municipality which took part in the three-year school improvement programme. The municipality was in the final stage of the CBS programme and the schools involved were compulsory schools. The empirical material includes four kinds of data:
a) documents concerning the work with the CBS programme in the municipality (n = 17 documents, including situation assessments, action plans and final reports);  
b) meeting observations (n = 8 and a two-day closing conference);
c) semi-structured interviews with headteachers (HT), local politicians (LP) and staff at the local education authorities (LEA) (n = 10); and
d) national documents concerning CBS (n = 3).
As regards the method of analysis, a reflexive thematic analysis will be deployed following Braun and Clarke’s conceptualisation of the methodology (Braun & Clarke, 2019, 2021). Braun and Clarke clearly state that thematic analysis has a distinct theoretical base, and the analysis takes its departure from defined themes rather than content. I take a deductive theory-driven approach to coding with predefined themes. ‘[A] deductive approach is useful for honing in on a particular aspect of the data or a specific finding that could be best illuminated or understood in the context of a pre-existing theory or frame’ (Kiger & Varpio, 2020, p. 3). The material has initially been scanned to try to understand how the local actors perceive the relationship with the SNAE within CBS. The theoretical model based on Foucault was used to focus the analysis on how power is exercised within that relationship and in this context. In that way the analysis process resembles what Jackson and Mazzei (2023) describe as ‘thinking with theory’. The findings will be presented as (‘creative and interpretive stories about the data’ Braun & Clarke, 2019, p. 596, emphasis in original). Hence, there is no claim of investigating intentions or cognitions of the participants, but the analysis approach will enable me to focus on the entangled exercises of power within the relationship between the local and national level in the CBS-context.

Conclusions, Expected Outcomes or Findings
In the initial analysis of the material four overarching themes have been identified: The Power of the Spectacle, the Fear of the Inspection, The Almighty Systematic Quality Assurance work, and Governing through Self-evaluation. Being chosen to participate in CBS is being part of a spectacle. The basis for the selection of schools to participate in CBS is negative. It is based on the Inspectorate’s reports and school results, which are all public documents. Thus, at the start of CBS, the municipal actors have recently been put through the disciplinary and normalising gaze of the Inspectorate. The threat of the Inspectorate is something that can be seen throughout both the interviews and the observations. Phrases like, ‘if the Inspectorate comes’ or ‘We’ll be ready when they come’, denote a certain fear of the Inspectorate.
A lot of time and effort is placed on systematic quality assurance (SQA) work in CBS. It is something that permeates the doings and the everyday lives of the school actors. The SQA work has elements of both the synopticon and the panopticon as the forms used and the standards and norms to aspire for are set by external actors. Throughout the CBS programme there are reports to fill in that should be sent to the SNAE. The reports that the local school actors must fill in all revolve around the issue of self-evaluation.  
The preliminary analysis thus points to that that all power modes are visible in the case example, but foremost the softer modes of governing aimed at self-regulation are most palpable. By using an analytical language based on Foucault the exercise of power is made recognisable. When we can recognise and assign words to the power being exercised, we also enhance our options for participation in relations of power.

References
Ball, S. J. 2009. “Privatising Education, Privatising Education Policy, Privatising Educational Research: Network Governance and the ‘Competition State’.” Journal of Education Policy 24 (1): 83–99. doi:10.1080/02680930802419474

Braun, V., & Clarke, V. (2019). Reflecting on reflexive thematic analysis. Qualitative Research in Sport, Exercise and Health, 11(4), 589–597. https://doi.org/10.1080/2159676x.2019.1628806

Braun, V., & Clarke, V. (2021). Can I use TA? Should I use TA? Should I not use TA? Comparing reflexive thematic analysis and other pattern‐based qualitative analytic approaches. Counselling and Psychotherapy Research, 21(1), 37–47. https://doi.org/10.1002/capr.12360  

Foucault, M. (1982). The subject and power. Critical Inquiry, 8 (4), 777–795. https://www.jstor.org/stable/1343197

Foucault, M. (1995). Discipline and Punish. The Birth of the Prison (2nd ed. A. Sheridan trans.). Vintage Books.

Holloway, J., & J. Brass. (2018). Making Accountable Teachers: The Terrors and Pleasures of Performativity. Journal of Education Policy 33(3), 361–382. doi:10.1080/ 02680939.2017.1372636

Jackson, A. Y., & Mazzei, L. A. (2023). Thinking with Theory in Qualitative Research (Second edition). Routledge. https://doi.org/10.4324/9781315667768

Kiger, M. E., & Varpio, L. (2020). Thematic analysis of qualitative data: AMEE Guide No. 131. Medical Teacher, 42(8), 846–854. https://doi.org/10.1080/0142159x.2020.1755030
 
Krejsler, J. B. (2019). How a European ‘Fear of Falling Behind’ Discourse Co-produces Global Standards: Exploring the Inbound and Outbound Performativity of the Transnational Turn in European Education Policy. In (pp. 245-267). Springer International Publishing. https://doi.org/10.1007/978-3-030-33799-5_12

Lingard, B., Seller, S., & Lewis, S. (2017). Accountabilities in Schools and School Systems. In Nobilt, George W. (Ed.). Oxford Research Encyclopedia of Education (p. 1-28). Oxford University Press. https://doi.org/10.1093/acrefore/9780190264093.013.74
 
Lundahl, L. (2021) Foreword: Useful Knowledge in the Twenty-First Century. In J. B. Krejsler, and L. Moos (Eds.), What Works in Nordic School Policies? Mapping Approaches to Evidence, Social Technologies and Transnational Influences (p. ix- xi). Springer International Publishing AG.

Nolan, K. (2018). The Lived Experience of Market-Based School Reform: An Ethnographic Portrait of Teachers’ Policy Enactments in an Urban School. Educational Policy, 32(6), 797-822. https://doi.org/10.1177/0895904816673742

Smith, B., & Monforte, J. (2020). Stories, new materialism and pluralism: Understanding, practising and pushing the boundaries of narrative analysis. Methods in Psychology, 2, 100016. https://doi.org/10.1016/j.metip.2020.100016  

Verger, A., C. Fontdevila, and A. Zancajo. (2017). Multiple Paths Towards Education Privatization in a Globalizing World: A Cultural Political Economy Review. Journal of Education Policy 32(6): 757–787. doi:10.1080/02680939.2017

Watson, C., & Michael, M. K. (2016). Translations of policy and shifting demands of teacher professionalism: From CPD to professional learning. Journal of Education Policy, 31(3), 259–274. https://doi.org/10.1080/02680939.2015.1092053
 
Date: Wednesday, 28/Aug/2024
9:30 - 11:0023 SES 04 A: Teachers and Teaching
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Jo Lampert
Paper Session
 
23. Policy Studies and Politics of Education
Paper

The Cross-Sectoral Impact of Teaching Shortages: Initial Teacher Education, Teaching and Leadership

Jo Lampert, Fiona Longmuir, Jane Wilkinson

Monash University, Australia

Presenting Author: Lampert, Jo; Longmuir, Fiona

This paper provides research in the connected areas of initial teacher education, teaching and leadership to present an integrated snapshot of how teaching shortages are impacting all three sectors in interconnected ways.

There is currently an international crisis in the education workforce, exacerbated by Covid (Ovenden-Hope, 2022). Unprecedented teaching shortages are impacting all levels of the workforce including Initial Teacher Education (where numbers are declining and the pressure is on to attract and support new teachers); in the teaching workforce itself (where attrition and the difficulty of replacing teachers who leave is at an all-time high); and in school leadership (where principals are pressured to staff their schools in these challenging conditions). In a crisis-oriented context this ‘perfect storm’ creates a policy context of ramped-up panic and competition in teacher recruitment practices. A cross-sectoral approach is needed for government to develop education workforce policy based on research from all three sectors.

Recruiting and retaining enough teachers to meet school needs has been challenging governments for many years. The United Nations Educational, Scientific and Cultural Organization’s (UNESCO) Sustainable Development Goal 4.c is to ‘substantially increase the supply of qualified teachers’ to support an equitable education system (Ovenden-Hope, 2022). In Victoria, Australia, advertised teaching vacancies peaked at 2,600 in mid-September 2023 and by December some schools in the State were reported as receiving no applications at all for advertised positions. These teaching shortages, reported similarly throughout Europe (Lindqvist, 2022; Worth, 2023) affect some schools much more than others, with poorer, diverse metropolitan schools, regional, rural and remote schools impacted much more. The impact and risk for historically disadvantaged school communities is much greater when there is an inconsistent or transient teacher workforce and the pressure on school leaders to solve a problem beyond their control has increased. Despite a wide range of government initiatives including financial incentives, mentoring, leadership pathways and more to address a ’crippling’ problem (Caudal, 2022; See et. al., 2020), workforce shortages persist.

In combining research on the impact of teaching shortages in teacher education, teaching and leadership we are working towards a more consolidated approach to finding policy solutions to teaching shortages. Our method, bringing together and comparing findings from three large research projects is unusual in aiming to strengthen collaborations between teacher educators, teachers and school leaders to better understand the phenomenon of education workforce shortages and to propose partnership-based solutions.


Methodology, Methods, Research Instruments or Sources Used
As a first point into understanding teaching shortages, initial teacher education is considered in study one. Often focused on as an issue of teacher supply (Tatto, 2021), initial teacher education is both under scrutiny and the overwhelming focus of many government initiatives in both England and Australia. Gorard et. al.’s (2023) large-scale survey of undergraduates in England identified why people might or might not want to consider teaching as a career.  Government initiatives to attract more people into the teaching workforce is the focus of a related Australian study providing insight into these initiatives and their impact over the past 20 years (Lampert et.al., 2021). This data demonstrate both the range and type of initiatives as well as suggesting the limited imagination of iterative attempts by government to fund the same sorts of strategies repeatedly, such as offering financial incentives with limited success. The Australian meta-analysis examined policies and was supplemented by interviews with key stakeholders and recipients of the initiatives to determine their impact.
In study two, a large research study in Australia examined teachers’ perceptions of their working conditions. In this project a total of over 8000 Australian teachers completed an online questionnaire in 2019 and 2022 respectively (Heffernan et. al.,2022; Longmuir et al., 2022). Questions invited Likert responses and open comments. These data show teachers’ satisfaction with their role, their perceptions of respect for teachers, their feelings of safety and their intentions to stay in the profession. The survey also invited participants to describe the types of challenges they encountered and their suggestions for changes to their working conditions.  
The field of school leadership is reflected in study three, an ongoing project examining the emotional labour of government school principals who have been invited to contribute a short anonymous testimony – written or audio - about a critical incident that has occurred under their leadership in relation to one or more key stakeholder groups, e.g., teachers, executive staff, students, parents, community, and/or system personnel. They have been asked to reflect on the emotional impact it has had on them as principals as well as key learnings from the incident. Over 170 testimonies have been gathered, reflecting a broad diversity of schools, ranging from rural, remote, urban, low to high socioeconomic status as well as a diverse range of principals – from those in their first three years to those who have been in the role over 20 years.  

Conclusions, Expected Outcomes or Findings
Historically, while all in the ‘business’ of education, the fields of Initial Teacher Education, teachers’ work and educational leadership have largely operated in research, policy and practice siloes. The climate of teaching shortages makes it apparent that responses and strategies that take a more holistic, aligned approach must be adopted if sustainable, long term solutions are to be found. Our combined research raises new questions that we suggest can only be addressed by more integrated thinking about these challenges, such as deeper considerations of the relationship between teacher attraction, teacher preparation and teacher attrition. For instance, if teacher attrition is in part due to a lack of safety and low morale (study two), how might this be addressed in Initial Teacher Education (study one) If school leaders are experiencing an intensification of their emotional labour (study three), how is this related to teachers’ work stress and in what ways could this be seen as a systemic issue that goes beyond individuals or their roles? Currently, solutions often prioritise improving preparation or capacity building programs for teachers and school leaders, but these individualise responsibility for the problems to educators and divert attention from broader issues. They do not fully account for the broader social and policy conditions that teachers and school leaders report contribute to their intentions to leave the profession, such as increased monitoring and reporting of their everyday decisions, or increasing incidences of disrespect from students, families and the media.  Further, questions of diversity across the teaching profession intersect with issues of workforce health and sustainability. An expanded understanding of how and where the intensities and challenges are being experienced by different groups of teachers and school leaders at a time of workforce shortages is needed internationally.
References
Caudal, S. (2022). Australian Secondary Schools and the Teacher Crisis: Understanding Teacher Shortages and Attrition. Education and Society (Melbourne), 40(2), 23-39.
Gorard, S., Maria Ventista, O., Morris, R., & See, B. H. (2023). Who wants to be a teacher? Findings from a survey of undergraduates in England. Educational Studies, 49(6), 914-936.
Heffernan, A., Bright, D., Kim, M., Longmuir, F., & Magyar, B. (2022). "I cannot sustain the workload and the emotional toll': Reasons behind Australian teachers' intentions to leave the profession. The Australian Journal of Education, 66(2), 196-209.
Lampert, J., McPherson, A., Burnett, B. & Armour, D.  (2021). Research into initiatives to prepare and supply a workforce for hard-to-staff schools. Commonwealth Department of Education: Canberra Australia.
Lindqvist, M. H. (2022). Teacher shortage in Sweden: time to take action? Education in the North.
Longmuir, F., Gallo Cordoba, B., Phillips, M., Allen, K.-A., & Moharami, M. (2022). Australian Teachers' Perceptions of their work in 2022. Monash University.  
See, B. H., Morris, R., Gorard, S., & El Soufi, N. (2020). What works in attracting and retaining teachers in challenging schools and areas? Oxford Review of Education, 46(6), 678–697.
Ovenden-Hope, T. (2022). A status-based crisis of teacher shortages? Research in Teacher Education 12(1), pp. 36-42.
Tatto, Maria Teresa. (2021). Comparative research on teachers and teacher education: global perspectives to inform UNESCO's SDG 4 agenda. Oxford Review of Education, 47(1), 25–44.
Worth, J. (2023). Short Supply: Addressing the Post-Pandemic Teacher Supply Challenge in England. National Foundation for Educational Research.


23. Policy Studies and Politics of Education
Paper

The SEN Industry – The Case of Germany

Vera Moser1, Benjamin Haas1, Ellen Brodesser2, Monique Rettschlag2, Elena Galeano-Weber3, Rebecca Aissa3

1Goethe Universität, Germany; 2Humboldt Universität zu Berlin; 3DIPF Leibniz Institut für Bildungsforschung und Bildungsinformation

Presenting Author: Moser, Vera; Haas, Benjamin

In Germany, the definition of special educational needs was developed by special education teachers by the end of 19th century (Garz et al., 2022). Since then, the formal process of detecting and defining special educational needs has not changed significantly since the focus still remains on the characteristics of the pupil rather than on the characteristics of the teaching. In addition, special education has expanded both nationally and internationally, both in terms of professionals and schools: In Germany, the proportion of special needs pubils in each age group has risen from around1 % in 1900 up to now 8 % today (Dietze, 2019; Moser, 2023). This has been characterised as an “extension of the disability zone” (Felkendorff, 2003) as well as an effect of the “SEN industry” (Tomlinson, 2012), which continuously privileges dominant interests of stratification. Being labelled with special educational needs is closely linked to processes of social exclusion in mainstream classrooms as well as in special schools (Tomlinson, 2012, 267ff; Slee, 2019), understood as an ‘uneven distribution of opportunities‘. The empirical research project “FePrax” (funded by the Federal Ministry of Education and Research 2021-2024) therefore focuses on the justification of this labelling process. The project involves researchers from the Goethe-University Frankfurt, the Humboldt University in Berlin and the Leibniz Institute for Research and Information in Education and conducted 50 case studies of special educational appraisals and connected counseling interviews with parents in 2022 und 2023.


Methodology, Methods, Research Instruments or Sources Used
The research project includes documentary analysis and expert interviews of regulations on the definition of special educational needs within 5 German states (Bavaria, Berlin, Brandenburg, Hesse, North Rhine-Westphalia), a content analysis (including machine learning methods) (Kuckartz, 2018) of 50 written special educational appraisals, and a content analysis of 50 counselling interviews with parents. The analysis was guided by a research-based deductive category system. The framework for data analysis was the ‘chain of reasoning’ approach (Gläser & Laudel, 2009).
Conclusions, Expected Outcomes or Findings
Based on 50 case studies, the process of defining special educational needs within a network of mainstream and special education teachers, local schoolboards and parents could be reconstructed as a mixed, but non-transparent agenda of management reasoning (e.g. Cook et al., 2023) and pedagogical counselling (Anastasov & Ristevska, 2019). Overall management and bureaucratic logics seem to dominate this process, which is critical under a power perspective.
Also with regard to the long-term consequences, the diagnostic criteria are not always reliable, neither from a pedagogical nor from a psychological point of view. These findings will be embedded in similar research, e.g. the Austrian study „Evaluierung der Vergabepraxis des sonderpädagogischen Förderbedarfs (SPF) in Österreich“ (Gasteiger-Klicpera et al. 2023), and finally will be implemented in a power-critical discussion about social change within the inclusion agenda.

References
Anastasov, B. & Ristevska, M. (2019). The Role of the Counselor in the Pedagogical Counseling Process, DOI: 10.20544/teacher.18.06, 54-59.
Cook, D.A., Stephenson, C. R., Gruppen, L.D. &  Durning, S.J. (2023). Management Reasoning: Empirical Determination of Key Features and a Conceptual Model. Acad Med. 2023 Jan 1;98(1):80-87. doi: 10.1097/ACM.0000000000004810. Epub 2022 Dec 22. PMID: 35830267.
Dietze, T. (2019). Die Entwicklung des Sonderschulwesens in den westdeutschen Ländern. Empfehlungen und Organisationsbedingungen Bad Heilbrunn: Verlag Julius Klinkhardt.
Felkendorff, K. (2003). Ausweitung der Behinderungszone: Neuere Behinderungsbegriffe und ihre Folgen. In C. Cloerkes (Ed.), Wie man behindert wird (pp. 25-52). Heidelberg: Winter.
Garz, J., Moser, V. & Frenz, S. (2022): From record keeping to a new knowledge regime: The special school pupil as a new pedagogical object in Prussia around 1900 Paedagogica Historica. DOI: 10.1080/00309230.2022.2119089.
Gasteiger-Klicpera, B. et al. (2023). Evaluierung der Vergabepraxis des sonderpädagogischen Förderbedarfs (SPF) in Österreich. https://www.bmbwf.gv.at/dam/jcr:5e6b7a7b-606a-448e-b0ca-07a84f419b4d/spf_eval.pdf
Gläser, J. & Laudel, G. (2009). Experteninterviews und·qualitative Inhaltsanalyse als Instrumente rekonstruierender Untersuchungen (3. Aufl.). Wiesbaden: Springer VS.
Kuckartz, U. (2018). Qualitative Inhaltsanalyse. Methoden, Praxis, Computerunterstützung (4. Aufl.). Weinheim: Beltz Juventa. https://content-select.com/de/portal/media/view/5aa7b788-bfd0-4912-a0df-6955b0dd2d03?forceauth=1
Moser, V. (2023). Profession, organization, and academic discipline. Differentiation of a special education science in Germany since 1900. Journal of Curriculum Studies, 55 (4). DOI: 10.1080/00220272.2023.2248213
Tomlinson, S. (1985) The Expansion of Special Education, Oxford Review of Education, 11:2, 157-165, DOI: 10.1080/0305498850110203
Tomlinson, S. (2012) The Irresistible Rise of the SEN Industry, Oxford Review of Education, 38(3), 267-286. http://dx.doi.org/10.1080/03054985.2012.692055


23. Policy Studies and Politics of Education
Paper

Public Education in Democracy, or “Democratized” Education: Between the Philosopher´s Stone and Learning

Susana Oliveira1, Olga Ribeiro2

1Lusofona University, Portugal; 2Lusofona University, Portugal

Presenting Author: Oliveira, Susana

This study reflects on the role of education in contemporary society, the understanding of its relationship with democracy concept beneath neoliberal ideals, and its relationship with the teacher role in education. It begins with a reflection on two documents: i) David Hare’s playscript “Straight Line Crazy” (2022), within the character Robert Moses argues that “the cure for democracy is more democracy” (p.11) ii) and António Gedeão´s poem the “Philosopher´s Stone” (1955).

Democracy and public education are two concepts linked to every human being equal right to education. The use of it by political ideologies, imply changing their meaning to legitimate political actions, and the school role in contemporary society (Giroux, 2022; Biesta, 2022; Prange, 2004a).

Changes made by neoliberal ideologies, through the OECD, on education, puts public educational systems at risk: i) with education on the role to satisfy the social and economic needs, transforming the students in consumers; ii) with standardized pedagogical methodologies, and assessment systems to rank education quality and efficiency; iii) with curriculum being reduce to fit on the language of learning; iv) and teachers assuming the role of specialized instructors on learning (Biesta et al., 2015; Säfström & Biesta, 2023, Prange, 2004a).

Education theory and research has been developed to validate constructive theories, evidence, and effectiveness in education, through its technical and culture dimensions (Prange, 2004a), to legitimate the neoliberal ideology to transform education as a resource to anticipate the economic and technological future for society (Giroux, 2020; Biesta, 2006, 2007b; 2022, Säfström & Biesta, 2023).

However, theory and educational research, can be of prior importance if used to help teachers and other education professionals to critically understand the implications of their action and what is asked of them by policy makers. (Biesta, 2007; 2021). To act critically towards agency, teacher must be able to be teacher, not to act as technicians specialized in learning, doing what they are instructed to do (Biesta et. al., 2014; Giroux, 2020). They must put education on the move, not by eliminating the risk, but by bringing the world, and new knowledge to the students (Prange, 2004a; 2004b; Biesta, 2022). Education has the duty to resist the pedagogy of learning (Prange, 2004a), to fulfill its democratic dimension, defended by critical pedagogues as Freire (2021, 2023), Giroux (2022). Theory of Education must contribute to the beginning of a new paradigm education, that may reborn the intrinsic relational exchanges between society and education (Biesta, 2022; Säfström & Biesta, 2023) and develop a culture of critical conscious and emancipation as argued by Freire (2021, 2023).

This study purpose is to contribute to the theory of education with an epistemological and critical perspective of neoliberal versus critical pedagogy: Education servitude to society demands, or a humanist view for democratic and social participation through education of hope and emancipation, by studying the words used to legitimate ideologies: such as autocracy, being autocracy, or as autocracy through democracy.


Methodology, Methods, Research Instruments or Sources Used
This paper starts with a critical reflection with a speech analysis (Orlandi, 1999) of Robert Moses (Hare, 2021) character about democracy, and the analyses of Gedeão´s (1955) poem. One wrote on a neoliberal context and the other on an autocratic regime, followed by the analysis of these concepts through the spectrum of political ideologies, and the critical paradigm. As Carvalho (1995) wrote, the choice of words, the rhythm, and formal organization, is the writer´s answer to a specific social experience, transforming poetry on a social document, that as Orlandi, (1999) argues, enables an epistemological approach to the ideas exposed.
Hare (2022), and Gedeão´s work, served as the moto to develop a critical discussion between two different perspectives for democracy, education purpose and the role of teachers: i) on neoliberal ideal; ii) and the critical pedagogy perspective. It is a qualitative, epistemological study, based on a critical paradigm (Bloor et al., 2006.; Cecília De Souza et al., 2018; Taylor et al., 2016), with a content analysis (Bardin, 2011) of published documents on democracy, social change (Giddens & Sutton, 2021), education (and its purpose) (Biesta, 2022, 2016), teacher agency (Biesta et al., 2015; Priestley et al, 2015), and critical thinking (Giroux, 2022). Its goal is to develop a review on the use of words to legitimate ideologies, by turning them in new conceptualizations absorbed culturally as common sense.
  The content analysis will focus policy documents for education, from Scheichler (2018), and OEDC (2020), and Giroux (2022), Freire (2021) and Biesta’s (2022) ideas for the democratic public education. These concepts will be organized through data mapping, to enable a comparative analysis.

Conclusions, Expected Outcomes or Findings
It is the goal of this study to build an approach to what is the concept of public democratic education with neoliberal ideology and the concept developed by critical pedagogues and theory in education scholars, previously referred, and with it contribute to the development of a new conception of publicness in education.
References
Bardin, L. (2011). Análise de Conteúdo (1a). Edições 70.
Biesta, G. (2006). Beyond Learning: Democratic Education for Human Nature (1o). Routledge.
 Biesta, G.J.J. (2007a). Bridging the gap between educational research and educational practice: The need for critical distance. Educational Research and Evaluation 13(3), 295-301.
 Biesta, G. J. J. (2007b). Why ‘what works’ won’t work: Evidence-based practice and the
democratic deficit in educational research. Educational Theory, 57(1), 1-22. https://doi.org/10.1111/j.1741-5446.2006.00241.x
Biesta, G., Priestley, M., & Robinson, S. (2015). The role of beliefs in teacher agency. Teachers and Teaching: Theory and Practice, 21(6), 624–640. https://doi.org/10.1080/13540602.2015.1044325
Biesta, G. J. J. (2016). The Beautiful Risk of Education. Routledge.
Biesta, G. (2020). Educational Research: An unorthodox introduction (2a). Bloomsbury.
Biesta, G. (2022). World-Centred Education: A View for the Present (1o). Routledge.
Bloor, Michael, Wood, & Fiona. (2006). Keywords in Qualitative Methods.
Carvalho, R. (1995). O texto poético como documento social. (pp.VII-VIII) Fundação Calouste Gulbenkian.
Cecília De Souza, M., António, M. &, Costa, P., & Lusófona De Educação, R. (2018). Fundamentos Teóricos das Técnicas de Investigação Qualitativa. In Revista Lusófona de Educação (Vol. 40).
Freire, P. (2021). Pedagogy of Hope: Reliving the pedagogy of the oppressed. (4a). Bloomsbury).
Freire, P. (2023). Education for critical consciousness. (3a) Bloomsbury.
Gedeão, A. (1955). Movimento Perpétuo. Retrieved january 2023, from Biblioteca Nacional: https://purl.pt/12157/1/poesia/movimento-perpetuo/pedra-filosofal.html
Giroux, H. (2020). On Critical Pedagogy (2a). Bloomsbury.
Giddens, A., & Sutton, P. W. (2021). Globalization and Social Change. In Sociology (9a, pp. 109–150). Polity
Hare, D (2021). Straight Line Crazy.  (p. 11) Faber & Faber Limited
Hizli Alkan, S., & Priestley, M. (2019). Teacher mediation of curriculum making: the role of reflexivity. Journal of Curriculum Studies, 51(5), 737–754. https://doi.org/10.1080/00220272.2019.1637943
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Prange, K. (2004a). What kid of teachers does the schools need?: The relationship between profession, method, and teacher ethos. European Education, 36(1), 71–84. https://doi.org/10.1080/10564934.2004.11042351
Prange, K. (2004b). Bildung: a paradigm regained? European Educational Research Journal, 3(2), 501. issue 2). https://doi.org/10.2304/eerj.2004.3.2.5
Säfström, C., & Biesta, G. (2023). Introduction: The publicness of education. In The new publicness of education; democratic possibilities after the critique of neo-liberalism (1st ed., pp. 1–7). Routledge.
Schleicher, A. (2018). World-Class: How to Build a 21st-Century School System (1o). OECD.
 Taylor, S., Bogdan, R., & DeVault, M. L. (2016). Introduction to Qualitative Research Methods (4a). Wiley
 
13:45 - 15:1523 SES 06 A: Assessment
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Hannele Pitkänen
Paper Session
 
23. Policy Studies and Politics of Education
Paper

The Politics of Resilience - the Case of England's Qualification System

Michelle Meadows1, Jo-Anne Baird1, Neil Stringer2, Thomas Godfrey-Faussett1

1Oxford University, United Kingdom; 2Ofqual, United Kingdom

Presenting Author: Baird, Jo-Anne

The UK Government has produced a ‘Resilience Framework’, which aims to ensure the country’s prosperity by having a national infrastructure that is better equipped to tackle adverse events such as, but not limited to, pandemics, weather events and cybersecurity attacks. The qualification system is now being seen as an essential part of government infrastructure. Delivering qualifications is a complex, high-volume, distributed activity involving multiple actors across organisations with a range of relationships. Over 26 million examination scripts and coursework tasks are dealt with in the system in England annually, for qualifications taken by 16- and 18-year-olds. There is a quasi-market of four examination boards who offer academic qualifications and there are hundreds of organisations offering vocational qualifications. In this paper, we report on a project that sought to investigate not only how resilient the qualification system in England is, but what such resilience might mean. Using publicly available documents, input from an expert advisory group (10 people) and elite interviews with 21 assessment insiders, we analysed the resilience of England’s qualification system. The recent exams crisis created by the pandemic was one focus, but we explored resilience more broadly. To define resilience, we drew upon definitions published in the literature for other complex, distributed systems (food, healthcare and utilities). Systematic reviews of the term in other fields pointed out that the term ‘resilience’ is fluid in its meaning. For the purposes of this research project, we defined resilience as, ‘The capacity of the qualification system and its units at multiple levels to actively engage with, manage and learn from periods of change and unforeseen disturbances to deliver timely and sufficiently accurate, trusted, and valid grades to fulfil their purpose(s) now and in the future.’ Interviewees included regulators (3), civil servants (2), academics (2), teacher leaders or union representatives (5), individuals with think tanks, communications or PR perspectives (4), and exam board or awarding organisation insiders (5). We explored how qualification system resilience might be defined, its characteristics, resilience of the qualification system during the pandemic, threats to resilience and what countermeasures might be taken to them. Our interview data showed no consensus on the definition of resilience amongst the industry insider participants. Nor was there agreement on whether the system is currently resilient. Various proposed countermeasures for perceived lack of resilience have been publicly debated (teacher assessment, modular examinations, digitalisation). Our analysis outlines the risks, as well as potential benefits of each of these proposals. We conclude that the term resilience must be defined in relation to specified aims. Many threats to resilience were identified, including political pressure - a key feature of the 2020 exam policies. Fundamentally redesigning the system for resilience to unlikely catastrophic events would be a mistake. The cause of the 2020 crisis is best described as poor policy rather than as system fragility. Prospects for managing policy mistakes through government agencies (‘quangos’) are not encouraging due to the relationship with government. This case demonstrates fundamental weaknesses for the UK in delivering resilience, in the qualifications system and beyond. The role of politics in educational assessment policy differs across nations. This case serves to illustrate how the management of political agendas and policy mistakes is integral to managing education systems. This nebulous concept is useful in political terms, as policymakers can point to a lack of system resilience, rather than identifying issues as policy failures. Pointing to resilience is a useful vehicle for shifting policy evaluation criteria and responsibility for those. Qualification systems may be at particular risk of political pressures because examination grades are symbolic and intangible; their value is socially constructed.


Methodology, Methods, Research Instruments or Sources Used
Documentary analysis included journal publications, grey literature, parliamentary Select Committee transcripts and reports and statistical publications. This led to a working project definition of resilience; depiction of the qualifications system; understanding of previously documented qualification crises; and consideration of various potential countermeasures to the problems encountered during the pandemic.  
An advisory group comprising 10 experts was formed to advise on methodology, conceptual development of the project and interpretation of research findings. Members were selected for their knowledge of regulation, awarding body research, government policy, understanding of the school and college sector or for their academic expertise. An innovative use of this expert group was in collecting data through the advisory meetings.
Twenty-one interview participants were recruited. Participants were selected to give a range of political and ideological perspectives, including individuals openly supportive of the system, as well as those calling for reform. Interviewees included regulators (3), civil servants (2), academics (2), teacher leaders or union representatives (5), individuals with think tank, communications or PR perspectives (4), and exam board or awarding organisation insiders (5).
Interviews were conducted online and were transcribed. Whilst an interview schedule was used to guide the interviews, this was used flexibly. Perspectives of elites – particularly bureaucratic elites – were considered when reflecting on the positionality of the data and of us as insider-outsider researchers. At the end of each interview the main themes of the interview were summarised, giving the participant an opportunity to correct, clarify or extend ideas.  
Transcripts were coded deductively by three researchers using a codebook. In a training phase, the researchers independently coded the same three transcripts, randomly selected from the sample of 21. These were then compared for inter-rater agreement, and a coding meeting was held to reflect on the process and the clarity and comprehensiveness of the codebook. One code was revised for clarity. The remaining 18 transcripts were divided randomly between the researchers who again coded independently before a final analysis meeting to discuss the results. There was near-perfect agreement between the coders at each stage. Interrater agreement was calculated as between 95-100% for all but one code - “threats to resilience”. The interrater reliability for this code ranged from 80-88% and disagreements were straightforward to resolve in coding meetings. Data was synthesised across the datasets by code and research question.  

Conclusions, Expected Outcomes or Findings
Our definition of qualification system resilience was broadly supported by the interviewees. They commented on threats related to unforeseen circumstances and periods of planned change, including qualification reform. These experts discussed the need to manage the timely delivery of sufficiently valid and reliable grades. Some experts also reflected on the need for public trust in – or at least societal acceptance of – grades. None of the interviewees questioned the very notion of resilience, but some recognised the political capital to be gained from claims about the weaknesses of the system. Having a clear definition of resilience is one step towards being able to debate what are realistic expectations of the system. Afterall, as some interviewees pointed out, there is a limit to the extent to which the delivery of qualifications can be resilient to all potential threats, and a system that functions well under extreme circumstances is unlikely to be suitable in normal times. Nonetheless, interviewees suggested changes to the system that would, in their view, improve resilience: teacher assessment, modular examinations and digitalisation. Political interference in the system was identified as a significant threat to resilience. Although government agencies have been established to manage activities where direct political control is undesirable, they are nonetheless still under political control. The concept of resilience meant different things to different stakeholders, which was a lever for creating change agendas aligned with interviewees’ values and ideologies. None of the suggested countermeasures for improving resilience come without their own risks to resilience. Selecting between these policies is therefore a matter of values and politics, rather than a neutral, technocratic procedure. As insider researchers ourselves, we conclude that who defines the term resilience is key to interpretation of the resilience of the system.
References
Baird, J.-A., & Coxell, A. (2009). Policy, Latent Error and Systemic Examination Failures. CADMO, XVII(2), 105–122.
Baird, J.-A., Isaacs, T., Opposs, D., & Gray, L. (2018). Examination Standards: How Measures and Meanings Differ Around the World. UCL, IOE Press.
Baird, J.-A., & Lee-Kelley, L. (2009). The dearth of managerialism in implementation of national examinations policy. Journal of Education Policy, 24(1), 55–81.
Bergström, J., van Winsen, R., & Henriqson, E. (2015). On the rationale of resilience in the domain of safety: A literature review. Reliability Engineering & System Safety, 141, 131–141. https://doi.org/10.1016/j.ress.2015.03.008
Biddle, L., Wahedi, K., & Bozorgmehr, K. (2020). Health system resilience: A literature review of empirical research. Health Policy and Planning, 35(8), 1084–1109. https://doi.org/10.1093/heapol/czaa032
Birkmann, J., Dech, S., Hirzinger, G., Klein, R., Klüpfel, H., Lehmann, F., Mott, C., Nagel, K., Schlurmann, T., Setiadi, N. J., Siegert, F., & Strunz, G. (2006). Measuring vulnerability to promote disaster resilient societies: Conceptual frameworks and definitions. http://collections.unu.edu/view/UNU:2793
Bowe, R., Ball, S., J., & Gold, A. (1992). Reforming education and changing schools. Routledge.
Cabinet Office. (2022). The UK Government Resilience Framework. UK Government. https://www.gov.uk/government/publications/the-uk-government-resilience-framework/the-uk-government-resilience-framework-html
Hammerstein, S., König, C., Dreisöner, T., & Frey, A. (2021). Effects of COVID-19-related school closures on student achievement—A systematic review. Frontiers in Psychology, 12. https://doi.org/10.3389/fpsyg.2021.746289
Hayward, L., Baird, J.-A., Allan, S., Godfrey-Faussett, T., Hutchinson, C., MacIntosh, E., Randhawa, A., Spencer, E., & Wiseman-Orr, M. L. (2023). National qualifications in Scotland: A lightning rod for public concern about equity during the pandemic. European Journal of Education, 58(1), 83–97. https://doi.org/10.1111/ejed.12543
Humbert, C., & Joseph, J. (2019). Introduction: The politics of resilience: problematising current approaches. Resilience, 7(3), 215–223. https://doi.org/10.1080/21693293.2019.1613738
Kelly, A. (2014). Monopolising the examining board system in England: A theoretical perspective in support of reform. Journal of Education Policy, 29(1), 44–57. https://doi.org/10.1080/02680939.2013.790078
McCaig, C. (2003). School Exams: Leavers in Panic. Parliamentary Affairs, 56(3), 471–489. https://doi.org/10.1093/parlij/gsg101
Opposs, D., Baird, J.-A., Chankseliani, M., Stobart, G., Kaushik, A., McManus, H., & Johnson, D. (2020). Governance structure and standard setting in educational assessment. Assessment in Education: Principles, Policy & Practice, 27(2), 192–214. https://doi.org/10.1080/0969594X.2020.1730766
Ozga, J., Baird, J.-A., Saville, L., Arnott, M., & Hell, N. (2023). Knowledge, expertise and policy in the examinations crisis in England. Oxford Review of Education, 1–19. https://doi.org/10.1080/03054985.2022.2158071
Wisner, B., Blaikie, P., Cannon, T., & Davis, I. (2003). At Risk: Natural Hazards, People’s Vulnerability and Disasters. Routledge.


23. Policy Studies and Politics of Education
Paper

The Politics of Assessment as Experienced and Enacted by Teachers and Guidance Counselors in the Finnish Comprehensive Education

Hannele Pitkänen

University of Jyväskylä, Finland

Presenting Author: Pitkänen, Hannele

In recent years, Finnish basic education has undergone significant transformations in its policies and practices related to student assessment. For instance, reflecting the international trends (see e.g. Birembaum et al. 2015) the role of student self-assessment has been emphasized. This paper delves into the exploration of the current 'politics of assessment' and its historical evolution since the late 1990s, as perceived and experienced by Finnish basic education teachers and guidance counselors working with students in their final years of basic education.

The study employs the theoretical concept “the politics of assessment”. “The politics of assessment” draws on the poststructural stance on governance, characterized as the 'conduct of conduct' (Foucault, 1982, 1988; Fejes & Dahlstedt 2012; Rose, 1999/2009). The term encompasses the role of assessment policies, embedded in legislative and curricular documents, not only playing part in the governing of the practices of evaluation within educational settings but significantly, the part they play in shaping of subjectivities and future perspectives for students involved in assessment. Deriving from these theoretical starting points, 'the politics of assessment' captures the dynamic interplay of the governance of others, being governed, and self-governance within the realm of student assessment policies and practices (Pitkänen 2022).

Against the backdrop of the contemporary landscape of assessment policies, two parallel and globally impactful trends come into sharp focus. The first trend, referred to as 'the politics of self-evaluation,' emphasizes formative assessment and student self-assessment (Pitkänen 2022). In the transnational and European policy discourse and educational theory it has been widely discussed under theme of assessment-for-learning (e.g. Birenbaum et al 2014, OECD 2008). This trend found its way into the Finnish basic education landscape, particularly with the introduction of the 1994 curriculum. Subsequently, the idea of formative assessment and student self-evaluation has firmly taken root in both the curricula of basic education and educational legislation. More recently, a second trend, termed here as 'the politics of standardization,' has emerged within Finnish assessment policy and practice. This trend is deeply intertwined with the international movement toward educational standardization (e.g. Riese et al 2022) including the emphasis of the standard assessment-of-learning (e.g. Sahlberg 2016). In Finland, the prevailing trend towards standardization is deeply rooted in the increasing policy emphasis on ensuring fair and equitable assessment practices. Studies, for example, have indicated that students with similar proficiency levels could receive significantly different grades in different schools (e.g. Hildén ym. 2017; Ouakrim-Soivio 2013), undermining the fundamental premise of comprehensive education to provide students with equal opportunities for further education. As a solution to this problem the assessment criteria have been introduced. They were first presented in the late 1990’s as recommendation-type guidelines. Since 2004, the criterion-based assessment has become established in the Finnish basic education curricula. Currently, in assessments at the end of sixth and ninth grade, the criteria have been specified for grades 5, 7, 8, and 9.

This paper delves into the dual trajectory of assessment politics and its impact on everyday school life. The research analyses 1) teachers' and guidance counselors’ perspectives on the history and formation of the current assessment policy. The study is interested in how teachers and guidance counselors describe and perceive the change. Secondly, the research analyses 2) how the current assessment policy, as narrated by teachers and guidance counselors, has been enacted in the school, how it has been experienced, and how its role is perceived from the perspective of governing teachers' and guidance counsellors work, students' schoolwork, and the students' understanding of themselves.


Methodology, Methods, Research Instruments or Sources Used
The research presented in this paper is part of an ongoing ethnographic project that explores the politics of assessment and its manifestation in the everyday practices of education and guidance counselling within the context of Finnish comprehensive education. This sub-study is conducted within a single comprehensive school. For this paper, a series of 10-15 thematic interviews will be conducted with teachers and guidance counselors during the spring term of 2024. Teachers and guidance counselors play a pivotal role in this context, actively participating in the enactment of the politics of assessment in the day-to-day reality of education. Additionally, they serve as interpreters or 'translators' of these 'politics' to the students, shaping the students' understanding and engagement with the assessment processes.To provide a historical perspective, emphasis will be placed on inviting participants with extensive experience in final assessment and/or guidance counselling within comprehensive education.

The analysis of the interview data will be twofold. Firstly, we will examine the narratively constructed histories of policy change. The focus in this phase of the analysis will be on understanding how these changes are rationalized by the informants and lived by the participants in the research. Secondly, the study investigates how recent assessment policies have been implemented within the school. This phase of the analysis is guided by the theory-based hypothesis that the policies are not mere implementations but active enactments by actors in the local school contexts (Ball et al 2011). They do not solely impact the actual assessment practices but also significantly contribute to shaping pupil identities, subjectivities, and their understanding of themselves.
The analysis of the enactment of the politics of assessment is approached through the lens of participants' experiences as narrated during the interviews.

Conclusions, Expected Outcomes or Findings
The study will examines the recent transformations student assessment policies and practices in Finnish comprehensive education, by focusing on the historical narratives and lived experiences of the ones responsible for the implementation of these policies in the grassroot level. This paper will present the preliminary insights derived from interviews with teachers and guidance counselors regarding their experiences with the current politics of assessment and its implementation in the daily routines of education and guidance counseling.  he study will offer a rich and nuanced perspectives of those actively involved in policy enactment at the school level and offer intimate accounts on their daily interactions with their students, directly affected by central policies and politics of assessment and guidance. While the study is situated within the context of Finland, the parallel aspects underlying the contextual specificities are universal and global. With the example of Finland, this paper argues that the politics of students' self-evaluation and standardization are prevalent in the common European policy discourse and solutions at large, making the results of this study relevant to an international audience.
References
Ball, S. J., Maguire, M. & Braun, A. (2011) How Schools Do Policy. Policy Enactments in Secondary Schools. London: Routledge.
Birenbaum, M., DeLuca, Christopher, Earl, Lorna, Heritage, Margaret, Klenowski, Val, Looney, Anne, Smith, Kari, Timberley, Helen, Volante, Louis & Wyatt-Smith, Claire. 2015. International trends in the implementation of assessment for learning: Implications for policy and practice. Policy Futures in Education 13 (1), 117–140. https://doi.org/10.1177/1478210314566733
Fejes, A. & Dahlstedt, M. (2012). The Confessing Society: Foucault, Confession and Practices of Lifelong Learning. Taylor and Francis Group.
Foucault, M. (1982). The Subject and Power. Critical Inquiry 8(4), 777–795.
Hildén, R., Rautopuro, J., & Huhta, A. (2017). Arvosanan ansaitsemme : asteikolla vai ilman?. In V. Britschgi, & J. Rautopuro (Eds.), Kriteerit puntarissa (pp. 63-80). Suomen Kasvatustieteellinen Seura, FERA. Kasvatusalan tutkimuksia
Pitkänen, H. (2022a). The Politics of Pupil Self-evaluation: A case of Finnish assessment policy discourse. Journal of Curriculum Studies. https://doi.org/10.1080/00220272.2022.2040596
 Popkewitz, T. S. (1997). The production of reason and power: Curriculum history and intellectual traditions. Journal of Curriculum Studies 29(2), 131–164.
Popkewitz, T. S. (2004). Educational Standards: Mapping Who We Are and Are to Become, The Journal of the Learning Sciences, 13:2, 243-256, DOI: 10.1207/s15327809jls1302_7
Popkewitz, T. S (2017). Reform and making human kinds: the double gestures of inclusion and exclusion in the practice of schooling. In E. Hultqvist, S. Lindbland & T. S. Popkewitz (eds.) Critical analyses of educational reforms in an era of transnational governance. (pp. 133–150). Springer.
Riese, Hanne & Hilt, Line & Søreide, Gunn. (2022). Educational standardisation in a complex world.
Rose, N. (1999/2009). Powers of freedom: Reframing political thought (2nd ed.). The Press Syndicate of the University of
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Sahlberg, P. (2016). The global educational reform movement and its impact on schooling. In K. Mundy, A. Green, B.
Lingard, & A. Verger (Eds.), The handbook of global education policy (pp. 128–144). Wiley-Blackwell.
 
15:45 - 17:1523 SES 07 A: Policy Landscapes in Flux: Multi-scalar Perspectives on Autonomy, Assessments, and Accountability Reforms in Education
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Marina López Leavy
Session Chair: Christian Ydesen
Symposium
 
23. Policy Studies and Politics of Education
Symposium

Policy Landscapes in Flux: Multi-scalar Perspectives on Autonomy, Assessments, and Accountability Reforms in Education

Chair: Marina López Leavy (Autonomous University of Barcelona)

Discussant: Christian Ydesen (Aalborg University)

In the past thirty years, education systems have experienced a burgeoning of policy initiatives aimed at improving education quality and students’ performance worldwide. This shift is primarily attributable to multiple forces reshaping the educational landscape, including the imperative of aligning educational systems with the demands of economic globalization; the rapid digitalization processes sweeping through societies; the influence of international large-scale assessments (ILSAs) in educational debates; the urge to standardize and measure every educational dimension under the reigning datafication imperative (Grek et al., 2021). In response to these multiple forces, certain policies have been articulated as somewhat coherent narratives capable of addressing these demands. Scholars have termed these policies either the Global Education Reform Movement (GERM) (Sahlberg, 2016) or school-autonomy-with-accountability (SAWA) reforms (Verger et al., 2019). On the one hand, autonomy embodies managerial and decentralization policies that transfer decision-making to school-level agents, argued as ‘best practices’ to drive school improvement (Woessmann et al., 2009). On the other hand, assessment and accountability instruments lie at the heart of these reform packages, including large-scale standardized assessments, school inspections, peer evaluations, or self-evaluations, as pivotal policies to monitor schools and enhance quality.

Grouped under a quality assurance paradigm for education, autonomy, assessments, and accountability policies have widely circulated among different countries. In part, their global spread is explained to the multiple purposes, rationales, and uses that these policy instruments can uptake in different settings. However, beyond an apparent global convergence towards the widespread adoption of autonomy, assessments, and accountability policies, there are significant variations among countries depending on the governance structure –i.e., Federal vs. unitary countries–; the political ideology of governing party, administrative traditions of state bureaucracies, or path-dependency dynamics emerging from pre-existing policies (Gerrard and Savage, 2022). Put differently, while several countries might have adopted large-scale assessments, the associated stakes or how governments or schools use them can vary widely.

This panel explores reforms of autonomy, assessments, and accountability from a multi-scalar perspective, addressing crucial questions for understanding their dissemination and effects among different school systems from a policy instrument approach (Lascoumes and Le Galès 2007; Béland et al. 2018; Capano and Howlett 2020). Combining the theoretical contributions of political sociology in education, and theories of enactment, the panelists collectively unpack the dynamic vernacularisation of these reform packages, illustrating (I) how policy instruments are adopted and operate within unique cultural, political, and institutional landscapes, (II) the relevance of the filtering and enactment processes in the reconfiguration and calibration of the newly adopted policy instruments.

Some papers will explore the interactions between newly adopted and existing policy instruments, and the dynamic 'policy mixes' created, with unforeseen combined effects. Others will examine the centrality of specific instruments -i.e., large-scale learning assessments- and their uses and effects at different scales, ranging from policy design to school-level practices. All contributions will address the interplay between the reform goal and the policy instruments to achieve it, and the role played by key stakeholders and constituencies. In doing so, this panel extends beyond conventional analyses by shedding light on the complex dynamics that unfold in the selection and application of policy instruments and their interaction with pre-existing arrangements in diverse settings. Through theoretical contributions from political sociology and enactment theories, this panel enriches the field of policy studies in education by exploring the configuration of quality assurance policy instruments and their effects in increasingly complex and multi-layered policy landscapes.


References
Béland, D., Howlett, M., & Mukherjee, I. (2018). Instrument constituencies and public policy-making: An introduction. Policy and Society, 37(1), 1–13. https://doi.org/10.1080/14494035.2017.1375249

Capano, G., & Howlett, M. (2020). The Knowns and Unknowns of Policy Instrument Analysis: Policy Tools and the Current Research Agenda on Policy Mixes. SAGE Open, 10(1). https://doi-org.ezproxy.cul.columbia.edu/10.1177/2158244019900568

Gerrard, J., & Savage, G. C. (2022). The governing parent-citizen: Dividing and valorising parent labour through school governance. Journal of Education Policy, 37(5), 744–761. https://doi.org/10.1080/02680939.2021.1877357

Grek, S., Maroy, C., & Verger, A. (Eds.). (2020). World Yearbook of Education 2021: Accountability and Datafication in the Governance of Education. Routledge. https://doi.org/10.4324/9781003014164

Lascoumes, P., & Le Galès, P. (2007). Introduction: Understanding Public Policy through Its Instruments? From the Nature of Instruments to the Sociology of Public Policy Instrumentation. Governance, 20(1), 1–21. https://doi.org/10.1111/j.1468-0491.2007.00342.x

Sahlberg, P. (2016). The Global Education Reform Movement and its impact on schooling. In K. Mundy, A. Green, B. Lingard, & A. Verger (Eds.), Handbook of Global Education Policy (pp. 128–144). Wiley-Blackwell.

Verger, A., Parcerisa, L., & Fontdevila, C. (2019). The growth and spread of large-scale assessments and test-based accountabilities: A political sociology of global education reforms education reforms. Educational Review, 00(00), 1–26. https://doi.org/10.1080/00131911.2019.1522045

Woessmann, L., Luedemann, E., Schuetz, G., & West, M. R. (2009). School Accountability, Autonomy and Choice Around the World. Edward Elgar Publishing. https://ideas.repec.org//b/elg/eebook/13540.html

 

Presentations of the Symposium

 

Where, When, And To What Extent? The Diffusion of School Autonomy and Accountability Policies in Latin America (1990-2020)

Tomas Esper (Teachers College, Columbia University)

Over the last decades, school autonomy and accountability policies (SAWA) have been at the forefront of education reforms globally. SAWA constitutes a reform package grounded in managerial and quasi-market principles to transform school systems governance radically (Verger et al., 2019). During the 2000s, SAWA reforms were epicenter in the Global North, particularly in OECD countries (Högberg & Lindgren, 2021). However, SAWA policies have also been disseminated, to different extents, among middle and low-income countries (Hossain, 2022). In particular, SAWA policies have circulated among Latin American countries, taking precedence in school-based management and decentralization reforms during the 1990s (Barrera-Osorio et al., 2009). Literature on policy transfer in education has largely accounted why, how, and where different reforms are diffused. However, most studies focus on single instruments or specific reform aspects, such as standardized testing (Kamens & McNeely, 2010), whereas complex packages are underexplored. This study aims to fill this gap by examining SAWA’s dissemination across Latin America, a region that has served as a laboratory for multiple managerial and neoliberal reforms in the past (Meseguer, 2004). First, the study dissects SAWA into its main elements: (i) autonomy to enable decision-making by school agents –boards, principals, and teachers–; (ii) accountability and standardization to measure and monitor school outcomes; (iii) competition as a driver for improvement; and (iv) performance incentives to nudge agents’ behavior towards targetted outcomes (Verger et al., 2019). Then, it specifies 13 instruments that operationalize SAWA’s theory of change, such as decentralization laws, large-scale standardized testing, curriculum standardization, bonus payment for teachers or school league tables. Thirdly, to explore the extent of SAWA instruments dissemination throughout Latin America, it creates a self-elaborated database on SAWA policies’ adoption, at the regulatory level, for each of the 34 Latin American and Caribbean countries from 1990 until 2020. According to the World Education Reform Database, the period coincides with the peak of neoliberal reforms (Bromley et al., 2021). Following a similar methodology from prior policy diffusion studies (Bromley et al., 2021), data for this paper comes from coding country-level policy documents and international organizations publications (i.e., OECD’s Review of National Education Policies or the World Bank’s SABER publications). This paper contributes to the study of globalization and policy transfer in education by offering a cross-national and historical account of the spread of a complex reform package and its composing policies and analyzing trends in instrument diffusion throughout Latin America.

References:

Barrera-Osorio, F., Fasih, T., Patrinos, H. A., & Santibáñez, L. (2009). Decentralized Decision-making in Schools: The Theory and Evidence on School-based Management. World Bank. Bromley, P., Overbey, L., Furuta, J., & Kijima, R. (2021). Education reform in the twenty-first century: Declining emphases in international organisation reports, 1998–2018. Globalisation, Societies and Education, 19(1), 23–40. Högberg, B., & Lindgren, J. (2021). Outcome-based accountability regimes in OECD countries: A global policy model? Comparative Education, 57(3), 301–321. Hossain, M. (2022). Diffusing “Destandardization” Reforms across Educational Systems in Low- and Middle-Income Countries: The Case of the World Bank, 1965 to 2020. Sociology of Education, 95(4), 320–339. Kamens, D. H., & McNeely, C. L. (2010). Globalization and the growth of international educational testing and national assessment. Comparative Education Review, 54(1), 5–25. Meseguer, C. (2004). What Role for Learning? The Diffusion of Privatisation in OECD and Latin American Countries. Journal of Public Policy, 24(3), 299–325. Verger, A., Fontdevila, C., & Parcerisa, L. (2019). Constructing School Autonomy with Accountability as a Global Policy Model: A Focus on OECD’s Governance Mechanisms. In C. Ydesen (Ed.), The OECD’s Historical Rise in Education: The Formation of a Global Governing Complex (pp. 219–243). Springer International Publishing.
 

Unpacking The Influence of Large-Scale Learning Assessments Data on Education Policy Formulation in Argentina and the City of Buenos Aires

Marina López Leavy (Autonomous University of Barcelona)

Since the turn of the century, data on student learning has played an increasingly prominent role in global education governance. With the proliferation of global indicators and international comparisons, the measurement agenda and data production demands have grown and spread widely in national education systems worldwide. Despite the global adoption of large-scale learning assessments (LSAs) and the growing influence of evidence-based policymaking discourses, the uses that governments make of LSAs data vary widely, being context-sensitive and contingent on political and institutional settings (Verger et al., 2019). In low-stakes accountability contexts such uses have been less explored. While the literature suggests that LSAs data is influential for agenda setting, and policy monitoring and evaluation, it is less clear the extent to which it is used by governments to inform policy formulation processes (Tobin et al., 2016). Thus, this paper explores whether and how data from LSAs is used by the national government in Argentina and the subnational government in the city of Buenos Aires to inform policy design. The Argentinean case presents a complex political scenario in which the adoption, calibration and retention of learning assessment instruments has been amid federal political interaction (Rodríguez et al., 2018). Through a qualitative vertical case study, the paper explores to what extent, how and why governments at the national and subnational levels use LSAs data to inform policy formulation (2015-2019) (Barlett & Vavrus, 2014). The empirical strategy relies on document analysis (n=55) and in-depth semi-structured interviews with policymakers (n=20). Results show that data from national large-scale assessments (NLSAs) was privileged at the national level, and from local large-scale assessments (LLSAs) at the subnational level. Data from cross-national assessments (ILSAs) was used to a lesser extent during policy formulation. Data use encompassed both instrumental and symbolic purposes, while conceptual use was less prominent and linked to other forms of educational evidence, such as qualitative studies (Coburn et al., 2009). The paper provides theoretical insights into the close relationship between the political rationales for legitimating the NLSA and the logic offered for using (or not) its data in policymaking (Addey & Sellar, 2018).

References:

Addey, C., & Sellar, S. (2019). Rationales for (non) participation in international large-scale learning assessments. Education Research and Foresight: UNESCO Working paper. Bartlett, L., & Vavrus, F. (2014). Transversing the Vertical Case Study: A Methodological Approach to Studies of Educational Policy as Practice: Transversing the Vertical Case Study. Anthropology & Education Quarterly, 45(2), 131–147. https://doi.org/10.1111/aeq.12055. Coburn, C. E., Honig, M. I., & Stein, M. K. (2009). What’s the evidence on districts’ use of evidence? In J. D. Bransford, D. J. Stipek, N. J. Vye, L. M. Gomez, & D. Lam (Eds.), The Role of Research in Educational Improvement (pp. 67-86). Harvard Education Press. Rodríguez, L. R., Vior, S. E., & Más Rocha, S. M. (2018). Las Políticas de Evaluación de la Calidad Educativa en Argentina (2016-2018). Educação & Realidade, 43(4), 1405–1428. https://doi.org/10.1590/2175-623684907. Tobin, M., Nugroho, D., & Lietz, P. (2016). Large-scale assessments of students’ learning and education policy: Synthesising evidence across world regions. Research Papers in Education, 31(5), 578–594. https://doi.org/10.1080/02671522.2016.1225353. Verger, A., Parcerisa, L., & Fontdevila, C. (2019). The growth and spread of large-scale assessments and test-based accountabilities: A political sociology of global education reforms education reforms. Educational Review, 00(00), 1–26. https://doi.org/10.1080/00131911.2019.1522045
 

Scalecraft, Scalecreep, and Scalecrunch: School Autonomy as Scalar Politics in Western Australia

Glenn Savage (University of Melbourne)

School autonomy policies have been cemented as a principal policy direction in state and territory education systems across the Australian federation (Gerrard and Savage 2022). These policies aim to devolve elements of school governance from centralised state bureaucracies to the local school level within publicly funded systems of education. A notable example is the Independent Public Schools (IPS) initiative, introduced in 2009 in the state of Western Australia (WA). Reflective of decentralising school reforms internationally (Keddie 2016), the IPS involved a suite of policy changes designed to increase flexibility and attune school governance to local needs, such as one-line budgets and the introduction of School Boards (Gerrard and Savage 2022). Over a decade since the IPS was first introduced, more than 80% of all students in WA government schools now attend an IPS school. Critical policy scholarship regularly positions autonomy reforms as part of a global shift towards neoliberal governance, with a particular focus on marketisation. For instance, Gobby (2016) interprets IPS as promoting neoliberal public service provision, while Fitzgerald et al. (2018) see it as intensifying market competition among schools, creating disparities. This paper extends critical scholarship, but in a different theoretical register. Rather than engaging in a critique of autonomy as an artefact of neoliberalism or marketisation, we explore the material and discursive underpinnings of the IPS through a conceptual lens centred on scalar politics. Drawing on Papanastasiou's concept of 'scalecraft' (2017), MacKinnon’s (2011) concept of scalar politics, and other critical accounts of scale as a social process (Fraser 2010; Savage, Di Gregorio and Lingard 2022), we frame scale as an epistemological tool in policymaking, used to reshape power and resource distribution. Our primary argument is that the IPS can be understood as a scalar intervention that rearranged relations between local schools, mid-level bureaucracies, and the central state department of education. Based on a synthesis of policy document analysis and interviews with senior WA policymakers, we show that scale was central to the design and implementation of the IPS and was used to legitimise its impacts. Building on existing theories of ‘scalecraft’, we make a novel contribution by introducing two new complementary concepts: ‘scalecreep’, which involved the rapid expansion of the IPS beyond the original scope envisioned by its architects; and ‘scalecrunch’, which resulted in the diminishment of the influence of regional-level bureaucrats as the relationship between principals and bureaucrats in the state’s Department of Education was prioritised.

References:

Fitzgerald, S., et al. (2017). Devolution, market dynamics and the Independent Public School Initiative in Western Australia. Journal of Education Policy, 33(5): 662–681. Fraser, A. 2010. The Craft of Scalar Practices. Environment and Planning A, 42: 332–346. Gerrard, J., & Savage, G. C. (2022). The governing parent-citizen: dividing and valorising parent labour through school governance, Journal of Education Policy, 37(5): 744-761. Gobby, B. 2016. “Putting “the system” into a school autonomy reform: The case of the Independent Public Schools program. Discourse: Studies in the Cultural Politics of Education, 37(1): 16–29. Keddie, A. (2016). Maintaining the integrity of public education: A comparative analysis of school autonomy in the United States and Australia. Comparative Education Review, 60 (2): 249–270. MacKinnon, D. (2011). Reconstructing scale: Towards a new scalar politics. Progress in Human Geography, 35(1), 21-36. Papanastasiou, N. (2017). The practice of scalecraft: Scale, policy and the politics of the market in England’s Academy Schools. Environment and Planning A: Economy and Space, 49(5): 1060–1079. Savage, G. C., Di Gregorio, E., & Lingard, B. (2022) Practices of scalecraft and the reassembling of political boundaries: the contested nature of national schooling reform in the Australian federation. Policy Studies, 43(5): 962-983.
 

WITHDRAWN Data Use in Italian Schools: A Qualitative Analysis of Data Use Processes and Attitudes Towards Data Beyond National Assessments

Giulia Montefiore (Autonomous University of Barcelona), N. N. (N.)

Expectations for schools to use data from a variety of sources to improve the education they offer have been increasing globally (Verger & Skedsmo, 2021). Over time, what data is and means has expanded from only considering standardised national large-scale assessments. In the Italian school autonomy and accountability system, schools’ own analysis and reflection about data both received from central administration and produced locally are expected to be used for didactic and organizational improvement. In this research, the use by schools of internally and externally produced data of organisational, administrative, assessment, pedagogic nature and beyond is analysed. These include national tests, schools’ self-evaluation reports, grades, teacher observation, demographic data, and more. Research on data use in the Italian context is particularly limited. Specifically, no research has been conducted following the conceptualization of data going beyond national assessment data. Pastori and Pagani (2016) report a growing trust in the validity of data from national assessments results, but difficulty in making use of it because of time, skills necessary to analyse data, and lack of habit in engaging is such processes. This research seeks to understand to what extent and how data use processes and routines happen in Italian schools, what facilitates them, what schools consider as data and their attitudes towards it. The paper specifically analyses how school organizational and political context, individual factors, and the accountability system mediate data use, and whether and how data influences pedagogical and organizational decisions in schools. This study uses data use conceptualisations and frameworks (Coburn and Turner, 2011; Spillane, 2012) to study data use in education in a specific Southern-European low-stakes accountability context. It places emphasis on the use of data for equity purposes (Datnow & Park, 2018), through a conceptual model for critical data-driven decision making (Dodman et al., 2021), and embraces the notion of data-informed decision making rather than data-based decision making (Schildkamp et al., 2019). Methodologically, this qualitative study uses interviews of principals and teachers in 12 primary and lower-secondary schools, selected to guarantee variety of socio-economic context, in the city of Rome. Expected results include limited structured use of data, positive attitudes regarding conceptualization of data beyond national assessment results, organizational and data literacy barriers for data use. It is also anticipated that ideas of data use include data use to increase equity, but that processes for this to happen may not be structured or systematically present.

References:

Coburn, C. E., & Turner, E. O. (2011). Research on data use: A framework and analysis. Measurement: Interdisciplinary Research & Perspective, 9(4), 173-206. Datnow, A., & Park, V. (2018). Opening or closing doors for students? Equity and data use in schools. Journal of Educational Change, 19, 131-152. Dodman, S. L., Swalwell, K., DeMulder, E. K., View, J. L., & Stribling, S. M. (2021). Critical data-driven decision making: A conceptual model of data use for equity. Teaching and Teacher Education, 99, 103272. Pastori, G., & Pagani, V. (2016). Cosa pensate dei test INVALSI? Dirigenti scolastici, insegnanti e studenti provenienti dalla Lombardia descrivono la loro esperienza. Journal of Educational, Cultural and Psychological Studies, 2016(13), 97–117. Schildkamp, K., Poortman, C. L., Ebbeler, J., & Pieters, J. M. (2019). How school leaders can build effective data teams: Five building blocks for a new wave of data-informed decision making. Journal of educational change, 20, 283-325. Spillane, J. P. (2012). Data in practice: Conceptualizing the data-based decision-making phenomena. American Journal of Education, 118(2), 113-141. Verger, A. & Skedsmo, G. (2021). Enacting accountability in education: exploring new policy contexts and theoretical elaborations. Educational Assessment, Evaluation and Accountability, 33(3), 391-402.
 
17:30 - 19:0023 SES 08 A: Politics of Education
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Marte Lorentzen
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Right-Wing Education Policy and the “Infrastructure” of Free Expression: Youth Engagement with Race and Faith at School

Reza Gholami, Md Shajed Rahman, Karl Kitching, Asli Kandemir, Mahfuz Khokan

University of Birmingham, United Kingdom

Presenting Author: Gholami, Reza; Rahman, Md Shajed

The last decade has seen a steady shift towards right-wing, in some cases hard-right, politics across Europe and the EU. From Italy to Finland, from the Netherlands to Greece, this shift is well documented in the media (e.g. Lynch 2023) and has also been the subject of academic analysis (e.g. Petrović et al. 2023). Europe’s lurch to the right is highly complex: on one level, as Petrović et al. (2023) demonstrate, it works through centrist and radical populism, which draw upon a variety of themes such as notions of national sovereignty and values, anti-elitism, and so forth. Another level consists of anti-immigration, “nativist” and racist discourses aimed at vilifying racial, ethnic, and religious minority populations. For example, a survey carried out in 2023 by the EU’s rights agency of 6,752 people of African descent in 13 EU countries found that racism is “pervasive and relentless” – in Austria and Germany, specifically, around three-quarters of those surveyed said they had experienced racism, a rise of around 15% since 2016 (Boffey 2023). A closely related third element is the right-wing movement against so-called “wokeism”, which has used culture wars, moral panics, and a discourse of “counter-extremism” to attack anti-racist, climate change and other civil rights and social justice positions it is ideologically opposed to (see Davies and McRae 2023).

Our paper examines the effects of these interconnected political manoeuvrings and discourses on schooling and young people. Specifically, we focus on the conditions under which political education and free speech around issues of race and faith are produced and engaged with by young people in schools. The paper reports on our 2023 national survey of 3,156 Year 10 pupils from 29 state-funded secondary schools across 8 regions of England focusing on free speech around race and faith.

Overall, while many pupils were positive about their school environment, they also expressed significant concerns about their ability to share their social or political views at school; their school and peer climate; engagement around race and faith equality, as well as anxieties about wider social disadvantages linked to a person's race and/or faith – a view that was surprisingly also shared by a sizable proportion of white pupils about their racial status.

As discussed further below, we use our findings to address several weaknesses in education policy, especially in the areas of school environment, curriculum, and political impartiality. We particularly draw and build upon the seminal work of Michael Apple (2006; 2019) on the role of right-wing ideology in schooling, as well as the broader work of Habermas and Dewey on ‘the public (good)’, to make two arguments: 1) free speech around race and faith in schools is delineated by a social, political and affective “infrastructure of expression” that tightly governs the “speakability” of race and faith issues in top-down ways, even as it is presented through a policy of political impartiality; however, 2) the dominant, though fractured and sometimes inconsistent, right-wing ideology is unable to impose total ideological/hegemonic control in and through schooling partly due to young people’s political engagement in non-school environments. We attend to these dynamics by conceptualising schools as a site for ‘micro-publics’, i.e. multi-layered, multi-modal, and often intermittent forms of ‘public’ engagement. The significance of our findings and arguments are augmented by their relevance and applicability to education in liberal democratic societies across Europe and beyond.


Methodology, Methods, Research Instruments or Sources Used
A national survey was conducted across England to collect quantitative data from year 10 students (14 and 15 year-olds). A stratified random sampling strategy was used to collect data from different types of schools across all nine regions of England, though in the end we only received responses from eight regions.

In September 2022, the UK’s National Pupil Database (Department of Education, 2022) was accessed and edubasealldata2022 were used to identify and sample schools for a survey. The edubasealldata2022 file encompassed 49,755 rows, representing all types of schools in England. Filtering included open secondary schools, such as Academy Converter, Academy Sponsor Led, Community School, Foundation School, Free Schools, Voluntary Aided School, and Voluntary Controlled school. Alternative provisions, Special schools, sixth form, deemed schools, technical schools, and FE colleges were excluded. The refined list comprised 3,081 mainstream state-funded secondary schools, categorised by governance and geographic location (‘Academy/Free,’ ‘Maintained,’ ‘Voluntary Aided,’ 'Urban Major,' 'Urban,' and 'Rural'). Using a sampling grid with 81 clusters (9 regions X 3 geographic location X 3 types of school), 52 schools (1.75%) were randomly sampled from each cluster.

However, 29 schools participated in the survey, with efforts made to reflect national demographics in terms of ethnicity, religion, and geography. Although the survey achieved a significant response rate, it is not claimed to be nationally representative. The survey data exhibited strong resemblance to national demographics in ethnicity and religion, while slight disparities were observed in gender distribution in urban major regions due to the inclusion of 'non-binary' as an option.

The survey was developed in September 2022 thorough a review of existing relevant survey reports, including international and national studies on civic education and free speech (e.g. Hillman, 2022; Losito et al., 2018; Naughton et al., 2017). Consultation with the Project Advisory Board, composed of academics, education professionals, and equality advocates, helped to refine and contextualise the survey. We conducted piloting in two phases in October and November 2022 with Year 10 pupils, assessing administration, timing, and question accessibility. The pilot studies indicated that internal and external validity and reliability were strong, yet we adjusted some items based on our quantitative analysis of the pilot data and some qualitative interview data with the participants in the pilot phases.


Conclusions, Expected Outcomes or Findings
Our findings are particularly relevant in three areas of schooling: school environment, curriculum, and policies governing political impartiality. Firstly, despite the importance of school in shaping young people’s political consciousness, 45% of our cohort (n = 3,156) do not bring up politics for discussion in schools; 32% disagree that pupils are confident about telling teachers about racial/religious intolerance; and 54% disagree that pupils treat each other with respect. The findings thus raise concern about the capacity of young people to speak and be listened to on race and faith matters due to an unsupportive school and peer environment. Secondly, our findings show that young people mostly turn to social media to learn about social and political issues. This is happening against the backdrop (in the UK) of a systematic denigration of Citizenship Education (only a requirement in maintained schools, now a minority, and often neglected by them due to budgetary and other pressures), and a National Curriculum that only focuses on broad-level political structures. Thirdly, our findings speak to political impartiality laws that govern schooling in the UK and exist, with minor variations, in other European countries such as France and Germany. Impartiality laws often exist alongside similar policies (e.g. counterterrorism) and can thus create confusion/contradiction for teachers and pupils. They are also mainly focused upon schools and teachers, not on pupils or their political engagement and education. Moreover, recently, the government has used these laws to shut down political views that it is ideologically opposed to, usually progressive positions addressing issues such as racism or climate change from below.

References
Apple, M. (2019) Ideology and Curriculum (4th Edition). Routledge

Apple M. (2006) Educating the Right Way: Markets, Standards, God, and Inequality. Routledge

Boffey, D. (2023) ‘Pervasive and relentless’ racism on the rise in Europe, survey finds, The Guardian: https://www.theguardian.com/world/2023/oct/25/pervasive-and-relentless-racism-on-the-rise-in-europe-survey-finds#:~:text=Racism%20is%20“pervasive%20and%20relentless,by%20landlords%20from%20renting%20homes.

Davies, H. C., & MacRae, S. E. (2023). An anatomy of the British war on woke. Race & Class, 0(0). https://doi.org/10.1177/03063968231164905

DfE, (2022). National Pupil Database. Available at https://www.find-npddata.education.gov.uk/categories

Hillman, N. (2022). You can’t say that!’What students really think of free speech on campus. Higher Education Policy Institute, HEPI Policy Note, 35. https://www.hepi.ac.uk/wp-content/uploads/2022/06/You-cant-say-that-What-students-really-think-of-free-speech-on-campus.pdf

Losito, B., Agrusti, G., Damiani, V., & Schulz, W. (2018). Young People's Perceptions of Europe in a time of change: IEA international civic and citizenship education study 2016 European Report. Springer Nature. https://link.springer.com/book/10.1007/978-3-319-73960-1

Lynch, S. (2023) Europe Swings Right – and Reshapes the EU, Politico.eu: https://www.politico.eu/article/far-right-giorgia-meloni-europe-swings-right-and-reshapes-the-eu/#:~:text=Across%20Europe%2C%20governments%20are%20shifting,parliament%20seats%20and%20regional%20offices.

Naughton, K. A., Eastman, N., & Perrino, N. (2017). Speaking freely: What students think about expression at American colleges. Foundation for Individual Rights in Education. https://www.thefire.org/sites/default/files/2017/10/11091747/survey-2017-speaking-freely.pdf

Petrović, N., Raos, V. & Fila, F. (2023) Centrist and Radical Right Populists in Central and Eastern Europe: Divergent Visions of History and the EU, Journal of Contemporary European Studies, 31:2, 268-290, DOI: 10.1080/14782804.2022.2051000


23. Policy Studies and Politics of Education
Paper

Democracy and Education as a Broad, Deep and Dynamic Construct: a Feminist Critique

Geraldine Mooney Simmie1, Silvia Edling2

1School of Education, University of Limerick, Ireland; 2School of Education, University of Gavle, Sweden

Presenting Author: Mooney Simmie, Geraldine

Democracy is a popular construct in use in everyday language today and despite widespread claims that democracy is under threat it is a term widely used by very different groups from across the political spectrum. Democracy has a special place in education, where education is not only understood as an academic discipline and a professional field of practice but pivotal in promoting spaces, content and public interest values for the support of political policies.

Concepts such as democracy as procedure and as a form of life (Dewey, 1916), thin and thick democracy (Armando & Apple, 2002), and shallow and deep democracy (Furman & Shields, 2005) all give the impression that democracy stands between two distinct choices. Rather than either–or alternatives, we maintain that it is rather a question about where the scope of the responsibilities linked to democratic aspirations should be drawn. A thicker democracy stresses the need to work with reflection in which citizens understand themselves as taking part in a public society where they have rights, knowledge, values, obligations to strive for the common good of society and where participation and plurality is cherished. A thinner and more authoritarian democracy is founded on narrower and at times unscrutinised knowledge that emphasizes certain standards as the measure of a good national citizen (Zyngier, 2016).

In the academy of education, democracy is a deeply contested construct that is frequently overused and under-theorised (Arnot & Weiler, 1993: Edling & Mooney Simmie, 2020; Fraser, 2022; Lynch, 2022; Mooney Simmie & Edling, 2019: Young, 1996). In this study, we are interested in a broad, deep and dynamic view of the construct of democracy, for a (re)constructivist worldview of democracy and education that is constantly evolving depending on rapidly changing societal, environmental and planetary needs and needs to be in the direction of justice, equality and care. Dewey (1916) claimed that education is the midwife of democracy and that the needs of democracy change with each new generation. It is not therefore a static construct that can be pinned down and implemented in a linear rational and neutral way.

Our understanding of democracy, found in our theorisation of Teachers’ Democratic Assignment (TDA) encompasses issues of discursive ethics, the presence of uniqueness, is always framed in the direction of equality, justice and care of the marginalised, and always inclusive of the messiness of the human condition, what Hannah Arendt called the plurality of the human condition (Arendt, 1958). Arendt reminds us that there are only a small number of policy changes that need to be made to assure a totalitarian state, one change being the stifling of joy and spontaneity and the second, the stifling of the plurality of the human condition.

These important dimensions of democracy are threatened in contemporary education by the rapid increase of hyper masculinity in education research and policy working to narrow down horizons of thinking, being and acting. This hyper rationality presents education and democracy as a fixed entity that can be (mathematically) modelled, controlled, and predicted as a state-centred system of performance management (Selwyn & Gašević, 2020).

This globalising imperative can be seen across OECD countries, in the constant comparison of PISA and TIMSS standardised test scores, and is paralleled today with an anti-science populist movement advocating violence and hatred of the ‘other’ (Verma & Apple, 2021). Instead, we are interested in a construct of democracy that can value and learn from histories and cultures, and at the same time make way for something new to emerge, with transformative possibility for new mutual care relations for humans, non-humans and the planet (Edling & Mooney Simmie, 2020).


Methodology, Methods, Research Instruments or Sources Used
In this study, we conducted a holistic and feminist critique of the writings of a number of feminist and critical theorists who can offer an expansive theoretical underpinning for an ethically sensitive, socially just and dynamic framing of democracy and education, and in ways that support the building of a just, care-full and inclusive education for peaceful and pluralist societies (Fricker, 2007; Haraway, 2016; Lynch 2022).
    Our theoretical perspectives were drawn specifically from critical sociologists and feminist philosophers including the work of Judith Butler, Madeline Arnot, Nancy Fraser, Miranda Fricker, Kathleen Lynch, Irish Young, and Donna Haraway. Taken together they illuminate the construct of democracy and education in new ways that push the boundaries of a system of education that is oriented more toward a closed system.
    Creswell and Creswell (2018) posit that educational research that is positioned within an emancipatory-transformative paradigm involves both research and advocacy. Our study argues that a critical scrutiny of the democracy construct as found in education is long overdue. What might democracy mean today in Europe and across the globe when educators experience weak affordances for critical mediation with the wider political world including the social consciousness necessary for mutual care relations in a democratic way of life.
    As a point of departure we emphasize the necessity for opening spaces in schooling and higher education for deep professionalism and thick democracy that speaks to the social consciousness and the post-humanist relational fluidity needed for our times to assure a just political world and sustainable planet in an age of uncertainty (Edling & Mooney Simmie, 2020, 2016; Mooney Simmie & Edling, 2019, 2017).

Conclusions, Expected Outcomes or Findings
Preliminary findings reveal the importance of ‘academic freedom’ for securing a dynamic democracy. Butler (2017) asserts that academic freedom confers the right and the obligation on educators to hold open the discursive spaces between the state (e.g. state agencies) and the people (e.g. students) in order to speak (testimonial epistemic justice) (Fricker, 2007) on issues about ones experience, to interrupt the discourse, to have capacity to ‘sap power’, to speak ‘truth to power’, and to make space for the emergent and the ‘not-yet-thought’.
    Fraser (2022) argues that we need to use this third wave of feminism to critique the framing of problems in order to reveal that which is hidden, silenced and otherwise excluded. Lynch (2022) asserts the need for affective equality in the recognition of human interdependencies and dependencies (vulnerabilities). Feminism foregrounds the intersectional politics of education and speaks to advocacy for egalitarian relations rather than (re)productive conservative relations.
        Insights from Young (1996) suggest that democracy as a relational and fluid construct is much more than an aggregation of votes (e.g. ‘electoral democracy’), and/or the more virtue laden stance of ‘deliberative democracy’ advanced by some leading philosophers. Young argues that ‘deliberative democracy’ with its ethical rules seeks to stave off dark aspects of human nature, e.g. the will to power, and is set up on a platform where experts always have an unfair advantage when the aim is about ‘winning’ the better argument. Young speaks to the need for a de-centred deliberation for all social groups to contribute to the public space and for the radical care needed for a pluralist democracy in the direction of equality and justice for all. Similarly, Haraway (2016) urges us not to move away from the complexity and messiness of a dynamic, just and pluralist democracy and instead to ‘stay with the trouble’ in this age of uncertainty.
      

References
Arendt, H. (1958). The Human Condition. University of Chicago Press.

Arnot, M., & Weiler, K. (1993). Feminism and Social Justice in Education: International Perspectives. London and New York: Routledge Falmer.

Butler, J. (2017). Academic Freedom and the Critical Task of the University. Globalizations, 14(6), 857-861. DOI: 10.1080/14747731.2017.1325168

Creswell, J. W., & Creswell, J.D. (2018). Research Design Qualitative, Quantitative, and Mixed Methods Approaches. Fifth Edition. Sage Publications Inc.

Dewey, J. (1916). Democracy and Education. Macmillan.

Edling, S., & Mooney Simmie, G. (2020). Democracy and Teacher Education. London & New York: Routledge.

Fraser, N. (2022). Cannibal Capitalism. New York and London: Verso.

Fricker, M. (2007). Epistemic Injustice Power & the Ethics of Knowing. Oxford: Oxford University Press.

Haraway, D. J. (2016). Staying with the Trouble. Durham & London: Duke University Press.

Lynch, K. (2022). Care and Capitalism. Why affective Equality Matters for Social Justice. Cambridge: Polity Press.

Mooney Simmie, G., & Edling, S. (2019). Teachers’ democratic assignment: a critical discourse analysis of teacher education policies in Ireland and Sweden. Discourse: Studies in the Cultural Politics of Education, 40(6), 832-846. DOI: 10.1080/01596306.2018.1449733.

Selwyn, N., & Gašević, D. (2020). The datafication of higher education: discussing the promises and problems. Teaching in Higher Education, 25(4), 527-540.
Verma, Rita, & Apple, Michael, W. (2021). Disrupting Hate in Education Teacher Activists, Democracy, and Global Pedagogies of Interruption. London and New York: Routledge.
Young, I. M. (1996). Chapter 6 Communication and the Other: Beyond Deliberative Democracy. In Democracy and Difference Contesting the Boundaries of the Political, Edited by Seyla Benhabib, pp.120-135. Princeton University Press, New Jersey: Princeton.


23. Policy Studies and Politics of Education
Paper

Navigating Life Trajectories of Young People: Educational Policy Implications for Promoting Youth Participation in Decision-making Processes

Daniela Bianchi, Chiara Carla Montà

University of Milano-Bicocca, Italy

Presenting Author: Bianchi, Daniela; Montà, Chiara Carla

In a time of uncertainty and crisis of democracy, this paper aims to present some findings of research on young people's participation in decision-making processes. It is a crucial issue at the heart of international and European policies (Committee on the Rights of the Child, 2009; UN General Assembly, 1989, 2015; Council of Europe, 2020; European Commission, 2021; European Union, 2018; United Nations, 2018), actions and funds such as the Next Generation EU. To this end, the present research dialogues with the actions of the MUSA project (Multilayered Urban Sustainability Action) funded through the Italian National Recovery and Resilience Plan, which created an interdisciplinary and intergenerational research laboratory called B-YOUth Forum focusing on youth participation and public space.

Alongside the increasing investment by key European institutions in terms of promoting participation, there has been a steady decline in the levels of political engagement in most EU countries over the past decades (Eurochild et al., 2021), especially with regard to young people. Indeed, in recent years, disengagement from institutional political participation seems to be a significant trend among contemporary European democracies even among younger generations, causing them to lack representation and power in political decision-making (Norris, 2003; Farthing, 2010). At the same time, there is a new wave of youth political engagement outside the institutional sphere, which has become particularly visible through youth activism movements, protests, demonstrations, volunteering and online engagement (Sloam, 2016; Spannring et al., 2008).

Within this framework, the research examines young people's educational experiences of participation in public, formal and structured decision-making processes. The study involved 26 young members of the Advisory Council on Youth of the Council of Europe and the European Youth Forum, which is the biggest platform of youth organisations in Europe. The research will lead to an interpretation of young people's experiences that can support pedagogical practice, which can be politically significant (Biesta, 2012). In fact, although studies have been conducted on youth participation in decision-making processes in Europe (Day et al., 2015; Janta et al., 2021; Van Vooren, 2019), there is a lack of scientific literature on the topic, especially in the pedagogical field (Malone & Hartung, 2010). Participatory processes, although rooted in the political sphere, need to be learnt, as well as the dialogical process between institutions and young people, which underpins democratic life, needs to be implemented. Shedding light on the life trajectories and participation experiences of young people is crucial in order to reflect on how to educate for democracy through democracy itself (Biesta, 2015), overcoming the many oppositions highlighted in the literature, including, for example, traditional forms of participation and innovative forms, physical and virtual participatory spaces (Willems, Heinen & Meyers, 2012; Bacalso et al., 2015; Cornwall, 2008). Through the in-depth exploration of the lived experiences of the participants in relation to participation, salient and recurring educational dimensions will be identified. These elements can be useful for reflecting on and developing pathways to participation, including political participation, at a time when it is in crisis.


Methodology, Methods, Research Instruments or Sources Used
Taking into account the research question, within a qualitative approach to research (Denzin & Lincoln, 2011), phenomenological philosophy constitutes the theoretical perspective within which the research design and methodology were constructed (Van Manen, 2023). For the definition of the sample, it was decided to involve young people who are members of representative youth organisations, in particular of the Advisory Council on Youth of the Council of Europe and the European Youth Forum, as they are exemplary contexts of participation. Therefore, the participants have a unique experience of the meanings and practices of participation thanks to their being part of youth bodies or organisations. Young people have been selected through purposeful and snowball sampling (Parker et al., 2019), until data saturation. Through semi-structured in-depth online interviews (James & Busher, 2012; Sità, 2012), the life trajectories of young people have been explored, deepening their lived experiences of participation in decision-making processes. The collected materials have been analysed through thematic analysis (Braun & Clarke, 2012), illuminating the complex interplay between these experiences and the broader landscape of educational and political practices (Mortari, 2007; Bertolini, 2003), with a view to the continuous improvement of educational policies dedicated to youth participation.
The study follows the guidelines suggested by the ethical code of the Italian Society of Pedagogy (SIPED, 2020) and by the Declaration of Helsinki (World Medical Association, 2001).

Conclusions, Expected Outcomes or Findings
The aim of this contribution is to highlight experiences of youth participation in order to provide food for thought and further work on educational policies dedicated to youth participation. Indeed, the different life and educational paths taken by young people show how they are multiple and diverse. At the same time, the analysis of the experiences revealed some common points that have been crucial for young people's involvement in political and social life. Their experiences could inform educational policies to promote meaningful participation of young people in decision-making processes. The current state of youth participation, characterised by a decline in institutional political engagement contrasted with an increase in alternative forms of activism, calls for a profound reflection on the relationship between institutions and youth. To this end, the results of the research will inform the theoretical and methodological development of B-YOUth Forum, supporting the possibilities of collaboration between an institution (a university in this case) and young people, also through the development of recommendations for policy.
By recognising the link between educational experiences and political participation, the pedagogical dimensions outlined through the lived experiences of participants take on greater significance. These dimensions become fundamental to charting effective pathways to participation, especially when conventional modes of political engagement are experiencing a crisis of legitimacy. This requires a fundamental shift in pedagogical practice, challenging educators, policy makers and researchers to create environments that not only acknowledge but actively cultivate the unique perspectives and contributions of young people. As we navigate the complexities of an uncertain age, the insights from this research could serve as a compass to guide educational policies that are not only more inclusive, but also authentically participatory.

References
Bacalso, C., Farrow, A., Karsten, A., & Milhajlovic, D. (2015). From Rhetoric to Action: Towards an Enabling Environment for Child and Youth Development in the Sustainable Development Goals.
Biesta, G. (2012). Becoming public: Public pedagogy, citizenship and the public sphere. Social & Cultural Geography, 13(7), 683-697.
Biesta, G. J. (2015). Beyond learning: Democratic education for a human future. Routledge.
Committee on the Rights of the Child. (2009). General Comment No12 (2009). CRC/C/GC/1(12), 21–38.
Cornwall, A. (2008). Unpacking ‘Participation’: models, meanings and practices, Community Development Journal, 43(3), 269-283.
Council of Europe (2020). Resolution CM-Res(2020)2 on the Council of Europe youth sector strategy 2030. Adopted by the Committee of Ministers on 22 January 2020 at the 1365th meeting of the Ministers' Deputies.
Day, L., Percy-Smith, B., Ruxton, S., McKenna, K., Redgrave, K., Ronicle, J., & Young, T. (2015). Evaluation of legislation, policy and practice of child participation in the EU. Brussels. https://doi.org/10.2838/088530
Denzin, N. K., & Lincoln, Y. S. (Eds.). (2011). The Sage handbook of qualitative research. Sage.
European Commission (2021). Communication from the Commission to the European Parliament, the Council, the European Economic and Social Committee and the Committee of the Regions. EU strategy on the rights of the child. COM/2021/142 final.
European Union (2018). Resolution of the Council of the European Union and the Representatives of the Governments of the Member States meeting within the Council on a framework for European cooperation in the youth field: The European Union Youth Strategy 2019-2027. 2018/C 456/01.
UN General Assembly (1989). Convention on the Rights of the Child, United Nations, Treaty Series, vol. 1577, 20 novembre.
UN General Assembly. (2015). Transforming our world: the 2030 Agenda for Sustainable Development. A/RES/70/1.
United Nations (2018). Youth 2030. Working with and for young people. United Nations Youth Strategy.
Van Manen, M. (2023). Phenomenology of practice: Meaning-giving methods in phenomenological research and writing. Taylor & Francis.
 
Date: Thursday, 29/Aug/2024
9:30 - 11:0023 SES 09 A: Policy Elites and the Interplay of Global Actors in Education Programs
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Lejf Moos
Session Chair: Romuald Normand
Symposium
 
23. Policy Studies and Politics of Education
Symposium

Policy Elites and the Interplay of Global Actors in Education Programs

Chair: Lejf Moos (University of Aarhus-Copenhagen, Denmark)

Discussant: Romuald Normand (University of Strasbourg, France)

This symposium will highlight the role of European policy elites (experts, consultants, advisers, etc.) by showing that they wield significant power and legitimacy in shaping educational reforms during last decades at global level, while at the same time its illustrates the social and political features of these reforming groups and networks in national spaces. By charaterising these European elite groups and networks by their positions within the State and/or International Organizations, the symposium will display the circulation of ideas and knowledge, beliefs and assumptions, between individuals and groups, but also their relations of dependence as well as their technocratic and/or ideological connivance that shape a doctrinal puzzle.

Often referred to as neo-liberalism versus welfarism, these ideas, discourses, and prescriptions are more a complex combination of personal experience, adoption of scientific and expert statements, formulation of values or principles of justice, but also political expediency in front of public opinion and interest group pressures. Far from considering educational reforms and decision-making as linear, sequential, or incremental processes, the symposium will emphasize authoritarian, sometimes nationalistic stances, but also uncertain dimension of power facing the uncertainty and complexity inherent to policy-making at global scale. It will underly the incoherence and cognitive dissonance of decision-making, the tacit and shared knowledge on which justifications are based, or the story-telling that legitimizes changes in political rhetoric

Therefore, the symposium will help to better understand ongoing and endogenous transformations of the educative State, in characterizing interactions within national, European and global elites, but also their resources and capacities for action in framing public action programmes and delivering political discourses, through games of competition and rivalry, according to specific professional, administrative, managerial cultures and ethics.

Beyond mapping national, Europaen and global links, which demonstrate also some affinities and proximities between these elites, the symposium also will intent to characterize the more or less structured, more or less formal policy networks that shape the European reformist agenda in education through recommendations and prescriptions leading to lasting and relatively irreversible changes in policy-making.

Based on the comparison between several European countries, bringing together different authors specialized in education policies, the symposium will seek to answer the following questions

- How do these elites exercise their power, their authority, by mobilising different resources and capacities to influence the decision-making process?

- How are these elites structured in networks or groups, epistemic communities or coalition of causes, in relationships that facilitate the sharing of knowledge, ideas, representations and beliefs on educational policies at national and global level?

- What is the role of cognition, values, beliefs, representations and the strategy in these alliance games and power relationships? What is the impact of public action instruments and their interpretation (laws, indicators, data, etc.)?

- How is it possible to characterize the type of proximity or affinity maintained by these elites within State, in other institutions or networks, or in International Organizations?

From a methodological perspective, policy makers will be chosen for their membership in a ministerial cabinet, as heads of a ministerial directorate or as experts/advisers for the Ministry of Education, or for their relationships with global networks and organisations, etc. Whenever possible, their socio-professional career and their various positions in education or elsewhere will be established. Analyses would developed from the study of different expert groups, national conferences, representative institutions, and parliamentary hearings in which this elite has intervened with important effects on implementing reforms.


References
Anderson, K. T., & Holloway, J. (2020). Discourse analysis as theory, method, and epistemology in studies of education policy. Journal of Education Policy, 35(2), 188-221.
Cousin, B., Khan, S., & Mears, A. (2018). Theoretical and methodological pathways for research on elites. Socio-Economic Review, 16(2), 225-249.
Genieys, W., & Joana, J. (2015). Bringing the state elites back in?. Gouvernement et action publique, 4(3), 57-80.
Genieys, W. (2017). The new custodians of the state: Programmatic elites in French society. London, Routledge.
Hodge, E., Childs, J., & Au, W. (2020). Power, brokers, and agendas: New directions for the use of social network analysis in education policy. Education Policy Analysis Archives, 28, 117-117.
Honig, M. I. (2004). The new middle management: Intermediary organizations in education policy implementation. Educational Evaluation and Policy Analysis, 26(1), 65-87.
Jones, B. D., Thomas III, H. F., & Wolfe, M. (2014). Policy bubbles. Policy Studies Journal, 42(1), 146-171.
Lubienski, C. (2018). The critical challenge: Policy networks and market models for education. Policy Futures in Education, 16(2), 156-168.
Ozga, J., Seddon, T., & Popkewitz, T. S. (Eds.). (2013). World yearbook of education 2006: Education, research and policy: Steering the knowledge-based economy. Routledge.
Smyrl, M., & Genieys, W. (2016). Elites, ideas, and the evolution of public policy. Springer.

 

Presentations of the Symposium

 

Knowledge Brokers in the Intersections between the OECD and Denmark during the Reign of PISA

Christian Ydesen (Aalborg University, Denmark)

The key insight from state-of-the-art literature on global governance in education is that it is necessary to study the interactions and overlaps between international, national, and local contexts and the entanglements of a host of actors to acquire an adequate understanding of education policy (Robertson 2018). From this starting point the paper addresses the following research question: How can we understand the role and significance of the knowledge brokers and infrastructure facilitating movement between global and national policy-making arenas? Using Denmark as an analytical case, it is the purpose of this paper to explore the complex intermeshing and interactions between and among knowledge brokers operating in the infrastructural space between the OECD and the Danish Ministry of Education in the period 2001 when a new right-wing government took office and up until today. More specifically, the paper investigates the formal and informal, institutionalized and not institutionalized connections and channels between the OECD and Denmark in the development of education politics and policy. For instance, since 2017, the OECD has increased its support for strengthening the analytical capacity of National Centres and Ministries of Education more generally, as well as that of municipalities and other education stakeholders at the national level, through its PISA Lead Analysts programme (Auld et al., 2020). A constructive angle to explore in this connection are also the shifting consortia tasked with conducting the PISA surveys which perform the boundary work that goes on between the organizations, the national political arenas, and sometimes even in the public debates and news landscape. Theoretically, the paper conceptualizes knowledge brokers as ‘key intermediaries who facilitate the exchange of knowledge between individuals or organizations (…)’ (Weber & Yanovitzky, 2021, p. 1), but also as motivated agents that are themselves changed by their brokerage activities, at the same time as they seek to change others. Such a framework improves analytical purchase on knowledge brokerage beyond the current research paradigms, revealing the purposeful mobilization by international organizations inside what can best be conceptualized as a multi-level governing complex that changes over time (Ydesen 2019). Empirically, the chapter draws on interviews with knowledge brokers operating in the OECD-Denmark space as well as archival documents harvested in the Danish National Archives and the OECD archive in Paris.

References:

Elfert, M., & Ydesen, C. (2023). Global governance of education: The historical and contemporary entanglements of UNESCO, the OECD and the World Bank. Educational Governance Research Series (Series Eds. S. Carney & L. Moos). Dordrecht: Springer. Reder, T. J., & Ydesen, C. (2022). Policy Borrowing and Evidence in Danish Education Policy Preparation: The Case of the Public School Reform of 2013. In B. Karseth, K. Sivesind, & G. Steiner-Khamsi (eds.), Evidence and Expertise in Nordic Education Policy (pp. 77–114). Springer International Publishing. https://doi.org/10.1007/978-3-030-91959-7_4 Weber, M. S., & Yanovitzky (2021). Knowledge brokers, networks, and the policymaking process. In M.S. Weber & I. Yanovitzky (Eds.), Networks, knowledge brokers and the public policymaking process (pp. 1-25). Palgrave. Ydesen, C. (2021) Globalization and Localization in the Shaping of the Danish Public Education System – Discursive Struggles in Four Historical Educational Reforms, In: Zhao, W. & Tröhler, D. Globalization and Localization: A Euro-Asia Dialogue on 21st-Century Competency-Based Curriculum Reforms, Cham: Springer International Publishing, pp. 85-109, Ydesen, C., Kauko, J., & Magnúsdóttir, B. R. (2022). The OECD and the Field of Knowledge Brokers in Danish, Finnish, and Icelandic Education Policy. I B. Karseth,
 

Political-administrative Elites at Work: Politics and Knowledge in the making of a major educational Programme

Luis Miguel Carvalho (University of Lisbon, Institute of Education, Portugal), Estela Costa (University of Lisbon, Institute of Education, Portugal), Carlos Sant’Ovaia (University of Lisbon, Institute of Education, Portugal)

This presentation examines the intervention of political-administrative elites in the conception and implementation of national education policies and programs. The study addresses the involvement of high-ranking officials from the Ministry of Education, policymakers, and experts from national higher education institutions and international organizations; and the focus is on their participation in developing and implementing a national pilot program that has served as the main instrument for a policy aimed at promoting curricular differentiation in Portuguese schools. The significance of this program, known as the "Project for Curricular Autonomy and Flexibility in Primary and Secondary Education," lies in its consistent implementation and generalization during recent years under the current government. The pilot program took place in 2017 and 2018 under the auspices of the Directorate-General for Education (DGE), the central organization responsible for implementing policies related to the pedagogical and didactic components of education, as well as providing technical support for policy formulation. Key actors involved in the program include high-ranking officials of the DGE, members of the cabinet of the Secretary of State for Education, a specialized committee (a body of national consultants from the academy with conception and monitoring roles), two national experts on curriculum studies, OECD officers, and members of the Working Group on Schools, which is part of the EU's European Education Area strategic framework. Therefore, we will present these elites at work, focusing on their interdependencies throughout the creation and implementation of the pilot program. It analyses two dimensions: the social dimension, which captures the actors' social characteristics, status and professional trajectories, their formal roles, and their political strategies, i.e., how they construct their power relations by mobilizing different resources to influence decision-making and implementation processes; and the cognitive dimension, which examines the main categories they use to make sense of the education sector and the role of knowledge and beliefs in shaping educational policies. Main methods include documental analysis and interviews with key actors. Additionally, tacit knowledge from authors generated from involvement in the project or created from experience in central management bodies will be mobilized.

References:

Carvalho, L. M., Costa, E., & Sant’Ovaia, C. (2020). Depicting the faces of results-oriented regulatory processes in Portugal: National testing in policy texts. European Educational Research Journal, 19(2), 125-141. Carvalho, L. M., & Viseu, S. (2023). New philanthropy in education in Portugal: fabricating social inclusion as policy, knowledge and practice. Discourse: Studies in the Cultural Politics of Education, 1-13. Viseu, S., & Carvalho, L. M. (2021). Policy networks, philanthropy, and education governance in Portugal: the raise of intermediary actors. Foro de Educación, 19(1), 81-104.
 

When External Actors Shape Education Policy: The inclusion of programming in the Swedish curriculum.

Anthemis Raptopoulou (Södertörn University, Stockholm, Sweden)

Since the mid-2010s, an education policy agenda emerged in curricula across the world projecting the need to teach computer programming in schools. This chapter discusses the insertion of programming into the Swedish compulsory curriculum and argues that this change was shaped and promoted by an assemblage of external actors and their political configurations in municipal, national and international policy spaces. To frame the context of this study, an overview of the Swedish context and the emergence of the programming agenda is going to be presented. Through network ethnography analysis, actors are identified and their interpersonal links are mapped. This allows for a discussion of how the Swedish programming agenda was governed by a politico-administrative elite which features an assemblage of diverse actors. Programming was promoted by governmental and inter-governmental agencies, national and multinational corporations, as well as for-profit and non-profit organizations. These promotions occurred in schools serving their own aspirations and interests by, among other things, forming alliances, sharing their beliefs via public media and mobilizing a variety of resources. The findings demonstrate both the networks and relationships between the members of the political-administrative elite, as well as the discourses that shaped and justified the formulation of the programming agenda within the context of Sweden. These findings highlight the role of private actors in particular, and their influence in education policymaking processes, while illustrating the positions they hold within the policymaking field.

References:

Ball, S. J. (2015). What is policy? 21 years later: reflections on the possibilities of policy research. Discourse: Studies in the Cultural Politics of Education, 36(3), 306–313. Ball, S. J., & Junemann, C. (2012). Networks, new governance and education [Electronic resource]. Policy. Ball, S. J., & Youdell, D. (2008). Hidd Barnett, M., & Finnemore, M. (2004). Rules for the World: International Organizations in Global Politics. Cornell University Press; JSTOR.
 
12:45 - 13:3023 SES 10.5 A: NW 23 Network Meeting
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Xavier Rambla
Network Meeting
 
23. Policy Studies and Politics of Education
Paper

NW 23 Network Meeting

Xavier Rambla

Universitat Autònoma de Barcelona (UAB), Spain

Presenting Author: Rambla, Xavier

Networks hold a meeting during ECER. All interested are welcome.


Methodology, Methods, Research Instruments or Sources Used
.
Conclusions, Expected Outcomes or Findings
.
References
.
 
13:45 - 15:1523 SES 11 A: The Global School-Autonomy-with-Accountability Reform and Its National Encounters (Part 1)
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Gita Steiner-Khamsi
Session Chair: Glenn Savage
Symposium Part 1/2, to be continued in 23 SES 14 A
 
23. Policy Studies and Politics of Education
Symposium

The Global School-Autonomy-with-Accountability Reform and Its National Encounters (part I)

Chair: Gita Steiner-Khamsi (Teachers College, Columbia University)

Discussant: Glenn Savage (University of Melbourne)

The two-part symposium presents conceptual, comparative as well as single-country studies that examine the neoliberal reform wave which most governments bought into over the past thirty years. In concert with Verger, Fontdevila and Parcerisa (2019), we refer to this reform package as School-Autonomy-with-Accountability (SAWA). The objective of the studies presented is to move beyond the simple documentation that neoliberalism spread worldwide and instead examine who the political coalitions were that bought into, or resisted, respectively the reform wave, what features of the reform resonated and why they held appeal, what features were repealed and how national policy actors translated key policies into the varied national contexts. These type of research questions are prototypical for research interchangeably labeled policy borrowing, policy transfer, policy mobility, or policy circulation research (Steiner-Khamsi, 2021). The panel attempts to advance both policy transfer research as well as comparative public policy studies by inserting a transnational lens into the analysis of policy processes.

The unit of analysis of all presentations is the SAWA reform. We consider SAWA to be a coherent, pervasive, and controversial reform package that (i) claimed to ensure quality improvement, (ii) advocated for (or at least aligned with) policies to set in motion competition among schools and differentiation in the school offer, such as school-based management and school choice (iii) instated a bundle of policies that strengthened school autonomy under the condition of pervasive accountability, and (iv) advanced a set of preferred policy instruments to trigger and sustain organizational change such as continuous standardized testing and other forms of external supervision. The panelists use this quadruple differentiation of fundamental reforms—their mission, mechanisms of change, bundle of policies, and policy instruments—to reflect the vernacularization or translation of the reform package, that is, what exactly was adopted by which political actors and in which particular political context, and why some features of the reform packaged resonated more than others.

In this panel, the presenters draw on the policy instrument approach which has triggered a lively debate within public policy studies more broadly (Lascoumes and Le Galès 2007; Béland et al. 2018; Capano and Howlett 2020) as well as more narrowly in policy studies related to the education sector (Verger et al. 2019). Several aspects of that approach are appealing for policy transfer research, notably, the insight that the choice of policy instrument is deeply political and has repercussions in who is empowered and who disempowered. Drawing on that approach, we differentiate between the reform goal, reform elements, and the instruments to achieve the goal.


References
Béland, D., M. Howlett, and I. Mukherjee. “Instrument Constituencies and Public Policy-making: An Introduction.” Policy and Society 37, no. 1 (2018): 1–13. https://doi.org/10.1080/14494035.2017.1375249.

Capano, G., and M. Howlett. “The Knowns and Unknowns of Policy Instrument Analysis: Policy Tools and the Current Research Agenda on Policy Mixes.” SAGE Open 10, no. 1 (2020). https://doi.org/10.1177/2158244019900568.
 
Lascoumes, P., and P. Le Galès. “Understanding Public Policy through Its Instruments. Special Issue.” Governance 20, no. 1 (2007): 1–21. https://doi.org/10.1111/j.1468-0491.2007,00342.x.

Steiner-Khamsi, G. (2021). Externalisation and structural coupling: Applications in comparative policy studies in education. European Educational Research Journal, 20(6), 806–820. https://doi.org/10.1177/1474904120988394

Verger, A., C. Fontdevila, and L. Parcerisa. “Reforming Governance through Policy Instruments: How and to What Extent Standards, Tests and Accountability in Education Spread Worldwide.” Discourse: Studies in the Cultural Politics of Education 40, no. 2 (2019): 248-270. https://doi.org/10.1080/01596306.2019.1569882.

 

Presentations of the Symposium

 

As Time Goes By: A Comparative Analysis of International Trends in Assessment Policy

Marina López Leavy (Universitat Autònoma de Barcelona), Toni Verger (Universitat Autònoma de Barcelona), Clara Fontdevila (University of Glasgow), Tomas Esper (Teachers College, Columbia University)

Since the turn of the century, the number of countries conducting large-scale learning assessments (LSAs) has been rising steadily - to the point that today LSAs are perceived as a fixture of modern education systems. This trend has been extensively analyzed with a focus on the uptake of LSAs across countries, and the drivers behind the globalization of such policy instruments (Benavot & Koseleci, 2015; Furuta, 2022). The seemingly unstoppable entrenchment of LSAs within education systems should not lead us to assume that such policies have remained fixed entities or that they unfold predictably. LSAs in many countries are continuously adjusted and recalibrated, and even put at the service of policy agendas different from those that motivated their adoption. On occasion, LSAs have evolved following a ‘bottom-up’ pattern through unexpected uses by local actors, the emergence of instrument constituencies interested in LSAs survival, or the mix of LSAs with other policies (Sewering et al., 2022; Simons & Voß, 2018). It follows from the above that, far from linear, the policy trajectories experimented by LSAs are complex and vary significantly across countries. Yet the evolution of LSAs has not been systematically examined from a cross-country perspective, with much research focusing on the origins of assessment systems but leaving unaddressed their renegotiation over time. The limited empirical engagement with the evolving nature of LSAs may lead to an unproductive reification of this policy instrument. In light of this, this paper aims to map the recent evolution of LSAs - including their design (frequency, scope, coverage, etc) but also their uses (i.e. the purposes and stakes associated with them and their combined use with other policy instruments), as well as to examine the drivers and enablers of such changes. Drawing on the analysis of policy documents, we rely on recent advances in policy feedback theory to make sense of the change and continuity in the instrumentation of LSAs (Sewerin et al., 2020). Specifically, we pay attention both to self-reinforcing mechanisms leading to the perpetuation of LSA policies, and self-undermining mechanisms behind the revision or even termination of some features (Jacobs & Weaver, 2015), and identify those social, political and educational conditions conducive to their activation. In so doing, our paper contributes to a refined understanding of the diverging trajectories of the LSA program, and sheds light on the potential of those analytical perspectives going beyond early logics of instrument choice, and engaging with policy development over time.

References:

Benavot, A, & Koseleci, N. (2015). Seeking quality in education: The growth of national learning assessments, 1990-2013. Background paper prepared for the Education for All Global 2015. Furuta, J. (2022). The Rationalization of “Education for All”: The Worldwide Rise of National Assessments, 1960–2011. Comparative Education Review, 66(2), 228-252. Jacobs, A. M., & Weaver, R. K. (2015). When policies undo themselves: Self‐undermining feedback as a source of policy change. Governance, 28(4), 441-457. Sewerin, S., Béland, D., & Cashore, B. (2020). Designing policy for the long term: agency, policy feedback and policy change. Policy Sciences, 53(2), 243-252. Sewerin, S., Cashore, B., & Howlett, M. (2022). New pathways to paradigm change in public policy: combining insights from policy design, mix and feedback. Policy & Politics, 50(3), 442-459. Simons, A., & Voß, J. P. (2018). The concept of instrument constituencies: Accounting for dynamics and practices of knowing governance. Policy and Society, 37(1), 14-35. Verger, A., Parcerisa, L., & Fontdevila, C. (2019). The growth and spread of large-scale assessments and test-based accountabilities: A political sociology of global education reforms. Educational Review, 71(1), 5-30.
 

Producing Accountability with Autonomy: A Comparative Analysis of Quality Assurance and Inspection in the Educational Assemblages of Denmark and England

Alison L. Milner (Aalborg University), Christian Ydesen (Aalborg University)

School accountability with autonomy (SAWA) reforms have developed in diverse forms in Northern Europe. Indeed, Denmark and England have both legislated SAWA reforms in various configurations and at different stages over the past thirty years. Following processes of educational decentralization to the municipalities, and the implementation of free school choice and per capita funding, municipal quality assurance reports became key to the test-based accountability agendas of education policymakers in Denmark (Dovemark et al., 2018; Moos 2006). By contrast, in England, as a result of decentralization to the school level (Gewirtz et al., 1992; Rayner et al., 2018), and a significantly reduced role for local authorities, school accountability for educational standards has been increasingly tied to two regulatory instruments: performance league tables and inspection (Ydesen et al., 2022). While changes to the development and enactment of these accountability systems over time mean that SAWA reforms in these two contexts could be described as a moving target, research suggests that social systems often exhibit active resistance to radical transformation (Milner et al., 2021). Assemblage theorists tend to explain this phenomenon through the conceptual lenses of deterritorialization and reterritorialization. However, certain scholars argue that the postmodernist emphasis on fluidity neglects sufficient treatment of the stability of structures and have therefore attempted to combine assemblage theory (Deleuze and Guattari, 1972/1983, 1980/1987) with critical realism (Bhaskar, 1975; Archer, 1995; Collier 1999; Sayer, 2000). Inspired by this theoretical development, we employ a hybrid framework created by Martyn and Galvin (2022) to analyze the ‘production stories’ of quality assurance reports and inspection in Denmark and England. Drawing on data from an international comparative research project, and more recent policy analyses, we examine the arrangement of social entities that led to the development of these specific forms of accountability within these particular educational assemblages. With concern for the stability of structures, we explore the underlying logics to these assemblages and the latitude of teachers and school leaders to challenge them. We argue that pauses to the development enactment of accountability mechanisms are the result of distinct arrangements of social entities at distinct times within the social system. Additionally, the possibility for ‘rupture’ is limited by the resilience of underlying market and managerial logics supported by discourses of quality in education which appeal to key actors – government policymakers and parents.

References:

Archer, M. (1995). Realist social theory. The morphogenetic approach. Cambridge University Press. Collier, A. (1999). Being and worth. Routledge. Deleuze, G., & Guattari, F. (1980/1987). A thousand plateaus: Capitalism and schizo- phrenia. Translated by Brian Massumi. University of Minnesota. Dovemark, M., Kosunen, S., Kauko, J., Magnúsdóttir, B., Hansen, P., & Rasmussen, P. (2018). Deregulation, privatisation and marketisation of Nordic comprehensive education: Social changes reflected in schooling. Education Inquiry, 9(1), 122–141. https://doi.org/10.1080/20004508.2018.1429768 Gewirtz, S., Whitty, G., and Edwards, T. (1992). City technology colleges: Schooling for the Thatcher generation? British Journal of Educational Studies, 40(3), 207-217. Milner, A.L, Mattei, P., and Ydesen, C. (2021). Governing education in times of crisis: State interventions and school accountabilities during the COVID-19 pandemic. European Educational Research Journal, 20(4), 520-539. Rayner, S.M., Courtney, S.J., and Gunter, H.M. (2018). Theorising systemic change: learning from the academization project in England. Journal of Education Policy, 33(1), 143-62. Ydesen, C., Milner, A.L., Aderet-German, T., Gomez Caride, E., and Ruan, Y. (2022). Educational assessment and inclusive education. Palgrave Macmillan.
 

From Studying the Timing of Policy Adoption to Examining the Lifespan of SAWA Policies: A Multilevel Analysis

Stephanie Appius (University of Teacher Education, St. Gallen), Amanda Nägeli (University of Teacher Education, St. Gallen), Gita Steiner-Khamsi (Teachers College, Columbia University)

In Switzerland, the neoliberal reform package was selectively adopted in two waves: a general New Public Management (NPM) reform and a few years later the SAWA reform. The two reform waves were inextricably linked and in fact advanced by the same politicians (Appius & Nägeli, 2017). The study consists of a multilevel analysis of one canton in Switzerland (Zürich) and investigates two aspects: changes in the governance structure as a result of the reform and the temporal dimension of policy enactment. The authors also reflect on the reform outcomes, which SAWA elements were actually implemented, and which were discarded in the political process. Similar to other countries, (i) school-based management was introduced, (ii) the decision-making authority of the local governance level was strengthened, and the (iii) central level (in Switzerland: the cantonal level) was charged with standard-setting and quality control by means of external school evaluation and standardized testing of students. Strikingly, one of the signposts of Swiss direct democracy - involvement of laypersons into quality assurance of public institutions at the district level - was, abolished to shorten the accountability route between the local and central level. In terms of the temporal dimension, the study shows that focusing on the timing of policy adoption may be misleading because in some cases policy enactment was—due to resistance, lack of financial resources, capacity shortcomings—short-lived or “hollowed out” over time (Zahariadis, 2003 & 2007; Pierson, 2004; Rüb, 2009; Morais de Sá e Silva & Porto de Oliveira, 2023). The study draws on empirical research carried out by Appius and Nägeli in three cantons (Lucerne, St. Gallen, Zürich) in which over 1,200 relevant policy documents were analyzed and interviews were conducted with policy actors and practitioners at different governance level within the three cantons. The empirical study was revisited in 2023 and reframed in terms of the new interpretive framework that draws attention to the complexity of a reform wave, explained in the introductory section of this panel, and takes into the consideration a multi-dimensional definition of time. The main findings of the recent study were published in 2024 (Steiner-Khamsi, Appius, Nägeli, forthcoming).

References:

Appius, S. and Nägeli, A. (2017). Schulreformen im Mehrebenensystem. Eine mehrdimensionale Analyse von Bildungspolitik. Wiesbaden: Springer, 2017. Morais de Sá e Silva, M., and O. Porto de Oliveira. “Incorporating Time into Policy Transfer Studies: A Comparative Analysis of the Transnational Policy Process of Conditional Cash Transfer and Participatory Budgeting.” Journal of Comparative Policy Analysis: Research and Practice 25, no. 4 (2023): 418-438. https://doi.org/10.1080/13876988.2023.2193961. Pierson, P. (2004). Politics in time: History, institutions, and social analysis. Princeton: Princeton University Press. Rüb, F. W. (2009). Multiple-Streams-Ansatz: Grundlagen, Probleme und Kritik. In K. Schubert & N. C. Bandelow (Hrsg.), Lehrbuch der Politikfeldanalyse 2.0 (2. Aufl.) (S. 348-376). München: Oldenbourg. Steiner-Khamsi, G., Appius, S., and Nägeli, A. forthcoming). School-autonomy-with-accountability: Comparing two transfer spaces against the global script. Zahariadis, N. (2003). Ambiguity and choice in public policy: Political decision making in modern democracies. Washington, D.C: Georgetown University Press. Zahariadis, N. (2007). The Multiple Streams Framework. In P. A. Sabatier (Hrsg.), Theories of the Policy Process (S. 65-92). Boulder: Westview Press.
 

China’s Compulsory Education Reform Phases: An Empirical Investigation of Reform Frequency and Reform Content, 1978 - 2023

Haoyue Wang (Teachers College, Columbia University)

The study draws inspiration from the World Education Reform Database (WERD) and utilizes the same research questions, notably the investigation reform activity and reform content, over a longer period of time. In addition, it draws on Chinese scholarship that specified reform waves or phases, respectively in the Chinese context. What is more, the presentation presents a typology of the different types of legislative documents at the level of the State Council as well at the level of line ministries, notably the Ministry of Education. A corpus of over 10,000 policy documents were identified, of which the study narrowed the number by focusing on laws, regulations, and normative directives both at the level of the State Council and the Ministry of Education. The findings suggest that there was no School-Autonomy-with-Accountability reform wave in China. Instead, the data compiled suggests that China had its own trajectory of reform phases, informed by themes that were crucial at this stage of China educational development: expansion of compulsory education, national language issues, and private sector involvement in the education; just to name a few topics that emerged over the period 1978-2023. In conclusion, the presentation emphasizes the importance to make a differentiation between policy place and policy space. Different from OECD countries or countries dependent on the Washington Consensus and other donors, China’s reform trajectory reflects economic, political, and social developments in the country itself rather than international developments.

References:

Broomley, et al. 2021. World Education Reform Database (WERD)
 
15:45 - 17:1523 SES 12 A: The Politicization of the Elite and its Influence in Education Reforms
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Lejf Moos
Session Chair: Luís Miguel Carvalho
Symposium
 
23. Policy Studies and Politics of Education
Symposium

The Politicization of the Elite and its Influence in Education Reforms

Chair: Lejf Moos (University of Aarhus-Copenhagen, Denmark)

Discussant: Luis Miguel Carvalho (University of Lisbon, Institute of Education, Portugal)

This symposium will highlight the role of European policy elites (experts, consultants, advisers, etc.) by showing that they wield significant power and legitimacy in shaping educational reforms during last decades at global level, while at the same time its illustrates the social and political features of these reforming groups and networks in national spaces. By charaterising these European elite groups and networks by their positions within the State and/or International Organizations, the symposium will display the circulation of ideas and knowledge, beliefs and assumptions, between individuals and groups, but also their relations of dependence as well as their technocratic and/or ideological connivance that shape a doctrinal puzzle.

Often referred to as neo-liberalism versus welfarism, these ideas, discourses, and prescriptions are more a complex combination of personal experience, adoption of scientific and expert statements, formulation of values or principles of justice, but also political expediency in front of public opinion and interest group pressures. Far from considering educational reforms and decision-making as linear, sequential, or incremental processes, the symposium will emphasize authoritarian, sometimes nationalistic stances, but also uncertain dimension of power facing the uncertainty and complexity inherent to policy-making at global scale. It will underly the incoherence and cognitive dissonance of decision-making, the tacit and shared knowledge on which justifications are based, or the story-telling that legitimizes changes in political rhetoric

Therefore, the symposium will help to better understand ongoing and endogenous transformations of the educative State, in characterizing interactions within national, European and global elites, but also their resources and capacities for action in framing public action programmes and delivering political discourses, through games of competition and rivalry, according to specific professional, administrative, managerial cultures and ethics.

Beyond mapping national, Europaen and global links, which demonstrate also some affinities and proximities between these elites, the symposium also will intent to characterize the more or less structured, more or less formal policy networks that shape the European reformist agenda in education through recommendations and prescriptions leading to lasting and relatively irreversible changes in policy-making.

Based on the comparison between several European countries, bringing together different authors specialized in education policies, the symposium will seek to answer the following questions

- How do these elites exercise their power, their authority, by mobilising different resources and capacities to influence the decision-making process?

- How are these elites structured in networks or groups, epistemic communities or coalition of causes, in relationships that facilitate the sharing of knowledge, ideas, representations and beliefs on educational policies at national and global level?

- What is the role of cognition, values, beliefs, representations and the strategy in these alliance games and power relationships? What is the impact of public action instruments and their interpretation (laws, indicators, data, etc.)?

- How is it possible to characterize the type of proximity or affinity maintained by these elites within State, in other institutions or networks, or in International Organizations?

From a methodological perspective, policy makers will be chosen for their membership in a ministerial cabinet, as heads of a ministerial directorate or as experts/advisers for the Ministry of Education, or for their relationships with global networks and organisations, etc. Whenever possible, their socio-professional career and their various positions in education or elsewhere will be established. Analyses would developed from the study of different expert groups, national conferences, representative institutions, and parliamentary hearings in which this elite has intervened with important effects on implementing reforms.


References
Anderson, K. T., & Holloway, J. (2020). Discourse analysis as theory, method, and epistemology in studies of education policy. Journal of Education Policy, 35(2), 188-221.
Cousin, B., Khan, S., & Mears, A. (2018). Theoretical and methodological pathways for research on elites. Socio-Economic Review, 16(2), 225-249.
Genieys, W., & Joana, J. (2015). Bringing the state elites back in?. Gouvernement et action publique, 4(3), 57-80.
Genieys, W. (2017). The new custodians of the state: Programmatic elites in French society. London, Routledge.
Hodge, E., Childs, J., & Au, W. (2020). Power, brokers, and agendas: New directions for the use of social network analysis in education policy. Education Policy Analysis Archives, 28, 117-117.
Honig, M. I. (2004). The new middle management: Intermediary organizations in education policy implementation. Educational Evaluation and Policy Analysis, 26(1), 65-87.
Jones, B. D., Thomas III, H. F., & Wolfe, M. (2014). Policy bubbles. Policy Studies Journal, 42(1), 146-171.
Lubienski, C. (2018). The critical challenge: Policy networks and market models for education. Policy Futures in Education, 16(2), 156-168.
Ozga, J., Seddon, T., & Popkewitz, T. S. (Eds.). (2013). World yearbook of education 2006: Education, research and policy: Steering the knowledge-based economy. Routledge.
Smyrl, M., & Genieys, W. (2016). Elites, ideas, and the evolution of public policy. Springer.

 

Presentations of the Symposium

 

Engaged Disengagement: Infrastructure, Rationality and Consecration of Normative Elite in the Czech Educational Reforms

Jitka Wirthová (Institute of Sociological Studies, Faculty of Social Sciences, Charles University, Prague,)

This communication will demonstrate how the formal group of responsible officials in the Czech Republic ceased to be decision elite in the normative course of educational reforms and was replaced by a fluid group of elite normative actors who operate on different logic and through different spatial forms (Wirthová, 2021). They publish many normative papers and recommendations and held public debates influencing publicly state officials, politicians, and other decision-makers to change education system. It is argued that the prior horizontal division is accompanied in effect by hierarchisation, that through practices of “co-invitation” (to a debate or an expertise) produce consecration that provides pride and elevation above ordinary matter, and provide the possibility of evading both subordinate relations to formal institution officially responsible for the educational reform (MOE) and responsible relations to the audience (those affected by these reforms as schools, teachers and parents). This new normative elite is a mix of various jurisdictions, some state officials among them, but these loyalties are less important than the spatial practices that enable both to intervene and to construct moral and expert identity to its members by moralising quantitative data as something inherently Good. Therefore, this elite is not based predominantly on economic advantages, although partnership with wealthy actors (banks) is involved, but on the ability to spatially evade limits and secure the channels for intervention. The discourse emerging elite normative infrastructure produce mobilises both the neoliberal vocabulary of effectivity, auditing, measuring quality and moral of “doing good” (Wirthová, 2022). This reproduces the division among those to be measured and improved in quality (the matter) and those who do not come under this measurement (individual-knowledgeable-expert actors who pursue the common good for everyone and therefore are incontestable).

References:

Wirthová, J. (2022). Patterns of actorship in legitimation of educational changes: The role of transnational and local knowledge. European Educational Research Journal, 21(4), 658 –679.Wirthová, J. (2021). Anti-state populism in Czech educational governance: Relations among state, expertise, and civil society. In J. Herkman, E. Palonen, V. Salojärvi, & M. Vulovic (Eds.), The Second Helsinki Conference on Emotions, Populism, and Polarisation. University of Helsinki.
 

Is there an Epistemic Elite that leads Reforms in Education in Slovenia?

Urška Štremfel (Educational Research Institute, Ljubljana, Slovenia)

As regards the actors that govern the education policy and educational reforms in Slovenia during the last three decades, it is evident that the high political elite (ministers) and politico-administrative elite (e.g. heads of a ministerial directorate) have been very rapidly changing. Since already nineteenth minister responsible for education was appointed in 2023, it is hard to identify the stable politico-administrative elite. On the other hand, the relatively small network of experts has been actively involved in all three “big” education reforms as authors of their conceptual backgrounds, members of advisory groups etc. During the periods between the reforms in the last three decades, they act as university professors and members of various national expert committees (the technostructure of the ministry). Taking into consideration both facts (changing politico-administrative elite and stable epistemic elite), the presentation focuses on the following main research question: “Is there an epistemic elite that leads reforms in education in Slovenia”? and tries to address several subsequent sub-questions of how such a network of experts, has been able to survive in changing political environment, what are experts’ characteristics and activities, and whether and how their network can (not) be perceived as epistemic elite. The presentation is based on the following theoretical-conceptual backgrounds: a) The development of post-socialist education systems in which politicization is tainted and the role of expert knowledge is favoured as well as compliance with Western values prioritized (e.g. Chankseliani & Silova, 2018; Halász, 2015); b) The characteristics of epistemic communities/elites, including their personal, relational, organizational, institutional and cultural backgrounds, authority and legitimacy (Haas, 1992); c) The role of epistemic communities/elites in policy-learning (e.g. Dunlop & Radaelli, 2013) and policy-making (e.g. Gaber, 2007; Kodelja, 2007; Radaelli, 1995); d) The critical examination of the role of the epistemic elite in contemporary educational reforms and/or education policy-making (e.g. Cross, 2013; Dunlop, 2016).

References:

Chankseliani, M., & Silova, I. (Eds.). (2018). Comparing Post-Socialist Transformations purposes, policies, and practices in education. Symposium Books. Cross, M. (2013). Rethinking epistemic communities twenty years later. Review of International Studies, 39(1), 137–160. Dunlop, C. (2016). Knowledge, epistemic communities and agenda-setting. In Z. Zahariadis (ed.), Routledge Handbook of Agenda-Setting (pp. 273–294). Routledge.Dunlop, C., & Radaelli, C. M. (2013). Systematising policy learning. From monolith to dimensions. Political Studies, 61(3), 599–619. Gaber, S. (2007). Spoprijem za hegemonijo ali vaje iz praktične teorije? [A struggle for hegemony or a drill in practical theory?]. Sodobna pedagogika, 58(102), 62–80. Haas, M. P. (1992). Introduction: Epistemic Communities and International Policy Coordination. International Organisation, 46(1), 1–35.Halász, G. (2015). Education and Social Transformation in Central and Eastern Europe. European Journal of Education, 50(3), 350–371. Kodelja, Z. (2007). Reforme, stroka in šolska politika [Reforms, science and school policies]. Sodobna Pedagogika, 58(2), 34–48. Radaelli, M. C. (1995). The role of knowledge in the policy process. Journal of European Public Policy, 2(2), 159–183.
 

The Reformist Elite in the Field of French education: Networks, Power and Technocracy

Romuald Normand (University of Strasbourg, France)

This presentation tries to characterize a set of elite actors structured around a programme of educational reform legitimizing the PISA survey in France. These actors hold positions of power or influence that enable them to participate directly in decision-making within reformist networks. In this way, they define general guidelines based on shared values in order to make public action in education more effective. They formulate problems and draw up diagnoses through studies, reports and statements in the public arena and the media. They develop arguments and reasoning while advocating the adoption of reformist measures, and they participate in various high councils and expert groups. They have sufficient cognitive and symbolic resources to guide and legitimise policy-making or to challenge it. They mobilise situational capital (they occupy high positions in the civil service or in the academia), intellectual capital (they have expert knowledge) and symbolic capital (they enjoy a high level of notoriety and recognition). They are also players engaged in a power struggle in the field of education policy between the Left and the Right. They act as mediators while setting the reform agenda, either as experts, ideologues or intellectuals, brokers or translators, moral entrepreneurs, technocrats or researchers. They are part of a dynamic of social and cognitive learning that leads them to formulate public problems in education but also to produce ignorance of some other problems. Historically involved at the core of the State, these elite actors are increasingly involved in think tanks and circles of reflection outside the State sphere. From a methodological perspective, our study aims to gather sociographic data to characterise these elite actors (social origin, education, status, professional trajectory, positions held in their careers, etc.) and to use network analysis to show their relationships within the state technostructure, demonstrating certain links of dependence and affiliation as well as games of influence and power that determine reformist policy-making. We will also use our tacit knowledge of this field of power and some documentary resources (papers, reports, legislative and regulatory texts, the press, social networks) to study different epistemic and political positions within the state technocracy.

References:

Normand, R. (2022). PISA as epistemic governance within the European political arithmetic of inequalities: A sociological perspective illustrating the French case. In Critical perspectives on PISA as a means of global governance (pp. 48-69). Routledge. Normand, R. (2023). French Education Policies and the PISA Paradigm: The Strong Republican State Absorbing External Influences. In School Policy Reform in Europe: Exploring Transnational Alignments, National Particularities and Contestations (pp. 117-137). Cham: Springer International Publishing.
 
17:30 - 19:0023 SES 13 A: Education in an Age of Uncertainty
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Hugo González-González
Paper Session
 
23. Policy Studies and Politics of Education
Paper

"Examining the shift towards Network Governance in Portuguese Education: the case of the Pedagogical Innovation Pilot Project (PIPP)".

Estela Costa

Instituto de Educação, Universidade de Lisboa, Portugal

Presenting Author: Costa, Estela

Since the turn of the century, Portugal has been experiencing the emergence of school administration models emphasizing community participation, accompanied by a shift towards granting greater autonomy to schools. This shift is aligned with the principles of the New Public Management's ‘educational toolkit’ (Verger & Curran, 2014, p.256). As a result of this transformation, diverse programs and practices have been introduced, with a strong emphasis on school-based management and pedagogy. Schools are now empowered to make decisions regarding their curriculum and educational initiatives, tailored to their specific social contexts (ibid). This is demonstrated through a series of policies implemented through reflection, negotiation, and collaboration, such as school external evaluation. These policies have resulted in a gradual reduction of hierarchical control by the State and have paved the way for network governance. One example is the 'Pedagogical Innovation Pilot Project' (PIPP) (2016-2019), an initiative based on school-based management that aims to promote student success and address school dropout rates.

PIPP was implemented in six school clusters nationwide, providing participating schools with increased autonomy in organizational, pedagogical, and curricular areas (Costa & Almeida, 2019). It involved approximately 744 teachers and 7,844 students across various grades and locations to enhance the quality of learning and educational outcomes. Additionally, it aimed to tackle the issues of school dropout and failure across all teaching cycles by facilitating the implementation of innovation projects in participating schools (Portugal, 2017).

The outcomes of PPIP of reducing school dropout and improving retention rates have been very positive. These achievements have been realized by modifying the rigid pedagogical structure of schools and reshaping the perceptions of school actors regarding how school, curriculum, and student assessment should be delivered. Additionally, PPIP has instigated a recent policy that grants schools the authority to manage more than 25% of the national curriculum, subject to an innovation plan developed by the schools and approved by the Ministry of Education (ME) (Portugal, 2019).

This paper builds upon a previous study (Carvalho, Costa & Almeida, 2020) that emphasized the importance of knowledge in policy-politics and the underlying logic of PPIP, where the production, legitimization, and dissemination of knowledge facilitate the coordination and control of actions in the educational field. We aim to examine PIPP as a lens to analyze the shifts in the steering of the education system, specifically through the perspective of network governance. This leads to the research question: How does PIPP exemplify the rise of network-based coordination and control within the education system? To address this question, three objectives were established: (i) to identify and analyze the actors involved in the design and implementation of PIPP, (ii) to examine the instruments and forms of control utilized, and (iii) to analyze the interactions among the involved actors.

The study is grounded in the public action approach to public policies (Lascoumes & Le Galès, 2007; Hassenteufel, 2008), which emphasizes the involvement of various actors in shaping and interpreting activities within the public sphere of education, extending beyond government intervention (Van Zanten, 2000). To achieve this, we will employ the concept of governance, which considers the relationship between State intervention and societal autonomy, spanning a continuum from public authority to societal self-regulation (Treib, Bähr & Falkner, 2007; Barroso, 2005). Drawing upon Meuleman's (2008) typology of hierarchical, network, and market governance, which can manifest in different combinations, our objective is to comprehend the factors that hinder the shift toward network steering and examine the implications of novel governance approaches, particularly about the coexistence with hierarchical governance.


Methodology, Methods, Research Instruments or Sources Used
A qualitative research methodology was used based on an interpretive approach (Cohen, Manion & Morrison, 2007). Archival research techniques and interviews with key actors (such as school and deputy principals, coordinators, and class directors) were conducted, guided by the assumption that these documents represent tangible outcomes facilitating cooperation among the various actors (Carvalho, 2006, p.42). The analysis of documents encompassed a wide range of materials, including legislation and official internal documents from the ME and the government, monitoring reports, school projects, evaluation reports, as well as agendas of meetings and seminars.
The interviews were conducted with 86 key informants and comprised two types: semi-structured and focus group interviews. The semi-structured interviews involved one high official from the ME, six school principals, one deputy principal, and three assistant principals. Additionally, 13 interviews were conducted with PIPP coordinators at the school clusters. Focus group interviews were held with 37 middle managers, including department coordinators, general coordinators, and psychologists, as well as 25-year/class coordinators. The data from the interviews were transcribed and analyzed using the methodology outlined by Bardin (2009). Both the written documents and interviews enabled us to address the research objectives by identifying and analyzing the actors involved in the design and implementation of the PIPP. Additionally, we examined the instruments and types of control used by these actors and explored how they interact with each other.
For the analysis of documents and interviews, we utilized the deductive method, employing the categories of analysis "who" (actors) (state/non-state) and "how" (meetings /seminars) of the PIPP. Additionally, we drew inspiration from two specific features of governance based on Meuleman's (2008) dimensions to guide the categories and subcategories of analysis. These features include the types of instruments utilized, such as legislation/compliance (associated with hierarchical governance) or voluntary/contracting instruments that require the actors' adherence (associated with network governance). We also considered the way control was established, namely, through authority processes (hierarchical, top-down) or based on trust (horizontal, networked, resulting from goal consensus).

Conclusions, Expected Outcomes or Findings
PIPP represents a shift in the modes of coordination employed by state authorities, aiming to eliminate or minimize retention and dropout rates through network governance and the engagement of diverse actors. While this intent was successfully achieved, there still existed a dominance of the 'Rule of Law' and Control, a fundamental aspect of public administration accomplished by hierarchy (Hood, 1991). State authorities willingly relinquished some formal authority, entrusting schools to make their own decisions and assume responsibilities. While the relationship between state authorities and schools followed a vertical structure in terms of project design, requiring validation and ongoing monitoring by the Ministry, emphasis was placed on nurturing horizontal relationships. The Ministry of Education (ME) actively engaged schools in meditative and reflective activities, which principals then implemented in their schools. Networking played a crucial role, with events highly valued for facilitating collaborative interaction, a key feature of governance networks (Tenbensel, 2005).
The ME played a significant role in managing the network, organizing meetings and seminars, and demonstrating concern for participants' needs. This contributed to the development of routine interaction, which is critical for maintaining and building trust among participants (McEvily & Zaheer, 2004). Trust, unlike hierarchy, is not based on formal control but on dependency and earlier interactions, core features of governance networks (Rousseau, Sitkin, Burt & Camerer, 1998; Klijn, 2010). The coexistence of new governance modes alongside hierarchy presents challenges (Héritier, 2003; Eberlein & Kerwer, 2004), and public policy processes often require different governance styles to accommodate diverse phases (Meuleman, 2011). In the case of PIPP, schools expected the state to remain closely involved and supportive, with the state playing a key brokering role as an intermediary between the national and local levels.

References
Bardin, L. (2009). Análise de conteúdo. Lisboa: Edições 70.
Barroso, J. (2005). O Estado, a educação e a regulação das políticas públicas. E&S, 26 (92), pp. 725-751.
Carvalho, L. M. (2006). Apontamentos sobre as relações entre conhecimento e política educativa. Administração Educacional (6), pp. 36-45.
Carvalho, L.M., Costa, E., & Almeida, M. (2021). Recontextualization of improvement-oriented policies in Portugal: the case of the PPIP (2016-2019). IJER. https://doi.org/10.1016/j.ijer.2021.101865
Cohen, L., Manion, L., & Morrison, K. (2007) Research methods in education. London: Routledge.
Costa, E., & Almeida, M. (2019). Evaluation Study of the Pedagogical Innovation Pilot Project. Lisboa: IE-ULisboa/MEC/DGE.
Eberlein, B., Kerwer, D. (2004) ‘New Governance in the European Union: A Theoretical Perspective’, JCMS 42(1): 121–42.
Hassenteufel, P. (2008). Sociologie politique: l’action publique. Paris: AC.
Héritier, A. (2003) New Modes of Governance in Europe: Increasing Political Capacity and Policy Effectiveness. The State of the European Union, 6. Oxford: UP.
Klijn, E. H. (2010). Trust in Governance Networks: Looking for Conditions for Innovative Solutions and Outcomes. In The new public governance?. NY: Routledge.
Lascoumes, P., & Le Galès, P. (2007). Sociologie de l’action publique. Paris: AC.
McEvily, B., & Zaheer, A. (2004). Architects of trust: The role of network facilitators in geographical clusters. In Trust and Distrust in Organizations (pp. 189-213). RSF.
Meuleman, L. (2008). Public Management and the Metagovernance of Hierarchies, Networks and Markets. Dordrecht: Springer.
Meuleman, L. (2011). Metagoverning governance styles–broadening the public manager's action. In Interactive Policymaking, Metagovernance and Democracy (pp. 95–110). HQ, UK: ECPR Press.
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Rousseau D., Sitkin S. B., Burt R. S., Camerer C. (1998). Not so different after all: A cross discipline view of trust. The AMR, 23, 393-404.
Tenbensel, T. (2005) Multiple modes of governance, Public Management Review, 7:2, 267-288, https://www.tandfonline.com/doi/abs/10.1080/14719030500091566
Treib, O., Bähr, H., & Falkner, G. (2007) Modes of governance: towards a conceptual clarification, Journal European Public Policy, 14:1, 1-20, https://doi.org/10.1080/135017606061071406
Van Zanten, A. (2000). Les Politiques de l’Éducation. Paris: PUF.
Verger, A., & Curran, M. (2014). NPM as a global education policy: its adoption and re-contextualization in a Southern European setting, Critical Studies in Education, 55:3, 253-271, https://doi.org/10.1080/17508487.2014.913531
Windzio, M., Sackmann, R., & Martens, K. (2005). Types of Governance in Education – A Quantitative Analysis. Bremen: Sfb 597 „Staatlichkeit im Wandel“


23. Policy Studies and Politics of Education
Paper

On Educational Innovation: Uses and Meanings in Academic Literature

Miriam Prieto1, Alberto Sánzchez-Rojo2, Tania Alonso-Sainz2

1Autonomous University Mad, Spain; 2Complutense University of Madrid

Presenting Author: Prieto, Miriam

Educational innovation has become considered the keystone for leading the adaptation of education to 21st century societies and economies (Greany, 2016; Hallgarten & Beresford, 2015; Hargreaves, 2003). It has been proposed as a suitable solution to very different school systems and societies’ needs (Lubienski, 2009), and in many contexts has even been advanced by means of large-scale reforms (Fullan, 2009; Glazer & Peurach, 2013; Sotiriou et al., 2016). Despite the widespread policies that have promoted innovation in education, the scarce evidence points out that (1) innovation is an umbrella term that includes many different approaches and meanings (Pedró, 2023); and therefore (2) is being used to promote―and sustain―different agendas and policies such as diversifying the teaching-learning processes, improving students’ academic performance or promoting inclusion within the schools, to name the most explicit (Serdyukov, 2017). One of the main concerns about this is that it might be subtly extending the use of technologies or enhancing the presence and participation of the private actors within the public education systems (Saura et al., 2023). Another concern refers to a false dichotomy built through educational discourses that faces educational innovation against traditional innovation as if both were homogeneous movements (Brailovsky, 2018). The lack of a comprehensive approach to educational innovation leads us to argue for the need of a deeper analysis of (a) the meanings associated to the concept of innovation in education; and (b) the uses of the concept, to what ends is being used and by who. Meanings and uses of educational innovation are the two key research questions that this research aims to give answer to.


Methodology, Methods, Research Instruments or Sources Used
Due to the broadness of the research aims, we have carried out a scoping review aiming to capture the different meanings that are being adopted, in academic literature, under the term educational innovation, and the various uses linked to them. The scoping literature review has been conducted of English and Spanish literature including peer-reviewed articles and reviews from Scopus and Web of Science databases since 2000. A necessary refinement of the search syntax, due to the extensive use of the term ‘educational innovation’ outside the education realm, reported 1243 documents. Based on the title and keywords we conducted a first screening that reported 458 results; a second screening focusing on the abstract reported 412 documents. A third screening is being carried out based on the content of the documents.
Conclusions, Expected Outcomes or Findings
The greater part of the reviewed literature consists of descriptive empirical studies, what reveals a lack of theoretical discussion on the foundations and implications of innovation in education, as well as analytical or (explicitly) critical studies. Teachers are the key receivers of the educational innovation discourses, but not its makers. Despite an important part of the literature explores their motivations, attitudes or oppositions to the development of educational innovation initiatives, research tend to place them as implementers of externally introduced innovation projects rather than enactors or developers of them. Plus, innovation is quite often not only associated with, but reduced to, technological use, what implies the reduction of the teaching-learning processes to its means, therefore emptying its content.
References
Brailovsky, D. (2018). Lo nuevo y lo tradicional en educación: una oposición engañosa. Revista Senderos Pedagógicos, 9(1), 161–178. https://doi.org/10.53995/sp.v9i9.963
Fullan, M. (2009). Large-scale reform comes of age. Journal of Educational Change, 10, 101-113. DOI: 10.1007/s10833-009-9108-z
Glazer, J.L. & Peurach, D.J. (2012). School Improvement Networks as a Strategy for Large-Scale Education Reform: The Role of Educational Environments. Educational Policy, 27(4), 676-710.
Greany, T. (2016). Innovation is possible, it’s just not easy: Improvement, innovation and legitimacy in England’s autonomous and accountable school system. Educational Management Administration & Leadership, 1–21. DOI: 10.1177/1741143216659297
Hallgarten, H.V. & Beresford, T. (2015). Creative Public Leadership: How School System Leaders Can Create the Conditions for System-wide Innovation. WISE.
Hargreaves, D. (2003). Education Epidemic: Transforming Secondary Schools through Innovation Networks. Demos.
Lubienski, C. (2009). Do quasi-markets foster innovation in education? A comparative perspective. OECD Education Working Paper Nº 25. DOI: 10.1787/221583463325
Pedró, F. (2023). Where is the school going? International trends in educational innovation. Handbook of Education Policy, 147.
Saura, G., Cancela, E. & Parcerisa, L. (2023). Privatización educativa digital. Profesorado. Revista de Currículum y Formación de Profesorado, 27(1), 11-37. DOI: 10.30827/profesorado.v27i1.27019
Serdyukov, P. (2017). Innovation in education: what works, what doesn’t, and what to do about it? Journal of Research in Innovative Teaching & Learning, 10(1), 4–33. DOI: 10.1108/JRIT-10-2016-0007
Sotiriou, S., Riviou, K., Cherouvis, S., Chelioti, E. & Bogner, F.X. (2016). Introducing Large-Scale Innovation in Schools. Journal of Science Education and Technology, 25, 541–549. DOI: 10.1007/s10956-016-9611-y


23. Policy Studies and Politics of Education
Paper

Proposal of a new Educational paradigm Based on Research and Dialogue (EBRD)

Hugo González-González, Gemma Fernández-Caminero, Jose-Luis Alvarez-Castillo

University of Cordoba, Spain

Presenting Author: González-González, Hugo

In the field of education, according to the European Commission (2018), key competences and basic skills are those that every person needs for their personal fulfilment and development and for their employability, social inclusion and active citizenship. On the one hand, the OECD has regularly promoted and assessed the level of development of students' competences globally since 2000 and, in view of the results, which have been demonstrating insufficient performance in reading, mathematics and science for more than two decades, reports and strategies of all kinds have been prepared to correct the situation described (OECD, 2023a). On the other hand, and despite the commitment made by most of the States involved in the assessment of the competence development of their students to reduce early school leaving and promote education that allows them to achieve the objectives of competency-based education, the truth is that school dropout rates remain very high and academic performance remains insufficient in many countries (OECD, 2023b) Thus, in the current context, after more than two decades of discouraging results, in Scotland – a pioneering country in Europe of Competency-Based Education (CBE) – this educational model is being abandoned. One of the main reasons for this is the lack of results to show that CBE has achieved the objectives to which it is supposed to contribute: improving the quality of education, reducing early school leaving and social inequalities.

Times of change are coming. Scotland is not the only country in our neighbourhood that has accumulated very poor results for too long in areas as important and of such projection as those already mentioned. Now, the time inverted in getting back on track will harm the most vulnerable: children in pre-school, primary and secondary education. As educators, and in view of these circumstances, it seems imperative to us to carry out a rigorous study and provide a roadmap from a scientific perspective and from a pedagogical and dialogic basis, far from the different ideological biases, which have contributed to shaping the situation in which we find ourselves. In accordance with the objectives pursued by the CBE, it is possible to synthesize the analysis of the results around the three dimensions that constitute the main concerns that motivate dropout with respect to this paradigm: quality, inclusion and early school leaving. Regarding the degree of achievement of the objectives and after the latest publication of PISA results (2023), we have been able to observe in different media how some politicians blame the heterogeneity of the student body for the debacle and, as so many other times, set up commissions of experts who are required to solve - in record time - all the problems. In this regard, beyond the complexity of the problems and the deadlines for work they have, we usually find commissions characterized in their composition, based on trusted profiles, by people known for their ideologies and affiliations. For these reasons, the commissions of experts that are continuously constituted on the basis of political decisions, have been demonstrating for more than two decades a total absence of results, and in no case can they be independent when those who make up these commissions are appointed by those who instrumentalize education.


Methodology, Methods, Research Instruments or Sources Used
The CBE has posed a number of challenges to which it has repeatedly tried to respond without success. Our research will focus on analysing the degree of achievement of the objectives of the CBE while delving into the selection of criteria and indicators that allow the establishment of a new model focused on increasing the quality of education, reducing early school leaving and promoting inclusive education:
1. The OECD's PISA tests show information about educational quality and academic performance with disappointing results, as indicated above. E.g., in Spain, the average yield is lower than in 2012, slightly below the OECD average, where it has been stagnant since the beginning, more than two decades ago.
2. Organisations such as Save the Children, the OECD and organisations such as the Ministries of Education have produced reports and compile data on early school leaving in Europe. In this regard, although there has been some progress, many countries are far away from the recommended maximun rate of 9%. E.g., Spain has the worst Early Leaving rate in the EU, 13,6%, only surpassed by Romania (OECD, 2023c)
3. Inclusive education: variables such as mental health and those related to all types of vulnerable groups require a holistic, quantitative and qualitative analysis that also includes the dimensions referred above. We can find indicators in many repositories from different institutions and organisations.
The World Bank (2015) in its report entitled "Social Inclusion: Key to Prosperity for All" emphasizes the importance of asking why poor outcomes continue to persist for some groups, before designing the instruments to combat exclusion. On the other hand, the Children's Observatory, as well as other reports and a multitude of indicators, show that the goals are far from being achieved (UNICEF, 2023). Our project aims to contribute to solve all these difficulties by analysing them in depth and providing an alternative paradigm.


Conclusions, Expected Outcomes or Findings
The possibility of generating a new educational model, the perspective of giving voice to the actors and that they participate in the gestation of a system free of political and "bureaucratizing" interference, in which the protagonists are effectively students and teachers (without forgetting the students' families), forces us to think -more than ever- of the school as a living entity that cannot survive suffocated by the weight of the machinery that has generated the BCE. Partial evidence does not hold up in complex, dynamic systems. For this reason, Education based on research and dialogue (EBRD) must be configured as a new way of addressing the particularity of research in education (through data mining, meta-analysis, structural equation modeling, ...) and the configuration of educational models in which heterogeneity is a constant in movement.


References
European Comission (2018). Council Recommendation of 22 May 2018 on key competences for lifelong learning. Retrieved from https://eur-lex.europa.eu/legal-content/ES/TXT/PDF/?uri=CELEX:32018H0604(01)
OECD (2023a). Education at a Glance. OECD Indicators. Paris: OECD Publishing. https://doi.org/10.1787/e13bef63-en
OECD (2023b), PISA 2022 Assessment and Analytical Framework, PISA, OECD Publishing, Paris, https://doi.org/10.1787/dfe0bf9c-en.
OECD (2023c). Proposals for an action plan to reduce early school leaving in Spain. OECD, No. 71. Paris: OECD Publishing. Retrieved from https://doi.org/10.1787/9bc3285d-es.
UNICEF (2023). Division of Data, Analytics, Planning and Monitoring – Data and Analytics Section, Progress on Children’s Well-Being: Centring child rights in the 2030 agenda – For every child, a sustainable future. New York: United Nations Children’s Fund (UNICEF).
World Bank (2015). Inclusion matters: the foundation for shared prosperity. Washington, D.C.: World Bank Group. Retrieved from http://documents.worldbank.org/curated/en/318331467998794288/Inclusion-social-clave-de-la-prosperidad-para-todos
 
Date: Friday, 30/Aug/2024
9:30 - 11:0023 SES 14 A: The Global School-Autonomy-with-Accountability Reform and Its National Encounters (Part 2)
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Toni Verger
Session Chair: Paolo Landri
Symposium Part 2/2, continued from 23 SES 11 A
 
23. Policy Studies and Politics of Education
Symposium

The Global School-Autonomy-with-Accountability Reform and Its National Encounters (part II)

Chair: Toni Verger (Universitat Autònoma de Barcelona)

Discussant: Paolo Landri (CNR-IRPPS)

The two-part symposium presents conceptual, comparative as well as single-country studies that examine the neoliberal reform wave which most governments bought into over the past thirty years. In concert with Verger, Fontdevila and Parcerisa (2019), we refer to this reform package as School-Autonomy-with-Accountability (SAWA). The objective of the studies presented is to move beyond the simple documentation that neoliberalism spread worldwide and instead examine who the political coalitions were that bought into, or resisted, respectively the reform wave, what features of the reform resonated and why they held appeal, what features were repealed and how national policy actors translated key policies into the varied national contexts. These type of research questions are prototypical for research interchangeably labeled policy borrowing, policy transfer, policy mobility, or policy circulation research (Steiner-Khamsi, 2021). The panel attempts to advance both policy transfer research as well as comparative public policy studies by inserting a transnational lens into the analysis of policy processes.

The unit of analysis of all presentations is the SAWA reform. We consider SAWA to be a coherent, pervasive, and controversial reform package that (i) claimed to ensure quality improvement, (ii) advocated for (or at least aligned with) policies to set in motion competition among schools and differentiation in the school offer, such as school-based management and school choice (iii) instated a bundle of policies that strengthened school autonomy under the condition of pervasive accountability, and (iv) advanced a set of preferred policy instruments to trigger and sustain organizational change such as continuous standardized testing and other forms of external supervision. The panelists use this quadruple differentiation of fundamental reforms—their mission, mechanisms of change, bundle of policies, and policy instruments—to reflect the vernacularization or translation of the reform package, that is, what exactly was adopted by which political actors and in which particular political context, and why some features of the reform packaged resonated more than others.

In this panel, the presenters draw on the policy instrument approach which has triggered a lively debate within public policy studies more broadly (Lascoumes and Le Galès 2007; Béland et al. 2018; Capano and Howlett 2020) as well as more narrowly in policy studies related to the education sector (Verger et al. 2019). Several aspects of that approach are appealing for policy transfer research, notably, the insight that the choice of policy instrument is deeply political and has repercussions in who is empowered and who disempowered. Drawing on that approach, we differentiate between the reform goal, reform elements, and the instruments to achieve the goal.


References
Béland, D., M. Howlett, and I. Mukherjee. “Instrument Constituencies and Public Policy-making: An Introduction.” Policy and Society 37, no. 1 (2018): 1–13. https://doi.org/10.1080/14494035.2017.1375249.

Capano, G., and M. Howlett. “The Knowns and Unknowns of Policy Instrument Analysis: Policy Tools and the Current Research Agenda on Policy Mixes.” SAGE Open 10, no. 1 (2020). https://doi.org/10.1177/2158244019900568.
 
Lascoumes, P., and P. Le Galès. “Understanding Public Policy through Its Instruments. Special Issue.” Governance 20, no. 1 (2007): 1–21. https://doi.org/10.1111/j.1468-0491.2007,00342.x.

Steiner-Khamsi, G. (2021). Externalisation and structural coupling: Applications in comparative policy studies in education. European Educational Research Journal, 20(6), 806–820. https://doi.org/10.1177/1474904120988394

Verger, A., C. Fontdevila, and L. Parcerisa. “Reforming Governance through Policy Instruments: How and to What Extent Standards, Tests and Accountability in Education Spread Worldwide.” Discourse: Studies in the Cultural Politics of Education 40, no. 2 (2019): 248-270. https://doi.org/10.1080/01596306.2019.1569882.

 

Presentations of the Symposium

 

Comparing Contextually: Lessons Learned from Qualitative Studies on SAWA Adoption

Gita Steiner-Khamsi (Teachers College, Columbia University)

The presentation makes a case for contextual, qualitative comparative analysis that takes into consideration the temporal and space dimensions of policy transfer and disaggregates a reform by its policy goal (theory of change), bundle of policies, and policy instruments. The disentanglement helps to specify what exactly has traveled, and why. In an attempt to illustrate the interpretive framework used for contextual comparison, it draws on two recent co-authored publications on the selective borrowing of the school-autonomy-with accountability (SAWA) reform in Switzerland (Steiner-Khamsi, Appius and Nägeli, forthcoming) and Iceland (Steiner-Khamsi, Jóhannesdóttir, and Magnúsdóttir, forthcoming). The two studies provide an opportunity to reflect on methodological lessons learned for advancing scholarship in qualitative comparative policy studies, in particular research on policy transfer. A special focus will be placed on the temporalities of the SAWA reform in the two countries. In addition, it discusses methodological aspects of how to compare national receptions and translations against a global script, here against SAWA. The study compares the three reform waves, identified by Bromley et al, (2023) based on their analyses of the World Education Reform Database (WERD). The presenter chooses to label the three reform waves as (i) (equal opportunity, (ii) school-autonomy-with-accountability, and (iii) student-wellbeing reforms. She discusses how the three reform waves differ in terms of their policy goal but also their bundle of policies and the choice of preferred policy instruments. The WERD database is the most comprehensive database that exists to date on education reforms globally. It contains over 10,000 policy documents from over 180 countries over the period 1970 - 2020. The database has been developed by Patricia Bromley (Stanford University) and Rie Kijima (University of Toronto) and their associates. It is publicly available here: https://werd.stanford.edu/.

References:

Bromley, P., Furuta, J., Kijima, R., Overbey, L., Choi, M. & Santos, H. (2023). Global determinants of education reform, 1960 - 2017. Sociology of Education, 96 (2), 149 - 167. DOI: 10.1177/00380407221146773 Steiner-Khamsi, G., Appius, S., and Nägeli, A. (forthcoming). School-autonomy-with-accountability: Comparing two transfer spaces against the global script. Steiner-Khamsi, G., Jóhannesdóttir, K., and Magnúsdóttir, B. R. (forthcoming). The school-autonomy-with-accountability reform in Iceland: Looking back and making.
 

The Icelandic model of SAWA 1991-2015: The school-autonomy-bypassing-accountability reform

Berglind Ros Magnusdottir (University of Iceland), Gita Steiner-Khamsi (Teachers College, Columbia), Kolfinna Jóhannesdóttir (Reykjvík Women’s Gymnasium)

This presentation draws on a forthcoming publication with the same (tentative) title (Steiner-Khamsi, Jóhannesdóttir, Magnúsdóttir, forthcoming). Our study draws on the existing Icelandic scholarship complementing a retrospective analysis of the reform as well as a retroactive interpretation of it. There are three conceptual and methodological features of this study that deserve special mention here: First, we conceive of the NPM reform, also known as the school-autonomy-with-accountability reform as a complex reform with its own (i) theory of change, (ii) a mix of school-autonomy-with-accountability (SAWA) policies, and own (iii) policy instrument to achieve and sustain change. Unbundling the reform package and dissecting its elements affords us to examine why some of the NPM policies resonated at the time with practitioners and policy makers, and others did not. We also show how the selectively borrowed NPM policies were subsequently translated and recontextualized in ways that would address the challenges of upper secondary schools. Second, the study introduces a novel method of inquiry for understanding the fundamental reform in upper secondary schools retroactively: We held several Meaning Making Meetings (MMM) with politicians, policy makers, education experts and policy advisors in Iceland in which we presented our preliminary findings in order to solicit feedback and validation on factual information. Finally, we collectively look back at these MMM to assess which of the NPM/SAWA policies endured, which ones were suspended, and which ones were modified over time, and how and why. In other words, we apply the temporal dimension of policies to examine the lifespan of a policy, that is, we determine when a policy was conceived, when it died, and—not unimportantly—what life it had in between.

References:

Steiner-Khamsi, G., Jóhannesdóttir, K., and Magnúsdóttir, B. R. (forthcoming). The school-autonomy-with-accountability reform in Iceland: Looking back and making sense.
 

WiTHDRAWN The Rise of Quality Reform Discourse, 1960-2018

Lisa Overbey (Stanford University)

Since at least the 1980s, countries all over the world have prioritized the improvement of educational quality. The amount of education reform globally increased dramatically beginning in this decade and continued through 2010 (Bromley et al. 2023). Quality reform discourse around the world increased both in absolute number and as a proportion of all education reforms during the peak decades of this wave of reform. While countries continued to adopt reforms to expand equitable access to education, a defining characteristic of this recent education reform wave is the dramatic increase in reform discourse focused on improving a narrowly defined conception of quality related to learning outcomes and constrained by what can be quantified and measured (Overbey 2023). What explains the dramatic rise cross-nationally in national education reforms to improve educational quality? To answer this question, this study draws on education reforms from the World Education Reform Database (WERD) adopted in 143 countries between 1960 and 2018. Using negative binomial regression modeling, the study analyzes how factors related to a country’s need or capacity to improve quality, such as the level of economic development, level of democracy, or features of the national education system, may explain variation in the amount of quality reform a country adopts. Alongside country characteristics, the analysis also considers the role of global influences on national quality reform discourse such as a country’s linkages to international civil society and participation in international assessments. The results of the analysis show some positive association between country characteristics and the level of quality reform discourse. Countries with strong democracies with an active domestic civil society are more likely to adopt quality reforms. The results also show that global influences also play an important role. Countries with stronger linkages to world society, as measured by the amount of international non-governmental organization (INGO) memberships and the amount of education related research it produces. Countries that have historically participated in more assessments are also more likely to adopt quality reforms. The results lend support to arguments that the dramatic rise in quality reform discourse is part of the broader global cultural process of rationalization in the approaches to improve education and the scientization of educational problems that underlie the increase in measurement, data, and research observed during the decades of neoliberal education reform (Schofer et al. 2003).

References:

Bromley, Patricia, Jared Furuta, Rie Kijima, Lisa Overbey, Minju Choi, and Heitor Santos. 2023. “Global Determinants of Education Reform, 1960 to 2017.” Sociology of Education 96(2):149–67. doi: 10.1177/00380407221146773. Overbey, Lisa. 2023. What's in a Wave? The Content of Neoliberal Education Reforms, 1970–2018, Wiseman, A.W. (Ed.) Annual Review of Comparative and International Education 2022 (International Perspectives on Education and Society, Vol. 46A), Emerald Publishing Limited, Leeds, pp. 91-105. https://doi.org/10.1108/S1479-36792023000046A007 Schofer, Evan, John W. Meyer, Francisco O. Ramirez, and Gili S. Drori. 2003. Science in the Modern World Polity: Institutionalization and Globalization. Stanford: Stanford University Press.
 

A Global Reform for All? The Divergent Trajectories of SAWA Policies in Argentina and Colombia

Tomas Esper (Teachers College, Columbia University)

Since the 2000s, school-autonomy-with-accountability (SAWA) reforms have circulated globally across diverse education systems. As a global reform package, SAWA’s transferability lies in the malleable nature of its instruments and principles, to which multiple rationales and goals can be attached. However, globalization studies often focus on cases of successful transfer of reform ideas and instruments –with their specific contextual adaptations– but overlook instances where, despite adoption efforts, transfer did not occur (Marsh and Sharman, 2009). Put differently, if conditions for transfer existed and attempts were undertaken, what circumstances led to its failure? Or what aspects were selectively borrowed and which were not? This paper explores this puzzle by examining the different degrees of SAWA adoption in Argentina and Colombia. Argentina and Colombia shared neoliberal economic recipes during the 1990s, have decentralized education governance with strong teachers’ unions, and tight links with international organizations, such as the OECD. During the 2000s, while different right-wing coalitions governed Colombia, embracing New Public Management reforms, Argentina was led primarily by left-wing Peronist governments, except for a short period (2015-2019). Two decades later, these countries have diverged on what SAWA instruments were adopted and for what purposes, resulting in quite different governance arrangements. Hence, this study follows a comparative and historical approach to understand under what circumstances, for what reasons, and to what extent the different SAWA instruments have been adopted, recontextualized, and recalibrated in Argentina and Colombia. It focuses on the adaptations, functions, and deployment of two main SAWA components: school autonomy and national scale assessments. Data for this study comes from policy documents’ analysis and interviews (n=68) with decision-makers and key informants in Argentina and Colombia. This presentation concentrates on two government administrations of intense reform activity in each country, the second term of Santos’ presidency in Colombia (2014-2018) and Mauricio Macri’s government in Argentina (2015-2019). Delving on historical institutionalism (Thelen, 1999) and policy borrowing research (Steiner-Khamsi, 2021), the paper unpacks the role of teachers’ unions and political coalitions, the constraints imposed by institutional settings –i.e., federal vs. unitarian government– and the domestic and international political and economic contexts in shaping instruments trajectories. In brief, reform efforts resulted in different policy outcomes in each country, marked by institutional rigidity and political backlash. The study points to the importance of local political and economic contexts behind global reforms and contributes to policy studies research by tracing and comparing cases of successful and failed policy transfers.

References:

Marsh, D., & Sharman, J. C. (2009). Policy diffusion and policy transfer. Policy Studies, 30(3), 269–288. https://doi.org/10.1080/01442870902863851 Steiner-Khamsi, G. (2021). Externalisation and structural coupling: Applications in comparative policy studies in education. European Educational Research Journal, 20(6), 806–820. https://doi.org/10.1177/1474904120988394 Thelen, K. (1999). Historical Institutionalism in Comparative Politics. Annual Review of Political Science, 2(1), 369–404. https://doi.org/10.1146/annurev.polisci.2.1.369
 
11:30 - 13:0023 SES 16 A: Europe
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Xavier Rambla
Paper Session
 
23. Policy Studies and Politics of Education
Paper

The Europeanisation of Social Inclusion Policies. A Comparison of Policy Transfer between France, Italy and Slovenia

Ivana Milič, Romuald Normand

University of Strasbourg, France

Presenting Author: Milič, Ivana

The proposal compares public policies (Hassenteufel, 2005) of three European member States - France, Italy and Slovenia - at the crossroads of social inclusion and education. The study analyzes transformations of categorizations, legislation, actors, and knowledge in this policy area, and how these emerge in the three States, as well as how the European strategy linked to the paradigm of social investment is translated and enacted in national contexts. We give an explanation of the convergences and divergences in the implementation of the European strategy concerning social inclusion in education.

Several research questions are addressed: how have discourses and institutions evolved and impacted these member States throughout Europeanisation? Who are the actors that participate in the enactment of these policies, as well as their transformation? How does the policy transfer of the European strategy impact on ongoing policies in France, Italy and Slovenia?

To address these questions, we are inspired by political sociology, and, more precisely, the French sociology of public action and policy instruments (Lascoumes & Le Galès, 2005). We take some concepts from the cognitive analysis of public action, such as the construction of public problems (Gusfield, 1981/2009 ; Cefaï, 1996), as well as from governmentality studies (Foucault, 2004 ; Tremain, 2005 ; Miller & Rose, 2008). We analyze how policy solutions to «public problems» are formulated at European level and then adapted and translated in France, Italy and Slovenia.

Furthermore, we provide a sociology of actors in differentiating programmatic (Genieys & Hassenteufel, 2012), intermediate (Nay & Smith, 2002) and peripheral ones. This approach allows us to elaborate national maps of these distributed actors, as well as their differences and similarities from one country to another.

Using also the theoretical framework of policy transfer developed by Dolowitz and Marsh (1996, 2000), we further discuss the extent of the European strategy in national policy spaces.


Methodology, Methods, Research Instruments or Sources Used
The research work is based on different methods. First of all, we present a genealogy to better understand the similarities and differences in the enactment of social inclusion policies in education in the three countries. We thus use primary and secondary sources related to the field of education and welfare policies that refer to social inclusion and education. Laws, statistics, historical and official documents from the three countries and the European Union were analyzed. We enriched this corpus by interviews with some actors that were involved in policy changes.

We also used network ethnography (Ball, 2016) to follow actors on the local, national and European scales. We created different maps of actors with the software Gephi, coupled with 31 interviews that helped us to better understand and explain policy networks in social inclusion in education. We also observed and analyzed several events and conferences related to this policy area.

Conclusions, Expected Outcomes or Findings
On the basis of the collected  data, it is possible to reveal some similarities and differences in the Europeanisation of social inclusion policies in education in France, Italy and Slovenia. In adopting European standards, national solutions and responses vary.

We conclude that what we observe in this policy area is not really a complete process of Europeanisation. We show the emergence and role of private actors, such as various associations financed by the European Union, as well as other international organizations, fundations, and philanthropists, in the process of implementation of diverse European ideas, programmes and projects. However, the sustainability, the coherence and the scaling-up of these European projects remains at stake, while State policies seem to remain predominantly autonomous from the European trends.

References
Ball, S. (2016). Following policy: networks, network ethnography and education policy mobilities. In Journal of Education Policy, pp. 1-18. DOI: http://dx.doi.org/10.1080/02680939.2015.1122232

Cefaï, D. (1996). La construction des problèmes publics. Définition de situation dans des arènes publiques. In Réseaux. Communication - Technologie - Société. Vol. 14, nº 75, pp. 43-66. DOI: https://doi.org/10.3406/reso.1996.3684

Dolowitz, D., & Marsh, D. (1996). Who Learns What from Whom: a Review of the Policy Transfer Literature. In Political Studies, vol. 44, issue 2, pp. 343-357. DOI : https://doi.org/10.1111/j.1467-9248.1996.tb00334.x

Dolowitz, D., & Marsh, D. (2000). Learning from Abroad: The Role of Policy Transfer in Contemporary Policy-Making. In Governance: An International Journal of Policy and Administration, Vol. 13, nº1, pp. 5-24. DOI: https://doi.org/10.1111/0952-1895.00121

Foucault, M. (2004). Sécurité, territoire, population. Cours au Collège de France. 1977-1978. Paris: Gallimard, Le Seuil

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Gusfield, J. (1981/2009) La culture des problèmes publics. L’alcool au volant: la production d’un ordre symbolique. Paris: Economica

Hassenteufel, P. (2005). De la comparaison internationale à la comparaison transnationale. Les déplacements de la construction d’objets comparatifs en matière de politiques publiques. In Revue française de science politique, Vol. 55, nº1, pp. 113-132. DOI : 10.3917/rfsp.551.0113

Lascoumes, P., & Le Galès, P. (eds.), (2005). Gouverner par les instruments. Paris: Presses de Sciences Po

Miller, P., & Rose, N. (2008). Governing the Present. Administering Economic, Social and Personal Life. Cambridge, Malden: Polity Press

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Tremain, S. (ed.). (2005). Foucault and the Government of Disability. Ann Arbor: The University of Michigan Press


23. Policy Studies and Politics of Education
Paper

Exploring the Contribution of NGOs to European Education Governance through Social Network Analysis

Marcella Milana1, Luigi Tronca2

1University of Verona, Italy; 2University of Verona, Italy

Presenting Author: Milana, Marcella

This presentation explores the characteristics of the envisioned networks of a Brussels-based NGO involved in shaping European education policy, and it contributes to the literature on interest groups active at the European level.

Interest groups contribute to public policy shaping and decision-making within and across political domains at national and European levels (Bevir & Phillips, 2019). Hence, “the organisation, aggregation, articulation, and intermediation of societal interests that seek to shape public policies” (Beyers, Eising & Maloney, 2008, p. 1103) has received increased attention in European studies.

Depending on normative frameworks and scholarly interests, different terms depict interest groups, especially non-state actors, across studies (Schoenefels, 2021). Interest groups interacting with EU institutions are “generally considered legitimate elements of EU governance” (Schoenefels, 2021, p. 586) and shall be listed in a Transparency Register. These encompass all organisational structures that mediate between public authorities and citizens through a democratic process to serve a general interest, like NGOs. NGOs specialise in a narrow policy domain or issue around which they can network and gather information (Costa & Müller, 2019), act as intermediary organisations (Ainsworth & Sened, 1993), and are perceived as independent “defenders of public interests” (Grant, 2001, p. 338, cited in Beyers et al., 2008).

Since the start of the European integration process (1950s-1960s), interest groups have grown exponentially in Brussels, with a growing number of NGOs (Eising & Kohler-Koch, 2005). Expanding EU governance into new policy areas has stimulated the mobilisation of a more diverse set of interests. Accordingly, the potential for NGOs to influence decision-makers and policy outcomes in the EU has increased since the 2010s and with the establishment of the European Semester (Costa & Müller, 2019).

Compared to other interest groups (e.g. business), NGOs may have more difficulties in mobilising and gaining access to EU policymaking (Dür & Matteo, 2016). However, they are well-represented in closed-access procedures involving the establishment of bodies within EU institutions and agencies gathering a limited number of stakeholders over a relatively long period – like European Commission expert groups and advisory committees (Arras & Beyers, 2020). Particularly, NGOs based in Brussels that are European or international in scope have privileged access to permanent European Commission expert groups (Rasmussen & Gross, 2015).

According to the EU Transparency Register, in April 2023, there were 4,439 registered NGOs, networks and similar entities, of which 1,453 represented interests in education to some extent, and 393 had their headquarters in Belgium – typically in Brussels. Some of these NGOs surfaced in our previous analyses of European education network governance (Milana, Klatt, & Tronca, 2020) and on political mobilisation and agenda-setting in European adult learning (Milana, Mikeluc, 2023). Yet, dedicated attention to NGOs contributing to policy-shaping in European education is still spare.

This study focuses on NGO1, a unique Brussels-based organisation representing a broad interest in education. Established upon the initiative of a few European networks and Brussels-based NGOs, in 2023 it comprised over 40 associate members, not-for-profit legal entities that are either European networks or federations of organisations from more than one country, half of whom have headquarters in Brussels.

We adopted a structural interactionist approach (Tronca & Forsé, 2022) to understand how the actors involved in NGO1’s networks interacted, determining its network governance (Jones, Hesterly & Borgatti 1997).


Methodology, Methods, Research Instruments or Sources Used
Information was self-reported by NGO1 and collected through two surveys, enabling a Whole and a Personal Network Analysis (two types of Social Network Analysis), respectively. The first survey gathered data on the intra-organisational network of relations among NGO1’s members through two questions aimed at capturing, over the period 2019-2023, the presence of any collaborative activities (e.g., participation in working groups, writing of joint documents) among each pair of NGO1’s members. The second survey collected data on the inter-organisational network of relations held by an NGO behind its constituency through two more questions related to the same period: the first, a name generator, enabled the seizing of collaborative activities between NGO1 and any other organisation (including but not limited to its member organisations); the second, a name interrelator, enabled the identification of collaborations between each pair of the mentioned organisations. Both surveys were presented in person to staff from NGO1’s secretariat on 19 May 2023, and responses were returned by email on 24 June 2023. As with any self-reported information, there were limits to the data. Not all activities that occurred among its members may be known to NGO1’s secretariat. However, those known to NGO1’s secretariat can be considered the most visible in the Brussels bubble and constitute NGO1's perception of the structural dimension proper to its relational reality.
Thanks to an exploratory analysis of NGO1’s intra-organisational and inter-organisational networks it was possible to investigate the overall social cohesion of each of these networks, the centrality of single organisations, and the presence of highly cohesive subgroups. As measures, we used ‘density’ to determine the level of social cohesion, the two connectivity measures of ‘local centrality’ (i.e., Degree and its normalised measure) and ‘global centrality’ (i.e., Betweenness and its normalised version, Freeman 1979) with their relative levels of centralisation (Ibid.), and the ‘cliques’ or indicators for highly cohesive subgroups (Wasserman & Faust, 1994). For each network (intra-organisational, inter-organisational), we started from a 1-mode matrix. The intra-organisational network included 42 member organisations (or nodes) while the inter-organisational network included 96 organisations (or nodes). For each network (intra-organisational, inter-organisational), we started from a 1-mode matrix. The intra-organisational network included 42 member organisations (or nodes).  The inter-organisational network included 96 organisations. For each 1-mode matrix, one symmetric and binary matrix was obtained and used to produce  one simple graph for each network. We used the Ucinet 6 software (Borgatti, Everett, & Freeman, 2002) to perform the analyses and the NetDraw software (Borgatti, 2002) to obtain the graphs.

Conclusions, Expected Outcomes or Findings
This study's two types of Social Network Analysis (Whole and Personal Network Analysis) yielded a rather clear picture of NGO1’s network governance and collaborative networks.
At the intra-organizational level, graph density is quite high, as it is 0.741, and it emerges that in the most relevant structural area of governance, only one-third of the actors are part of the NGO1’s board. A relevant number of cliques emerges, as many as 157, and a set of nodes (NGO1’s members) with great capacity to belong to multiple cliques. It is then noted that in a structural context where hierarchical phenomena are highly unlikely due to its high density: (i) there are nonetheless two particularly relevant actors, compared to all others, to the structural dimension of NGO1's governance; (ii) these two actors are not part of NGO1’s board.
At the inter-organisational level, it emerges that the density of the simple graph is 0.216. This low-density level coincides with a high-level centralisation of the simple graph: for degree centrality: graph centralisation (as proportion, not percentage) = 0.801; for betweenness centrality: network centralisation index = 18.95%. This means it is a substantially hierarchised network, and analysing the organisations’ centrality level is extremely important.
The analysis of the local and global levels of centrality of individual nodes brings to light different levels of node centrality, from the analysis of which it is observed, overall, that in particular three nodes that are European bodies tend to be very central. In sum: (i) while network governance, emerging from NGO1's intra-organisational network, is connected to a dense structure, within the network there are actors capable of playing a structural coordinating role; (ii) NGO1’s network of inter-organisational collaborations also appears, to some extent, characterised by a phenomenon of structural coordination, strongly connected to some specific attributive characteristics of the nodes.

References
Ainsworth, S., & Sened, I.  (1993). The role of lobbyists: Entrepreneurs with two audiences. American Journal of Political Science, 37(3), 834–866.
Arras, S., & Beyers, J. (2020). Access to European Union Agencies: Usual Suspects or Balanced Interest Representation in Open and Closed Consultations? Journal of Common Market Studies, 58(4), 836–855.
Bevir, M., & Phillips, R. (Eds.) (2019). Decentering European Governance. London: Routledge.
Beyers, J., Eising, R., & Maloney, W. (2008). Researching interest group politics in Europe and elsewhere: Much we study, little we know? West European Politics, 31(6), 1103–1128.
Borgatti, S. P. (2002). NetDraw: Graph visualization software. Harvard, MA: Analytic Technologies.
Borgatti, S. P., Everett, M. G., & Freeman, L. C. (2002). Ucinet 6 for windows: Software for social network analysis. Harvard, MA: Analytic Technologies.
Costa, O., & Müller, P. (2019). Une Liaison Transnationale: Exploring the Role of NGOs in EU Foreign Policy-making on the ICC. Comparative European Politics, 17(5), 696–713.
Dür, A. and Matteo, G. (2016). Insiders versus outsiders: Interest group politics in multilevel Europe. Oxford: Oxford University Press.
Eising, R. and Kohler-Koch, B. (2005). ‘Interessenpolitik im europaischen Mehrebenensystem’, in Rainer Eising and Beate Kohler-Koch (eds), Interessenpolitik in Europa (pp.11–75). Baden-Baden: Nomos.
Freeman, L.C. (1979). Centrality in social networks: Conceptual clarification. Social Networks, 1(3), 215–239.
Grant, W. (2001). Civil Society and the Internal Democracy of Interest Groups, paper presented at the PSA Conference. Aberdeen: April.
Jones, C., Hesterly, W.S., & Borgatti, S.P. (1997). A General Theory of Network Governance: Exchange Conditions and Social Mechanisms. The Academy of Management Review, 22(4), 911–945.
Milana, M., Klatt, G., & Tronca, L. (2020). Towards a network governance of European lifelong learning: a structural analysis of Commission expert groups. International Journal of Lifelong Education, 39(1), 31–47.
Milana, M., Mikulec, B. (2023). Setting the new European agenda for adult learning 2021-2030: Political mobilisation and the influence of advocacy coalitions. RELA -The European Journal for Research on the Education and Learning of Adults, 14(2), 205–228.
Rasmussen, A. & Gross, V. (2015). Biased access? Exploring selection to advisory committees. European Political Science Review, 7(3), 343–72.
Schoenefeld, J. J. (2021). Interest Groups, NGOs or Civil Society Organisations? The Framing of Non-State Actors in the EU. Voluntas, 32, 585–596.
Tronca, L. & Forsé, M. (2022). Towards a Sociology of Reasonableness: Structure and Action in the Structural Interactionist Approach. Italian Sociological Review, 12(3), 1035–1063.
Wasserman, S., & Faust, K. (1994). Social network analysis. Methods and applications. Cambridge: Cambridge University Press.


23. Policy Studies and Politics of Education
Paper

Governing learning outcomes in the European Union

Xavier Rambla1, Eduardo Barberis2, Berenice Scandone2

1Universitat Autònoma de Barcelona (UAB), Spain; 2Università di Urbino Carlo Bo, Italy

Presenting Author: Rambla, Xavier

The paper will introduce the concepts, hypotheses and workplan for the analysis of interviews and documents on the official definition of learning outcomes in eight EU member states. The main goal is exploring in which ways the prevailing understandings of learning consider the life course of students, the intersectional inequalities that constrain their opportunities and the regional disparities within the Union. It is an initial and provisional output of the CLEAR Horizon- Europe research project (Grant Agreement N. 101061155).

The paper will outline the main theoretical arguments that underpin an institutional analysis of learning outcomes and will introduce a few methodological considerations. The bulk of the literature on this theme focuses on the processes and outcomes of individual learning in schools and some other educational settings. However, the growing complexity of education and training strongly recommends considering how learning outcomes are defined in the different educational programmes that individuals undertake during their life. Although school performance is a milestone, other issues are also extremely relevant, not least the transition to higher education and VET, adult learning and qualifications frameworks (Parreira do Amaral et al, 2019; Benasso et al, 2022).

An array of theoretical insights on the life course, policy design and implementation as well as space underpin our decision to focus on learning outcomes beyond the realm of individual schools and similar educational institutions.

Firstly, the rich strand of life course research has convincingly argued that most themes of educational and social research require longitudinal or at least narrative approaches that take both institutional trajectories and subjective changes into account (Furlong, 2009; Mayer, 2009). While other outputs of the project will focus on subjective changes, in this paper we will explore how policymakers and educators construe the trajectories of 18- to- 29-year-olds in Europe. A key insight of this literature is that not only education, but also social protection and active labour market policies significantly contribute to pattern such trajectories (Walther, 2017).

Secondly, we will draw on the growing strand of research that applies historical institutionalism to education policy (Emmenegger, 2021). Political scientists gather under this label a variety of studies that spell out the interests and the ideas whereby policy actors trigger changes amid several routines and normative orderings (i.e., institutions). This approach coincides with sociological approaches to structuration and morphogenesis (Archer, 2000) as well as with the concept of the politics of education in comparative education research (Dale, 2000; Steiner-Khamsi, 2009). Our main research questions will investigate the institutional trajectories that establish educational and employment opportunities through this lens (see below).

Thirdly, our research will be particularly sensitive to space and territory. Several sociologists of education have proposed to include this dimension in the standard theoretical frameworks in the field (Ball, S.J.; Maguire, M.; Braun, A.; Hoskins, K.; Perryman, 2012; Robertson, S. & Dale, R., 2008). Our research will mostly inquire to what extent morphogenesis and similar concepts account for the social construction of regions (Löw, 2016) so much so that education and training influences the location of people in space and enacts process that delimit territories (Rambla and Scandurra, 2021).

In a nutshell, these premises suggest the following research questions for our investigation:

  • On which grounds do policymakers and educators articulate the official definition of learning outcomes of different educational programmes? This question is inspired on the literature on the life course and historical institutionalism.
  • To what extent do these subjects take regional and local contexts into account when the articulate these variegated concepts of learning outcomes? This question is inspired on the literature on the life course, historical institutionalism and space.

Methodology, Methods, Research Instruments or Sources Used
The paper will discuss some preliminary findings of ongoing reviews of grey literature in sixteen European regions as well as the design of a survey addressed to experts in the eight EU member states where these regions are located. It is a small piece of a bigger research design that has adopted the following decisions.
Sampling: The research will focus on diverse regions in terms of economic specialisation and recent trends (e.g., big cities, declining or stagnating localities, rural industrial districts and a few rural areas). In each region, the literature review will look for references to three branches of VET that correspond to different economic sectors. The survey has been circulated among experts in these areas too. Health services, the IT industry and the hospitality industry have been selected insofar as the socio-economic background of the labour forces is disparate in sectors, with a increasing presence of workers with a low-socioeconomic status and a higher prevalence of social vulnerability from the former to the latter.
Literature review: The research consortium has looked for the prevailing definitions of learning outcomes in an array of official documents. School, adult, vocational and higher education have been included. Currently, the researchers are comparing the definition of learning in all these programmes across the countries and the regions.
Survey: The survey proposes experts to ponder several scenarios of future education and training in their country and region. These scenarios have been designed so that the observed trends in both education and training systems and labour markets are noticed. At the same time, they give leeway for the interviewees to add their personal interpretation.
Interviews: Although the paper will not discuss any interview, the research project foresees to interview about 100 professionals and 160 young adults who are enrolled in education and training programmes in the regions. Besides controlling for socio-economic background, gender and the meaningful ethnic markers in the region, the interviews will prioritise the youth that suffer from circumstances of social vulnerability.
Research questions and methodology: Roughly, we expect to provide some clues on the definition of learning by means of the literature review. At the same time, the survey and a few conclusions of the literature review will shed light on the spatial dimension of adult learning in the EU.

Conclusions, Expected Outcomes or Findings
Our abstract can hardly mention any conclusions at this stage of project implementation. Instead, here we will only hint a few observations that some initial data suggest.
• The official definitions of learning outcomes are biased so that the concerns of young adults with a lower socioeconomic background are not fully recognised by the current education and training systems in the EU. Thus, most baccalaureates are designed as a natural continuation of school trajectories while transitioning to VET entails an institutional rupture. Similarly, the ongoing endeavours to foster the validation of prior learning do not really implement full-fledged institutional systems beyond the core of regions that have developed large apprenticeships in Germany and the neighbouring countries. In a similar vein, the VET branches and economic sectors that endow workers with higher occupational positions such as health services draw on very clear, hierarchical and school-based definitions of learning. At the other extreme, a sector with a much more diverse labour force as the hospitality industry so far has established more blurred concepts of learning.

• Cities and regions are not similarly cohesive across the European Union. Certainly, their socio-demographic and socio-economic structures make a big difference. But additionally, while some cities and regions are very visible realities for experts, in other locations policymakers and educators struggle with vague and evanescent notions of what is the relevant region for education and training policy.

References
Archer, M. (2000). Being Human. The Problem of Agency. Cambridge University Press.
Ball, S.J.; Maguire, M.; Braun, A.; Hoskins, K.; Perryman, J. (2012). How Schools Do Policy. Policy Enactments in Secondary Schools. Routledge.
Benasso, S.; Buillet, D.; Neves, T.; Parreira do Amaral, M. (Eds.), (2022) Landscapes of Lifelong Learning Policies across Europe Comparative Case Studies. Palgrave- Macmillan.
Dale, R. (2000). Globalisation and Education: Demonstrating a “Common World Education Culture” or Locating a “Globally Structured Educational Agenda”? 427–448.
Emmenegger, P. (2021). Agency in historical institutionalism: Coalitional work in the creation, maintenance, and change of institutions. Theory and Society, 50(4), 607–626.
Furlong, A. (2009). Revisiting transitional metaphors: reproducing social inequalities under the conditions of late modernity. Journal of Education and Work, 22(5), 343–353.
Löw, M. (2016). The Sociology of Space. Materiality, Social Structures, and Action. Palgrave Macmillan.
Mayer, K. U. (2009). New Directions in Life Course Research. Mannheimer Zentrum Für Europäische Sozialforschung, 122.
Parreira do Amaral, M.; Kovacheva, S.; Rambla, X. (2019). Lifelong Learning Policies for Young Adults in Europe. Navigating between Knowledge and Economy. Policy Press.
Rambla, X.; Scandurra, R. (2021). Is the distribution of NEETs and early leavers from education and training converging across the regions of the European Union? European Societies, 23(5), 563–589.
Archer, M. (2000). Being Human. The Problem of Agency. Cambridge University Press.
Ball, S.J.; Maguire, M.; Braun, A.; Hoskins, K.; Perryman, J. (2012). How Schools Do Policy. Policy Enactments in Secondary Schools. Routledge. https://doi.org/10.1057/978-1-137-55783-4
Dale, R. (2000). Globalisation and Education: Demonstrating a “Common World Education Culture” or Locating a “Globally Structured Educational Agenda”? 427–448.
Emmenegger, P. (2021). Agency in historical institutionalism: Coalitional work in the creation, maintenance, and change of institutions. Theory and Society, 50(4), 607–626. https://doi.org/10.1007/s11186-021-09433-5
Löw, M. (2016). The Sociology of Space. Materiality, Social Structures, and Action. Palgrave Macmillan.
Mayer, K. U. (2009). New Directions in Life Course Research. Mannheimer Zentrum Für Europäische Sozialforschung, 122.
Robertson, S., & Dale, R. (2008). ‘Making Europe’: state, space, strategy and subjectivities. Globalisation, Societies and Education, 6(3), 203–206.
Steiner-Khamsi, G. (2009). Knowledge-Based Regulation and the Politics of International Comparison. Nordisk Pedagogik, 29, 61–71.
Walther, A. (2017). Support across life course regimes. A comparative model of social work as construction of social problems, needs, and rights. Journal of Social Work, 17(3), 277–301.


23. Policy Studies and Politics of Education
Paper

Challenges Narrated by Postdoctoral Researchers Working in Temporary Positions at Spanish Universities

Anabel Corral-Granados

University of Almería, Spain

Presenting Author: Corral-Granados, Anabel

Neoliberal policies worldwide have shaped higher education systems, where regulations dictate the working environment. In the Spanish context, ANECA (Agencia Nacional de Evaluación de la Calidad y Acreditación/National Agency for Quality Assessment and Accreditation) is an external evaluation agency that determines the accreditation of the role of teaching staff working at public universities. This agency has established a system of three professional roles followed by 50 state universities, offering a progressive pathway towards a permanent position, including postdoc positions. Through a qualitative narrative study employing semi-structured interviews, this research explores the perceptions of professional identity and collective learning communities developed among 18 university teachers. This group of purposefully selected staff works in each of the three existing roles as they strive for a permanent position in a Spanish state university. The research results reveal a sense of distress among the participants due to the constant demands for accountability in publishing, which requires significant effort. Due to a long research path on many occasions with years working abroad, scholars are empowered to work in a community together, trying to develop a new working environment in which solidarity, gender rights, and the feeling of fighting for a balance in their mental health are shared goals. In a hostile external working environment, they desire long-term vocational and work-life stability, often at the expense of feeling empowered in their personal career development. The life narratives of early career professionals provide a unique perspective of a highly competitive system on the professional identity development of higher education teachers.


Methodology, Methods, Research Instruments or Sources Used
Embracing a qualitative case study approach (Merriam, 1988), this study conducted 18 semi-structured interviews (Horton et al., 2004) with postdoc teaching staff actively seeking permanent university permanent positions. Following the conceptual approach of recognising professional identity as a developmental process throughout one’s career (DeCorse & Vogtle, 1997), an interview guide was employed to facilitate a narrative-based exploration of participants’ experiences from their undergraduate studies onwards. The research participants were purposefully selected (Coyne, 1997) based on their possession of the first ANECA (National Agency for Quality Assessment and Accreditation of Spain) accreditation and their more than five years tenure in academia. The participants were selected purposefully, considering criteria such as affiliation with the same university, a minimum of five years of experience, possession of a PhD, and active pursuit of a permanent position. The initial indicators evaluated at the start of the interviews included age group, gender, chronology of earned degrees, employment history, years of experience, and years in their current profession.
The first author of this study was a visiting scholar at the institution and was assisted by two research students. Together, they sent invitation emails to all postdoc staff working in areas such as Health Sciences, Natural Sciences, Engineering, Humanities, and Economic Sciences, and they accepted their participation by signing a consent form. Data collection occurred between March and May 2023, with participants invited to a shared office within the health department. Tape recorders were utilised during the interviews, which involved two interviewers, and notes were taken to ensure comprehensive data capture. We decided to listen to the participants in pairs as we wanted to be sure that we were following the entire interview guide, and we decided that this situation would lead to a detailed discussion during the data analysis process. The thematic analysis (Gibbs, 2007) was applied to analyse the interview data by three rounds of shared coding of the entire data (Clarke et al., 2015).

Conclusions, Expected Outcomes or Findings
Within the Spanish academic landscape, our participants’ experiences reflect the profound impact of neoliberalism on their professional trajectories. As highlighted by scholars such as Carvalho and Rodrigues (2006), neoliberalism’s emphasis on market-driven social relations and the commodification of knowledge has penetrated the realm of education, creating formidable challenges for educators and teachers. The audit and ranking systems, as described by Berg et al. (2016), contribute to the production of anxiety and intensify competition among academic faculty members in Northern European universities, echoing the experiences faced by our participants. Furthermore, the neoliberal policies and financial constraints examined by Caretta et al. (2018) resonate with the challenges encountered by our informants, including the pressure of heightened competition and limited resources. The lack of protocols aligning individuals’ capabilities and competencies with available job positions, as highlighted by Di Paolo and Mañé (2016).
Staff members have shared their narratives of a decade-long journey in which they often felt undervalued. All participants expressed a common sentiment that, upon acquiring the role of ayudante doctor, they finally gained the ability to choose the subjects they teach, coordinate within their areas of expertise, and participate in research teams. They also took on roles as tutors and mentors for master’s and PhD students. Participant 15 further highlights that while working abroad, she experienced greater autonomy in selecting the subjects she wanted to teach, emphasising the hierarchical and restricted nature of the Spanish system.
The dichotomy between personal and professional values and the structural and power influences on workplace learning has been extensively discussed (Trede et al., 2012). As described by Cruess et al. (2019) and supported by Steinert et al. (2019), the identities of tertiary education teachers as professionals and researchers are well-recognised by universities. However, there needs to be more recognition of their identities as teachers.

References
Berg, L. D., Huijbens, E. H., & Larsen, H. G. (2016). Producing anxiety in the neoliberal university. The Canadian Geographer/le Géographe Canadien, 60(2), 168–180.
Caretta, M. A., Drozdzewski, D., Jokinen, J. C., & Falconer, E. (2018). “Who can play this game?” The lived experiences of doctoral candidates and early career women in the neoliberal university. Journal of Geography in Higher Education, 42(2), 261–275.
Carvalho, L. F., & Rodrigues, J. (2006). On markets and morality: Revisiting fred hirsch. Review of Social Economy, 64(3), 331–348.
Cruess, S. R., Cruess, R. L., & Steinert, Y. (2019). Supporting the development of a professional identity: General principles. Medical Teacher, 41(6), 641–649.
Di Paolo, A., & Mañé, F. (2016). Misusing our talent? Overeducation, overskilling and skill underutilisation among Spanish PhD graduates. The Economic and Labour Relations Review, 27(4), 432–452.
DeCorse, C. J. B., & Vogtle, S. P. (1997). In a complex voice: The contradictions of male elementary teachers’ career choice and professional identity. Journal of Teacher Education, 48(1), 37–46.
Gibbs, G. R. (2007). Thematic coding and categorizing. Analyzing Qualitative Data, 703, 38–56.
Horton, J., Macve, R., & Struyven, G. (2004). Qualitative research: Experiences in using semi-structured interviews. In C. Humphrey (Ed.), The real life guide to accounting research: A behind-the-scenes view of using qualitative research methods (pp. 339–357). CIMA Publ., ISBN 0-08-048992-3. - 2008.
Merriam, S. B. (1988). Case study research in education: A qualitative approach. Jossey-Bass.
Steinert, Y., O’Sullivan, P. S., & Irby, D. M. (2019). Strengthening teachers’ professional identities through faculty development. Academic Medicine, 94(7), 963–968
Trede, F., Macklin, R., & Bridges, D. (2012). Professional identity development: A review of the higher education literature. Studies in Higher Education, 37(3), 365–384.
 
14:15 - 15:4523 SES 17 A: Europe
Location: Room B229 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -2]
Session Chair: Sverker Lindblad
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Politics of Time in Higher Education: An Example of the European Credit Transfer and Accumulation System

Jarkko Impola

University of Oulu, Finland

Presenting Author: Impola, Jarkko

In late-modern societies, haste seems to have become a defining feature of people's lives. We regulate our activities and use of time from waking up to going to bed according to clocks. In economic terms, time is a resource that we allocate to commodities (De Serpa, 1971), and according to the principle of economic optimisation, a rational individual is expected to maximise his utility for a given unit of time.

Closely linked to this phenomenon are two social processes central to the late modern era, namely acceleration processes and colonization of the future. By acceleration, Hartmut Rosa (2013) refers to the increased tempo of social life that emerges from the self-feeding cycle of technological and social acceleration, as well as the acceleration of the pace of life. On the other hand, Barbara Adam and Chris Groves (2007) describe colonisation of the future as the way in which we increasingly seek to control the future from the present by subordinating it to our current needs and wants.

This study explores the problems of time in higher education theory, policy and practice, in particular from the perspective of the aforementioned processes. Acceleration processes have proven to be relevant in the context of education (Gibbs et al., 2014), with universities racing against the clock and each other to produce more research, degrees and other key performance outputs within increasingly tight timeframes. This materializes in increased time pressures as experienced by both higher education employees (Berg & Seeber, 2016) and students (Mahon, 2021). The value and processual uncertainty of academic work and learning seems to be reduced to the fastest possible realisation of the productivity and utility dreams we have invested in the future for the benefit of the present.

These temporal challenges of higher education have many symptomatic consequences for late-modern societies. Firstly, the need to achieve more in less time can endorse corrupted working cultures and damage academic virtues (Kidd, 2023). Moreover, they place higher education students in an unequal position in relation to the completion of their studies, considering their diverse backgrounds and life circumstances (Bennett & Burke, 2018). Solutions to these problems have been proposed through a critical deconstruction and redefinition of the Western linear conception of time (i.e., Bennett & Burke, 2018) and also through temporal resistance movements, like slow scholarship (Berg & Seeber, 2016; Mountz et al., 2015) and slow education (Wear et al., 2015), which emphasise the sufficient allocation of time for academic activities.

In the context of the current presentation, the European Credit Transfer and Accumulation System (ECTS) is investigated as an important case example of educational policy instruments with accelerative tendencies. Being the main academic credit system of the European Higher Education Area (EHEA), ECTS credits tie the achievement of learning outcomes to a certain amount of study time spent, and thus serve as a key instrument for educational acceleration (Sarauw, 2023). As such, credits represent a time-based learning currency that strictly links the workload of studying and successful learning to the time spent studying. In relation to this setting, the current research project specifically addresses two questions: 1) What is the role of time in education in relation to the contemporary time pressures of higher education, and 2) what the contribution of academic credit systems like the ECTS to these temporal challenges is. The project involves both theoretical research and an empirical phase. The current presentation concerns the matter mainly from the perspectives of educational and time theory.


Methodology, Methods, Research Instruments or Sources Used
The first phase of this project focused on the relationship of a linear time conception to time pressures in higher education and to education as an activity (Impola, 2023). Drawing on both philosophy of time and education, the main argument was that, although education is by nature an uncertain and open activity, it nevertheless takes place in a linear-temporal framework: In education we are oriented towards some future aims in terms of growth and learning, the possibility of which is built on past experiences and can only be realised through goal-oriented action in the present. Instead of alternative, nonlinear theorisations of time, this project outlines ways to alleviate the speeding-up tendencies of contemporary higher education systems by development of such temporal structures for education that enable finding a suitable pace for studies in respect to this linear framework. This could be achieved for example by rethinking and developing more reasonable and equitable workload determination practices in higher education.

In respect to this framework, ECTS plays a key role, because it is based on the idea of estimating the time-based workload of studies in the degree plans. Officially, one ECTS credit corresponds to 25-30 hours and 60 credits to 1500-1800 hours of student work per year (European Commission, 2015; Wagenaar, 2019). In the second phase of this project this rationale is deconstructed to point out both practical and theoretical challenges that are present in ECTS. The practical challenges stem from the difficulty of measuring students' time uses across different life situations and education contexts uniformly, especially as students' real study time does not directly correspond to the study time as estimated in ECTS (Souto-Iglesias & Baeza Romero, 2018). Moreover, time spent studying and students’ perceived workload are different things, and they affect academic performance differently (Barbosa et al., 2018). These challenges contribute also to theory-level problems, which relate to the nature of ECTS as an academic currency that defines a time-based value for studies. This study demonstrates some key problems related to this analogy, which have to do especially with the highly context-specific regulation practices of the value of this key educational currency of EHEA. The diversity of higher education programs is not only difficult to be coherently represented by a single temporal formula, but different educational-political motives can also encourage differing regulatory strategies, like overloading the credits to preserve educational excellence or underloading them to promote faster credit accumulation.

Conclusions, Expected Outcomes or Findings
If successful, this research can present ways to navigate the time pressures of globalizing educational marketplace, which stem from both acceleration processes and the desires to realise our future-oriented needs in the present. In contrast to the late-modern social scientific criticism, the current project operates from the viewpoint that these strategies do not necessarily have to involve total deconstruction and reformulation of the linear time consciousness which seems to be the basis of nearly all socially coordinated processes of the late-modern societies (Impola, 2023). Instead, we should be able to embrace the slowness, uncertainty and risk present in education (Biesta, 2015) and learn to find an appropriate rhythm for education, which means sufficient speed and slowing down at each moment, rather than overprioritizing either over the other (Kidd, 2023; Wear et al., 2015).  

At the level of educational policy, we need to rethink our practices on credit systems such as ECTS. To this end, the research project has produced a new model of student workload, which is divided into externally determined and student’s internal experience of workload and the factors that influence these (Publication under review). The model allows us to better understand the tensions between the estimated and actual student workloads and to relate them appropriately to each other. One of the main implications of the model is that it clarifies the role of ECTS as a supportive educational planning tool for course and curriculum design work, instead of a becoming a temporal-normative framework for judging progression in studies. At best, credits can be used to design degrees with relatively evenly distributed workloads that ensure that students have sufficient time to complete their studies, while student’s experience of workload and learning are each measured according to their own suitable measures, instead of credit accumulation being used as their proxy.

References
Adam, B., & Groves, C. (2007). Future matters: Action, knowledge, ethics (Vol. 3). Brill.

Barbosa, J., Silva, Á., Ferreira, M. A., & Severo, M. (2018). Do reciprocal relationships between academic workload and self-regulated learning predict medical freshmen’s achievement? A longitudinal study on the educational transition from secondary school to medical school. Advances in Health Sciences Education, 23, 733-748. https://doi.org/10.1007/s10459-018-9825-2

Bennett, A., & Burke, P. J. (2018). Re/conceptualising time and temporality: an exploration of time in higher education. Discourse: Studies in the Cultural Politics of Education, 39(6), 913-925. https://doi.org/10.1080/01596306.2017.1312285

Berg, M., & Seeber, B. K. (2016). The slow professor: Challenging the culture of speed in the academy. University of Toronto Press.

Biesta, G. J. (2015). Beautiful risk of education. Routledge.

DeSerpa, A. C. (1971). A theory of the economics of time. The economic journal, 81(324), 828-846. https://doi.org/10.2307/2230320

European Commission, Directorate-General for Education, Youth, Sport and Culture, (2015). ECTS users' guide 2015, Publications Office of the European Union. https://data.europa.eu/doi/10.2766/87192

Gibbs, P., Ylijoki, O. H., Guzmán-Valenzuela, C., & Barnett, R. (Eds.). (2014). Universities in the flux of time: An exploration of time and temporality in university life. Routledge.

Impola, J. T. (2023). Reconsidering Newtonian Temporality in the Context of Time Pressures of Higher Education. Studies in Philosophy and Education, 1-18. https://doi.org/10.1007/s11217-023-09879-3

Kidd, I. J. (2023). Corrupted temporalities,‘cultures of speed’, and the possibility of collegiality. Educational Philosophy and Theory, 55(3), 330-342. https://doi.org/10.1080/00131857.2021.2017883

Mahon, Á. (2021). Towards a Higher Education: Contemplation, Compassion, and the Ethics of Slowing Down. Educational Philosophy and Theory, 53(5), 448-458. https://doi.org/10.1080/00131857.2019.1683826

Mountz, A., Bonds, A., Mansfield, B., Loyd, J., Hyndman, J., Walton-Roberts, M., ... & Curran, W. (2015). For slow scholarship: A feminist politics of resistance through collective action in the neoliberal university. ACME: An International Journal for Critical Geographies, 14(4), 1235-1259. Retrieved 30.1.2024 from https://acme-journal.org/index.php/acme/article/view/1058

Rosa, H. (2013). Social acceleration: A new theory of modernity. Columbia University Press.

Sarauw, L. L. (2023). Time Matters in Higher Education: How the ECTS Changes Ideas of Desired Student Conduct. Higher Education Policy, 1-19. https://doi.org/10.1057/s41307-023-00302-7

Souto-Iglesias, A., & Baeza_Romero, M. T. (2018). A probabilistic approach to student workload: empirical distributions and ECTS. Higher Education, 76(6), 1007-1025. https://doi.org/10.1007/s10734-018-0244-3

Wagenaar, R. (2019). A History of ECTS, 1989-2019: Developing a World Standard for Credit Transfer and Accumulation in Higher Education. Retrieved 30.1.2024 from https://hdl.handle.net/11370/f7d5a0e2-3218-4c66-b11d-b4d106c039c5

Wear, D., Zarconi, J., Kumagai, A., & Cole-Kelly, K. (2015). Slow medical education. Academic Medicine, 90(3), 289-293. DOI: 10.1097/ACM.0000000000000581


23. Policy Studies and Politics of Education
Paper

The Contemporary Revival of Social Democracy: Was Danish Education Policy Ever Neoliberal?

Miriam Madsen1, Ronni Laursen2

1Danish School of Education, Aarhus University; 2Aalborg University, Denmark

Presenting Author: Madsen, Miriam; Laursen, Ronni

Over the previous decades, education policy research has built up a narrative of the proliferation of neoliberalism across most parts of the world (Cannella & Koro-Ljungberg, 2017; Krejsler & Moos, 2021; Marginson, 2006; Mintz, 2021). The narrative has gained so much strength that neoliberalism is often referred to as a self-evident phenomenon. However, in the process, neoliberalism as an ideological category sometimes appear to have become more an obstacle than an analytically fruitful category. In some cases, it is unclear how the concept of neoliberalism is defined, and in particular how it is delineated from other categories. In other cases, the strong narrative implies blind spots concerning empirical changes that cannot be sufficiently described with the category of neoliberalism.

In this paper, we ask whether this narrative holds: To what extend is education policy across the Western world distinctively neoliberal? We approach this question by presenting three separate cases of contemporary education policy from Denmark, ranging from primary and lower secondary school to upper secondary school and higher education, thus encompassing the most central educational institutions in the Danish context. We analyze the three policies in terms of the policy ideologies embedded in them by drawing on various conceptualizations of neoliberalism and social democracy. Based on our analysis, we raise a discussion of whether Danish education policy is neoliberal after all.

By asking this question, we open up two alternatives to the narrative of the spread proliferation of neoliberalism. The first alternative is that neoliberalism never spread as widely and deeply as education policy research has indicated, thus implying that education policy research has drawn stronger conclusions of neoliberalism in policy than what the empirical reality warrants. This alternative could be enforced by the conflation of neoliberalism and New Public Management, as empirical signs of the latter are also often interpreted as signs of the spread of neoliberalism, and much more widespread. The second alternative is that neoliberalism has spread, but is currently diminishing, thus implying that neoliberalism has proven itself more fragile than previously assumed. This alternative stresses the need for a renewed policy research that explores whether this trend is more widespread than what can be concluded based on our study. We use these discussions to raise a research agenda of analyzing policy ideologies in contemporary education policy in contextually sensitive ways.

In the paper, we outline the policy ideologies through which we analyze our cases of contemporary education policy, including a conceptualization of social democracy as a theory of justice (Platz, 2022), as well as three conceptualizations of neoliberalism, encompassing a governmentality conceptualization (Ball & Grimaldi, 2021; Foucault, 2009; Rose, 1999), a Marxist conceptualization (Harvey, 2011), and a conceptualization based on intellectual streams (Cahill & Konings, 2017). We juggle these three conceptualizations alongside each other in our analysis in order to accommodate the diversity in understandings of neoliberalism characterizing previous policy analysis. With our inclusion of three policy cases, we aim to study indications of cross-cutting trends rather than analyzing each policy in depth on its own terms. After the analysis, we discuss the shared trends across the three policies and their implications for education policy research.


Methodology, Methods, Research Instruments or Sources Used
methodology of reading and categorizing case examples of policies through these concepts. The Theory of justice concept of social democracy (Platz, 2022) entails that we categorize policy elements as social democratic if they promote an equal distribution of both rights and work. The Foucauldian concept of neoliberalism (Foucault, 2009; Rose, 1999) entails that we categorize policy elements as neoliberal if they encourage a competitive or entrepreneurial self of the governed subjects. The Marxist concept of neoliberalism (Harvey, 2011) entails that we categorize policy elements as neoliberal if they produce inequality (or maintain existing inequalities) in society. The Intellectual streams concept of neoliberalism (Cahill & Konings, 2017) entails that we categorize policy elements as neoliberal if they promote a minimization of the state and markets as a dominant organizational principle of society.
In our analysis, we are cautious not to interpret empirical signs of ‘new public management’ instruments and/or human capital thinking as signs of neoliberalism per se. While some of the principles behind new public management overlap with intellectual streams found in neoliberalism (for example the promotion of market-type mechanisms) as well as subjectivizing discourses, others cannot be ascribed neoliberal thinking per se. Furthermore, we argue against the idea that the commodification and capitalization of education captured in the term ‘human capital’ necessarily is neoliberal. We can merely look back in time to when national governments first and foremost prioritized a general increase in the educational level of their populations (Henry et al., 2001: 99) to see how human capital theory has not always been about commodification and individualization, but instead has been configured as a highly collective effort to strengthen the nation in a geopolitical race related to security (Bürgi & Tröhler, 2018). Human capital can thus both be adapted to neoliberal and social democratic ideologies (and probably many more).
The policy cases selected for analysis represent three different sectors of the Danish education system: Primary school, upper secondary school, and higher education. The cases were selected to display different aspects of the social democratic ideology currently permeating Danish education policy. The policies all represent recent policies, proposed between 2021 and 2023. They represent a combination of policy proposals made by the government and adopted policies.

Conclusions, Expected Outcomes or Findings
The three policies are mainly shaped by social democratic influences, including: a desire for social, occupational, and geographical equality; a glorification of vocational work; an approach to the distribution of students in educational tracks as a collective state issue; corrections of the market mechanisms; and a centralized economic engineering aimed at adjusting higher education provision in line with the needs of society. The social democratic influences are however complemented by traces of neoliberalism, such as a liberation of schools from state regulation and the promotion of private actors in the public school system.
The analysis thus underscores that neoliberal elements, such as allowing private operators to play a role in schools, are incorporated into the system, but within the constraints of not conflicting with overarching social democratic values. Importantly, schools are viewed as crucial institutions for fulfilling state objectives, prioritizing economic regulation, promoting a vocational labor ethos, cultivating social justice, and addressing inequality over market-driven dynamics and potential disparities.

References
Ball, S. J., & Grimaldi, E. (2021). Neoliberal education and the neoliberal digital classroom. Learning, Media and Technology, , 1-15. 10.1080/17439884.2021.1963980

Bürgi, R., & Tröhler, D. (2018). Producing the 'Right Kind of People'. The OECD Education Indicators in the 1960s. In S. Lindblad, D. Pettersson, & T. S. Popkewitz (Eds.), Education by the Numbers and the Making of Society: the expertise of international assessments (pp. 75-91). Routledge.

Cahill, D., & Konings, M. (2017). Neoliberalism. Polity.

Cannella, G. S., & Koro-Ljungberg, M. (2017). Neoliberalism in Higher Education: Can We Understand? Can We Resist and Survive? Can We Become Without Neoliberalism? Cultural Studies, Critical Methodologies, 17(3), 155-162. https://doi.org/10.1177/1532708617706117

Foucault, M. (2009). Biopolitikkens fødsel : forelæsninger på Collège De France, 1978-1979 (1. udgave. ed.). Hans Reitzel.

Harvey, D. (2011). A brief history of neoliberalism (Reprint. ed.). Oxford University Press.

Henry, M., Lingard, B., Rizvi, F., & Taylor, S. (2001). The OECD, globalisation and education policy. IAU.  

Krejsler, J. B., & Moos, L. (2021). Danish – and Nordic – School Policy: Its Anglo-American Connections and Influences. Springer International Publishing. 10.1007/978-3-030-66629-3_7

Marginson, S. (2006). Dynamics of national and global competition in higher education. Higher Education, 52(1), 1-39. https://doi.org/10.1007/s10734-004-7649-x

Mintz, B. (2021). Neoliberalism and the Crisis in Higher Education: The Cost of Ideology. The American journal of economics and sociology, 80(1), 79-112. https://doi.org/10.1111/ajes.12370

Platz, J. v. (2022). Social Democracy. In C. M. Melenovsky (Ed.), The Routledge Handbook of Philosophy, Politics, and Economics (pp. 300-313). Taylor & Francis Group. https://doi.org/10.4324/9780367808983-29

Rose, N. (1999). Powers of freedom : reframing political thought. Cambridge University Press.


23. Policy Studies and Politics of Education
Paper

From Qualifications To Skills In European VET Policy

Isabelle Le Mouillour

BIBB, Germany

Presenting Author: Le Mouillour, Isabelle

For many decades the vocational education and training sector has profoundly evolved. Research-based scenarios on its past and further development oscilliate its anchoring between educational system and labour market and requirements(Cedefop 2023; Mottweiler; Le Mouillour, Annen 2022). At the crossroads of both perspectives lie qualifications and skills. Individual learning paths and professional careers are less and less linear, and digital, energy and environmental transformations are calling for greater efforts in terms of training and its flexibility. Those arguments and furthermore are mirrored in the European VET policy. The increase in the number of decisions and agreements reached at European level since the Treaty of Rome and the development of European instruments for vocational education and training (European Qualifications Framework, ESCO classification, recommendation on micro-certifications, to name but three) are all signs of change.

This on-going research work sets out to trace how European decisions, recommendations and declarations have shaped the understanding of qualifications at European level, to the point of making them an almost marginal element in favour of a European discourse moving from competences to skills. The European discourse on qualifications has shifted over the course of European programmes, European agendas (Education and Training 2010, Education and Training 2020, Education and Training 2030) and recommendations from the sphere of governance by the national or regional competent authorities to the individualisation and flexibilisation of pathways, methods of acquiring skills and qualifications. At the level of Member States their initiating power illustrated with the declarations issued during the respective Council Presidency testifies the shif: While lifelong learning in the Copenhagen Declaration (2002) was focusing on the removal of systemic barriers in the vocational education and training systems of the Member States. The Bruges Communiqué (2010) calls for the learners to be able to transfer their learning outcomes (and no longer their qualifications). The 2020 Osnabrück Declaration focuses on individuals and organisations. The European strategic frame set up with the Barcelona European Council, back in 2002, also acknowledges the shift and pushes it further. The 2009 strategic framework for European cooperation in education and Training (council 2009) focuses on qualifications, meanwhile the newest strategic framework for European cooperation in VET « Education and Training 2030 » (council 2021) barely mentions qualifications, employability and personal development are at the forefront of the European agenda. It therefore seems legitimate to open up the debate on the issues associated with qualifications and skills, an aspect that has so far received very little attention.

Using a discursive institutionalism approach (Schmidt 2010) as an analysis frame, the paper traces and identifies the evolution of ideas and discourses at the macro-policy level of the European level. It examines how the discourse has shifted from qualifications to skills and which challenges are arising. The challenges will be further analysed and exemplified in the context of two systems of vocational education and training (Germany, France) and their policy in-take of the European initiative on micro-credentials. Both systems are enshrined in different traditions in terms of governance and understanding of education and training (Rözer/van de Werfhorst 2020; Pilz 2016; Möbius/Verdier 1997).


Methodology, Methods, Research Instruments or Sources Used
Methodologically, this paper is based on two different methods of analysis: firstly, a document analyses of documents published by the European Commission, the Council and the European agency for VET (decisions, resolutions, communications, recommendations) which form the macro-policy framework and those defining the instruments. Secondly, documents by national VET stakeholders issued either during European consultation processes or issued as opinion are evaluated.
Conclusions, Expected Outcomes or Findings
The lifelong learning approach is not new to the discourse on VET, but it is undergoing a revival in the European context, particularly to meet the challenges of digital, technological and environmental change. VET is thus faced with expectations in terms of ambivalent functionality between flexibility and stability, qualifications between legitimacy and legibility. Since the 1970s, education policies and, by the same token, vocational training have been seen as an instrument of economic development at both national and European level, if we recall the Lisbon Declaration (2000). It would seem, then, that qualifications linked to regulated professions appear to be anachronistic in a new world in constant need of adaptation. Private certification providers, particularly in CVET, would be able to offer alternative, often digital, qualifications that meet immediate economic needs. The European discourse has moved on from the transparency of qualifications, to the transparency of learning outcomes, to the transparency of competences and, more recently, to the transparency of skills, to a degree of disaggregation that seems difficult to reconcile with the functions of qualifications.
It may seem surprising that the European Union refer to the learning outcomes approach while overlooking the concept of qualifications. This might be explained partly by the legal limitations on the European Union's action in the field of vocational training and partly by the regulatory nature of qualifications. Until now, education and training systems, as well as their content and adjustment, have remained under the authority of national states. However, collective decisions taken at European level are becoming increasingly important. A new aspect completes this picture. The range of training courses on offer is being digitised, and instruments such as ESCO, Europass and micro-certifications are being driven by the need to be interoperable and digital.

References
CEDEFOP (2023): The future of vocational education and training in Europe: synthesis report. Luxembourg.
Brockmann, M.; Clarke, L.; Winch, C. (Hg.) (2011): Knowledge, skills and competence in the European Labour Market. London: Routledge.
Council (2021): Council Resolution on a strategic framework for European cooperation in education and training towards the European Education Area and beyond (2021-2030). ET 2021-2030, C 66/1 - C 66/21
Council (2009): Council conclusions of 12 May 2009 on a strategic framework for European cooperation in education and training (‘ET 2020’). ET 2020. In: Official Journal of the European Union, C 119/2 - C 119/10
Council (2022): Council Recommendation of 16 June 2022 on a European approach to micro-credentials for lifelong learning and employability. In: Official Journal of the European Union, C 243/10 - C 243/25
Möbius, M.; Verdier, E. (1997): La construction des diplômes professionnels en Allemagne et en France: des dispositifs institutionnels de coordination. In: Martine Möbius und Eric Verdier (Hg.): Les diplômes professionnels en Allemagne et en France. Conception et jeux d'acteurs. Paris: L'Harmattan, S. 277–304.
Mottweiler, H.; Le Mouillour, I.; Annen, S. (2022): New forms of European VET governance in the interplay between the European Labour Market and VET Policy? A governance analysis of the EU-ropean taxonomy of skills, competences, qualifications and occupations (ESCO). In: Nägele, C.; Kersh, N.; Stalder, B. E. (Hrsg.): Trends in vocational education and training research, Vol. V. Proceedings of the European Conference on Educational Research (ECER), Vocational Education and Training Network (VETNET), S. 121-132
Pilz, M. (2016): Typologies in Comparative Vocational Education: Existing Models and a New Approach. In: Vocations and Learning 9, S. 295-314
Schmidt, V. A. (2010): Taking ideas and discourse seriously: explain change through discursive institutionalism as the fourth ‘new institutionalism’. In: European Political Science Review (2), S. 1–25.
Rözer, J.; Van de Werfhorst, H. G.: Three Worlds of Vocational Education: Specialized and General Craftsmanship in France, Germany, and The Netherlands. In: European Sociological Review 36 (2020) 5, S. 780-797


23. Policy Studies and Politics of Education
Paper

Organising a European Educational Research Area by Research Conversations: Research Fronts and Intellectual Traditions in the European Educational Research Journal.

Sverker Lindblad

/University of Gothenburg, Sweden

Presenting Author: Lindblad, Sverker

The purpose is to describe and analyse research publications to capture nodes and nets in conversations that are part in organizing the European Educational Research Area. After a broad mapping of research publications, the focus is on analysing articles in the European Educational Research Journal. EERJ has Europeanization of educational research as – collaboration and sharing thoughts – been a main theme for over 20 years (Lawn, 2002; 2009). Given this, which research fronts and intellectual traditions are at work in the EERJ publications and how are these publications organising themselves in nodes and nets? Answers to such questions are vital in order to understand different tendencies in European Educational research and as a basis for international research cooperation.

This research is based on analyses of the interplay between intellectual traditions and the societal structuring of research (c.f. Whitley, 2000) and actor—network theory (Callon et al, 1991) and an understanding of research referencing as ways of organising research fields (Czarniawska, 2022). A combination of bibliometric (Garfield, 1979) and interpretative analyses are used in empirical analyses of e.g. teacher education (Lindblad et al, 2023) and international comparisons of research organizing (Gross et al, in print) in terms of links between publications in the making of research networks.

First a broad overview: By means of Harzing’s Publish or Perish (Harzing.com) search engine we identified (2024-01-15) almost one thousand EERJ papers published 2002-2023 who in sum were cited more than 38 000 times.

Then, we turned to Web of Science (https://webofscience.help.clarivate.com/en-us) for more specific information about the EERJ publications 2017-2023. Analyses of links between publications are carried out by means of VosViewer (Van Eck & Waltman, 2000) in order to understand how these publications are organised by, and organising, this research field. EERJ is included in WoS since 2017 and so far 350 publications are part of the WoS database. Explorative analyses identified different networks with central nodes in terms of research fronts as well as intellectual traditions.

Cooperation in research over geopolitical contexts was also identified and discussed in relation to matters of Europeanization and research communication. Intellectual traditions were structured in different dimensions – referring to for instance from cultural sociology to actor-network theory, and from curriculum theory to systems theory.


Methodology, Methods, Research Instruments or Sources Used
The study is based on bibliometric resources and different ways of relating publications to each other (Garfield, 1979). Data sources were obtained by Web of Science. At the WoS there were (Jan 15, 2024) identified 278703 publications categorised as educational research presented in 946 sources such as scientific journals. The development of this research field is described over national affiliations of researchers and over time. The EERJ was included in the WoS in  2017 which contains 350 articles with 10830 cited sources.
Data from WoS were transformed into text-files and further analysed in VosViewer where links between publications are in focus for cluster analysis to explore how the EERJ publications are organized by and organising educational research.
Intellectual traditions are identified by co-citation of different references and research fronts by bibliographic coupling between publications. How the research is organized over space is analysed by clustering intellectual traditions and research fronts over countries and regions.
A selection of central nodes is subject to narrative analyses of texts in order to understand the dynamics of referencing in the making of recognized contributions in the EERJ field of study,

Conclusions, Expected Outcomes or Findings
As expected by previous studies the overall educational research field is in Web of Science dominated by Anglo-Saxon research in terms of research affiliation, publication sources, and language. However, the EERJ differs to this with larger shares of publications outside the Anglo-Saxon context and in terms of cooperation in publishing activities.

A set of eight research front networks are identified and presented by the explorative analyses in two dimensions. These are interpreted by induction as follows with central nodes in the networks as follows:
- One from studies of internationalization and globalisation (for instance Dobbins & Kwiek, 2017) to matters of education and Bildung (Smeyers, 2019) as examples of distant networks and nodes)
- One from studies of higher education (Cotton et al, 2017) to analyses of communication systems. (Vanderstraetern, 2021)
These two dimensions and their four networks are structuring the field of research fronts. The other four networks are operating in the space given by these structuring dimensions.
The cluster analyses of intellectual traditions did also result in eight clusters in two dimensions, but structured in three different ways:
- One from organization theory (Meyer & Rowan, 1977) to  curriculum theory and didactics (Klafki, 1985)
To this vertical dimension is added two horizontal slopes with different directions:
- One from cultural sociology (Bourdieu & Passeron, 1990) to history (Lawn, 2012) and actor-network theory (Latour, 2007)
- One from sociology of education (Bernstein, 2000) to systems theory (Luhmann & Schorr, 2002)
By means of these analyses we see how this research is organising itself in different kinds of intellectual traditions.  A general conclusion is that the EERJ is in practice moving towards Europeanization of educational research in terms of recognition of and cooperation in research. Implications of this in terms of research conversations over world regions are discussed.

References
Bernstein, B. (2000). Pedagogy, symbolic control, and identity: Theory, research, critique (Vol. 5). Rowman & Littlefield.
Bourdieu, P., & Passeron, J. C. (1990). Reproduction in education, society and culture (Vol. 4). Sage.
Callon, M., Courtial, J. P., & Laville, F. (1991). Co-word analysis as a tool for describing the network of interactions between basic and technological research: The case of polymer chemsitry. Scientometrics, 22, 155-205.
Czarniawska, B. (2022): On reflective referencing. In How to Write Differently (pp. 108-118). Edward Elgar Publishing.
Gross, B., Keiner, E., Lindblad, S., Samuelsson, K., & Popkewitz, T. (in print): Nodes and Nets in Educational Research Communication and Organization – an International Mapping of Educational Research Publication. To be published in Global Perspectives on Educational Research.
Dobbins, M., & Kwiek, M. (2017). Europeanisation and globalisation in higher education in Central and Eastern Europe: 25 years of changes revisited (1990–2015). European Educational Research Journal, 16(5), 519-528
Garfield, E. (1979). Citation indexing. Wiley.
Klafki, W. (1985). Neue Studien zur Bildungstheorie und Didaktik: Beitrage zur kritisch-konstruktiven Didaktik.
Latour, B. (2007). Reassembling the social: An introduction to actor-network-theory. Oup Oxford.
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