Conference Agenda

Overview and details of the sessions of this conference. Please select a date or location to show only sessions at that day or location. Please select a single session for detailed view (with abstracts and downloads if available).

Please note that all times are shown in the time zone of the conference. The current conference time is: 10th May 2025, 10:00:22 EEST

 
Filter by Track or Type of Session 
Only Sessions at Location/Venue 
 
 
Session Overview
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Cap: 45
Date: Tuesday, 27/Aug/2024
13:15 - 14:4523 SES 01 B: Educational Inequality
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: Floris Burgers
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Exploring Factors Behind Regional Educational Inequality

Aigerim Kopeyeva

University of Cambridge, United Kingdom

Presenting Author: Kopeyeva, Aigerim

Educational inequality is a nuanced and multi-dimensional phenomenon (Ball, 2021), requiring a comprehensive exploration, including that at a regional/subnational level. This subnational analysis is crucial not only due to its political implications but also for the potential transformative impact on addressing social injustices. Existing literature delves into educational inequality at different geographic tiers, encompassing administrative regions (Thomas, 2001; Edgerton et al, 2008), broader geographic regions (Qian and Smyth, 2008; Gumus and Chudgar, 2016), and district levels (Bramley and Fletcher, 1995; Hogrebe et al, 2008; Ataç, 2019). Additionally, studies explore rural/urban divides within countries (Qian and Smyth, 2008; Smanova, 2021). This research specifically focuses on regional educational inequality in Kazakhstan, using international large-scale assessments (ILSAs) as a basis.

Kazakhstan exhibits substantial achievement gaps among students in different regions. Recent ILSAs reveal that students in Western and Southern regions lag behind their counterparts in science, reading, and math by 2-3 years (IAC, 2020; OECD, 2023). Such regional disparities are not unique to Kazakhstan, as OECD experts acknowledge similar trends in other European countries, emphasizing the significance of subnational results in educational assessments (OECD, 2019, p. 63). In Kazakhstan, these differences are compounded by complex historical legacies, varying quality of life, cultural traditions, and even primary language differences, with Russian-speaking regions consistently outperforming their counterparts.

Kazakhstan is a large transcontinental country with a territory greater than that of the whole Western Europe, and its European part including two regional capitals. Bordering two world superpowers, as well as culturally close Central Asian neighbours, it is, historically, a land of contradictions - geographic, political and cultural, which seemed to coexist peacefully until recently (Rees et al, 2021).

While it is rarely mentioned in the European post-colonial academic discourse, Kazakhstan’s unique geopolitical and cultural landscape makes it an ideal case study for understanding the impact of Soviet/Russian colonial influence on contemporary life, including educational disparities (Rees et al, 2021). For example, recent violent unrests which shook the country’s leadership, originated in regions with prevailing share of Kazakh-speaking population and higher levels of socio-economic inequality (Kudaibergenova and Laruelle, 2022). Cultural differences between Southern and Northern regions further shape local attitudes towards education (Diener, 2015; Koch and White, 2016). Despite drastic socio-economic variations across regions, conventional explanations fall short, with both overpopulated, economically poor Southern regions and underpopulated, oil-rich West Kazakhstan demonstrating similarly low academic achievement.

Tsai et al's (2017) assertion that educational policy should strive for both academic excellence and equity resonates with Coleman's (1975) call for addressing the unequal impact of external environments on educational opportunities. This study posits two central research questions: the extent to which regional educational inequality is addressed in national policy and the factors associated with student achievement on national and regional levels, particularly whether these factors vary between regions.

Rooted in the critical educational research paradigm, this study combines Habermas's (1972) knowledge-constitutive interests, encompassing technical knowledge derived from a positivist approach, hermeneutic knowledge acquired through interpretive methodologies, and critical knowledge aimed at emancipating disadvantaged groups (Gibson, 1986). The theoretical framework draws significantly from Habermas's notion of lifeworld and Bourdieu's concepts of cultural and social capital and 'habitus' (Edgerton and Roberts, 2014). These frameworks provide a foundation for exploring causal factors in this educational inequality research, despite Giroux's (1983) caution about the overdetermination of human agency in Bourdieu's works. Caro et al’s (2014) research relying on ILSA data and employing Bourdieu’s three forms of capital, Bernstein’s language code theory and Coleman’s (1988) definition of social capital is one of the primary examples used in this research.


Methodology, Methods, Research Instruments or Sources Used
This research adopts a mixed methods approach to enhance the reliability and validity of data, employing methodological triangulation (Cohen et al, 2018) to address both the 'what' and 'why' questions surrounding regional educational inequality in Kazakhstan. Utilizing PISA 2018 results, four regions were strategically identified, comprising one top-performing, one average, and two low-performing regions. Within each region, a total of four schools were randomly sampled based on predetermined criteria, encompassing rural/urban and Kazakh/Russian language distinctions.
The data collection process within each school involved a multi-faceted approach, incorporating interviews with school directors, parent focus groups, and supervised online teacher surveys. Additionally, at the regional level, interviews were conducted with education heads. The research extended further to encompass top-level data collection, incorporating an expert focus group and interviews with two high-ranking policy makers. To sum up, the research generated 37 transcripts from interviews conducted across schools and regions, survey results for 4 regions with over 200 teachers in total, 16 parent focus groups, one expert focus group and two policy maker interviews.
This comprehensive dataset offers a unique opportunity to analyze the multifaceted factors influencing student achievement in Kazakhstan from diverse perspectives, spanning all levels of educational policy. The mixed methods approach not only enhances the robustness of the findings but also enables a nuanced exploration of the complex interplay of factors contributing to regional educational inequalities. The triangulation of methods and the depth of data collection underscore the depth and richness of the study, providing valuable insights for policy development and interventions aimed at addressing educational disparities in Kazakhstan.

Conclusions, Expected Outcomes or Findings
Currently in the analysis stage, I offer preliminary insights into potential research findings based on the initial data collection and coding efforts. Aligned with the theoretical framework guiding this study, the questionnaire for interviews and online teacher surveys focused on three major prompted themes extensively discussed in educational inequality research: the influence of family (SES, family ethos, etc.), the influence of school (including Teaching quality, School resources, etc.), and the impact of student motivation on academic achievement. Open-ended questions also sought respondents' general opinions on the primary factors influencing student outcomes.
Initial results from Nvivo coding indicate a consistent pattern across all regions and respondent categories. Teaching quality and Family ethos, emphasizing the quality of relationships and emotional well-being at home, emerged as pivotal factors influencing student achievement. However, noteworthy variations include both region-specific and national policy-level impact factors in each region. I.e, various specific factors like economic welfare or cultural predispositions (attitudes to education, corruption) may moderate the effects Teaching quality or Family influence.
Hypothesizing based on these findings, it appears that Teaching quality may emerge as the paramount factor influencing student achievement universally. However, contextual nuances such as socio-economic status, cultural differences, and the quality of regional educational management, coupled with suboptimal oversight of the national education system, contribute to regional disparities and further reinforce the observed achievement gap. This preliminary hypothesis underscores the need for a nuanced understanding of the interplay between universal and context-specific factors, shedding light on the intricate dynamics contributing to regional educational inequalities in Kazakhstan. As the analysis progresses, a more comprehensive and nuanced understanding of these dynamics will emerge, informing policy recommendations and interventions for addressing these disparities.

References
Ball, S. (2021). The Great Education Debate (1976–2021).
Thomas, S. (2001). Dimensions of Secondary School Effectiveness: Comparative Analyses Across Regions.
Edgerton, J., & Roberts, L. (2014). Cultural capital or habitus? Bourdieu and beyond in the explanation of enduring educational inequality.  
Qian, X., & Smyth, R. (2008). Measuring regional inequality of education in China: Widening coast–inland gap or widening rural–urban gap?
Gumus, S., & Chudgar, A. (2016). Factors affecting school participation in Turkey: an analysis of regional differences. Compare:
Bramley, G., & Fletcher, C. (1995). Locality Types and School Types: Towards Baselines for Improvement and Effectiveness in Secondary Schools.
Hogrebe, M. C. et al (2008). Examining Regional Science Attainment and School—Teac her Resources Using GIS. Education and Urban Society, 40(5), 570–589.
Ataç, E. (2019). Modeling Educational Inequalities: Class, Academic Achievement, and Regional Differences in Turkey.
Smanova, N. (2021). Can We Overcome the Achievement Gap between Urban and Rural Students in Kazakhstan through School Resources: Evidence from PISA
OECD (2023), PISA 2022 Results (Volume I): The State of Learning and Equity in Education, PISA, OECD Publishing, Paris
Rees, K. et al (2021). Territorial Belonging and Homeland Disjuncture: Uneven Territorialisations in Kazakhstan.
Kudaibergenova, D. & Laruelle, M. (2022). Making sense of the January 2022 protests in Kazakhstan: failing legitimacy, culture of protests, and elite readjustments.
Diener, A. (2015). Assessing potential Russian irredentism and separatism in Kazakhstan’s northern oblasts.
Koch, N., & White, K. (2016). Cowboys, Gangsters, and Rural Bumpkins: Constructing the “Other” in Kazakhstan’s “Texas”.
Kopeyeva, A. (2020). Understanding Factors behind Regional Inequality in Education in Kazakhstan, Central Asian Affairs, 7(1), 38-79.
Tsai, S., Smith, M., & Hauser, R. (2017). Families, Schools, and Student Achievement Inequality. Sociology of Education, 90(1), 64-88.
Coleman, J. (1975). Equal Educational Opportunity: A Definition. Oxford Review of Education, 1(1), 25-29.
Coleman, J. et al (1966). Equality of Educational Opportunity. U.S. Department of Health, Education and Welfare. Washington.
Habermas, J. (1972). Knowledge and Human Interests. Beacon Press.
Gibson, R. (1986). Critical Theory and Education. Hodder and Stoughton.
Edgerton, J., & Roberts, L. (2014). Cultural capital or habitus? Bourdieu and beyond in the explanation of enduring educational inequality. Theory And Research In Education, 12(2), 193-220.
Giroux, H. (1983). Theories of Reproduction and Resistance in the New Sociology of Education: A Critical Analysis.  
Caro, D. et al (2013). Cultural, social, and economic capital constructs in international assessments: an evaluation using exploratory structural equation modeling.


23. Policy Studies and Politics of Education
Paper

Equity Funding Policies in German Municipalities: Approaches to Reduce Educational Inequalities

Sarah Eiden1, Denise Demski1, Gabriele Bellenberg1, Norbert Sendzik2, Marcel Helbig2

1Ruhr-Universität Bochum, Germany; 2Leibniz-Institut für Bildungsverläufe, Germany

Presenting Author: Eiden, Sarah; Demski, Denise

(Inter)national empirical findings repeatedly prove that both socioeconomic status and contextual factors at the level of the learning group, the school, and the social space are decisive for educational opportunities (e.g., OECD, 2019). Equity funding policies might be an effective way to reduce educational inequalities and to create equal life opportunities. Following this approach, schools in challenging circumstances can receive additional staff, funding, or further support. In this regard, resource allocation might be based, for example, on available data (e.g., social indices), application processes, or discretionary of policy makers. According to Verelst, Bakelants, Vandevoort, & Nicaise (2020), more than half of EU countries currently provide some type of equity funding to schools that serve target groups such as low-SES students or children with a migration background. Results from both national and international testing show a strong relationship between students’ socio-economic background and performance. In Germany, this interrelation is particularly strong (e.g., OECD, 2019). Therefore, equity funding policies are meant to compensate for the educational disadvantages of underprivileged students and should lead to an increase in their performance. Moreover, schools in deprived areas often show higher teacher turnover and greater difficulties in attracting qualified teachers and school leaders than school working in more favourable conditions (e.g., Simon & Johnson, 2015; Clotfelder, Ladd, Vigdor, & Wheeler, 2007). Equity funding policies might also counteract these challenges, as a recent meta-analysis highlights the influence of educational policies external to the school on teacher turnover (Nguyen, Pham, Crouch, & Springer, 2020).

However, evidence concerning the effects of equity funding policies is scarce and mixed. Moreover, the implementation of equity funding policies depends on the availability of (additional) resources and the willingness of policy makers to reduce educational inequalities. In the multi-level system, municipalities play a dual role regarding the allocation of funds, as they have their own resources but are also responsible for the concrete distribution of federal or state funds. In line with educational governance theory (e.g., Altrichter, Brüsemeister, & Wissinger, 2007), decision-making on the municipality level is shaped by organizational and political conditions and decision-making on the district or federal level (e.g., Honig, Coburn, & Stein, 2009).

In recent years, evidence-based decision-making has become a topic of growing interest. Following this approach, grounding decisions and actions in evidence and available data should be the case on every level of the school system. This is seen as a prerequisite for an efficient and effective performance and an increase in students’ achievement (e.g., Honig & Coburn, 2008). International findings suggest that the amount of resources and the ways they are (supposed to be) allocated and used influence the effects of equity funding schemes (e.g., Franck & Nicaise, 2022). Based on theoretical assumptions and international findings, different designs of equity funding schemes can be distinguished. In this regard, the following dimensions can be differentiated:

  • allocation of human resources vs. allocation of budget/monetary means
  • earmarking vs. free disposal/usage
  • data-driven allocation (e.g., based on social indices) vs. allocation based on negotiations or expertise

It can be assumed that policy makers have a considerable leeway in allocating resources. Therefore, their attitudes towards justice in educational opportunities are of great importance as they may influence resource allocation. However, there are hardly any findings in Germany regarding the extent, the concrete design, and the effects of equity funding policies. To our knowledge, a systematic overview of the concrete implementation of resource allocation at the municipal level is still lacking and little is known regarding the attitudes of German policy makers.


Methodology, Methods, Research Instruments or Sources Used
In a current project funded by the German Federal Ministry of Education and Research we address the desiderata described above. The following research questions are guiding our study:
1. What configurations of equity funding policies can be identified in Germany?
2. How and according to what intentions are equity funding policies implemented in practice?
To answer the above research questions, the study makes use of a multimethod approach.
First, we analysed equity funding policies in the field of primary and secondary education in the German federal states and in municipalities by means of a systematic document review. We used content analysis (Mayring, 2007) to evaluate educational reports, websites, policy documents, (draft) resolutions, and other documents. The code system was developed both deductively and inductively and the software MAXQDA 22 (https://www.maxqda.com/) was used. Coding by independent coders and a high degree of communicative validation ensured the quality of the analyses. The document analysis identified municipalities or federal states that have already set up equity funding policies, and the extent and form of resources (e.g., additional staff, funds, further support) as well as modes of resource allocation (e.g., allocation based on data, application, or discretionary of policy makers; earmarked vs. free disposal). To identify further regions with equity funding policies, an additional online survey of the heads of municipal school administrators was conducted. Furthermore, four German municipalities that differ in terms of equity funding were chosen based on the findings of the document review to reconstruct their approaches of equity funding policies. In each of these municipalities, up to twelve interviews with actors – directly or indirectly – involved in the decision-making process of resource allocation in K 12 education were conducted in order to carve out sensemaking processes in the context of equity funding. The interviews were recorded, transcribed, and analysed by means of documentary interpretation (Nohl, 2010). In this way, in-depth research of the logics and practices of actors involved in funding policies can be conducted.

Conclusions, Expected Outcomes or Findings
Our results show a significant variation concerning the design of equity funding schemes in German municipalities. Monetary and non-monetary resources are available from a variety of sources (federal, state, local, civil society actors) with different objectives. Whereas some municipalities do not use equity funding schemes at all, others allocate a considerable amount of resources to schools in challenging circumstances. The analyses indicate large differences in the distribution of resources in the education system at both the state and the district/local level: variations can be seen in terms of the type of funds (staff positions or budgets for free or earmarked use) and in terms of the distribution principles applied (application-based, experience-based, data-based). When it comes to resource allocation, German policy makers predominantly draw on their own expertise. They also claim to use data on a small scale. Allocating resources based on proposals by schools or school leaders respectively, results of school inspections, or student achievement in standardized tests seem to be rather uncommon practices. Results of the case studies showed differentiated practices and sensemaking processes in the various municipalities; the face-to-face interviews led to a better understanding of the complexity of funding policies. Different knowledge bases were used in the decision-making process and many actors at different levels of control were involved. It can be concluded that municipalities use individual distribution strategies that differ in many components (e.g., combination of distribution principles, advisors and decisions makers, communication strategies, funding providers, impact orientation and controlling). These are closely linked to the different initial situations and framework conditions of the municipalities. Overall, our findings provide important results in a previously neglected field of research and can contribute to the further development of equity funding policies in the municipalities and federal states.
References
Altrichter, H., Brüsemeister, T., Wissinger, J. (2007). Educational Governance, Handlungskoordination und Steuerung im Bildungssystem. Wiesbaden: VS Verlg für Sozialwissenschaften. https://doi.org/10.1007/978-3-531-90498-6
Clotfelder, C. T., Ladd, H. F., Vigdor, J. L. & Wheeler, J. (2007). High poverty schools and the distribution of teachers and principals. North Carolina Law Review, 85, 1345–1379.
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.
Franck, E., & Nicaise, I. (2022). The effectiveness of equity funding policies in schools in Europe and North America: A systematic literature review. Issues in Educational Research, 32 (2), 494–512.
Honig, M. E., & Coburn, C. (2008). Evidence-based decision making in school district central offices: Towards a policy and research agenda, Educational Policy, 1 (4), 578–608.
Mayring, P. (2007). Qualitative Inhaltsanalyse. Grundlagen und Techniken [Qualitative content analysis. Foundations and techniques] (9th ed.). Weinheim: Deutscher Studien Verlag.
Nohl, A.-M. (2010). Narrative interview and documentary interpretation. In R. Bohnsack, N. Pfaff, & W. Weller (Eds.), Qualitative analysis and documentary method in international educational research (pp. 195–217). Opladen: Budrich. https://nbn-resolving.org/urn:nbn:de:0168-ssoar-317517 [October 25, 2022].
Nguyen, T. D., Pham, L. D., Crouch, M., & Springer, M. G. (2020). The correlates of teacher turnover: An updated and expanded meta-analysis of the literature. Educational Research Review, 31. https://doi.org/10.1016/j.edurev.2020.100355.
OECD (2019). PISA 2018 results (Volume II): Where all students can succeed. Paris: OECD Publishing, Paris. https://doi.org/10.1787/b5fd1b8f-en.
Simon, N. & Johnson, S. M. (2015). Teacher turnover in high poverty schools. What we
know and can do. Teachers College Record, 117 (3), 1–36.
Verelst, S., Bakelants, H., Vandevoort, L., & Nicaise, I. (2020). The governance of equity funding schemes for disadvantaged schools: Lessons from national case studies (NESET report). Luxembourg: Publications Office of the European Union. doi: 10.2766/989607.


23. Policy Studies and Politics of Education
Paper

A Serious Policy Game for Equal Educational Opportunities

Floris Burgers1, Eddie Denessen1, Floris Burgers2

1Radboud University; 2University of Amsterdam

Presenting Author: Burgers, Floris; Denessen, Eddie

While policies, laws and programs of various kinds have been implemented to address inequality of opportunity in education, achievement gaps caused by background rather than ability are persistent across the world. Looking at unequal educational opportunities as a ‘wicked problem’, we propose that collective action networks consisting of various educational actors, such as policy makers, political leaders, school leaders, teachers, parents and other educational professionals, are needed to refine approaches to tackling unequal educational opportunities.

For such networks to be successful, though, these actors need to be brought together, get to know each other’s role in the context of the problem, and think of unequal educational opportunities as a wicked problem. We propose that a serious policy game can help the educational field to achieve this and to work towards successful collective action networks. In this article, we present the contours of one such game, designed for the Dutch context, and we explain how a similar game can be developed for usage in other contexts.

In doing so, the paper covers two research questions, whereby the second question follows upon our answer to the first: 1) What is needed to refine approaches to tackling the problem of unequal educational opportunities? 2) What does a serious policy game to work towards collective action networks to address unequal educational opportunities look like?

In relation to the first question, the paper builds on the concept of ‘wicked problem’, coined by Ritter and Webber (1973) and further developed by Korsten (2019). Wicked problems are characterized by cognitive, normative and social complexity, and we argue that the problem of inequality of educational opportunities is complex in all these three respects, which makes it a typical wicked problem. This leads us to conclude that this problem needs to be addressed through collective action networks (Duke & Geurts, 2004; Innes & Booher, 2016; Crowley & Head, 2017; Korsten, 2019).

Drawing on game theories, in particular Duke and Geurts’ (2004) 5Cs for serious policy gaming, we propose that a serious policy game is a useful strategy to work towards such networks. In relation to the second question – what such a game would look like – we employ Olejniczak, Wolański and Widawski’s (2020) well established game typology to arrive at a design framework for a policy game on unequal education opportunities. Both the design framework and an example game are presented in this paper.


Methodology, Methods, Research Instruments or Sources Used
The design methodology we employed to design the policy game consisted of three elements: goal specification, game type specification and the specification of design principles. To arrive at a series of game goals we explored the literature on wicked problems and action networks. This helped to determine what skills needed to be developed through the policy game. In order to determine the type of game needed to realise these goals, we followed Olejniczak, Wolański and Widawski’s (2018) well-established game typology, differentiating between the type of problem that is addressed in the game (simple or complex) and the type of learning that is to be realized through gaming (learning for game designers or learning for participants). To be able to specify design principles – which we would then adhere to during game design – we first developed a conceptual overview of the educational system of the Netherlands and, based on both literature reviews and expert conversations, we specified the main dynamics therein that feed into inequality of opportunity. Reflecting on this conceptual overview, we then specified how various components of the educational system and the problem of inequality of opportunity had to be treated in the game design. This approach is consistent with Duke and Geurts’ (2004) procedure for policy game design.
Conclusions, Expected Outcomes or Findings
After establishing unequal educational opportunities as a ‘wicked problem’ and making the point that such problems require collective action networks, we conclude that serious games can be useful to work towards such networks. We developed a framework for designing such a game and an example game for the Dutch context. The game we designed aimed to improve participants’ understanding of the various mechanisms and variables that are involved in the problem of inequality of educational opportunities (cognitive complexity), participants’ understanding of how different actors view the problem of inequality of educational opportunities (normative complexity) and participants’ understanding of the roles that different stakeholders play in relation to the problem of inequality of educational opportunities, including the role they play themselves (social complexity). The game type, consistent with these goals, is an ‘exploring systems’ game. The designed game can be played with between 15 and 35 participants and is particularly suitable for educational actors at the municipality level: teachers, school leaders, educational boards, policy makers, political leaders and parents.
References
Crowley, K., & Head, B. W. (2017). The enduring challenge of ‘wicked problems’: revisiting Rittel and Webber. Policy Sciences, 50, 539–547.

Crul, L. (2014). Solving wicked problems through action learning. Action Learning: Research and Practice, 11(2), 215–224.

Duke, R. D., & Geurts, J. L. A. (2004). Policy Games for Strategic Management: Pathways To The Unknown. Rozenberg Publishers.

Innes, J. E., & Booher, D. E. (2016). Collaborative rationality as a strategy for working with wicked problems. Landscape and Urban Planning, 154, 8–10.

Korsten, A. (2019). Omgaan met ‘wicked problems’. Beleidsonderzoek Online.

Olejniczak, K., Newcomer, K. E., & Meijer, S. A. (2020). Advancing Evaluation Practice With Serious Games. American Journal of Evaluation, 41(3), 339–366.

Rittel, H. W. J., & Webber, M. M. (1973). Dilemmas in a General Theory of Planning. Policy Sciences, 4, 155–169.
 
15:15 - 16:4523 SES 02 B: Education in an Age of Uncertainty
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: Nirit Pariente
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Contradictory Assumptions Regarding Evaluation Policy

Tirzah Margolin, Yariv Feniger

Ben-Gurion University of the Negev, Israel

Presenting Author: Margolin, Tirzah

The New Public Manegment (NPM) influences educational policy in many aspects. One of them deals with strengthen global governance by the reinforce the involvment of stakehoders from the business sector and philanthropy in educational policy. This involvement strives to adapt values of globalism, standards, and accountability as part of the educational evaluation policy (Lingard, Martino, & Rezai-Rashti, 2013).

The educational evaluation policy targets power relations between different stakeholders. The stakeholder's position and values are more often reveal in the way they identify structural problems and strategical difficulties in the education system. That effects both the educational evaluation policy and the expectancy from the education system to enact and implement the policy. The enactment of evaluation policy is more often challenging due to demands from the formal authorities and obstacles from inside the educational system (Adert-German, 2021; Ball, Magurie, Braun, & Hoskins, 2011; Camphuijsen, 2020).

The objective of this research is to comprehend the scope of evaluation policy and the effects of NPM on it. This highlights the influence of different ideologies and standards regarding educational evaluation policy. Moreover, the research challenges policy stakeholder's expectancy from enactment and implementation of the policy.

Our research deals with the educational policy in Israel since 2005. This was a significant year for Israeli education policy because of the Dovrat (Israel National Force for Education) Committee, which revealed their findings and recommendations.

This committee raised concerns regarding improving evaluation and measurement of the educational system, and adopting an evaluation policy that promotes accountability (Livni-Huberman, 2021; Resnik, 2011).

The Dovrat committee recommended establishing the National Authority for Measurement and Evaluation. It was also involved in the evaluation policy and its implementation in the educational system, including the national and international examinations. Another notable recommendation was creating the position of evaluation coordinator. A coordinator is a teacher specializing in the field of evaluation. This teacher trained to become the school evaluation coordinator and to enact the evaluation policy within the school.


Methodology, Methods, Research Instruments or Sources Used
This research conducted using qualitative methods including extensive analysis of formal policy documents, such as legislation and governmental registers. We also included informal policy documents in our analysis. These documents included protocols and unofficial professional reports, due to the importance of unofficial documents for comprehensive understanding of different stakeholders’ perspectives.
The research included also interviews with politicians and other high-level decision makers in the Israeli education system.
The qualitative thematic analysis was based on Carol Bacchi’s critical methodology, which relies on Foucault's critical approach (Bacchi & Goodwin, 2016; Bacchi, 2020). Becchi's methodology identifies the problems and solutions implemented by the policy. The methodology — What’s the Problem Represented to be?’ (WPR) — highlights problems, and how they have been presents in the public domain. This encapsulates the influence of bureaucracy and the relationship amongst external stakeholders. Furthermore, Bacchi recommended considering stakeholders who were excluded from legislation.
 

Conclusions, Expected Outcomes or Findings
The educational evaluation policy highlighted difficulties in the functioning of the Israeli educational system. Policy makers outlines the system inability to track achievements due to the lack of academic standardizations and characterize a problematic system that does not achieve global academic goals. They identified lack of the standardizations as a problem, and expressed the need for a centralized evaluation policy.

Conversely, there are those who promotes strict policy as a potential solution for the challenges of the educational system. They believe that systematic and public evaluation leads to competition, which strengthens the accountability of the system and can lead for pragmatic solution for the system challenges. For example, substandard results in national exams will lead principals to enact differently in order improve achievements.          

The different approaches reflect the dispute about evaluation policy, due to the involvement of internal and external stakeholders. Within the educational system, there are different approaches regarding the role of evaluation. Moreover, power relationships influences the current dialogue regarding internal and external evaluation.

External stakeholders challenge the educational system to conform to measurable objectives and adopt NPM values. While the volatile situation in the government and the deficiency of the educational system creates instability in evaluation policy.

Some stakeholders request to use evaluation as a tool to strengthen the educational system. For example, the use of internal evaluation methods to improve learning and ongoing analysis for improving management and infrastructures. Yet, those stakeholders express distrust in the ability of schools to use evaluation for addressing challenges.

Under the volatile situation and different attitudes, unfortunately, the policy resulted in substandard outcomes. Stakeholders noted that attempt to define current evaluation policy, implemented with conflicting results.

Our research represents a variety of attitudes amongst stakeholders involved with evaluation policy. These values influence policy enactment and reinforced within the school system.

References
Adert-German, T. (2021). Sustainable School Self evaluation: Enactments and Perceptions of Balancing Accountability and Improvement Goals. Educational Assessment, Evaluation and Accountability( (2021) 33:291–315), 291–315.
Bacchi, C. (2020). Policy as Discourse: What does it mean? Where does it get us? Discourse: Studies in the Cultural Politics of Education, 21(1), 45-57.
Bacchi, C., & Goodwin, S. (2016). Post-structural Policy Analyses. New York: Palgarve pivot.
Ball, S. J., Maguire, M., Braun, A., & Hoskins, K. (2011). Policy Actors: Doing Policy Work in Schools. Discourse: Studies in the Cultural Politics of Education(32:4), 625-639.
Camphuijsen, M. (2020). From Trust in the Profession to Trust in Results: A Multi-Level Analysis of Performance-Based Accountability in Norwegian Education. Barcelona: Department of Socialogy The Autonomous University of Barcelona.
Lingard, B., Martino, W., & Rezai-Rashti, G. (2013). Testing regimes, accountabilities and education policy: commensurate global and national developments. Journal of Educational Policy, 28, 2013 - Issue 5, 539-556.
Livni-Huberman, T. (2021). The Senior Planning and Strategy Division of the Ministry of Education - A Comparative Historical Examination of Policy Aspects During the Planning Action of the Ministry of Education (1948-2017). Tel Aviv University.
Resnik, J. (2011). The Construction of a Managerial Education Discourse and the Involvement of Philanthropic Entrepreneurs: The Case of Israel. Critical Studies in Education, 52:3, 251-266


23. Policy Studies and Politics of Education
Paper

Educational Reform Policy- A Professional Challenge for School Principals

Nirit Pariente, Noy Dali, Dorit Tubin, Heli Amossi

Ben-Gurion University of the Negev

Presenting Author: Pariente, Nirit; Dali, Noy

In recent years, instability has become one of the permanent elements in everyday life, from the global economic crisis in 2008, through the climate crisis and the Arab Spring, which increased emissions and migration to Europe, culminating with the COVID-19 pandemic. One of the consequences of these emergencies was recognition of the advantage of local government over central government in effectively solving problems (Gupta et al., 2021). These events, along with changes of government, demographic shifts, and economic changes, are reflected in the characteristics of educational reform (Cohen, Spillane, & Peurach, 2018). Educational reforms usually seek to establish a new policy that will change teaching and learning patterns for the benefit of the schools and society (Sahlberg, 2016). As such, educational reform usually challenges the school principals’ basic concepts and assumptions, and can affect their professional skills. This study seeks to explore how a top-down reform affects principals’ professional skills.

The reform explored in this study is called “Gefen” (PAF – Pedagogical-Administrative Flexibility), designed by Ministry of Education policymakers, to be implemented by school principals. This reform reflects the growing accountability and crisis management trend at local leadership level. By means of a digital platform, this reform enables management of school budgets by selecting administrative and pedagogical alternatives, such as educational programs, consultancy and training, technological tools, etc. Choosing solutions requires principals to use professional skills to diagnose the schools’ needs, choose an appropriate intervention, and infer from the process and results (Abbott, 1988). In addition, to successfully meet the demands of the reform, principals have to develop supportive networks with colleges and experts to obtain information, resources, and tools (Eyal, 2019). The present study seeks to examine the relationship between educational reform and the professional skills of school principals.

Preliminary findings show that the main challenges the principals face are meeting budget requirements, timetables, and reports, while keeping to the reform budget. The principals deal with these challenges by participating in networks that provide sound advice, consultation, and quick solutions to the demands of the reform. Following the wisdom of the network enhances the pattern of compliance, and suppresses the professional skills needed to adapt the solutions to the school’s needs and context. Virtually no evidence was found of diagnostic processes regarding students’ or teachers’ needs. The principals preferred to delegate diagnosis responsibilities to middle leaders, such as the social education coordinator, or favored programs with popular topics, like student inclusion and resilience. At times, the guiding principle of “Every child gets something”, leads to purchasing a wide variety of programs that do not necessarily correspond to the students’ or teachers’ needs.

At the same time, when the principals chose programs, there was partial reference to an informed choice between alternatives. One reason for this is that the digital reform includes more than 5,000 different programs, making it difficult to choose. Consequently, in most instances, the principals look for recommendations from colleagues, or continue with programs already operating at the school.

Finally, little evidence was found to evaluate the quality of the program. Principals used accessible indicators, such as the students’ desire to participate or the absence of discipline problems, with no reference to whether the program’s pedagogical or administrative goals have been achieved. Possible explanations for the principals’ coping patterns are associated with the nature of reform implementation (top-down, all at once, without sufficient time), with “growing pains” of the new digital system, and with the principals’ lack of professional skills, which altogether result in them devoting their efforts to “solving the problem of the reform”, rather than to the problems the reform seeks to solve.


Methodology, Methods, Research Instruments or Sources Used
The research design is a multiple-case study to examine the principals’ professional skills in coping with educational reform. A multiple-case study seeks to study a phenomenon in its social, cultural, and organizational contexts (Merriam, 1988). A “case” in the present study is defined as a principal’s decision and professional skills in implementing the reform.
The number of cases in a multiple-case study ranges from four to ten cases that can represent the phenomenon. In the present study, four categories of schools were selected, based on the size of the school (small, less than 500 students, and large – more than 1,000 students) and the principal’s seniority (young, up to five years, and veteran, more than ten years in office). This combination created four categories of four schools each, a total of sixteen schools.
As customary in case-study research, the data was collected using several practical tools to ensure the study’s reliability and obtain a deep understanding of the phenomenon (Merriam, 2015). The tools included two rounds of semi-structured interviews with the principals and relevant staff members (two or three in large schools), and dozens of reform implementation documents, such as the school curriculum, program contracts, internal feedback survey, and activity plans.
The data was analyzed in two stages: Within-case analysis of each school to identify the interactions between the reform, the context, and the principal’s professional skills, and Cross-case analysis to compare the patterns of similarities and differences between the cases (Yin, 2013). Concurrently, content analysis was conducted, based on an inductive thematic content analysis that emerged from the research data, and a deductive analysis derived from the theories of professions (Abbott, 1988) and expertise (Eyal, 2019).
This study adopts Guba and Lincoln’s (1985) approach to “trustworthiness” in qualitative research. Ethical standards were maintained by presenting the research objectives to the interviewees, protecting their privacy and anonymity, storing all data in password-protected digital folders, and obtaining informed consent from all the interviewees.

Conclusions, Expected Outcomes or Findings
The study findings indicate that the principals’ focus their efforts on solving the “problem of the reform”, emphasizing its bureaucratic manifestations rather than what the reform sought to promote. This is because the reform was carried out in a rigorous timeframe, without adjustments to take into consideration the school’s calendar or needs. These constraints encouraged the principals to develop expertise by means of a colleague network, to find quick solutions for compliance with the demands of the reform, at the expense of utilizing the reform’s resources to promote their school’s unique goals, by diagnosing the school’s needs, choosing suitable programs, and inferring to promote student learning. This means that rather than promoting educational and pedagogical goals, the reform pushes principals to meet its demands.
Two key conclusions can be drawn: First, the characteristics of the reform prevented the principals from developing professional skills since it was top-down, under a strict time limit, and rigorous budget enforcement reduced the principals’ freedom. The findings are not surprising since developing principals’ professional skills is not one of the reform’s goals. The second conclusion is that the principals approached the reform with their preexisting professional skills, which largely depend on their seniority and the size of their school. This variance leads to differential reform assimilation; however, the vast majority emphasizes meeting bureaucratic requirements at the expense of educational or pedagogical quality.
There are theoretical and practical contributions: Theoretically, the findings demonstrate how the conditions of the reform promote or hinder principals’ professional skills of diagnosing the school’s needs, making an informed choice of intervention, and making inferences regarding the results of the intervention. Practically, the present study’s results can inform principal preparation programs regarding the reform, which can help in leading effective implementation, and developing the principals’ professionalism.

References
Abbott, A. (1988). Professional work, ch. 2, 35-58. The system of professions. Chicago: The university of Chicago press.
Cohen, D. K., Spillane, J. P., & Peurach, D. J. (2018). The dilemmas of educational reform. Educational Researcher, 47(3), 204-212.‏
Eyal, G. (2019). The crisis of expertise. Polity Press.
Guba, E. G. & Lincoln, Y. S. (2000). Paradigmatic controversies, contradictions, and emerging confluence. In Denzin, N. K.& Lincoln, Y. S. (Eds.), Handbook of qualitative research, 163-188. Thousand Oaks: Sage.
Gupta, S., Nguyen, T., Raman, S., Lee, B., Lozano-Rojas, F., Bento, A., ... & Wing, C. (2021). Tracking public and private responses to the COVID-19 epidemic: evidence from state and local government actions. American Journal of Health Economics, 7(4), 361-404.‏
Merriam, S. B. (1988). Case study research in education: A qualitative approach. Jossey-Bass.‏
Merriam, S.B. (2015), Qualitative Research: A Guide to Design and Implementation, Jossey-Bass, San Francisco, CA.
Sahlberg, P. (2016). The global educational reform movement and its impact on schooling. The handbook of global education policy, 128-144.‏
Yin, R. K. (2013). Case Study Research: Design and Methods. Fifth edition. Thousand Oaks, CA: SAGE Publications.


23. Policy Studies and Politics of Education
Paper

New Spaces of Transnational Governance: A Case Study of the LOOP Consortium's Innovative Approach to Teacher Induction Policies in Europe

Marta Mateus de Almeida, Estela Costa, Joana Viana, Carolina Carvalho

Universidade de Lisboa Instituto de Educação

Presenting Author: Mateus de Almeida, Marta; Costa, Estela

The study analyzes the emergence of new modes of regulation in education and the teaching profession, resulting in phenomena of multiregulation in education (Barroso, 2005). This involves the interaction of state and non-state actors at different levels and with different approaches, in new spaces, utilizing various governance instruments (Leuze Martens & Rusconi, 2007; Rizvi & Lingard, 2006). The study acknowledges the increasing intensity and complexity of transnational governance in education (Carvalho, 2016), leading to the creation of non-traditional spaces. One such example is the Erasmus+ support line for European projects, specifically Key Action 3 – Support for policy reform, Action Type – Policy experimentations, which includes the case of the European project - LOOP – Empowering Teachers.

The propositions put forth by this group are analyzed as an expression of transnational governance (Ozga & Lingard, 2007; Djelic & Sahlin-Anderson, 2006) of teacher training policies in unconventional forums. The identification of the issues that unite the actors in the LOOP consortium is based on the recognition of a global political matter that demands attention. This matter arises from two main factors: i) the shortage of teachers in Europe, which poses a pressing challenge and has significant impacts on educational systems, and ii) the necessity to attract and retain more qualified professionals, recognizing the critical early stages of the teaching profession (Almeida et al., 2018; Costa et al., 2019). In this context, the establishment of the consortium is justified, further fortified by the approval and funding of the proposal at the European level.

The consortium brings together representatives from Ministries of Education, academics, and teachers from six European countries (Croatia, Slovenia, Spain (Catalonia), Greece, Italy, and Portugal) to address a shared issue. The consortium's collective goal is to design a solution that can be implemented at a national level, incorporating perspectives from state authorities, teachers, and academic experts. The involvement of Ministries of Education adds legitimacy to the consortium as they are considered crucial stakeholders responsible for implementing the proposed solutions within their respective national contexts.

Therefore, as part of a larger project, this study has three main objectives: i) to document how the consortium organizes itself and assigns roles to different actors involved; ii) to analyze the issues raised as part of a critical analysis process, constructing a coherent argument that identifies and defines the key features of a shared problem and emphasizes the need for a collective response; and iii) to present the recommendations that emerge from the coordinated search for solutions to the identified problems, including proposals and suggestions for addressing the challenges at hand.

This effort encompasses a progressive exploration of potential approaches that should be adopted, following the established guidelines (Delvaux, 2009). It is crucial to analyze the tools and methods employed by the consortium to generate knowledge that supports the proposed solutions. For instance, the consortium utilizes various instruments in different national contexts, such as identifying teachers' needs and motivations during the initial phase in the consortium's six countries. Additionally, the consortium gathers 'best practices' and exemplary case studies from participating countries, which serve as inspiring models.

The generated knowledge, aiming to build the supporting 'argument' for the group's proposals, is based on 776 questionnaires collected by the LOOP consortium, applied to teachers (newly graduated and experienced) and school directors; 56 interviews conducted by LOOP teams and six focus groups (64 participants), and results obtained through a trial of the solution via the implementation of national pilot projects.


Methodology, Methods, Research Instruments or Sources Used
This case study is of a phenomenological and interpretative nature, utilizing a documentary collection produced within the LOOP consortium. The study begins by establishing the overall argument for the relevance of the project, starting from the funding application, and culminating in the design of the solution. The latter includes the synthesis reports of questionnaire and interview results, an e-catalog of best practices, and justifications for the presented programs.
To analyze the documents, the study employs the content analysis technique (Bardin, 2009). Initially, the goal is to identify the reasons behind the participation of different actors in the consortium and the specific roles assigned to each group member. In the second phase, the study focuses on analyzing the narratives produced, which pertain to the identification of problems related to teacher induction policies and processes, as well as the formulation of solutions adaptable to national contexts.

Conclusions, Expected Outcomes or Findings
Concerning the consortium and the presence of diversified actors and their roles, various roles are identified: a) ministerial representatives perform roles of state authority representation; informational roles by providing data on national contexts and legitimizing roles by testing the feasibility of proposed recommendations; b) academic experts are tasked with supporting proposals based on scientific knowledge, and c) teachers are responsible for providing insights into professional challenges and needs and testing suggested solutions.
Despite the unique characteristics of each national/regional context, there is a clear convergence among the six contexts regarding the perception of the teaching profession and professional induction processes as shared problems that demand urgent responses from state authorities. The data collected support a set of assumptions previously agreed upon by the group regarding the preferred induction model - mentoring and peer induction. The use of academic expertise and the production of confirming evidence further reinforce these assumptions, such as the need to train mentors and develop induction programs.
The presented programs serve as guidelines for induction policies, offering solutions that address the identified needs of teachers and countries. These programs include both transversal and mandatory proposals and suggestions, allowing for the adaptation of measures to national and local contexts.

References
Almeida, M., Costa, E., Pinho, A.S., & Pipa, J. (2018). Atuar na indução de professores: Que implicações para os diretores escolares portugueses?. Revista Portuguesa de Educação, 31(2), 196-214
Bardin, L. (2009). Análise de conteúdo. Lisboa: Edições 70.
Carvalho, L. M. (2016). Intensificação e sofisticação dos processos da regulação transnacional em educação: o caso do PISA. Educ. Soc., 37 (136) 669-683, 2016.
Costa, E., Almeida, M. Pinho, A.S., & Pipa, J. (2019). School Leaders’ needs regarding beginning teachers’ induction in Belgium, Finland and Portugal. Eurasian Journal of Educational Research, 81, 57-78.
Delvaux, B. (2009). Qual é o papel do conhecimento na acção pública? Educ. Soc.,  30 (109) 959-985.

Djelic, M.-L.;  & Sahlin-Anderson, K.  (2006). Institutional dinamics in a re-ordering world. In: M.-L Dejic & K. Sahlin-Anderson (Eds.). Transnational governance. Institutional dinamics of regulation. Cambridge: Cambridge University Press, 2006, p. 375-397.
Leuze E, Martens, K., & Rusconi,, A.  (2007) Introduction. In K., Martens, & Rusconi, K. Leuze, K. (eds). New Arenas of Education Governance (p. 3-15). London: Routledge.
Ozga, J., & Lingard, B.  (2007). Globalisation, education policy, and politics. In: B. Lingard & Ozga, J. (eds.) The Routlege/Falmer in Education Policy and Politics. New York: Routledge.
RizviI, F.& Lingard, B. (2006) .Globalisation and the changing nature of the OECD’s educational work. In: H. Lauder , P. Brown, J.A. Dillabough, A.H. Halsey A. H. (eds.), Education, Globalisation and Social Change. Oxford: Oxford University Press.
 
17:15 - 18:4523 SES 03 B: Language Policy
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: Stefan Emmenegger
Paper Session
 
23. Policy Studies and Politics of Education
Paper

A practice of multilingual islands? The enactment of National Languages Policy in Taiwan

Yu-Chih Li

NUTN, Taiwan

Presenting Author: Li, Yu-Chih

The development of multilingual curriculum has usually been regarded as one of marketized strategies for global neoliberal education environment (Huang, 2022) or the intercultural or multicultural practice in the society (Senar, Janés, Huguet & Ubalde, 2023; European Commission, n.d.). However, this may not be the case for the recent multilingual education policy in Taiwan. In 2019, the legislation of “Development of National Language Act” is given the task to realize linguistic and cultural human rights on the islands. Responding to the enactment of Development of National Languages Act, Taiwanese Ministry of Education has amended and implemented a new version of Curriculum Guidelines of 12-Year Basic Education in 2022 in order to implement the policy of national language courses from elementary to senior high school level. According to the new Curriculum Guidelines, from the school year of 2022 (which starts from September, 2022), local languages education, implemented as mandate courses, is extended from elementary school to junior and senior high school with various course hours and/or credits. With such a policy, it becomes a mandate for students not only take national language courses in their 9-year compulsory education but also carrying on national language courses in the optional 3-year post-secondary education. With the conceptualization of half-education by Adorno (1993), the paper scrutinizes the discourse development of national language and its position in the post-secondary education in Taiwan. There are 2 overarching research questions: 1) What is the construct of national language education, and 2) What are the unique tasks and characteristics of post-secondary national languages education in Taiwan.

As a postcolonial society, Taiwanese schooling has organized and operated in different languages. In Japanese colonial regime, Japanese language was taught as the national language, while Mandarin has become the only instructional language used in schooling after the Chinese national government took place in 1945. The top-down language policies have been regarded as one of powerful tools that reconstruct not only the cultures and communication practices but also the identities. This paper critically examines two policies enacted in 2017 and 2019, the 2030 Bilingual Nation policy and the Development of National Languages Act, and investigates their impacts on schooling in Taiwan. The multilingualism and intercultural practices developed in European societies will be utilized as a reference in the investigation of Taiwanese multilingualism under the enactment of recent language policies.


Methodology, Methods, Research Instruments or Sources Used
An analysis of policy documents, press releases, and the publications from the Gazette of Legislative Yuan and Executive Yuan is conducted as the analysis of official discourse. And documents created for implementing policy in schools are analyzed with interviews with teachers and section/course leaders who realize policies in schools. The paper takes upon Ball, Maguire and Braun’s (2012) view of policy spaces among different levels of enactment and delineates the enacting of such language policy from the perspectives of situated contexts, professional cultures, material contexts, and external factors. An interview outline is produced to collect interview data from schools, including: 1) teachers’/section leaders’ educational and professional background and teaching experiences, 2) teachers’/section leaders’ viewpoints on multilingualism in Taiwan, 3) teachers’/section leaders’ experience and practice in the implementation of language courses in schools, 4) teachers’/section leaders’ experience and practice in the implementation of language courses in classrooms, and 5) reflections or insights on language education in Taiwan. Each interview takes around 45-60 minutes. And the interview data is collected and transcribed into texts and analysed with the documents distributed in schools, such as language course surveys, flyers, and parent consent forms, etc.
Conclusions, Expected Outcomes or Findings
The paper delineates the inclusive and exclusive issues of current Taiwanese language policies. After the long-term monolingual policy, the MOE amended the Curriculum Guidelines of 12-Year Basic Education along with the multilingual policies. The paper discusses the adjustment of curriculum intertwines with the development of multiculturalism of the society (Lee, 2017; Kasai, 2022) and the enactment trajectories of policy-in-school regarding to multilingual education. The paper contributes to the literature of language education and language policy in contemporary Southeast Asian societies.
References
Adorno, T. W. (1993) Theory of Pseudo-Culture. Telos: Critical Theory of the Contemporary 95, 15-38.
European Commission (n.d.) About multilingualism policy. Retrieved from https://education.ec.europa.eu/focus-topics/improving-quality/multilingualism/about-multilingualism-policy
Huang, C. F. (2023) Multilingual writing in a marketised university: a critical multimodal study of student service advertisements, International Journal of Multilingualism, DOI: 10.1080/14790718.2023.2265396
Kasai, H. (2022) Taiwanese multiculturalism and the political appropriation of new immigrants’ languages. Comparative Education, DOI: 10.1080/03050068.2022.2099657
Lee, S. (2017) Imagination and formation: Discourse analysis of multicultural education developments in Taiwan. Taiwan Journal of Sociology of Education, 17:2, 1-44.
Senar, F., Janés, J. , Huguet, À., & Ubalde, J. (2023) The mosaic of language and identity: territorial identification, linguistic attitudes, and proficiency in young immigrants of Catalonia, International Journal of Multilingualism, DOI: 10.1080/14790718.2023.2280682


23. Policy Studies and Politics of Education
Paper

The Linguistic Hegemony of 'Education': A Comparative Study on the Pitfalls of English Language Dominance in Educational Policy Discourse

Stefan Emmenegger

University of Applied Sciences Northwestern Switzerland

Presenting Author: Emmenegger, Stefan

In an era when English dominates international and transnational dialogues, the concept of 'education' is framed predominantly through an Anglophone lens. Global education policy and research frameworks thus dominated by the English language may cause potential misinterpretations when the term 'education' is translated across languages, which harbours the risk of conceptual dissonance. Such concerns are amplified in discourses led by major international bodies such as the OECD, UNESCO and the EU. This raises questions about the inclusiveness and applicability of education policy and research, particularly in the light of the EU's commitment to multilingualism as enshrined in its Charter of Fundamental Rights.

This paper critiques the prevailing "linguistic hegemony" (Reagan 2018) in educational discourse and argues that an English-centric approach in policy and research publications may dilute diverse educational philosophies, especially amidst Europe's rich linguistic tapestry. Sensitivity to multiple meanings and local epistemologies is important, especially when dealing with social issues that are often local and contextual. Drawing on critiques of global governance (Tikly 2017; Parreiro de Amaral 2011) and comparative education theory (Keiner & Schriewer 2000; Ermenc 2015; Cowen & Kim 2023; Tröhler 2023), this study aims to analyse the impact of English language dominance in shaping international education narratives and argues for multilingual sensitivity.

The research examines the treatment of the contextual nuances of education and English-centric narratives in international reports from the OECD, UNESCO and the EU. It furthermore evaluates the use of language and the extent of sensitivity to contextual specificity of these documents, as they not only describe but also propose future educational visions and policies. Three key questions guide this examination:

  • How do these policy reports conceptualise 'education', especially with regards to future goals and educational content?
  • To what extent do they address issues of translation and contextual specificity?
  • How do they accommodate multilingual and multiplex interpretations of 'education'?

Using the methodologies of Bray et al. (2014) and Phillips (2006), this study explores the conceptualisation of 'education' and its recognition of local epistemologies. It examines the usage of the English term 'education' within these documents for implicit or explicit assumptions, with the goal of revealing cases of undue uniformity in the understanding of conceptualizations of ‘education’.

The present study aims to demonstrate that a productive way to advance discourse within the dominant English-centric model is the 'import' of ideas and conceptual frameworks from non-English educational-theories, such as e.g. the German "Erziehungstheorie" (theory of education). Contrasting English publications with their German translations will showcase that exploring non-Anglophone theoretical perspectives, such as the German concepts of 'Erziehung' and 'Bildung', provide a more nuanced understanding of 'education' beyond the confines of the Anglophone discourse. This approach could uncover underlying normative, ethical, and intergenerational aspects of education that are often overlooked in Anglophone discussions, thus broadening the theoretical landscape of educational research and policy.

Following existing studies of hidden assumptions within policy documents (Forster 2014; Vaccari & Gardinier 2019), the analysis seeks to highlight the drawbacks of overlooking linguistic diversity in educational discourses and argues for the inclusion of local epistemologies to enrich policy and research. Finally, drawing on Geertz's (1983) concept of 'local knowledge' and Merton's (1949) 'middle range theories', I argue that a multilingual and culturally sensitive approach to educational policy and research could make a significant contribution to the field by embracing the theoretical richness offered by Europe's linguistic and cultural diversity.


Methodology, Methods, Research Instruments or Sources Used
This analysis follows a tradition in comparative education that critically examines the use of language in influential global education reports (Bray et al. 2014; Phillips 2006; Brehm 2023). As a first step, the study analyses English-language publications: PISA 2022 Report (OECD), UNESCO's Global Education Monitoring Report (2023), and the European Union's Education and Training Monitor (2023). As a second source of material, the corresponding websites on which these publications are hosted will be considered in order to assess how issues of translation are handled online.
The documents were selected on the basis of the following criteria: (a) the documents are relatively new, (b) they are published by authoritative bodies (OECD, UNESCO, EU) that tend to have a major impact on shaping educational discourse and policy-making, and (c) the publishing institutions make explicit efforts to deal with multiple languages and translations, as can be seen from their website landscape.
The analytical framework (coding scheme) for the comparative study incorporates concepts from critical discourse analysis, theories of linguistic hegemony and comparative educational methodologies. The comparison of the documents follows an exploratory (e.g. inductive) interest and describes two main dimensions: Firstly, the documents’ (1) use of language with a particular focus on the conceptualisation of education, and secondly (2) the documents’ sensitivity to multilingualism, i.e. how they deal with local or national contexts and translation issues.
The interpretation and discussion of the findings will focus on several points of criticism, such as their implicit assumptions and potential exclusion of non-English perspectives. One aim will be to integrate the findings with theoretical insights, particularly from comparative studies of Anglophone and German conceptions of education, to discuss the possible implications for educational policy and collaborative international research.

Conclusions, Expected Outcomes or Findings
In examining international education policy documents, this study presents findings in three key areas, shedding light on the nuances and implications of education as a concept in policy-making.

Firstly, the research confirms previous studies, highlighting that these documents primarily view 'education' as an economic element, often institutionalized. However, an issue arises in translations. Notable documents like the PISA and UNESCO reports are translated into various languages, but critical terms, such as 'education', are inadequately rendered (e.g., 'Bildung' in German). This literal translation approach overlooks the local and national-specific epistemologies, failing to encompass “local knowledge” as described by Geertz.

Secondly, contrasting Anglophone and German education theories reveals a frequent conflation of 'education' with 'schooling'. This narrow focus misses out on broader social aspects such as intergenerational transmission and non-formal education. Additionally, the German tradition makes a clear distinction between 'Erziehung' (education) and 'Bildung' (formation). This study underlines the importance of these distinctions, often lost in translation.

The final area advocates for a paradigm shift towards localized, collaborative epistemologies and research methodologies. This approach aims to respect and integrate diverse perspectives, challenging the prevailing global narrative of education as depicted in the analysed reports and policies.

As an outlook, the paper proposes exploring collaborative areas among prevalent European languages (German, French, Italian, English, Spanish, Russian, Polish, Ukrainian) and extends this consideration to a global context with languages like Mandarin Chinese, Hindi, Spanish, and Arabic. This approach underscores the need for a multilingual perspective in education policy, especially when dealing with local and contextual social issues.

References
Bray, Mark, Adamson, Bob, & Mason, Mark (Ed.) (2014). Comparative education research: approaches and methods (2nd ed ). New York: Springer.
Brehm, Will (2023). Comparative education as a political project. Comparative Education, 59(3), 362–378.

Cowen, Robert, & Kim, Terri (2023). Comparative education and intercultural education: relations and revisions. Comparative Education, 59(3), 379–397.
Ermenc, Klara Skubic (2015). The Role of Comparative Pedagogy in Comparative Educational Research. In Alexander W. Wiseman & Nikolay Popov (Ed.), International Perspectives on Education and Society (Vol. 26, S. 37–56). Emerald Group Publishing Limited.

Forster, Edgar (2014). Kritik der Evidenz. Das Beispiel evidence-informed policy research der OECD. Zeitschrift für Pädagogik, 60(6), 890–907.
Geertz, Clifford (1983). Local knowledge: further essays in interpretive anthropology. New York: Basic Books.

Horlacher, Rebekka (2016). The educated subject and the German concept of Bildung: A comparative cultural history (Routledge cultural studies in knowledge, curriculum, and education) (Vol. 2). New York: Routledge.
Keiner, Edwin/Schriewer, Jürgen (2000). Erneuerung aus dem Geist der eigenen Tradition? Über Kontinuität und Wandel nationaler Denkstile in der Erziehungswissenschaft. Schweizerische Zeitschrift für Bildungswissenschaften, 22(1), 27–50.

Merton, Robert King (1949). On Sociological Theories of the Middle Range. In Robert King Merton (Ed.), Social theory and social structure (S. 448–459). New York, NY: Free Press.

Parreira do Amaral, Marcelo (2011). Educational Governance und Regimetheorie: Die Emergenz eines Internationalen Bildungsregimes. In Sigrid Karin Amos, Wolfgang Meseth & Matthias Proske (Ed.), Öffentliche Erziehung revisited: Erziehung, Politik und Gesellschaft im Diskurs (1. ed, S. 195–222). Wiesbaden: VS Verlag für Sozialwissenschaften.

Phillips, David (2006). Comparative Education: Method. Research in Comparative and International Education, 1(4), 304–319.
Singh, Michael, & Huang, Xiaowen (2013). Bourdieu’s lessons for internationalising Anglophone education: declassifying Sino-Anglo divisions over critical theorising. Compare: A Journal of Comparative and International Education, 43(2), 203–223.

Tikly, Leon (2017). The Future of Education for All as a Global Regime of Educational Governance. Comparative Education Review, 61(1), 22–57.
Tröhler, Daniel (2023). Education, Curriculum and Nation-Building: Contributions of Comparative Education to the Understanding of Nations and Nationalism (1. Auflage). London: Routledge.

Vaccari, Victoria, & Gardinier, Meg P. (2019). Toward one world or many? A comparative analysis of OECD and UNESCO global education policy documents. International Journal of Development Education and Global Learning, 11(1).
 
Date: Wednesday, 28/Aug/2024
9:30 - 11:0023 SES 04 B: Education in an Age of Uncertainty
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: Daina Grosa
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Layers of Recontextualisation: The Forces Shaping Global Inclusive Education Policy in Pakistan

Kristi Dingwall, David Hall

University of Exeter, United Kingdom

Presenting Author: Dingwall, Kristi

This paper introduces the notion of ‘layers of recontextualisation’ to conceptualise complexities in the reshaping of the Global Inclusive Education Policy (GIEP), advocated and promulgated globally by UNESCO, according to contextual dynamics in Pakistan. GIEP concerns the 'ensemble' (Ball, 1993: p.14) of educational policies combating discrimination which are grounded in the Right to Education (United Nations, 1989). The term 'global' denotes the extent of these policies through endorsement by member states of the United Nations. We defined Inclusive Education (IE), as per UNESCO's (2019a) perspective on non-discrimination in education, as Education for All (EfA). Additionally, we assume an inherent link between social and educational inclusion (Felder, 2018). We present key findings that address our primary research question exploring the macro-level forces shaping GIEP in Pakistan following ratification by the Federal Government.

Our study established GIEP as situated in a tension between the structural-institutional image of states and their interpretative-plural practices. We demonstrate this using a 'collaborative' education reform initiative in Pakistan, involving the Government of Punjab and the United Kingdom’s Department for International Development (DfID), called the Punjab Education Roadmap (PER), and two associated media packages. Through our analysis of in-depth interviews with elite policy actors we reveal the complex dynamics and disparate political agendas driving this reform effort.

While the PER set out to address Pakistan's educational challenges by improving school enrolments and reinforcing system accountability, our analysis exposes its entanglement in domestic and bilateral sociopolitical dimensions, including the War on Terror, aid accountability mechanisms, and local political intricacies rooted in political kinship, ultimately diluting the envisaged improvements. Our conclusion posits that GIEP is ensnared in three critical yet often overlooked layers: multilevel policy structures founded on societal divisions; patronage-based kinship networks; and the positioning of states within the international political economy.

Contrary to prevalent discourses framing educational exclusion as a mere 'policy-implementation gap,' we advocate for a nuanced understanding that considers the contextual complexities inherent in these layers of recontextualisation. By emphasising the entanglement of education policy within these layers, our analysis provides an alternative perspective to often oversimplified narratives of educational exclusion. Instead, we direct attention to the broader sociopolitical dynamics shaping state practices mediating education policy. In doing so, we contribute to a more comprehensive discourse on education exclusion, highlighting the multifaceted challenges associated with state-centric approaches in implementing global inclusive education policies. We stress the importance of a deeper understanding of the broader socio-political factors at play, challenging the perception of education policy as a purely 'technical' issue. Instead, we characterise the reshaping of GIEP in Pakistan as reflective of the politics of struggle, informality, and conflict in wider society, the outcome of which will unlikely reproduce the text of policy.

This paper has relevance for scholars interested in policy mobilities and the politics of education policy and governance in countries beyond the global North. It also offers insights of broader relevance to scholars studying education policies, especially those aligned with United Nations Sustainable Development Goal Four (SDG4) in countries in receipt of ‘ Official Development Assistance’ (ODA) from ‘donor’ nations.


Methodology, Methods, Research Instruments or Sources Used
The findings presented in this study are derived from in-depth interviews conducted with 14 elite policy actors representing multilateral and bilateral organisations, the Government of Pakistan, and external experts.  Recognising the tendency to overlook elites in social science research on inequality, particularly in non-Western contexts, bar Political Settlements literature (Hickey & Hossain, 2019; Khan, 2010; Khan, 2018; Kelsall et al., 2022) which underscores the significance of domestic elites in reshaping policy, we followed a methodological approach sensitive to the role of domestic and international elites in mediating policy.
Elites within or closely associated with the education policy domain were considered for interviews due to their potential to provide valuable insights into the political phenomena surrounding education policy (Savage & Willams, 2008).  Interviewees were identified as elite based on their influence within or specialized knowledge of the education policy domain.  We employed a combination of purposive sampling using a seed of personal contacts and process tracing (Tansey, 2007) to locate interviewees.  Process tracing aided in reconstructing interviewees' experiences and interpretations related to the politics surrounding the Punjab Education Roadmap (PER), Alif Ailaan, and Zara Sochiye.
To protect the identity of interviewees, pseudonyms were assigned, and identifying features were removed from quotes.  The data analysis employed Reflexive Thematic Analysis (RTA) (Braun & Clarke, 2021), emphasises the researcher's positionality as a tool for analysis rather than an element to be erased through anti-bias procedures (Varpio et al., 2017).  This approach was particularly relevant, given the main authors seventeen years of residency in Pakistan, in moving beyond conventional explanations of educational exclusion as a mere 'policy-implementation gap'.
Themes were generated through RTA based on their potential to offer unconventional or interesting results, exploring the intricacies and conflicts within the education policy domain (Alvesson & Sköldberg, 2017).  The study identified two overarching themes through this analysis: political agendas and state agency, both of which emerged as significant forces shaping the Global Inclusive Education Policy (GIEP) in Pakistan, as exemplified by the Punjab Education Roadmap and its associated media campaigns.

Conclusions, Expected Outcomes or Findings
When the state is viewed as a site of struggle there is emphasis on one-upmanship and competition between organisations and high-level political actors (Lund, 2006; Migdal, 2001), drawing policy scholarship toward studying policy resilience.  What is noteworthy about the PER, Alif Ailaan and Zara Sochiye is the way in which education provided a stage across which disparate political agendas converged.  Not necessarily because of belief in the values imbued in EfA but because it was viewed as a benign space through which political agendas could be worked.  Kingdon’s (2003) ‘policy window’ explains why the PER and associated media packages generated traction across domestic and international political actors but infers that support for EfA was based on political solidarity.  Yet the political agendas lying behind the PER and attached media campaigns mark EfA as a common policy goal but founded instead on states’ self-interest than political solidarity.  
While global education policy 'orthodoxies' provide a framework to which national policies are attached, our findings suggest these policies undergo adaptation based on geopolitical and domestic contextual dynamics.  Global education policy orthodoxies, like GIEP become convergence points for disparate political agendas.  In Pakistan, GIEP is entangled in a complex web of layers, challenging the notion of neat demarcations between policy spheres.  The tension between the structural-institutional image of the state and interpretative-plural practices complicates GIEP in Pakistan, leading to 'spill-over' effects across multiple political agendas.  Peeling back the structural-institutional image reveals critical dynamics shaping education policy, emphasising three often overlooked layers: multi-level policy structures, patronage systems, and the state's position within the international political economy.  Further exploration of these layers is crucial for moving beyond the 'policy-implementation gap,' deepening our understanding of the reshaping of education policy in Pakistan and beyond.

References
Alvesson, M., & Sköldberg, K. (2017). Reflexive methodology: New vistas for qualitative research. Sage.
Baumgartner, F. R., & Jones, B.D. (2015). The Politics of Information: Problem Definition and the Course of Public Policy in America. University of Chicago Press
Best, J. (2017). The rise of measurement-driven governance: The case of international development. Global Governance, 23, 163-181.
Braun, V., & Clarke, V.  (2021). Thematic analysis: a practical guide. SAGE.
Brinkerhoff, D. W., & Goldsmith, A. A. (2005). Institutional dualism and international development: A revisionist interpretation of good governance. Administration & Society, 37(2), 199-224.
Broschek, J. (2021). Boundary control and education policy in federal systems: explaining sub-federal resilience in Canada and Germany. Comparative Education, 57(4), 452-473.
Cerny, P. (2001). From "iron triangles" to "golden pentangles"? Globalizing the policy process. Global Governance, 7(4), 397-410.
Felder, F. (2018). The value of inclusion. Journal of Philosophy of Education, 52(1), 54-70.
Gazdar, H., Masood, S. Q., & Naqvi, H. (2013). Bottom up or top down? Exclusion and citizenship in Pakistan. International Household Survey Network. Collection for Social Science Network. Retrieved online from: www.researchcollective.org
Gewirtz, S., Maguire, M., Neumann, E., & Towers, E. (2019). What’s wrong with ‘deliverology’? Performance measurement, accountability and quality improvement in English secondary education. Journal of Education Policy, 36(4), 504-529.
Gupta, A. (1995). Blurred boundaries: the discourse of corruption, the culture of politics, and the imagined state. American Ethnologist, 22(2), 375-402.
Hickey, S. (2012). Turning governance thinking upside-down? Insights from ‘the politics of what works’. Third World Quarterly, 33(7), 1231-1247.
Kingdon, J. W. (2003). Agendas, alternatives, and public policies (2nd ed.). New York, NY: Longman.
Lieven, A. (2011). Pakistan: A hard country. Public Affairs.
Low, D. A. (Ed.). (1991). The political inheritance of Pakistan. Springer.
Lund, C. (2006). Twilight institutions: public authority and local politics in Africa. Development and Change, 37(4), 685-705.
Lyon, S. M. (2019). Political kinship in Pakistan: Descent, marriage, and government stability. Lexington Books.
Migdal, J. S. (2001). State in society: Studying how states and societies transform and constitute one another. Cambridge University Press.
Ozga, J. (2021). Problematising policy: The development of (critical) policy sociology. Critical Studies in Education, 62(3), 290-305.
Savage, M., & Williams, K. (2008). Elites: remembered in capitalism and forgotten by social sciences. The Sociological Review, 56(1) 1-24.
Scott, J. C. (1998). Seeing Like a State. Yale University Press.
Tansey, O. (2007). Process Tracing and Elite Interviewing: A Case for Non-probability Sampling. Political Science & Politics, 40(4), 765-772.


23. Policy Studies and Politics of Education
Paper

Policy Regarding Return Migrant Children And Experiences Of Educational Disadvantage On Return To The Source Country

Rita Kasa, Daina Grosa

UL IFS, Latvia

Presenting Author: Grosa, Daina

The importance of host-country language skills for educational success and socioeconomic mobility for migrant children is well documented. This research has mostly focused on immigrant students. The focus on return migrant children or “invisible outsiders” (Hoffmann, 2023) is more recent. Research indicates that, on average, students of return migrant background are likely to be at educational disadvantage compared to other groups of students (Hoffmann, 2023). Yet, the situation appears to vary from country to country and children with access to better resources appear to do well academically.

Proficiency of language of instruction is a prerequisite for educational success. Difficulties with the language of instruction contributes to lesser or negative educational outcomes for return migrant children (Kienzler et al., 2019; Zevulun et al., 2021). While research on older children and young people has found that difficulties in learning the language of the host country can have a noticeable impact on newly arrived young people's integration into their new school (Olliff & Couch, 2005; Sanagavarapu, 2010), there are studies and theories that challenge this and argue that there is no clear correlation between language acquisition and wellbeing at school. Apart from a lack of vocabulary and an accent, even more subtle nuances in communication can also hamper language proficiency – irony, humour and rhetorical questions in cultural and social contexts can all contribute to discomfort and stress, which only subsides when the speech patterns and pragmatic-rhetorical aspects of the language have been acquired (Zilka, 2021).

As an example of the way that host countries address migrant integration challenges, the struggles of migrant children in UK schools are in the process of being mitigated with targeted interventions. Thus, the informal role that schools play in helping migrant families to fit in needs to be recognised and local authorities need to provide adequate financial support to schools to hire dedicated EAL (English as an Additional Language) teachers or support staff where appropriate (Manzoni & Rolfe, 2019, p. 61). Initial familiarisation with the new family by the school is important so that each child's need for a tailor-made learning and support programme can be assessed from the start of their school career.

Building on these findings our research will explore education policy models that exist to support the learning of the local language of instruction among foreign-born or raised return migrant children. What are the experiences of return migrant families and their children navigating school under the existing language-of-instruction acquisition model? The current paper seeks to answer these questions. First, it compares how education policies in countries with a track record of return migration such as Finland, Estonia and Latvia support language learning among return migrant children. Second, it offers a bottom-up perspective of return families within the existing language-of-instruction acquisition support model in Latvia. The experiences of returnee children in school settings, particularly in the context of inclusive education, is an under-researched area and this study will, therefore, offer new insights and contribute to migration debates on return migration.


Methodology, Methods, Research Instruments or Sources Used
Two research questions guide this paper. To answer the first question, this study aims to conduct a comparative analysis of policies aimed at supporting language acquisition among school age return migrants in Finland, Estonia, and Latvia. Relevant country laws and policies, as well as written interviews with respective policy experts in these countries constitute the sources of evidence to answer this research question. Collection of this data will be completed in May 2024.

To answer the second research question, this study relies on primary qualitative data that was collected in 2019 and 2020 from interviews with return migrant families in Latvia. The sample includes 34 parents from return migrant families, 14 children and youth (between 8 and 19) and 12 teachers and other key informants. Most families were 1st generation returnees with their 2nd generation children (born in the host country), some were repatriating 2nd generation (‘roots’ migrants) with their children. The majority of families had lived abroad between 3 to 15 years and the sample also includes a range of parents’ educational and employment backgrounds.
In the interviews, families were asked about their experiences of life on return to Latvia – mostly the psychosocial wellbeing of returnee children in the school environment. These included comparison with life experiences in the host country and how a different world view could impact life on return. Knowledge of the language of instruction in Latvia (Latvian, and also in some cases – Russian) was highlighted as problematic, and this study will unravel the specific areas of difficulty and how they are being addressed by way of systemic educational support (Grosa, 2023).

Conclusions, Expected Outcomes or Findings
There are several expected outcomes for the paper that will ground this presentation. First, it will offer a comparative view on how countries support language of instruction acquisition among return migrant children. Second, it will offer a detailed view of one case – Latvia – in terms of its educational support to return migrant children. Support for return migrant children has been included in Latvian legislation and regulatory documents, outlining a number of support mechanisms that should be provided (such as teachers’ aides, individual learning plans, additional lessons in Latvian language and some other subjects), yet at the school and class level, targeted support for specific children requiring assistance is often still lacking (Grosa & King, 2022). Thirdly, the outcomes of this research will contribute to better understanding how education policies support return migrant children who need assistance with language of instruction acquisition.

Do these policies differentiate between students with return migrant and other migrant background – with different status (immigrant, refugee, asylum-seeker)? What happens where there is lack of a clear policy model for helping return and other migrant children to acquire language proficiency needed to succeed academically? How can language acquisition support be structured systemically to target individual children and support them effectively at the stage of language proficiency at which they enter the school? The outcomes of this research will contribute to educational policy-making and help ease the integration of children and families who enter the education system with a range of levels of Latvian language proficiency – the main language of instruction in schools in Latvia. This knowledge may benefit other policy contexts in supporting the integration of other groups of migrants as well.

References
Grosa, D. (2023). The psychosocial wellbeing of the children of return migrants: The case of Latvia. Unpublished PhD thesis, University of Sussex.

Grosa, D. & King, R. (2022). The challenges of educational reintegration and the psychosocial wellbeing of returnee children: evidence from Latvia. Journal of International Migration and Integration, 24(1). https://doi.org/10.1007/s12134-022-00960-3.
Hoffmann, N. (2023). Invisible outsiders: The academic achievement of foreign-born children of return migrants. UCLA. https://osf.io/preprints/socarxiv/hsp3u
Kienzler, H., Wenzel, T., & Shaini, M. (2019). Vulnerability and psychosocial health experienced by repatriated children in Kosovo. Transcultural Psychiatry, 56 (1), 267-286. 10.1177/1363461518802992
Manzoni, C. & Rolfe. H. (2019). How schools are integrating new migrant pupils and their families. National Institute for Economic and Social Research (NIESR). www.niesr.ac.uk/sites/default/files/publications/ MigrantChildrenIntegrationFinalReport.pdf (Accessed 30.01.2024.)
Olliff, L. & Couch, J. (2005). Pathways and pitfalls: the journey of refugee young people in and around the education system in Greater Dandenong, Victoria. Youth Studies Australia, 24(3), 42-46.
Sanagavarapu, P. (2010). What does cultural globalisation mean for parenting in immigrant families in the 21st century? Australasian Journal of Early Childhood, 35(2), 36-42.
Zevulun, D., Zijlstra, E., Post, W., & Knorth, E. (2021). A qualitative study into the reintegration of vulnerable migrant children and families after return to Kosovo: Findings from a follow-up. Children and Youth Services Review, 125. https://doi.org/10.1016/j.childyouth.2021.105991

Zilda, G.C. (2021) Feelings of belonging or alienation and social emotional perceptions of immigrant youths in the digital age, in comparison with native-born youths. Education and Information Technologies, 26(2), 1937-1954.
 
13:45 - 15:1523 SES 06 B: Education Policy
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: André Barros
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Navigating the Pathways of Privatisation: A Cultural Political Economy Analysis of General Education Sector Reform in Georgia

Nikoloz Maglaperidze

Maynooth University, Ireland

Presenting Author: Maglaperidze, Nikoloz

Research Question:

This is a work in progress. The research question probes the complex dynamics at the intersection of global economic trends and Georgia's distinct socio-political landscape. Specifically, it seeks to unravel how these factors collaborate and conflict to direct the course of pro-privatisation policies within Georgia's education system since the fall of the USSR. The query is poised to uncover the processes through which educational reforms are not only proposed and adopted but also sustained or discarded over time. It places particular emphasis on the Georgian response to global neoliberal influences in the wake of significant socio-political upheaval, thereby examining the country's educational evolution as a case study for broader post-socialist transformations in Eastern Europe. This question illuminates the nuances of policy adaptation and resistance within a national context, acknowledging the powerful sway of international agencies and financial institutions, while also highlighting local agency and the inextricable influence of cultural and historical factors.

Theoretical Framework:

The Cultural Political Economy (CPE) approach, as conceptualised by Jessop and further elaborated by Verger et al., serves as the theoretical backbone of this study. This framework is pivotal for its integrative analysis of both the semiotic (discursive, ideological) and the material (economic, institutional) dimensions of privatisation policies. By applying CPE, the study delineates how the narratives and rationalities of privatisation gain prominence, translating into concrete educational reforms that reflect a blend of global neoliberal doctrines and Georgia-specific socio-political conditions. The research critically examines established pathways to privatisation, such as those propelled by systemic shocks (‘privatisation through catastrophe’) and comprehensive state reforms ('privatisation as a state structural reform').

Moreover, this study contributes to the CPE discourse by proposing a new pathway: 'Educational Privatisation in Post-Soviet Eastern European States.' This pathway contextualises the privatisation process within the unique historical trajectory of post-Soviet nations as they transitioned from centralised economies to market-oriented systems. It accounts for the persistence of Soviet-era educational legacies and the influence of European integration aspirations, thereby offering a nuanced understanding of Georgia's educational privatisation journey.

This theoretical scaffolding allows for a multifaceted analysis that addresses the complex interdependencies between global policy prescriptions and local realities. The CPE perspective enables the study to move beyond the surface of policy adoption, delving into the strategic and discursive actions of varied actors—including governments, international organisations, and local stakeholders—engaged in the contestation and construction of educational policies. It also facilitates an understanding of how such policies are variably institutionalised, resisted, or reformed, providing a rich tapestry of the socio-political interplay that defines Georgia's educational landscape in a global context.

By intertwining the theoretical insights of CPE with empirical data from Georgia's education sector, this research aims to make a significant contribution to the discourse on policy analysis and education reform, with implications that reverberate far beyond the Georgian context. The resulting synthesis promises to deepen our comprehension of educational privatisation as a phenomenon occurring at the confluence of global ideological currents and entrenched local practices, offering valuable lessons for policymakers, educators, and researchers alike.


Methodology, Methods, Research Instruments or Sources Used

A systematic literature review (SLR) will be employed to clarify the scope and characteristics of processes of privatisation in Georgia's general education sector. The SLR aims to identify, systematise, and synthesise existing knowledge on a chosen theme (Robertson & Dale, 2015). Within the context of this study, this approach will facilitate the organisation of available knowledge according to the three CPE pathways of privatisation outlined previously, thereby enabling us to present the information in a coherent and insightful manner. Guided by our research objectives and the characteristics of CPE, this systematic review adopts a configurative approach. Thus the emphasis here is on exploring, interpreting, and understanding information, which is then configured according to the specific CPE pathways previously discussed. As opposed to the aggregative approach, this study is not aimed at proving a hypothesis by adding up empirical data and drawing testable empirical conclusions. Instead it embarks on an exploratory quest to meaningfully analyse and interpret a complex issue (Gough et al., 2012).

To conduct this systematic literature review, a systematic research process that entailing several key steps is being followed. To begin with, the research question and the criteria for study inclusion and exclusion have been established. A comprehensive search of academic databases, journals, and other relevant sources are being conducted to identify studies that meet these criteria. After having undergone initial screening, selected studies go through a quality assessment to ensure their reliability and validity (Gough et al., 2017; Gough et al., 2012). The data extracted from these studies are being analysed and synthesised to determine which of the three CPE pathways of privatisation emerge as prominent or contextually pertinent. Throughout this process, we will iteratively adapt our methods as needed to better explore and understand the complexities of privatisation in Georgia's general education sector. This approach allows us to not only aggregate data but also to configure it in a way that provides new insights into the phenomenon under study.

Conclusions, Expected Outcomes or Findings
The anticipated outcomes of this study on the privatisation of the general education sector in Georgia through the lens of Cultural Political Economy (CPE) are multifaceted. Firstly, it aims to deepen the theoretical understanding of educational privatisation within post-Soviet contexts, contributing valuable insights to academic debates on global influences and local socio-political dynamics in education policy-making. The research will provide a nuanced exploration of Georgia's specific pathways to privatisation, highlighting the interplay between external neoliberal pressures and internal cultural-historical forces.

In terms of policy implications, the study is expected to offer a critical perspective on the adoption of market-based reforms in education, serving as a guide for policymakers navigating similar transitions. By revealing the complex repercussions of such reforms and the significance of context, it advocates for more sensitive approaches to policy adoption and adaptation.

The research will also serve as a foundational reference for international organisations and local educational authorities, reflecting on the outcomes of neoliberal policy advice and its alignment with local realities. By tracing the evolution of educational policies in post-Soviet Georgia, the study underscores the critical role of historical legacies and cultural nuances in shaping education systems.

Ultimately, the outcomes are expected to stimulate a critical re-assessment of current practices, encouraging a dialogue that could lead to the formulation of more equitable and sustainable educational strategies. The study aspires to influence a broad spectrum of stakeholders, from local communities grappling with the practicalities of educational reforms to international bodies shaping global education policies.

References
Ball, S., & Youdell, D. (2008b). Hidden privatisation in public education.

Chankseliani, M. (2014). Georgia: Marketization and Education Post-1991 (pp. 277–302). https://doi.org/10.5040/9781472593474.ch-014


Dale, G., & Fabry, A. (2018). Neoliberalism in Eastern Europe and the former Soviet Union. In The SAGE Handbook of Neoliberalism (pp. 234–247).
Gough, D. (2017). An Introduction to Systematic Reviews. 1–352.

Gugushvili, D. (2017). Lessons from Georgia’s neoliberal experiment: A rising tide does not necessarily lift all boats. Communist and Post-Communist Studies, 50(1), 1–14. https://doi.org/10.1016/j.postcomstud.2016.11.001
Gunter, H. M., & Fitzgerald, T. (2013). New Public Management and the modernisation of education systems 1. Journal of Educational Administration and History, 45(3), 213–219. https://doi.org/10.1080/00220620.2013.796914

Janashia, S. (2016). The introduction of per-capita education financing in former USSR countries [Ed.D., Teachers College, Columbia University]. https://www.proquest.com/docview/1803309285/abstract/FABBEBADA909471DPQ/1
Jessop, B. (2002). The future of the capitalist state. Polity. https://eprints.lancs.ac.uk/id/eprint/63371/
Jessop, B. (2010). Cultural political economy and critical policy studies. Critical Policy Studies, 3(3–4), 336–356. https://doi.org/10.1080/19460171003619741
Petticrew, M., & Roberts, H. (2008). Systematic Reviews in the Social Sciences: A Practical Guide. John Wiley & Sons.
Rizvi, F., & Lingard, B. (2009). Globalizing Education Policy. Routledge.
Robertson, S. L., & Dale, R. (2015). Towards a ‘Critical Cultural Political Economy’ Account of the Globalising of Education. Globalisation, Societies and Education, 13(1), 149–170. https://doi.org/10.1080/14767724.2014.967502
Sayer, A. (2001). For a Critical Cultural Political Economy. Antipode, 33(4), 687–708. https://doi.org/10.1111/1467-8330.00206

Skerritt, C., & Salokangas, M. (2020). Patterns and paths towards privatisation in Ireland. Journal of Educational Administration and History, 52(1), 84–99. https://doi.org/10.1080/00220620.2019.1689104
Verger, A., & Curran, M. (2014). New public management 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
Verger, A., Fontdevila, C., & Zancajo, A. (2016b). The Privatization of Education: A Political Economy of Global Education Reform. Teachers College Press.

Matiashvili, A. (2008) On Being First: The Meaning of Education Reform in Georgia. In Silova, I., & Steiner-Khamsi, Gita. (2008). How NGOs React: Globalization and education reform in the Caucasus, Central Asia, and Mongolia. Bloomfield, Conn.: Kumarian Press.

Tangiashvili, N., & Slade, G. (2014). Zero-tolerance schooling: education policy, crime, and democracy in post-Soviet Georgia. Post-Soviet Affairs, 30(5), 416-440.
Tabatadze, S., & Gorgadze, N. (2018). School voucher funding system of post-Soviet Georgia: From lack of funding to lack of deliverables. Journal of School Choice, 12(2), 271-302.


23. Policy Studies and Politics of Education
Paper

Exploring ‘Failing’ Schools and Turnaround Policy: Impacts on Urban Educators

Katie Kilian

University College London, United Kingdom

Presenting Author: Kilian, Katie

This paper aims to explore how teachers and school-based staff experience policy and navigate instability in urban schools labeled as failing and placed into ‘turnaround’. Urban public schools in the United States have been impacted by perpetual uncertainty and precarity as cities transform and schools are subjected to frequent policy churn. These schools are sites of both stability and instability during times of change and upheaval such as the coronavirus pandemic and current cost-of-living crisis. Urban schools provide stability through social services for families (e.g.: food banks, Wi-Fi hotspots) and safe spaces for students in addition to schooling; however, many urban schools simultaneously experience increased surveillance, turbulence, and intervention through accountability policies that label them ‘failing’ and in need of ‘turnaround’ (school takeover or intervention), or closure. This instability is further compounded by local contextual factors (rising intakes of English learners and special education students amidst budget constraints, competition with charter schools, local school choice policies) as well as national and international trends (privatization of education, displacement of families due to gentrification, financial crises and widening inequalities). Schools are on the frontlines of navigating societal and local instabilities, but there is limited research exploring how school-based staff respond to these challenges while experiencing school accountability interventions.

Since the 2002 No Child Left Behind Act, a significant focus of American education policy centered on ‘corrective action’ designed to turnaround ‘underperforming’ schools, in common with other neoliberal systems. Turnaround policies vary by state and include options such as firing school staff, appointing private management, restructuring the school, or closure. The decision to intervene in ‘failing’ schools is determined by student performance on standardized tests and other metrics such as graduation rates. The goal of turnaround is rapid change and improvement in school performance. Similar policies exist internationally such as ‘special measures’ in England (Perryman, 2006), ‘turnaround’ in China (Tao, 2023) and Malaysia (Harris et al., 2017), and ‘failing schools’ interventions in some German states (Dedering, 2018). Turnaround policies connect to the governance turn (Ball, 2009) in neoliberal education policy and frequently involve public-private partnerships, consultants, and philanthropic actors in schools. In America, after two decades of turnaround policies, there are “very few examples of permanent school turnaround” (Meyers, 2020), but many students, teachers, and communities have been impacted as thousands of schools experienced turnaround- mostly in urban, low-income, Black and Latinx communities (Lipman, 2011).

Accountability systems often center ‘teacher-deficit’ views (Ingersoll, 2011) even as teachers are central to school improvement work. Furthermore, the experiences and perspectives of teachers are frequently underrepresented in research on turnaround policy. The limited scholarship on teachers in turnaround schools highlights the uncertainty and stress at the heart of their experiences. Cucchiara et al.’s (2015) study on working conditions under turnaround shows teachers experienced rigorous workloads, long hours, chronic instability, and frequent turnover of leadership and staff. Peck and Reitzug’s (2018) case study contributes portraitures of four primary teachers in turnaround schools and highlights the “dizzying nature of change” and high teacher attrition rates. The pandemic has exacerbated these conditions and Harbatkin et al. (2023) found that turnaround schools were disproportionately impacted by the pandemic and experience greater educational inequities.

In exploring teachers’ experiences, this study will pay particular attention to contextual factors, issues of equity, and teachers’ identities. Ultimately, this paper examines the relationship between accountability policies and teacher experiences in neoliberal systems and can act as a cautionary tale of the impacts of policy interventions and labels, especially when these interventions ignore context and substitute control for support.


Methodology, Methods, Research Instruments or Sources Used
The study will address the questions:
1) How does ‘school failure’ impact on school communities?
2) How do school turnaround policies impact on teachers, school-based staff, and students?

Using a qualitative methodology, I explore how school staff experience turnaround interventions designed to drive improvement of ‘underperforming’ schools. To answer the research questions, I conducted 30 semi-structured interviews and a focus group of school-based staff and students in 8 secondary turnaround schools in a large urban district in the northeastern United States. This study uses the term ‘turnaround’ to describe schools subject to state interventions due to falling in the bottom 10% of accountability metrics in the state. The schools differed in their size, type, and length of time in turnaround status. The participants comprised a range of job titles (teachers, school leaders, social workers, instructional coaches) and represented diverse racial groups, gender identities, ages, and experience levels in the field of education.
The interviews and focus group were conducted between October 2023 and January 2024. The focus group and some interviews were conducted in person in the United States, while other interviews were conducted online. The interviews lasted approximately 40 to 155 minutes and explored how school-based staff experienced turnaround policy and how this manifested in their professional practices and identities. The interviews were audio recorded, verbatim transcribed, and coded using NVivo.
The theoretical framework for the study draws on policy sociology (Ozga, 2021) and Critical Race Theory (Gillborn, 2005) to situate turnaround policy within a wider context of global neoliberal education reform while analyzing localized impacts of policy on racially segregated and disadvantaged urban schools. This study draws on Bradbury’s (2020) framework using policy sociology and Critical Race Theory to analyze how regimes of truth surrounding policy problems are constructed and how policy can perpetuate inequities. This study also uses Perryman’s (2006) theories of ‘panoptic performativity’ to analyze how accountability discourses and technologies can become internalized by educators. In an era of policy borrowing and policy mobilities, drawing on research from European and international contexts can illuminate the flow of discourses and policies (high-stakes testing, inspection regimes, teacher deprofessionalization) across national contexts and expose how they play out in localized contexts such as hyper-segregated American urban schools.

Conclusions, Expected Outcomes or Findings
The preliminary findings show that the day-to-day context of teaching, learning, and management in turnaround schools is increasingly complex, especially since the coronavirus pandemic. School-based staff are tasked with navigating the complex needs of students while responding to various stakeholder demands, accountability pressures, and local politics and policies (plans to merge and close schools, changing service models for English Learners, moving towards full inclusion models). Additionally, turnaround schools have disproportionate numbers of English learners and special education students but lack the necessary budgeting, staffing, and support to equitably serve those populations. Many families are living in increasingly precarious situations (homelessness, food insecurity, community violence, need for mental health services) and more pressures are placed on schools to meet students’ social-emotional, mental health, and physical health needs in addition to meeting academic benchmarks.
As schools are tasked with increasing demands, teachers are subjected to deficit models of accountability policies that blame them for ‘low performance’. Accountability policies do not take the impacts of segregation, poverty, and context into account when labeling and intervening in schools. Furthermore, turnaround policies often position English learners and special education students as policy ‘problems’, but do not provide specialized support or funding to address equity issues. Turnaround teachers expressed feeling ‘set up’ to fail, and highlighted the ‘vicious cycle’ of policy, practice, and their context. Turnaround policies had a significant impact on teacher identity and emotions. Teachers struggled with feelings of deprofessionalization through mandated curricula and pedagogical directives while being subjected to surveillance and performativity through inspections. Teachers expressed the paradox of performativity in having to choose between serving their students’ needs or meeting the increasing pressures of the turnaround accountability system.  This study aims to provide a nuanced picture of the complexity of policy enactment and the impacts of ‘failing schools’ policies on school communities.

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. https://doi-org.libproxy.ucl.ac.uk/10.1080/02680930802419474

Bradbury, A. (2020). A critical race theory framework for education policy analysis: The case of bilingual learners and assessment policy in England. Race Ethnicity and Education, 23(2), 241–260. https://www.tandfonline.com/action/showCitFormats?doi=10.1080/13613324.2019.1599338

Cucchiara, M. B., Rooney, E., & Robertson-Kraft, C. (2015). “I’ve Never Seen People Work So Hard!” Teachers’ Working Conditions in the Early Stages of School Turnaround. Urban Education, 50(3), 259–287. https://doi.org/10.1177/0042085913501896

Dedering, K. (2018). Consultancy in ‘failing schools’: Emerging issues. Improving Schools, 21(2), 141–157. https://doi.org/10.1177/1365480217753515

Gillborn, D. (2005). Education policy as an act of white supremacy: Whiteness, critical race theory and education reform. Journal of Education Policy, 20(4), 485–505. https://doi.org/10.1080/02680930500132346

Harbatkin, E., Strunk, K. O., & McIlwain, A. (2023). School turnaround in a pandemic: An examination of the outsized implications of COVID-19 on low-performing turnaround schools, districts, and their communities. Economics of Education Review, 97, 102484. https://doi.org/10.1016/j.econedurev.2023.102484

Harris, A., Jones, M., Adams, D., Sumintono, B., & Ismail, N. (2017). Leading Turnaround and Improvement in Low Performing Schools in Malaysia and Indonesia. THF Working Paper, Working Paper Series No. 2. http://headfoundation.org/publications-papers/

Ingersoll, R. (2011). Power, Accountability, and the Teacher Quality Problem. 236. https://repository.upenn.edu/handle/20.500.14332/34990

Lipman, P. (2011). The New Political Economy of Urban Education: Neoliberalism, Race, and the Right to the City. Routledge.

Meyers, C.V. (2020). An Urban District’s Struggle to Preserve School Turnaround Change. Urban Education, 0(0), 1–30. https://doi-org.libproxy.ucl.ac.uk/10.1177/0042085920966031

Ozga, J. (2021). Problematising policy: The development of (critical) policy sociology. Critical Studies in Education, 62(3), 290–305. https://doi.org/10.1080/17508487.2019.1697718

Peck, C. M., & Reitzug, U. C. (2021). “My Progress Comes From the Kids”: Portraits of Four Teachers in an Urban Turnaround School. Urban Education, 56(10), 1836–1862. https://doi.org/10.1177/0042085918772623

Perryman, J. (2006). Panoptic performativity and school inspection regimes: Disciplinary mechanisms and life under special measures. Journal of Education Policy, 21(2), 147–161. https://doi.org/10.1080/02680930500500138


23. Policy Studies and Politics of Education
Paper

Transformations of the Romanian Strategies to Integrate the Roma People in Education from 2012 to 2027 and Their Persistent Disadvantages

André Barros, Maria do Carmo Gouveia, Sofia Pais, Pedro Ferreira

University of Porto, Portugal

Presenting Author: Barros, André

In Europe, the overwhelming majority of the Roma population lives at risk of poverty and suffers from intense discrimination and segregation. Historically, the Roma people endured five centuries of slavery, became victims of genocide during the Holocaust, and suffered from strategic governmental acculturation attempts. Consequently, the Roma population’s socioeconomic status and educational success are below the average for the non-Roma European population. The social inclusion of the Roma community is among the most important topics on the European Union’s agenda; therefore, in 2011, the European Commission adopted an EU framework for national Roma integration strategies, which was reviewed in 2020. The framework is followed by a guide on how each Member State of the European Union should develop their own strategies to promote the social inclusion of the Roma people. However, the lack of significant evolution in the Roma situation regarding socioeconomic exclusion, education, employment, health, and housing in the past decade led the 2020 EU framework for national Roma integration to consider the past integration Strategies as a failure. Romania faces the challenge of integrating the Roma people as well, with low improvement in the Roma minority’s educational and socioeconomic situation and with the maintenance of a strong gap between the Roma ethnic people and the non-Roma Romanian population. Not only do Roma students have lower levels of educational attendance, but they face a system where high levels of school segregation and discrimination against the Roma minority remained present in the last decade. The 2022-2027 Strategy of the Government of Romania for the Inclusion of the Romanian Citizens Belonging to the Roma Minority states that there was no progress in compulsory education and that access to upper secondary education for Roma students in Romania in the last decade has even worsened.

In this paper, we analysed the educational aspect of the Strategies of the Government of Romania for the Inclusion of Romanian Citizens Belonging to the Roma Minority from 2012 to 2027. Looking at the transformations of the Strategies over time will contribute to a better understanding of the causes of the limits and failures they faced and the present situation of Roma educational exclusion in that country, drawing possible implications for understanding the persistent educational disadvantage that Roma people face in education at a European level.


Methodology, Methods, Research Instruments or Sources Used
This paper is supported by a qualitative documental analysis performed between April 2023 and August 2023 in the context of SCIREARLY (grant nr: 101061288). SCIREARLY is an EU Horizon Europe-funded project looking into how to reduce underachievement and early school leaving in Europe (https://scirearly.eu/).
The analysis focused on policy documents from the Romanian Government that were considered relevant to understanding the educational inclusion of people belonging to Roma populations and used as primary data the following documents: The Romanian Government Decisions nº 1221/2011 and its Strategy of the Government of Romania for the Inclusion of the Romanian Citizen Belonging to Roma Minority for the period 2012-2020; the Government Decisions nº 18/2015 and its Strategy of the Government of Romania for the Inclusion of the Romanian Citizen Belonging to Roma Minority for  2015-2020; and the Government Decisions nº 560/2022 and its Strategy of the Romanian Government on Inclusion of Romanian Citizens Belonging to the Roma minority for the period of 2022 to 2027.
This paper also benefits from primary data from the European Agency for Fundamental Rights Roma Survey 2021 – Main Results and the OECD Review of Evaluation and Assessment in Education: Romania 2017 to access Roma educational data in Romania. Secondary information was derived from published literature that looked at the Roma educational reality.
The analysis of the documents first compared the structure and content of the educational aspects of the Strategies. Results were brought together with other published data and results in order to build a comprehensive perspective on the persistent educational exclusion of Roma populations in Romania and what may illuminate some of the challenges faced by the Strategies.

Conclusions, Expected Outcomes or Findings
The study shows that the structure of the Strategies has changed over time, becoming more precise, organized and better structured when presenting measures. This may facilitate a clearer understanding and the implementation of the proposed actions. The main obstacle, or at least a central one, hindering the effectiveness of the Strategies is that government institutions commonly do not seem to put the proposed Strategy actions in motion. It is important to highlight that this work found prejudiced and devaluated affirmations against the Roma people in the 2015 Strategy, suppressed in the following Strategy. However, a topic in the same Strategy focuses on including the Roma children through vocational education. This may quickly insert them into the job market. Nevertheless, it hampers their opportunity to achieve higher positions of power in Romanian society and expressive economic ascension. It increases the odds of maintaining the socioeconomic gap between the Roma community and the majority of the Romanian population. Another aspect preventing the development of Roma education in Romania is that all Strategies fail to acknowledge the diversity of the Roma people and their conditions and contexts of living, acting regardless of the specific characteristics of each Roma group and context. Furthermore, there is a lack of monitoring of implementation and results, with an evident lack of data collection on the vulnerabilities of Roma populations, on the contextual factors linked to it, and on how strategy measures were implemented and affected them. Without addressing some of these issues, the urgent need to transform the educational reality of the Roma minority in Romania is likely to be again delayed.
References
Annex of the Strategy of the Government of Romania for the Inclusion of the Romanian citizens belonging to the Roma minority for the period of 2012-2020, 35 1 (2011a).
Annex of the Strategy of the Government of Romania for the Inclusion of the Romanian citizens belonging to the Roma minority for the period of 2015-2020, 128 1 (2015a).
Approval of the Strategy of the Government of Romania for the Inclusion of the Romanian citizens belonging to the Roma minority for the period of 2015-2020, 4 1 (2015b).
Annex to the Government Decision nº 560/2022 for the Approval of The Strategy of the Government of Romania for the Inclusion of the Romanian Citizens Belonging to the Roma Minority for the period 2022 to 2027, 93 3 (2022a).
European Commission. (2020). Civil society monitoring report  on implementation  of the national Roma integration strategy in Romania: Identifying blind spots in Roma inclusion policy. Publications Office of the European Union.
Eurydice. (2023). Secondary and post-secondary non-tertiary education: Teaching and learning in general upper secondary education (Romania, Issue.
FRA. (2023). Roma Survey 2021 (P. O. o. t. E. Union, Ed.) [Technical report]. Publications Office of the European Union.
Habinyak, E. (2022). The impact of education reform in Romania between 1989-2020 on the regulation and decentralization of early childhood education. Journal of Childhood, Education & Society, 3(3), 322-332.
Kitchen, H., Fordham, E., Henderson, K., Looney, A., & Maghnouj, S. (2017). Romania 2017. OECD Publishing.
Lazar, T. A., & Baciu, E. L. (2014). Educational inclusion of Roma people: The Romanian policy approach, in an European context International Conference on Economics, Education and Humanities (ICEEH'14) Dec. 10-11, 2014 Bali (Indonesia),  
Patache, L., & Neguriță, O. (2020). An Overview on Romanian Strategies regarding Roma Minority Concerning Education and Employment. Journal of Economic Development, Environment and People, 9(2), 12.
Strategy of the Government of Romania for the Inclusion of the Romanian Citizens Belonging to the Roma Minority for the period 2022 to 2027, 41 4 (2022c).
Sava, S. L., CiprianFartusnic, & Nicoleta-AncuțaIacobescu. (2022). Continuity and innovation in the civic and social education curriculum for primary and secondary education in Romania [Country Report]. Journal of Social Science Education, 21(4), 19.
Serban, L.-V. (2022). Roma Community Legislative Elements and Actions by which the Romanian State Supports Their Integration and Non-Discrimination. Editura Universitatii din Oradea, 14, 20.
 
15:45 - 17:1523 SES 07 B: Adult Education and VET
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: Nanna Ramsing Enemark
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Education Policymaking, Practice and Research in Adult Literacy in Ireland

Bernie Grummell

Maynooth University, Ireland

Presenting Author: Grummell, Bernie

This paper will explore the relationship between education policymaking, practice and research in the field of adult literacy in Ireland. It draws on our involvement in a series of research reports completed for the national adult literacy and Further Education and Training (FET) services in Ireland between 2018-2022. Each research project was conducted on a national scale, intending to capture literacy practice in their respective areas of family literacy, numeracy, inclusion of adult learners with intellectual disabilities, and inclusion of adult literacy across FET. This represented a very active period by the national statutory agencies in researching the evidence base of adult literacy to inform governmental strategic planning. It aimed to provide an evidence-base for literacy education to inform emergent policies, in a manner that consulted with and gave voice to the experiences of staff and students at multiple levels, types and sites of adult literacy provision in Ireland. The findings were written and presented as research reports, before being translated into a series of policy briefing papers (NALA, 2022) and forming part of the evidence-base for consultation process for the first National Adult Literacy for Life Strategy, 2021 in Ireland. This paper explores how the socio-cultural and political context of this research influenced how it was able to relate to and influence policy.


Methodology, Methods, Research Instruments or Sources Used
This research is based on a series of research reports completed for the national adult literacy and Further Education and Training (FET) services in Ireland between 2018-2022. Four research projects were conducted on a national scale, intending to capture literacy practice and experiences in their respective areas of family literacy, numeracy, inclusion of adult learners with intellectual disabilities, and inclusion of literacy across FET (SOLAS, 2020, 2021a, 2021c, ALOA, 2022).  They were based on a mixed methods approach, combined desk research with a national quantitative survey of literacy provision, and a series of qualitative engagements through case studies, interviews with literacy staff and students, focus groups and workshops.
In a second wave of analysis, these four research reports were analysed using critical discourse analysis (Fairclough, 1995) identified key discursive themes which were written into a series of 6 policy briefing papers on adult literacy. This presentation considers the impact of both of these stages of research and analysis as forms of research attempting to engage with and influence policy.

Conclusions, Expected Outcomes or Findings
This research emerged in a sociopolitical context of the uncertainty of a global recession which facilitated a deep pessimism to enter Irish public discourses about the unaffordability of public services.  This context enabled the embedding of performance management as a mode of regulation across Irish public services (Lynch et al., 2012; Dukelow and Murphy, 2018). This shift from governing to governance echo similar changes occurring across Europe and internationally where the OECD-influenced ‘human capital’ approach and political project of neoliberalism resulted in systemic reforms with greater levels of performance measurement across all sectors in line with EU and national priorities (Clarke et al. 2000; Tett and Hamilton, 2019). This resulted in adult literacy practices being tied more closely to the performance imperatives of national FET policies, similar to what had happened in the UK with the Education Reform Act in 1988 and the Further and Higher Education Act of 1992.  The research reveal the deeply pervasive impact of this in placing a stream of constant demands on staff and students to engage with performativity demands, to give data and voice about their experiences, but with little direct influence or sense of determination.  They speak of the invisibility of their learning relationships, the learner-centred responsive pedagogy, and impact on learners’ lives and communities which are not recognised by this performativity drive.
This research attempts to intervene through research activities in this process, making visible the learner-centred and relational aspects of adult literacy and engaging directly to de-construct barriers to and make accessible the production of scholarly research to influence decision-making and policy processes.  The multiple flows of power and different political pressures evident throughout these mechanisms of policy engagement will be considered, critically reflecting on how scholarly research can engage with public policy to support a more social just education system.

References
ALOA (2022) Inclusion of Adult Literacy Support in Further Education and Training in Ireland: A Research Report. Technical Report. Adult Literacy Organisers Association.
Clarke, J., Gewitz, S. and E. McLaughlin (2000) (eds) New Managerialism New Welfare? (Sage: London)
Dukelow, F. and M. Murphy (eds) (2018)  New Managerialism as a Political Project in Irish Education. Basingstoke : Palgrave Macmillan.
Fairclough N. (1995)  Critical Discourse Analysis. London: Longman
Lynch, K., Grummell, B. and Devine, D. (2012) New Managerialism in Education: Commercialization, Carelessness and Gender. Basingstoke: Palgrave Macmillan
NALA (2022) Briefing papers to support inclusion in the Adult Literacy Services. NALA: Dublin. https://www.nala.ie/publications/briefing-papers/
SOLAS (2020) Enabling Intergenerational Learning: Background Report on Family Literacy Practices in Irish Education and Training Boards (ETBs). Available from: https://www.nala.ie/wp-content/uploads/2020/04/Enabling-Intergenerational-Learning-Background-report-on-family-literacy-practices-in-Irish-ETBs-2020.pdf
SOLAS (2021a) Development of Good Practice Guidelines for Integrated and Standalone Numeracy Provision for Adults at Levels 1–3. https://www.nala.ie/wp-content/uploads/2021/09/15341_SOLAS_Numeracy_Report_Web_07092021.pdf
SOLAS (2021b) Adult Literacy for Life: A 10–Year Adult Literacy, Numeracy and Digital Literacy Strategy. Available from: https://www.solas.ie/f/70398/x/b78324692b/15607_all_strategy_web.pdf
SOLAS (2021c) Inclusion of people with intellectual disabilities in Adult Literacy Services: Research Report. implementation-of-guidelines-on-the-inclusion-learners-background-research-report-2021.pdf
Tett, L. and M. Hamilton (2019). Resisting Neoliberalism in Education: local, national and transnational perspectives. Policy Press


23. Policy Studies and Politics of Education
Paper

Enacting a Combination of Schooling and Prolonged Internships for Grades 7 Through 9: A Local Solution to European Issues?

Nanna Ramsing Enemark, Lea Høxbroe Højbjerg

Centre for Education Policy Research, Aalborg University, Denmark

Presenting Author: Enemark, Nanna Ramsing; Højbjerg, Lea Høxbroe

Much like other European countries (Assmann & Broschinski, 2021), Denmark has a sizeable group of young people that are neither in education, employment, or training (NEET) (Statistics Denmark, 2023). Denmark simultaneously identifies a lack of vocational professionals resulting in a looming threat of decreased growth (Aarkrog, 2020). At the same time the upper secondary schools struggle with a lack of motivation among students and school refusal (Pless & Katznelson, 2019). These issues became politically intertwined in 2023 as the Minister of Education, Mattias Tesfaye, proposed to make the comprehensive public school more practical and vocationally oriented (Tesfaye, 2023). The proposal was argued to lead to an educational system better accommodating students than is the case today and thus create a more secure future for the individual (Tesfaye, 2023). One of the initiatives in the proposal is the introduction of junior apprenticeships. A junior apprenticeship offers students from grade 7 to 9[1] a reduced school schedule and instead combine school with an internship at a company. The hypothesis is that it will contribute to less school refusal, decrease the risk of students leaving their 9th grade examinations without plans for further education, and simultaneously prepare students for the future and further education. In this sense, the national proposal seeks to address broader European concerns (Rasmussen & Juul, 2020; Eleveld, Bazzani, De Le Cour & Staszewska, 2022).

Hjørring Municipality has locally experimented with a similar initiative they call prolonged internship for the past four years. The prolonged internship entails students in grade 7 through 9 being able to have as little as an afternoon and as much as multiple days a week where they instead of school go to a local company. The initiative is part of a broader policy in Hjørring Municipality labelled the “Youth Guarantee” (Friche, Enemark & Ydesen, 2021). The policy aims to ensure people under the age of 30 in the municipality avoid a position without education, employment, or training. Hence, it is akin to the European Youth Guarantee (Tosun et al, 2019), but crucially establishes a collaboration between employment and education already at the lower secondary education level. The Hjørring Municipality policy has a constellation of partners from education institutions, the bureaucracy, and companies that guarantee they will take responsibility for young people and helping them on their way (Bolvig, Jeppesen, Kleif, Østergaard, Iversen, Broch-Lips, Jensen and Thodsen, 2019). The prolonged internship is one of the initiatives the partners collaborate on. The aim is, similarly to the recent proposal at the national level, to offer a break from students’ everyday school life, increase students’ motivation, and establish a more secure and certain path for the future at an individual level (Hjørring Municipality, 2023).

This paper therefore takes up the prolonged internship to explore if this is a suitable measure and how this local policy can potentially mitigate national and European issues. The paper is guided by the question: “How are prolonged internships in a Danish municipality enacted and what potential does it have to mitigate European issues in education and employment?”. The paper relies on focus group interviews with students, parents, companies, and the relevant staff surrounding them and explores the question through the concept of policy enactment as an analytical lens.

[1] In the Danish education system tracking occurs quite late in students’ schooling career, namely following the 9th grade final examinations. This has been the norm since 1975 where the comprehensive public school was unified and means grades 8 and 9 primarily are when students must consider their future education trajectory.


Methodology, Methods, Research Instruments or Sources Used
The paper applies policy enactment theory as an analytical lens (Ball, Maguire, Braun & Hoskins, 2011; Braun, Ball, Maguire & Hoskins, 2011). This stems from a recognition that it is insufficient to reduce policy to the implementation’s adherence to policy, but rather grasping that policy is made and remade in social interactions, namely when policy is interpretated, translated, and enacted. Those with policy in their hands therefore become policy actors and are charged with the process of interpreting policy and translating it to their context, which means policy actors include teachers and other staff in and around the schools explored in the paper. However, we also conceptualize students and their parents as being policy actors in the enactment because they participate in the negotiations of how the policy of prolonged internships unfold (Bosseldal, Blennow & Malmström, 2022). Hence, the paper focuses less on the formal intentions of the policy on prolonged internships, but instead on how prolonged internships are translated and enacted in the municipality as well as which issues are potentially mitigated as a result. This lens enables us to explore how local policy is changed, adapted to local contexts and the individual student, in addition to recognizing the agency of all actors involved.
The paper relies on extensive interview material, namely 68 focus group interviews with a range of actors. These interviews have been collected as a part of a larger longitudinal project, where we have explored the Hjørring Municipality Youth Guarantee, albeit this paper will exclusively focus on the theme of prolonged internships. The interviews used in this paper have been conducted from 2020 through 2023 with a diverse group of actors involved in the prolonged internship initiative, namely teachers, guidance counselors, school leaders, companies, parents, and students. The transcribed interviews have been thematically coded in Nvivo, where we have focused on how prolonged internships are respectively translated and enacted. We do this to further explore which issues the internships mitigate. The analysis is therefore structured by an initial part focusing on translation followed by a part focusing on the enactment. This leads to a discussion concerning the mitigation of local, but also the potential national and European, issues.

Conclusions, Expected Outcomes or Findings
The expected outcomes of the paper revolve around how the prolonged internships as an element of the Youth Guarantee policy is translated and enacted in the institutional school context, and how insights from this local experiment can serve to inform educational research and policy at the national as well as the European level. We aim to highlight the educational political dilemmas and barriers inherent in the initiative, where the policy contains local-political aims but simultaneously seeks to be beneficial for the individual student and their future educational aspirations and path. Namely the dilemma of wanting to offer the students flexible education solutions suiting their needs and local context, while simultaneously closing off opportunities for certain educations in the broader Danish education system. The paper seeks to contribute to discussions about policymaking at different levels, bottom-up policy development, how different policy actors receive, perceive, and use policy to achieve their personal and professional objectives, and how equitable education is recoded and offered as solutions to perceived national issues within education.
References
Aarkrog, V. (2020). The standing and status of vocational education and training in Denmark. Journal of Vocational Education & Training, 72(2), 170–188. https://doi.org/10.1080/13636820.2020.1717586

Assmann, M.-L., & Broschinski, S. (2021). Mapping Young NEETs Across Europe: Exploring the Institutional Configurations Promoting Youth Disengagement from Education and Employment. Journal of Applied Youth Studies, 4(2), 95–117. https://doi.org/10.1007/s43151-021-00040-w

Ball, S. J., Maguire, M., Braun, A., & Hoskins, K. (2011). Policy subjects and policy actors in schools: some necessary but insufficient analyses. Discourse, 32(4), 611–624. https://doi.org/10.1080/01596306.2011.601564

Bosseldal, I., Blennow, K., & Malmström, M. (2022). Students as Policy Actors: the Student Perspective in the Establishment Process of a New School. Paper presented at ECER.

Braun, A., Ball, S. J., Maguire, M., & Hoskins, K. (2011). Taking context seriously: towards explaining policy enactments in the secondary school. Discourse, 32(4), 585–596. https://doi.org/10.1080/01596306.2011.601555

Eleveld, A., Bazzani, T., De Le Cour, A., & Staszewska, E. (2022). Implementation of the European Youth Guarantee and the Right to Work: A Comparative Analysis of Traineeship Programmes Under the EU Active Labour Market Policy. The International Journal of Comparative Labour Law and Industrial Relations, 38(Issue 3), 269–298. https://doi.org/10.54648/IJCL2022013

Friche, N., Enemark, N. R. and Ydesen, C. (2021). Guaranteeing positive destinations for youth in a Danish municipality: the transfer, translation, and transformation of a policy instrument. European Educational Research Journal.

Hjørring Municipality. (2023). The Youth Guarantee. Available at https://www.ungegarantien.dk (accessed January 25, 2023).

Juul, T. M. (2018). The ”safe” choice in an uncertain future: A sociological analysis of young people’s motives for choosing upper secondary degree. Aalborg Universitetsforlag.

Kleif, H. B. (2021). The Temporality of Being NEET: A Longitudinal Study of NEET Occurrences among Young Adults in Denmark. Young, 29(3), 217–235. https://doi.org/10.1177/1103308820945098

Pless, M., & Katznelson, N. (2019). New Insights into Young Peoples' Motivation in Lower Secondary Education in Denmark. Qualitative Research in Education, 8(1), 60-88. https://doi.org/10.17583/qre.2019.3946

Rasmussen, P., & Juul, T. M. (2020). The Danish Response to Youth Guarantee. In Europe’s Lifelong Learning Markets, Governance and Policy (pp. 369–392). Springer. https://doi.org/10.1007/978-3-030-38069-4_16

Statistics Denmark. (2023). Statistics Bank – Active and non-active in 2021.

Tesfaye, M. (2023). Det boglige og det praktiske går hånd i hånd [the academic and the practical go hand in hand]. Børsen 23/11/2023. https://borsen.dk/nyheder/opinion/det-boglige-og-det-praktiske-gaar-haand-i-haand

Tosun J, Treib O and De Francesco F (2019) The impact of the European Youth Guarantee on active labour market policies: A convergence analysis. International Journal of Social Welfare 28: 358–368. https://doi.org/10.1111/ijsw.12375.
 
17:30 - 19:0023 SES 08 B: Early Childhood Education
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: Maria Fredriksson
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Home Based Care As an Opportunity For All Children - Evaluation of an Innovative Project

Jana Korábová1, Erik Vaněk2

1UVRV, PedF UK, Czech Republic; 2FF MUNI, Czech Republic

Presenting Author: Korábová, Jana

The institutional care for children starts at the age of 3 years old in the Czech republic and the lack of institutions providing early child care and education for children at the age above 3 years old is significantly missing (RILSA). Number of private institutions or children's groups insure places for about 15.000 children (at the age of 2 to 3 years old mostly), but these are not available for all children, mostly children from lower sociological backgrounds are excluded because of the financial situation of families. Though a number of findings conclude the benefits of institutional care for children from disadvantaged backgrounds mostly, there are also financial benefits of providing care and support to disadvantaged children (Korbel at Prokop, 2019 ). The care and education is administratively split between two sectors in the Czech republic with various qualification requests for caregivers or teachers for different ages or type of service. Ministry of Labor and Social Affairs (MoLSA) ensure the care for children at the age 0 - 3 (mostly in Children s group) where caregivers declare their competencies for services supported by the Ministry, a considerable number of private services has no law or no control mechanism or exist as a part of an underground economy with no regulation. The Ministry of Education, Youth and Sports administrate Kindergartens (about 72 % children attends the Kindergarden from the age of 3, the compulsory education starts at the age of 5), where teachers have to be qualified according to the Act on Education Staff and the quality of Education is ensured by Czech School Inspectorate. The straddle situation described is not unique in Europe and various systems face the lack of numbers in the quality of institutional care in different ways.

The Ministry of Labour and Social Affairs proposes an innovative project to start a Home based care for children at the age from 6 months till the beginning of compulsory school education. This project should ensure high quality service for every child (when not excluding children from disadvantaged families of children with special needs and ensuring qualified caregivers) and low threshold for caregivers and parents at the same time. The evaluation of the project looks for the model where caregivers could still have a lower degree of education (ICSED 3) and additional support of authorities and experts to ensure high quality care and education and provide sufficient monitoring of the development of every child individually. The system of monitoring and evaluation in the innovation project of the home based care is also consulted in the expert group of Technical Support Instrument: Developing a Comprehensive Framework for the Monitoring and Evaluation of Early Childhood Education and Care in the Czech Republic.

The research question are as following:

How to set the parameters of the service to deliver a service with high quality standards while maintaining a low entry barrier to make it accessible for the broadest spectrum of children possible.

What are the needs of caregivers and what kind of support do they need to ensure high quality of service for every child?

How can we set the evaluation of the service so it leads to the continuous learning and improving of the service?


Methodology, Methods, Research Instruments or Sources Used
The evaluation of this project is based on the qualitative approach: interviews, focus groups were conducted and the observation and used design will be used in the realization phase.
While the emphatic phase (September 2023 till January 2024) aimed to explore needs of participants (parents, caregivers, administration support office worker), the goal in the realization phase is to collect the feedback to the service. The piloting of the service will be realized from February 2024 till September 2024.

Caregivers were recruited by the snowball method till the theoretic saturation of the sample (11 caregivers in total). Interviews were also conducted with caregivers who firstly expressed their interest for the piloting but they find the piloting of the service more problematic, so the opposite opinion is also present. Caregivers in the sample represent various categories regarding education, economic situation, gender or experience with children. For the further research we plan to include caregivers with minorities (or Roma population  or caregivers coming from Ukraine after the Russian invasion.)

Parents for the sample were found to match the criteria sampling to represent all children (parents with SEN, parents with health issues, single parents with lower income). In total 10 parents were interviewed, one child included.

Caregivers and parents were chosen from Vysočina region only, so we can possibly match the parents and caregivers for the piloting.

Experts were chosen for interviews to cover all various aspects of children care and development, including parents´s organization, NGO s and representatives of  various ministries to complete the cross-sectoral approach.

Interviews with caregivers and parents were conducted online mostly, interviews with experts were conducted in person or online. All data were anonymised and analyzed in the MAXQDA programme  using open coding and the system of the categories for caregivers, parents and experts.

As for the realization phase we plan to collect various feedback on the process, setting and quality of care in the home- based care. Standard of the quality of care (MoLSA) will allow self-assessed caregivers. The various criteria of standard of quality will be also observed and discussed or with parents (section of care and the child development) or by administrative office (section of personal development of the caregivers and section of material equipment of the household).

Conclusions, Expected Outcomes or Findings
Preliminary finding shows the expectation of caregivers and parents and also recommendation of the panel of experts.
The service proposed should insure the highest quality of care for children, respecting individual needs of every childs. According to parents, home based care should insure care for all children, including children without mandatory vaccination, children with SEN, children with health issues or children from families with lower socio economic background.
Parents do not require a specific degree of education or certificate (which is in contrast with the proposition in the act and expert panel's recommendation), they prefer longer adaptation time to make sure they child is comfortable with the caregivers (without naming the concrete criteria).
The caregivers are in their conclusions very aware of their own limits. Most of the caregivers would not refuse a child that would need a special approach, though they articulated the support needed (e.x. additional training so they can meet the needs of the individual child, supervision, self - helps groups to reflect the experience with children with difficulties or extra stuff, e.g. a teaching assistant).
The caregivers also reflected the individual setting of each home- based care group and accented the need of a variability in numbers of children and following financing.
The panel of experts accented the fair financing for caregivers so the setting of the nes service does not support the precare position of caregivers on the labor market, the condition should allow the caregivers at least the “dignified” salary. While there is not an agreement of a degree of education or qualification of caregivers, there is a clear stress on the continuous support including additional learning, supervisor program for caregivers, networking with experts and early identification in the case of a different development of a child in the home based care.  

References
Barnett, William. 2008. Preschool Education and Its Lasting Effects: Research and Policy Implications. Available at (PDF) Preschool Education and Its Lasting Effects: Research and Policy Implications (researchgate.net)
Burchinal, Margaret. 2010. Threshold analysis of association between child care quality and child outcomes for low-income children in pre-kindergarten programs. Available at Threshold analysis of association between child care quality and child outcomes for low-income children in pre-kindergarten programs | Request PDF (researchgate.net)
Early, Diane. 2010. How do pre-kindergarteners spend their time? Gender, ethnicity, and income as predictors of experiences in pre-kindergarten classrooms. Available at How do pre-kindergarteners spend their time? Gender, ethnicity, and income as predictors of experiences in pre-kindergarten classrooms | Request PDF (researchgate.net)
Early childhood education and care in Europe: Welcoming children with disabilities or with migrant backgrounds. Available at Early childhood education and care in Europe: Welcoming children with disabilities or with migrant backgrounds | European Education Area (europa.eu)
Epstein, Joyce. 2010. School/Family/Community Partnerships: Caring for the Children We Share. Available at School/Family/Community Partnerships: Caring for the Children We Share (researchgate.net)
Goldfeld, Sharon. 2015.  Neighbourhood Effects Influencing Early Childhood Development: Conceptual Model and Trial Measurement Methodologies from the Kids in Communities Study. Available at (PDF) Neighbourhood Effects Influencing Early Childhood Development: Conceptual Model and Trial Measurement Methodologies from the Kids in Communities Study (researchgate.net)
Hattie, John. 2009. Visible Learning: A Synthesis of Over 800 Meta-Analyses Relating to Achievement. Visible Learning: A Synthesis of Over 800 Meta-Analyses Relating to Achievement (auf.org)
Charmaz, Kathy. 2014.  Constructing grounded theory. SAGE Publications Ltd
Kuchařová, Věra. 2020. Zpráva o rodině. RILSA. Available at Zpráva o rodině - RILSA
MPSV. Průvodce pro naplňování standardů kvality péče. Available at ee1d34fa-74e1-9515-cab8-159213bfc9d6 (mpsv.cz)
Munich, Daniel. 2023. Ruce a mozky českých žen stále nevyužity. Available at xhttps://idea.cerge-ei.cz/zpravy/ruce-a-mozky-ceskych-zen-stale-nevyuzity
Prokop, Daniel. 2019. Slepé skvrny: o chudobě, vzdělávání, populismu a dalších výzvách české společnosti. Host, 2019
Sylva, Kathy. 2004. The Effective Provision of Pr vision of Pre-school E e-school Education (EPPE) Pr ducation (EPPE) Project: Findings oject: Findings from pre-school t e-school to end of k o end of key stage 1. Available at The Effective Provision of Pre-school Education (EPPE) Project: Findings from pre-school to end of key stage 1 (uow.edu.au)


23. Policy Studies and Politics of Education
Paper

A National Improvement Initiative in Swedish Local Preschool Practices

Maria Fredriksson1,2, Maria Olsson1

1Dalarna University, Sweden; 2University of Stavanger, Norway

Presenting Author: Fredriksson, Maria; Olsson, Maria

The Swedish preschool, as part of the national educational system, is influenced by global discourses wherein education is defined as in need of constant improvement (Moss, 2013). These perceptions often stem from discussions of insufficient outcomes in international assessments, such as TIMMS and PISA. In response, governments, including the Swedish, regularly introduce new policies intended for implementation in local pedagogical practices (Adolfsson & Håkansson, 2019; Smith, 2016). Examples of such national initiatives include: “The Best School Possible” (CBS) (U2019/03786/S) in Sweden, “Every child matters: change for children in schools” (DfES/1089/2004) in Great Britain and “No child Left Behind” (20 USC 6301 note, 2002) in the United States.

This paper draws on an ongoing research project (2022–2024) investigating CBS policy (U2019/03786/S) in Swedish preschools. Decentralisation and recentralisation of educational systems, such as the Swedish, create unique settings for the realisation of policies like CBS (cf. Håkansson & Rönnström, 2021). While CBS can be understood as an example of the state’s increased control over preschools, it also includes intentions for local professional’s influence (U2019/03786/S).

CBS entails a three-year working process with a predetermined plan to identify and improve deficiencies in pedagogical practices (Skolverket, 2023). This initiative in local preschools, supported by university staff and led by head teachers and selected preschool teachers, aims to involve all preschool staff. Swedish preschool staff consist of various professions, mostly common preschool teachers with university degrees and professionals (referred to as assistants) with college degrees. Despite their different formal responsibilities, all are expected to provide high-quality pedagogical practice in line with the common national curriculum (Swedish National Agency of Education [SNAE], 2018).

Despite the rich array of international studies on national improvement initiatives (e.g., Cameron, 2010; Coborn & Spillane, 2016), research specifically on CBS, especially in the preschool context, remains sparse (Adolfsson & Håkansson, 2019).

In the current research project, we raise questions about how preschool professionals meet the demand for improvement in preschools with challenging conditions. Specifically, how is the CBS policy ‘made’ by professionals in local preschools? This paper aims to discuss how this policy is perceived and used in pedagogical practices by preschool professionals at the end of the three-year process.

The following research question is addressed:

- How do preschool teachers and assistants understand and experience the way CBS is transformed and carried out in preschools’ pedagogical practice?

This paper is grounded in Billig’s (1991) theoretical and methodological concept of ideological dilemmas. Billig argues that such dilemmas, which are overarching and recurring in society, may appear in different contexts, including scientific, political and everyday talk. These dilemmas encompass different logics regarding, for instance, regarding how education should be and can be controlled. Furthermore, they are seen as productive – if contrary rhetorical positions are articulated and discussed (cf. Billig 1991) – potentially deepening the understanding of a phenomenon such as CBS. In this paper, ideological dilemmas are useful for analysing both the opposing logics in professionals’ reasonings regarding CBS and the general dilemmas operating in the educational context (cf. Olsson et al., 2023).


Methodology, Methods, Research Instruments or Sources Used
So far, the research project has included 14 semi-structured interviews with 12 preschool teachers and two head teachers from four preschools. In spring 2024, further interviews are planned with both previously involved (and currently employed) preschool teachers (10) and assistants (10). These interviews (cf. Brinkmann & Kvale, 2015) aim to examine, in-depth, the participants’ understanding and experiences of CBS.

Participants were selected from a Swedish municipality where work with CBS began at the beginning of 2022. Information about the research project was communicated to all current preschools, and those where all involved staff agreed to participate were selected. In accordance with the Swedish Research Council’s (2017) ethical principles, informed and written consent were obtained. Ethical guidelines were adhered to regarding participants’ voluntariness, confidentiality and data handling.
The analysis is carried out in two steps. 1) An inductive analysis procedure is followed where patterns and themes are distinguished (Graneheim & Lundman, 2004) regarding how the preschool teachers and assistants understand and experience the transformation and implementation of the CBS initiative in their pedagogical practices; 2) Theoretical analysis tools are used to visualise tensions in the material and informants’ use of rhetorical resources.

Conclusions, Expected Outcomes or Findings
In this paper, questions are raised about how preschool professionals in a local context understand and handle the CBS policy, whose intentions have been formulated at a national level. In an earlier paper about the initiation of this policy (Olsson & Fredriksson, submitted), the risks of an overly narrow view of the pedagogical practice in which local conditions are neglected were pointed out.
The expected findings of this paper may align with the former. If local conditions are neglected, professionals may overlook how current educational contexts, such as preschool environments, affect or create perceived shortcomings. However, through collaboration with university staff over time, preschool teachers might have discussed how local conditions are related to and can be handled within the pedagogical practice. Nevertheless, assistants have not been involved to a great extent in these discussions, despite their assigned responsibility for the current practice. Instead, preschool teachers have been given the responsibility of discussing with assistants how the policy can be implemented in pedagogical practice. It is probable that professionals position themselves in different ways in relation to CBS, and tensions might arise between different professionals’ understanding and experiences regarding how and for what purpose CBS should and can be transformed into local practice.
This paper not only contributes to early childhood education research but also enhances understanding of how national policies might be understood, transformed and implemented by practitioners in local pedagogical practices. Thus, this paper could lead to further discussions about why, for what and for whom an educational practice needs to be improved.

References
20 USC 6301 note. (2002). No Child Left Behind Act of 2001 Education. Inter-governmental relations. United States of America in Congress assembled (USC).
Adolfsson, C.-H., & Håkansson, J. (2019). Evaluating teacher and school development by learning capital: A conceptual contribution to a fundamental problem. Improving Schools, 22(2), 130–143.
Billig, M. (1991). Ideology and opinions: Studies in rhetorical psychology. Sage Publications Inc.
Brinkmann, S., & Kvale, S. (2015). InterViews: Learning the craft of qualitative research interviewing (3 ed.). Sage Publications.
Cameron, K., & Boyles, D. (2022). Learning and teaching in a neoliberal era: The tensions of engaging in Froebelian-Informed pedagogy while encountering quality standards. Global Education Review, 9(2), 99–117.
Cameron, D. H. (2010). Implementing a large-scale reform in secondary schools: The role of the consultant within England’s Secondary National Strategy. Journal of Education Policy, 25(5), 605–624.
DfES. 2004. Every child matters: Change for children in schools. London: DfES. No. DfES/1089/2004.
Graneheim, U. H., & Lundman, B. (2004). Qualitative content analysis in nursing research: Concepts, procedures and measures to achieve trustworthiness. Nurse Education Today, 24(2), 105–12.  
Håkansson, J., & Rönnström, N. (2021). Samverkan för bästa skola – skolförbättring som politiskt styrd nationell angelägenhet genom samverkan och forskarmedverkan. Pedagogisk Forskning i Sverige, 26(1), /–14.  
Moss, G. (2013). Research, policy and knowledge flows in education: What counts in knowledge mobilisation? Contemporary Social Science, 8(3), 237–248.  
Olsson, M., Ericson, J., von Ahlefeld Nisser, D., & Randell, E. (2023). Between an educational task and an idea for treatment: multiprofessional collaboration for supporting children “at risk” – a coordinator role in pedagogical practice. Scandinavian Journal of Educational Research, prepublication online.
Rönnström, N. (2015). Educating competitive teachers for a competitive nation? Policy Futures in Education, 13(6), 732–750.  
Skolverket (2023).  Samverkan för bästa skola. https://www.skolverket.se/skolutveckling/leda-och-organisera-skolan/samverkan-for-basta-skola#h-Meromprocessen

Smith, W. C. (2016). An introduction to the global testing culture. In W.C., Smith (Ed.), The global testing culture: Shaping education policy, perceptions, and practice, (pp.7–23). Oxford Studies in Comparative Education, Symposium.
Swedish National Agency of Education, SNAE (2018). Curriculum for the preschool, Lpfö 18. https://www.skolverket.se/publikationsserier/styrdokument/2019/curriculum-for-the-preschool-lpfo-18
Swedish Research Council (2017). Good Research Practice. https://www.vr.se/english/analysis/reports/our-reports/2017-08-31-good-research-practice.html
U2019/03786/S. Uppdrag till Statens skolverk om samverkan för bästa skola. Regeringsbeslut. https://www.regeringen.se/contentassets/0fc920eda8b546f18b05693c890218f7/uppdrag-till-statens-skolverk-om-samverkan-for-basta-skola-u201903786s/
 
Date: Thursday, 29/Aug/2024
9:30 - 11:0023 SES 09 B: Education Governance
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: João Cruz
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Digital Governance of Education: A Systematic Literature Review

João Cruz1, António Magalhães2, Alexandra Sá Costa3

1CIIE/FPCEUP, Portugal; 2CIPES/FPCEUP, Portugal; 3CIIE/FPCEUP, Portugal

Presenting Author: Cruz, João

The discourses on digital transition discourses have a prominent position in the political agendas of both transnational and national governance institutions. For instance, the European Commission and the European Council, emphasise the role of digital transition as a key driver of Europe's social and economic development and essential to ensuring better jobs (European Commission, 2018, 2020; European Council, 2019).

The importance, intensity and reach of the digital transition into all sectors of society has led to it being called the fourth Industrial Revolution (Lima, 2021) or technological revolution. According to António Magalhães (2021), education has been incorporating digitalisation into teaching and learning processes and the CoViD-19 pandemic has accentuated the discourse on the need of this, making it urgent. The pandemic has thus served as a catalyst for a political agenda that was already underway, "placing the digitalisation of education and the development of digital skills at the heart of the education policy agenda" (Magalhães, 2021). By digitalisation of education, we mean the "configuration of teaching and learning, their materials and their methods and techniques in digital language" (Magalhães, 2021, p. 6). This configuration has led to changes in education, educational relations and forms of governance of education which, according to Ben Williamson (2016), should currently be understood as the digital governance of education. This is precisely the subject of our work.

The purpose of this paper is to present a Systematic Literature Review (SLR) on the digital governance of education, developed as part of an ongoing doctoral project entitled "public education policies in a context of digital transition", which aims to study the mandates addressed to the Portuguese education system, specifically compulsory education, by the digital transition discourses delivered by transnational and national institutions. We identified educational governance as one of the dimensions to be studied when analysing these mandates.

The digitalisation of education governance processes accentuates a political grammar of public administration - New Public Management - characterised by the adoption of performance measurement strategies and the promotion of markets to take over the provision of public services. It is an approach to the governance of public services that, , according to Radhika Gorur (2020) or Jenny Ozga (2016),is dominated by the emphasis on numbers.. This perspective of governance, combined with the efficiency and precision of digitalisation, enables the collection and provision of information in the form of data, thereby informing the governance decisions of the state., constituting what Foucault (1991) calls "governmentality".

The advance of the digital in the governance of educational systems favours the emergence of a new technological industry that is leading the most significant changes in educational policies and, consequently, in the ways of learning and teaching in the classroom. Geo Saura (2021) argues that, in the continuity of forms of governance marked by the growing influence of transnational actors and the opening up of the state to service providers and the private sector, governance is carried out through political networks of digital governance. These networks are made up of political actors, software, digital technologies and large technology companies, which play an important role in shaping and developing education policies.

Despite its increasing prominence, the digital governance of education has been little studied (Williamson, 2016). This SLR aims to report on the scientific literature produced in this field, seeking to systematise knowledge and open up possibilities for discussion in the less studied dimensions.


Methodology, Methods, Research Instruments or Sources Used
In this section, we briefly present how we carried out the Systematic Literature Review (SLR). This is the initial stage of the doctoral project and aims to gather existing knowledge on what has been called digital governance of education in the scientific literature.

The first step of the SLR was to formulate a question or guiding theme for the review (Denyer and Tranfield, 2009; Xiao and Watson, 2019). Our question was: what knowledge exists about the influence of digitalisation on educational governance? We then searched, using the Boolean operators (AND, OR, NOT), for the combination of keywords "Digital Governance of Education NOT Higher Education" in four databases: EBSCO, B-on, Web of Science and Scopus.

We considered scientific articles, books and book chapters, in Portuguese, English and Spanish, between 2000 and April 2023, when the review began. This first search yielded a total of 257 texts. The next step of the SLR was to analyse these texts by title and abstract, leaving 120. Finally, these 120 texts were fully read and 69 were considered for the SLR.

Conclusions, Expected Outcomes or Findings
We now present some of SLR's conclusions, as well as further research suggestions. The first conclusion relates to the importance of different educational contexts, which digital governance of education, according to the studies presented, seems to ignore. Political governance networks operate at a global level, influencing the education agenda that is implemented in schools in different countries. However, this implementation does not take into account the tensions that may exist in different countries and education systems, demonstrating that there is no linearity or universality in the implementation of this agenda (Takayama & Lingard, 2018; Maguire, 2019).

The second conclusion concerns the relationship between the digital governance of education and digital capitalism, as well as the emergence of new actors in the field of education. In the most recent forms of public administration, the State has been removed from its central role in the governance of education, opening it up to the influence of transnational actors and the private sector. More recently, technology companies have gained prominence because of the possibility they offer of collecting digital data, which is the product of their business. It follows that these companies are profiting from the education of children and young people at a global level, since they are part of the aforementioned transnational governance networks. It is essential to emphasise this relationship between the various educational actors and their interests in defining educational agendas, to confront the idea that we are talking about an inevitable and neutral path.

Finally, the scientific literature on the topic has mostly focused on digital platforms, companies and schools, but less on the discourses of political institutions, which put digitalisation on the agenda for education as a political instrument of governance legitimising it as a project for society.

References
European Commission (2018). Communication from the Commission to the European Parliament, the Council, the European Economic and Social Committee and the Committee of the Regions on the Digital Education Action Plan. Brussels.

European Comission (2020). Shaping Europe’s Digital Future. Luxembourg.

European Council (2019). A New Strategic Agenda 2019-2024. Brussels.

Denyer, David & Tranfield, David (2009). Producing a systematic review. In: David Buchanan & Alan Bryman (Ed.) The SAGE handbook of organizational research methods (pp. 671-689). SAGE.

Foucault, Michel (1991). Governmentality. In Graham Burchell, Colin Gordon and Peter Miller (orgs.), The Foucault effect, studies in governmentality (pp. 87-104). Chicago: The University of Chicago Press.

Gorur, Radhika (2020). Afterword: embracing numbers? International Studies in Sociology of Education, 29 (1-2), 187-197. DOI: 10.1080/09620214.2020.1720518

Lima, Licínio (2021). Máquinas de administrar a educação: Dominação digital e burocracia aumentada. Educação e Sociedade, 42, 1-16.

Magalhães, António M. (2021). Caminhos e Dilemas da Educação Superior na Era Digital. Educação e Sociedade 42, 1-16.

Maguire, Laura Høvsgaard (2019). Adapting to the test: performing algorithmic adaptivity in Danish schools. Discourse: Studies in the Cultural Politics of Education, 40 (1), 78-92. DOI: 10.1080/01596306.2018.1549705

Ozga, Jenny (2016). Trust in numbers? Digital Education Governance and the inspection process. European Educational Research Journal, 15(1), 69–81.

Saura, Geo (2021). Redes políticas y redes de datos de gubernamentalidad neoliberal en educación. Foro de Educación, 19 (1), 1-10. doi: http://dx.doi.org/10.14516/fde.924

Takayama, Keita & Lingard, Bob (2018). Datafication of schooling in Japan: an epistemic critique through the ‘problem of Japanese education’. Journal of Education Policy. https://doi.org/10.1080/02680939.2018.1518542

Williamson, Ben (2016). Digital education governance: An introduction. European Educational Research Journal, 15(1), 3–13.

Xiao, Yu & Watson, Maria (2019). Guidance on Conducting a Systematic Literature Review. Journal of Planning Education and Research, 39, 93–112.


23. Policy Studies and Politics of Education
Paper

The Swedish National Professional program: A critical policy analysis

Malin Kronqvist Håård1, Katarina Ståhlkrantz2, Charlotte Baltzer3, Håkan Eilard4, Lene Foss5, Susanne Sahlin6

1Dalarna University, Sweden; 2Linnaeus University, Sweden; 3Uppsala University, Sweden; 4Karlstad University, Sweden; 5Jönköping University, Sweden; 6Norwegian University of Science and Technology, Norway

Presenting Author: Kronqvist Håård, Malin; Ståhlkrantz, Katarina

In 2023, the Swedish government submitted a policy proposal for a National Professional Program (NPP) for principals, teachers and preschool teachers. The purpose of the reform was to develop teaching quality, strengthen the attractiveness of these professions and increase equity for students in Swedish education (Prop. 2022/23:54).

The NPP follows the international trend of evidence-based practice with policy techniques, such as certification standards for teachers and teacher proficiency (Holloway & Larsen Hedegaard, 2021) which also applies for school leaders (Møller, 2009). Pettersson (2008) points to how new actors, such as transnational institutions and regimes, have come to play a central role in exerting pressure to increase the national reform agenda, and how these affect Swedish national politics. During the 21st century, international organisations such as OECD, have influenced educational systems, and PISA has taken on an increasingly prominent position as an authoritative measurement of knowledge, functioning as a regulatory mechanism (Lingard et al., 2013). The driving role of the OECD is viewed as a consequence of the neoliberal ideology rooted in the 1980s (Baltzer, 2020).

Around the globe, a crisis discourse has emerged, which legitimises educational reforms (Nordin, 2014). Based on the declining performance of Swedish students in PISA 2012, the OECD (2015;216) recommended a comprehensive and system-wide national school improvement strategy in Sweden. One aim was to improve the attractiveness of teaching and school leadership, and professionalism was highlighted as a central concept, characteristic of high-performing countries.

The OECD (2015) also pointed to insufficient coherence in Sweden’s recent career reform efforts: There is a lack of clarity in responsibilities of education priorities at various levels of administration as well as varying capacity at local level. Further, they draw attention to an imbalance between accountability and local autonomy. OECD’s concrete policy recommendations were to design a career structure including national professional standards.

In line with the OECD:s recommendations, the Swedish government suggests introducing a national structure for professional development in Sweden, as well as a national qualification system for teachers and school leaders. This implies a continuous professional development (CPD) of teachers and school leaders, which will increasingly become a state concern (Prop. 2022/23:54, 2022/23:UbU13), contrary to the system from 1991 where local authorities have been responsible.

From an international perspective, the Swedish case is an example of transnational policy trends, carried by powerful agents such as OECD, including key elements of what Ball (2003) refers to as policy technologies and performativity. Professionals’ in-service training can be considered as part of state regulation, producing new professional roles and subjectivities.

By the NPP, professional performance and excellence, but also the life-long learning discourse, has been put high on the Swedish political agenda, as in many other countries. This can be seen as a part of an accountability regime that keeps a constant gaze on teacher performance, and also the life-long learning discourse (Heffernan, 2016; Rizvi & Lingard, 2009).

The aim of the present study is to visualise the discourses underlying the proposed policy. We will critically examine the intentions and the effects of the NPP policy. The study is inspired by Bacchi’s (2009) Foucault-influenced analytic strategy. Drawing on Bacchi’s methodological framework, ‘What’s the problem represented to be?’ (WPR), the following research questions guide our study:

- What problem representations can be identified in the policy proposal of a National Professional Program?

- What presuppositions or assumptions underpin these problem representations and how have they come about?

- What effects for Swedish school leaders are produced by problematizing the policy proposal of a Swedish National Professional Program for principals, teachers and preschool teachers?


Methodology, Methods, Research Instruments or Sources Used
Based on our research questions, the study is designed as a text analysis. A selection of official education policy documents constitutes the empirical data and includes a total of four documents in the policy process that led to the proposal for the NPP. The first document is the 2015 School Commission's report with proposals for a national strategy for knowledge and equality (SOU 2017:35). That proposal led to the appointment of a special investigator to prepare a framework for the professional development of teachers and principals (SOU 2018:17). The proposal culminated in the government's proposal for a national professional program for principals, teachers and preschool teachers (Prop. 2022/23:54). The following parliamentary committee report (2022/23:UbU13) of the bill is also included in the empirical material. To give perspective on the context, another report has been used, however without per se being included in the analysis; on the municipalization of the Swedish school (SOU 2014:5).

Following Ringarp and Waldow (2016), we argue that reports by government committees, such as Swedish Government Official Reports (SOU), constitute the indicators for education policy-making discourse. In the analysis, a selection of Bacchi’s WPR-questions have been applied, as part of an integrated analysis (Bacchi, 2015). Bacchi’s Foucault-influenced poststructural analytic strategy makes it possible to open up policy proposals for critical scrutiny. According to Bacchi, policy proposals can be considered as prescriptive texts, setting out practices based on specific problematisations, having governing effects (Bacchi, 2012). By a close analysis of policy documents, the identified problem representations may reveal discourses on what can be talked about ‘as possible or desirable, or as impossible and undesirable’ (Bacchi, 2016, p.1). The problem representations will not only have discursive effects, but also subjectification and material effects (Bacchi, 2009).

The preliminary analysis of the documents started with a screening followed by an identification of the problem representations. Thirdly, the underlying discourses and possible effects were analysed. The analysis is in progress and a more in-depth analysis will be presented at the conference.

Conclusions, Expected Outcomes or Findings
A number of problem representations have been identified in the initial analysis of the documents. The most prominent are the NPP as a governance problem, a profession problem, an equity problem as well as a quality problem. Formulations regarding the profession problem are teacher deficiency, low status of the teaching profession, and difficulty in recruiting teachers. The NPP proposal can be viewed as an answer to rectify previous career reforms that have not been as successful as anticipated, for example the career teacher reform. Various examples claim that the state must take a clearer responsibility pointing to a steering problem. It is argued that there are system weaknesses, including the failing capacity and responsibility of many local governing bodies. Problems associated with students' results and equity are most palpable as narratives of a crisis discourse. The documents highlight that teaching is not of sufficiently high quality in all classrooms, and the quality of education varies within and between preschools and schools.
Across the documents, overlapping discourses of neoliberalism, lifelong learning and the equity discourse can be seen underpinning these problem representations. For teachers and principals to be "really successful in their profession, continuous competence development is required throughout their professional life" (SOU 2018:17, p. 22). Through "standards", the professional skills need to be strengthened as well as the status of the profession itself. By increasing the attractiveness of the profession, the student results will improve.
Many of the problem representations and underpinnings, found in documents stem from the OECD (2015) recommendations, point to the policy influence by international actors. The effects produced by the NPP proposal for Swedish local school actors are both an undermining of the school leaders’ local decision making regarding professional development, and a responsibilisation of the local actors for what can be perceived as system failures.

References
Bacchi, C. (2016). Problematizations in health policy: Questioning how “problems” are constituted in policies. Sage Open, 6(2), 1-16.

Bacchi, C. (2015). Problematizations in alcohol policy: WHO’s “alcohol problems”. Contemporary Drug Problems, 42(2), 130-147.

Bacchi, C. (2012). Why study problematizations? Making politics visible. Open journal of political science, 2(01), 1.

Bacchi, C. L. (2009). Analysing Policy: What ́s the problem represented to be? Pearson.

Ball, S. J. (2003). The teacher's soul and the terrors of performativity. Journal of education policy, 18(2), 215-228.

Baltzer, C. (2020). Lärarlegitimation som facklig professionsstrategi: En analys av den svenska legitimationsreformen som argument för lärares (re)professionalisering. [Doktorsavhandling, Åbo Akademi].

En bättre skola genom mer attraktiva skolprofessioner. (Dir. 2016:76). Regeringskansliet.  
Holloway, J., & Larsen Hedegaard, M. L. (2021). Democracy and teachers: the im/possibilities for pluralisation in evidence-based practice. Journal of Education Policy, 1-20. https://doi.org/10.1080/02680939.2021.2014571

Lingard, B., Martino, W., & Rezai-Rashti, G. (2013). Testing regimes, accountabilities and education policy: Commensurate global and national developments. Journal of Education Policy, 28(5), 539–556.

Møller, J. (2009). School leadership in an age of accountability: Tensions between managerial and professional accountability. Journal of Educational change, 10, 37-46.

Nordin, A. (2014). Crisis as a discursive legitimation strategy in educational reforms: A critical policy analysis. Education Inquiry, 5(1), 24047.

OECD (2015). Improving Schools in Sweden: An OECD Perspective. https://www.oecd.org/education/school/Improving-Schools-in-Sweden.pdf

Rizvi, F., & Lingard, B. (2009). Globalizing education policy. Routledge.

Med undervisningsskicklighet i centrum – ett ramverk för lärares och rektorers professionella utveckling. Slutbetänkande av Utredningen om en bättre skola genom mer attraktiva skolprofessioner (SOU 2018:17). Utbildningsdepartementet.  

Prop. 2022/23:54. Nationellt professionsprogram för rektorer, lärare och förskollärare. Utbildningsdepartementet.  

Pettersson, D. (2008). Internationell kunskapsbedömning som inslag i nationell styrning av skolan. (Uppsala Studies in Education, 120). Doktorsavhandling, Uppsala: Uppsala universitet

Ringarp, J., & Waldow, F. (2016). From ‘silent borrowing’ to the international argument–Legitimating Swedish educational policy from 1945 to the present day. Nordic Journal of Studies in Educational Policy, 2016(1), 29583.

Schleicher, A. (2016). Teaching excellence through professional learning and policy reform: Lessons from around the world, International summit on the teaching profession, OECD.
  
Staten får inte abdikera - om kommunaliseringen av den svenska skolan.  Betänkande av Utredningen om skolans kommunalisering (SOU 2014:5). Utbildningsdepartementet.  
2015 års skolkommission (U 2015:03). Utbildningsdepartementet.
    
Utbildningsutskottets betänkande (2022/23:UbU13). Nationellt professionsprogram för rektorer, lärare och förskollärare. Utbildningsdepartementet.


23. Policy Studies and Politics of Education
Paper

Big problems - Small policies A Comparison of Two Initiatives to Combat Social Inequalities in Education in France and Germany

Anne-Clémence Le Noan

Hertie School & Sciences Po Paris

Presenting Author: Le Noan, Anne-Clémence

France and Germany are among the European countries where a pupil's performance at school depends most on his or her social background. According to the 2023 PISA international survey, the difference in performance on mathematics tests between the most socially advantaged and the most socially disadvantaged students was 113 points in France and 111 points in Germany, both well above the OECD average of 93 points(OECD, 2023b, 2023a).

Numerous measures have been taken in Germany and France to address the 'big problem' of the strong correlation between social background and educational outcomes. The European Eurydice report on equity in education distinguishes several types of policy aimed at reducing this correlation(Eurydice, 2020).These are: support measures, which grant aid to socially disadvantaged schools and pupils; stratification policies, which modify the structure of the education system by reforming the number of secondary school streams, for example ; and, finally, standardisation policies, which determine the standards set in the school system, such as the level of autonomy of schools and the type of diplomas awarded.

I focus on two recent support policies: Schule macht stark (school makes you strong) (SchuMaS) developed in Germany in 2019 and Les contrats locaux d'accompagnement (local support contracts) (CLA) launched in France in 2020. These policies share an experimental format with an implementation in a limited number of schools (with option to be extended) and a limited budget. I am intrigued by the deliberately restricted format of these two policies. I want to explore the relationship that these 'small' policies have with other measures in France and Germany that also tackle the 'big' problem of social inequalities in education.

I ask the question: to what extent are SchuMaS and CLA bringing about change in the way social inequalities in education are dealt with in France and Germany?

To answer this question, I choose a neo-institutionalist approach(Scott, 2014). The institution I am interested in here is 'addressing social inequalities in education'. In France, the treatment of social inequalities in education is essentially thought of in terms of support policies. For the past forty years, the French have sought to reduce the impact of social origin on school results mostly by granting additional resources to schools with a high proportion of socially disadvantaged pupils (Heurdier, 2023). In Germany, the treatment of social inequalities is essentially thought of in terms of stratification policies. Debates about the advantages of a tiered school system drew the attention of politicians and impacted their approach to tackling social inequalities (Maaz, 2020). The German way of addressing social inequalities in education has traditionally focused on (de-)stratification measures. These two different ways of looking at the same problem inside Europe make the Franco-German comparison particularly relevant.

I put forward two hypotheses: H1 (self-reinforcement mechanisms)(Mahoney, 2000): CLA and SchuMaS do not break with the policies that developed before them. They confirm the path dependence of the way social inequalities are tackled in France and Germany. The ‘smallness’ of the policies would be a sign that they are being launched for political reasons, to give the impression that measures are being taken to combat social inequalities in education, but without really changing what was being done before. They would be "small" measures taken on the surface to avoid changing the education system in depth.

H2 (layering)(Mahoney & Thelen, 2010): CLA and SchuMaS bring about a gradual institutional change and are deployed alongside or on top of the other measures dealing with social inequalities in France and Germany. The restricted operating mode would make it possible to introduce innovation without making a sudden political break.


Methodology, Methods, Research Instruments or Sources Used
I follow a case study research design based on qualitative analysis. My empirical data collection takes place within the temporal framework of these policies. From 2021, the year SchuMaS and CLA were launched in schools, to 2024, when the first phase of both ended. I conducted 34 semi-structured interviews (Rathbun, 2008): 20 in France and 14 in Germany. My interview guides focused on questions about the characteristics of the CLA and SchuMaS and the relationship between these policies and what already existed in terms of the fight against social inequalities in education. I adapted a common questionnaire to the specific institutional features of each country. I also adapted the questionnaire to each interviewee. I interviewed people from the world of politics, such as the Federal Minister for Education, members of ministerial cabinets, and people from the national and regional administrations. I also interviewed trade unions, experts, and researchers from the SchuMaS research consortium. To have a glance of the reception of the policy at the local level, I also interviewed head teachers and teachers. The interviews took place face-to-face or remotely. Before each interview, I sent interviewees a consent form to take part in a research interview. The interviews lasted one hour on average. I transcribed the interviews using Noota software. I made a distinction in the processing of interviews that were conducted with public figures such as the former Federal Ministry of Education in Germany or the three rectors of the three CLA experimentation academies, for example, and interviews whose data could compromise the situation of the interviewees. In the latter case, I have anonymised the content of the interviews. To guarantee this anonymity, I coded my interviews.
My analysis is also based on primary sources of various types: content collected from official websites: the French and German Ministry of Education websites, for example, or trade union websites. Also, tweets from politicians or videos of parliamentary sessions. I also used documents, including official, public documents or technical documents given to me personally. In the case of technical documents, I have anonymised certain elements where necessary. I also collected newspaper articles relevant to my analysis.

Conclusions, Expected Outcomes or Findings
In Germany, the experimental form of SchuMaS was meant to overcome an institutional constraint: in educational matters, the federal state is limited to funding research. In France, the experimental form of CLA is used as a political tool to gain acceptance for a new way of thinking about support policies in a context of highly influential veto players. The ‘smallness’ was thus in both cases a strategy to deal with a deeply entrenched institution. Albeit with different outcomes.
CLA brings a shift from support policies based essentially on social criteria to project-based funding. This change in the orientation of support policies seems to validate hypothesis 2 of an institutional change of the layering type. However, this result needs to be put in perspective, since CLA remains a support policy and reaffirms the traditional way of thinking about the treatment of social inequalities in France (H1). In Germany, SchuMaS is the first support policy launched at federal level to combat social inequalities in education. In this sense, it represents an institutional change of the layering type (H2): moving from stratification measures to support policies. I, thus, show that the apparent 'smallness' of the policies reinforced the institution of treating social inequalities in education in France, but led to institutional change through layering in Germany.
Given the economic weight of France and Germany in Europe, how and whether they deal with social inequalities in education will have repercussions for other economies and is likely to influence other states’ practices. Just as the ‘small’ policies can lead to institutional change (as in Germany), these big players in Europe would do well to learn from ‘smaller’ states but that are more successful at dealing with social inequalities in education. My study thus calls for further European comparison.

References
Becker, R., & Lauterbach, W. (2016). Bildung als Privileg. Erklärungen und Befunde zu den Ursachen der Bildungsungleichheit. 5. Auflage. Springer VS.
Eurydice. (2020). Equity in school education in Europe: Structures, policies and student performance.
Felouzis, G. (2020). Les inégalités scolaires. Presses Universitaires de France.
Frandji, D. (2008). Pour une comparaison des politiques d’éducation prioritaire en Europe. In M. Demeuse, D. Frandji, D. Greger, & J.-Y. Rochex (Eds.), Les politiques d’éducation prioritaire en Europe, Conceptions, mises en oeuvre, débats. Institut national de recherche pédagogique.
Heurdier, L. (2023). Regards historiques sur 40 ans de politique d’éducation prioritaire en France (1981-2021). Histoire de l’éducation, 1(159), 9–43.
Maaz, K. (2020). Mehrgliedrigkeit versus Eingliedrigkeit – eine unnötige Debatte? Die Problematik der Vielgliedrigkeit der Schulformen in Deutschland im Lichte internationaler Vergleiche der Schulleistungsforschung und Bildungsbenachteiligung. Lehren & Lernen, 46(2), 13–20.
Mahoney, J. (2000). Path Dependence in Historical Sociology. Theory and Society, 29(4), 507–548.
Mahoney, J., & Thelen, K. (2010). A Theory of Gradual Institutional Change. In J. Mahoney & K. Thelen (Eds.), Explaining Institutional Change, Ambiguity, Agency and Power (pp. 1–38). Cambridge University Press.
Miethe, I., Wagner-Diehl, D., & Kleber, B. (2021). Bildungsungleichheit, Von historischen Ursprügen zu aktuellen Debatten. Verlag Barbara Budrich.
OECD. (2023a). Country Note, France, Results from PISA 2022.
OECD. (2023b). Country Note, Germany, Results from PISA 2022.
Rathbun, B. C. (2008). Interviewing and Qualitative Field Methods: Pragmatism and Practicalities. In J. M. Box-Steffensmeier, H. E. Brady, & D. Collier (Eds.), The Oxford Handbook of Political Methodology (pp. 685–701). Oxford: Oxford University Press.
Scott, W. R. (2014). Institutions and Organizations. Ideas, Interests, and Identities. 4th Edition. SAGE Publications Inc.
 
13:45 - 15:1523 SES 11 B: Philanthropy
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: Sofia Viseu
Paper Session
 
23. Policy Studies and Politics of Education
Paper

Philanthropy Enactment in Portuguese Public Schools: An Empirical Study on a Digital Education Program Promoted by a Private Foundation

Erika Martins, Sofia Viseu

Universidade de Lisboa

Presenting Author: Martins, Erika

This presentation aims to explore how interventions by non-state actors are received, adopted, and ultimately enacted in public schools. Specifically, the paper presents an empirical study focused on the perceptions of school actors in public schools in Portugal regarding a digital education program promoted by a private foundation. According to previous literature, there has been a growing emphasis on the involvement of private political actors, such as philanthropists, think tanks, and edu-businesses, in education governance worldwide and in Portugal (Lubienski et al., 2022; Viseu & Carvalho, 2021). These actors have been active in using new strategies, including networking and knowledge brokerage to influence education policies (Avelar, 2021; Fontdevila et al., 2019; Viseu, 2022). However, the study of the actions and effects of private political actors within schools continues to be an underexplored field.

To address this gap, this study use “policy enactment” (Ball et al., 2012) as a starting point to capture the different positions of school actors in “doing school” (Maguire et al., 2015). With this theoretical approach, we seek to highlight the non-deterministic nature of interventions by private political actors in public schools, focusing on the different translations, interpretations, and recontextualizations by school actors.

To this end, the study focuses on the enactment by public Portuguese public schools to DigitALL program from the Vodafone Portugal Foundation. This program started in 2020 and so far evolved 7,000 students and 1,300 teachers. After applying for the program, the selected schools benefit from a comprehensive package that includes a digital platform, digital curriculum, student kits containing electronic circuits and motherboards, in-person teacher training, and weekly 50-minute classes guided by trained monitors. DigitALL program design confirms the argument of Spreen and Kamat (2018), in which non-state actors “are not only beginning to control curriculum content and testing in countries, they also make decisions about who teaches and under what conditions” (p. 111). The government, as a privileged ally of the new philanthropy, endorsed the institutional partnership established with the Vodafone Portugal Foundation, as the DigitALL program aims to develop digital and social skills; provides teacher training and “quality scientific and pedagogical digital educational resources” (Director of Directorate-General for Education available at Fundação Vodafone Portugal, 2022b).

In this scenario, we aim to contribute to discuss the interventions made by non-state actors in public schools as signs of privatization (Ball, 2007; Quilabert & Moschetti, 2022). Furthermore, we seek to identify how these initiatives align with an educational reform agenda that emphasizes performance policies, assessments, platformization and public-private partnerships (Verger et al., 2022; Williamson, 2019).


Methodology, Methods, Research Instruments or Sources Used
The study follows a qualitative, exploratory and descriptive approach to understand the representations of individuals involved in the interpretation, translation and recontextualization of DigitALL in participating schools. To this end, data collection involved documentary scrutiny, and interviews.
Among the 12 school clusters participating in the DigitALL program between 2022-2023, 9 agreed to collaborate with the research. The school clusters selected the interviewees who would best contribute to our research objectives. Consequently, each interview session had the participation of different actors, including the school principal or vice-principal, the program coordinator or ICT teacher and other teachers directly involved in the program, totaling 15 interviewees. The interviews focused on the reasons for enrolling the program and the initial expectations that justify adherence to the DigitALL program and the perceived effects resulting from the program intervention (translation and recontextualization). The semi-structured interviews followed this script in a flexible and informal way, allowing interviewees to address issues they considered most relevant or introduce new topics. With the consent of the participants, the interviews were recorded, transcribed, and sent to the interviewees for verification. The names of interviewees and school groups were kept confidential.
We also conducted an interview with the manager of the Portugal Vodafone Foundation. This interview aimed to explore various aspects of the program, including its structure, operationalization, relationships with schools and other partners, expected results and future perspectives, helping to understand the documents we gathered in the previous phase.
The documentary analysis centered on primary sources involved the ‘Action Plan for School Digital Development’ and the ‘Educational Project’ of the 9 participating school clusters and the main reports, websites, and social media of the program in Portugal and its equivalents in Europe. We also analyzed the ‘Curriculum programs’ planned for the 6 years of the DigitALL program.
Data analysis was carried out using different approaches. Initially, we examined data relating to the characteristics of schools and the institution’s infrastructure. Subsequently, we systematically organized the data according to the research objectives. This method allowed us to gain a comprehensive understanding of relevant information related to program enactment in schools. Simultaneously, we carried out a sequential analysis of the interviews, preserving the school contexts and seeking to identify unique ways of appropriating and reinterpreting the program within and in relation to school environments.

Conclusions, Expected Outcomes or Findings
The ongoing study indicates that there are comprehensive aspects that explain the processes of reception (and receptivity) of DigitALL in schools, as well as the processes of translation and interpretation of the program in its most operational dimensions. However, the data also showed that there are different translation and interpretation processes, especially regarding schools’ representations of the meaning of interventions by non-state actors in school life and management.
The analysis revealed that schools adhered to the DigitALL program to improve the provision of public education, considering local needs and resources, and aligning teaching with the digital era. Thus, most interviewees view positively the involvement of non-state actors (including their focus on performance, sustainability, and outsourcing) in education.
However, although the program is seen as a way of guaranteeing the provision of public education, the interviewees presented different conceptualizations (institutional elaborations) about the role of philanthropic intervention in their schools. For some, these interventions seem to be understood mainly as a way for the school to acquire more human and material resources; for others, implementing the program at school seems to be perceived more in terms of the potential to improve their competitive position in their territory.
The study of the DigitALL program in Portugal reveals both the promise and complexity of incorporating philanthropic digital education initiatives into public schools. Although the program is viewed positively, its uniform design encounters diverse local interpretations and enactments. To date, this research highlights the importance of understanding the intricate dynamics of policy enactment in education, particularly as it relates to the role of private actors in the public domain.

References
Avelar, M. (2021). Disrupting education policy: How new philanthropy works to change education. Peter Lang.
Ball, S. (2007). Education plc: Understanding private sector participation in public sector education. Routledge.
Ball, S., Maguire, M., & Braun, A. (2012). How schools do policy: Policy enactments in secondary schools. Routledge.
Fontdevila, C., Verger, A., & Avelar, M. (2019). The business of policy: A review of the corporate sector’s emerging strategies in the promotion of education reform. Critical Studies in Education, 1–16. https://doi.org/10.1080/17508487.2019.1573749
Lubienski, C., Yemini, M., Maxwell, C., & Steiner-Khamsi, G. (Orgs.). (2022). The rise of external actors in education: Shifting boundaries globally and locally. Policy Press.
Maguire, M., Braun, A., & Ball, S. (2015). ‘Where you stand depends on where you sit’: The social construction of policy enactments in the (English) secondary school. Discourse: Studies in the Cultural Politics of Education, 36(4), 485–499. https://doi.org/10.1080/01596306.2014.977022
Quilabert, E., & Moschetti, M. C. (2022). ‘Most Likely You Go Your Way (and I’ll Go Mine)’: School-level enactment of an educational innovation policy in Barcelona. European Educational Research Journal, 147490412211214. https://doi.org/10.1177/14749041221121477
Spreen, C. A., & Kamat, S. (2018). From billionaires to the bottom billion: Who’s making education policy for the poor in emerging economies? Em A. Draxler & G. Steiner-Khamsi (Orgs.), The state, business and education: Public-private partnerships revisited. Edward Elgar Publishing.
Verger, A., Maroy, C., & Grek, S. (2022). World yearbook of education 2021 accountability and datafication in the governance of education (First edition). Routledge, Taylor & Francis Group.
Viseu, S. (2022). New philanthropy and policy networks in global education governance: The case of OECD’s netFWD. International Journal of Educational Research, 114, 102001. https://doi.org/10.1016/j.ijer.2022.102001
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.
Williamson, B. (2019). Policy networks, performance metrics and platform markets: Charting the expanding data infrastructure of higher education. British Journal of Educational Technology, 50(6), 2794–2809. https://doi.org/10.1111/bjet.12849


23. Policy Studies and Politics of Education
Paper

Practices of New Philanthropy: Reconfiguring Power and Legitimacy in Educational Governance

Lucas Cone1, Hanne Knudsen2, Lisa Rosén Rasmussen2

1University of Copenhagen, Denmark; 2Aarhus University, Denmark

Presenting Author: Cone, Lucas; Knudsen, Hanne

Corporate private foundations with vast financial resources are taking on an increasingly proactive and influential role in shaping educational aims, practices, and institutions around the world (Srivastava & Oh, 2010; Ball and Olmedo, 2011; Lubienski et al. 2022; Parreira de Amaral et al. 2019). While the concrete involvement of foundations reflects the historical specificities of different contexts, the increasing entanglement of private foundations in public education and state schooling has been interpreted as reflecting a broad shift in the work of foundations toward new forms of “hands-on” or “new” philanthropy in which foundations move from a contributory to a disruptive role (Horvath & Powell, 2016; Wilson, 2014). Framed in terms of educational governance and politics, this shift places major pressure on the conceptual and practical boundaries of conventional democratic control, delegations of responsibility, and framings of legitimacy.

The shifting grounds for articulating and enacting democratic control and legitimacy is especially salient in the context of European education and the region’s historical forms of welfare governance. While private foundations in the US and other contexts are, by now, an established (if controversial) part of educational governance, recent scholarship emerging across Europe points to important problematics regarding the effects of current philanthropic practices on the conventional divisions of power and democratic practices of accountability characteristic of European welfare states (Rasmussen, 2022; Avelar & Ball, 2019). Such effects pose a significant challenge to the notion of legitimacy as grounded in a chain of delegation, accountability, and trust, where voters authorize politicians to make decisions – on the priorities of public education, for example – and politicians then delegate the responsibility for implementing policies to civil servants (Strøm 2000). This is obviously different when it comes to private foundations: While foundations are legal actors attributed a status as charitable organizations by the political system, they do not themselves hold a role in the processes that make up the political system.

In this paper, we set out to explore empirical changes and reconfigurations of power and legitimacy in educational governance as corporate private foundations take on a proactive label of “change-makers” in public education. Situating our work within the historical context of the Danish welfare state, we set out to explore how legitimacy in public education is (re)constructed and altered through the practices of “new philanthropy” as a set of practices marked by increasing amounts of money, extended public-private partnerships, and new forms of educational knowledge production. We ask: How do corporate private foundations describe their responsibility for the change they aim at? And through what kind of practices are their investments in systematic change articulated and implemented?

In the paper, we respond to these questions through a case-based analyses focused on situating the practices of the two largest Danish foundations currently involved in the education sector: The Lego Foundation and the Novo Nordisk Foundation. Drawing on theoretical approaches that can help approach reconfigurations of power and control in educational practices (Alaimo & Hekman, 2008; Brøgger, 2018; Deleuze, 1992; Foucault, 1977; Powell & Menendian, 2011), we are interested in extrapolating the broader historical and governmental dynamics at play in how foundations shape ideas of legitimacy by actively transgressing conventional governance arrangements and hierarchies. Theoretically, this includes perspectives that open to discuss the soft power of seduction and affectivity (Dernikos et al., 2020) as important factors when it comes to understanding new philanthropic practices. Through in-depth case analyses, the paper highlights the performative effects of enacting new philanthropy in relation to three interrelated practices: 1) new constructions of actors, 2) emerging forms of affective control, and 3) new forms of knowledge production.


Methodology, Methods, Research Instruments or Sources Used
In this paper we address the practices of private foundations in the field of school and education. With a particular interest in questions of governance and legitimization in European contexts shaped by a strong tradition for welfare governance and public educational values, we build our problematization on a selective case study of two recent projects launched within the Danish educational field by private foundations. These are, respectively, the Playful Learning initiative by the Lego Foundation and the LIFE project developed by the Novo Nordisk Foundation. Through an extrapolative reading of the two projects, the paper aims to hypothesize novel tendencies and provocations in the practices of private foundations that point to radical changes in the established order of how educational governance and pedagogical development are to take form.
Concretely, the paper builds on a gathering of empirical material generated through 2023 and Spring 2024 involving interviews, observations, website data, promotional material, and a survey of actors engaged in or affected by the increasingly large and long partnerships that characterize the two foundations.

Conclusions, Expected Outcomes or Findings
The paper’s findings highlight three interrelated practices emerging through our analyses of new philanthropy in Denmark with implications for the European educational research field.
First, we show how foundations are involved in new constructions of actors, i.e. how they connect with, create expectations for, and partner with actors (Brunsson & Sahlin 2000). Building on examples from the LEGO Foundation and Novo Nordisk Foundation, we question how different actors and their conditions of possibility are themselves performatively configured through the discursive-material work of foundations. This involves for instance appointing and connecting with relevant partners, naming and appointing ambassadors, creating career paths for professional teacher.
Second, we explore emerging forms of control found in the increasingly proactive and affective practices of foundations. Drawing on different theorizations of power and control in contemporary forms of governance (Deleuze 1992; Dernikos 2020; Rose & Miller, 2010; Foucault, 1991; Thorup, 2013), we question how the current practices of the two foundations indicate a move away from practices of goal-setting, evaluation, and institutionalised discipline toward a broad valuation of innovation and potentiality that transgress the established national-political frameworks of education policy. This shift, we suggest, opens possibilities for both scaling up through conceptual control and scaling down through new forms of modularization.
Third, we examine how the two foundations draw on different sources of legitimacy in their positioning as changemakers that seek to look further and deeper than conventional forms of educational governance. By comparing the work of the Lego and Novo Nordisk foundations with other foundations involved in shaping public education, we discuss the implications of the two foundations’ practices as knowledge producers and brokers that seek to generate futures and solutions rather than situate their contributions within or as compensations for established political goals.

References
Alaimo, S., & Hekman, S. (Eds.). (2008). Material Feminisms. Indiana University Press.

Avelar, M., & Ball, S. (2019). Mapping new philanthropy and the heterarchical state: The Mobilization for the National Learning Standards in Brazil. International Journal of Educational Development, 64, 65–73. https://doi.org/10.1016/j.ijedudev.2017.09.007

Brunsson, N., & Sahlin-Andersson, K. (2000). Constructing organizations: The example of public sector reform. Organization studies, 21(4), 721-746.

Brøgger, K. (2018). The performative power of (non)human agency assemblages of soft governance. International Journal of Qualitative Studies in Education, 31(5), 353–366. https://doi.org/10.1080/09518398.2018.1449985

Deleuze, G. (1992). Postscript on the Societies of Control. October, 59(Winter, 1992), 3–7. https://www.jstor.org/stable/778828

Dernikos, B. P., Lesko, N., Mccall, S. D., & Niccolini, A. D. (2020). Feeling Education. In B. P. Dernikos, N. Lesko, S. D. Mccall, & A. D. Niccolini (Eds.), Mapping the Affective Turn in Education. Routledge. https://doi.org/10.4324/9781003004219

Foucault, M. (1977). The confession of the flesh. In C. Gordon (Ed.), Power/Knowledge: Selected interviews and other writings, 1972-1977 (pp. 194–240). Pantheon Books.

Horvath, A., & Powell, W. W. (2016). Contributory or Disruptive: Do New Forms of Philanthropy Erode Democracy? In R. Reich, C. Cordelli, & L. Bernholz (Eds.), Philanthropy in Democratic Societies: History, Institutions, Values (pp. 325–239). University of Chicago Press.

Powell, J. A., & Menendian, S. (2011). Beyond Public/Private: Understanding Corporate Power. Poverty & Race, 20(6), 5–8. http://search.proquest.com.libproxy.edmc.edu/docview/910930192?accountid=34899

Rasmussen, P. (2022). Educational research – public responsibility, private funding? Nordic Journal of Studies in Educational Policy, 8(1), 65-74, DOI: 10.1080/20020317.2021.2018786

Rose, N., & Miller, P. (2010). Political power beyond the State: Problematics of government. British Journal of Sociology, 61(SUPPL. 1), 271–303. https://doi.org/10.1111/j.1468-4446.2009.01247.x

Strøm, K. (2000). Delegation and accountability in parliamentary democracies. European Journal of Political Research, 37, 261–290. https://doi.org/10.1023/A:1007064803327

Wilson, J. (2014). Fantasy Machine: Philanthrocapitalism as an Ideological Formation. Third World Quarterly, 35(7), 1144–1161. https://doi.org/10.1080/01436597.2014.926102


23. Policy Studies and Politics of Education
Paper

Non-State Actors' Self-Imaging in Educational Governance: Philanthropy Building a Public Image Through Media in Portugal

Sofia Viseu, Erika Martins, Benedita Melo

IE-ULisboa, Portugal

Presenting Author: Viseu, Sofia; Melo, Benedita

This presentation focuses on the participation of new non-state actors in educational governance in Portugal, seeking a new analytical perspective: how these actors build their public image through the media. This focus stems from the interest in education policy studies in non-state actors over recent decades, recognizing their expanding role in reshaping education governance (Ball, 2012; 2016; Lubienski et al, 2022). These include firmly established global political actors such as the UN, OECD, UNESCO, the European Union, the International Monetary Fund, and the World Bank, as well as governmental cooperation organizations, non-profit organizations, edu-businesses, think tanks and philanthropic foundations (Brent Edwards et al., 2021).
Think tanks and philanthropic foundations have received particular and growing attention from the academic community (Reckhow & Snyder, 2014). It is well-established that they have evolved into key players in educational policies, creating and producing new and relevant policy networks, acting as "policy actors" or "state-makers" (Lingard & Rawolle, 2011; Sellar & Lingard, 2014).
Previous research has illuminated the strategies employed by these actors for advocacy and policy influence, such as knowledge brokerage, networking and the creation of new policy networks, “problem-solving” and “leading by example” (Williamson & Hogan, 2020; Fontdevila, Verger & Avelar, 2021; Matovich & Esper, 2023). Following a long-established tradition in other countries, in recent years, Portugal has witnessed the emergence and consolidation of this phenomenon and think tanks and philanthropic foundations are acting as intermediary actors (Viseu & Carvalho, 2021; Carvalho & Viseu, 2023).
Simultaneously, studies on the media have focused on analyzing the thematization and framing that the media perform on education, demonstrating how a) the media attribute relevance to certain themes to the detriment of others, acting as instruments to simplify the complexity of the social world and narrow down the possibilities of how education is perceived and interpreted by the public (Santos, Carvalho & Melo, 2022); b) are used by state and non-state actors to manage expectations about public education, place certain educational policies on the agenda, or strengthen/undermine support for specific educational policies, practices, and ideologies. They also help define the boundaries of accountability and social responsibility for public education, shaping the field of educational policy (Blackmore & Thorpe, 2003; Anderson, 2007).
Studies have also revealed that the media produces a critical and negative portrayal of educational systems (Dixon et al., 2013), depicting them as damaged and in crisis. This has contributed to creating public outcry about their performance (Yemini and Gordon, 2015; Baroutsis & Lingard, 2023) and validating social distrust in public school educators (Baroutsis, 2016). In this regard, some studies reveal how the narratives constructed by the media about teachers contribute to the creation of an ideal type of teacher whose characteristics and attributes are highly valued by the private sector (Gautreaux & Delgado, 2016).
The relevance of the media as a political influence arena with significant effects is further demonstrated by studies that analyze the increasing presence of non-state actors in the media (Blach-Ørsten & Kristensen, 2016). However, studies examining how these non-state actors strategically use their presence in the media as a means of constructing their public image and, in turn, legitimizing their (positive) actions are still very scarce. Our work aims to contribute to filling this gap. Thus, this presentation aims to describe and analyze the image that non-state actors project about themselves and their interventions in the media, positioning as the political actors capable of contributing to solving the existing problems in schools and the “education crisis”.


Methodology, Methods, Research Instruments or Sources Used
The study follows a qualitative approach, using document analysis and focusing on two actors: EPIS - Entrepreneurs for Social Inclusion, a corporate philanthropy established in 2006, positioning itself as a pivotal figure in fostering social inclusion and academic success in Portugal; and EDULOG, a self-title think tank, operating since 2015 within the philanthropic endeavours of a private foundation, with the mission of contributing to the improvement of education policies. These actors were chosen because a) earlier empirical-based research already showed how they perform as intermediary actors in education governance in Portugal (Viseu & Carvalho, 2021), which led us to the expectation that the way these actors construct their public image through the media would have differentiated contours justified by the nature of their intervention, as data subsequently demonstrated; b) both provide on their websites an area that includes the "copy of an article about an organization or company that has appeared in the media," i.e., the clipping (Heath, ed. 2013).
Therefore, the documentary corpus consists of clippings disclosed on the websites until 2022, corresponding to 206 news articles. For content analysis purposes, we followed a deductive and inductive strategy where the following categories were considered: frame, issue, solution, who we are/what we do/evoked relationships and knowledge mobilization. For the categorization and analysis of data, investigator triangulation was employed (Archibald, 2016; Bans-Akutey & Tiimub, 2021). This methodology was suitable for two main reasons: 1) through triangulation, we compared the information to determine its validation and corroboration; in other words, it is a qualitative cross-validation process involving the three investigators (Wiersma 2000); 2) validation provides the elimination of biases that might skew the research results (Onwuegbuzie, 2000).

Conclusions, Expected Outcomes or Findings
The empirical work is still ongoing, but we will discuss this media presence as one of the intervention strategies that these actors activate to legitimize their presence in the public sphere (alongside networking, knowledge brokerage, etc.), assuming that their ability to intervene -and ultimately their existence- is dependent on constructing a public image. So far, data pointed to three main results. First, since their creation, EPIS and EDULOG had a regular presence in the press over the years, more regarding EPIS (173) than EDULOG (33). Second, there are differences in how both present themselves in the media, regarding the: a) status and scope of the media (national and leading press vs. local and alternative press); b) nature of these actors' intervention (more oriented towards problem construction and diagnostics vs. orientation towards practice and problem-solving). Thus, these data confirm that for these actors to exist in the public scene, they need to be in the media, and their presence in the media constructs and reinforces the image they want to be known for: in the case of EDULOG as a "diagnostics maker" on education; in the case of EPIS as a "solution maker", leading by example; c) clipping appears to be a good place to analyze how these actors strategically want to be recognized, influencing the public perceptions constructed about them, asserting themselves as political actors who can contribute to solving the problems in schools and the crisis in the education system.
References
Anderson, G. L. (2007). Media’s Impact on Educational Policies and Practices: Political Spectacle and Social Control. Peabody Journal of Education, 82(1), 103–120.
Archibald, M. M. (2016). Investigator Triangulation: A Collaborative Strategy With Potential for Mixed Methods Research. Journal of Mixed Methods Research, 10(3), 228–250.
Bans-Akutey, A., & Tiimub, B. M. (2021). Identifying Research Gaps in Schorlarly Work. Academia Letters.
Baroutsis, A., & Lingard, B. (2017). Counting and comparing school performance: An analysis of media coverage of PISA in Australia, 2000–2014. Journal of Education Policy, 32(4), 432–449.  
Baroutsis, A., & Lingard, B. (2023). Exploring Education Policy Through Newspapers and Social Media: The Politics of Mediatisation. Taylor & Francis.
Blach-Ørsten, Mark & Kristensen, Nete Nørgaard. (2016) Think tanks in Denmark – Media visibility and Network  Relations, Politik Nummer 1 Årgang 19, 21-42.
Blackmore, J., & Thorpe, S. (2003). Media/ting change: The print media’s role in mediating education policy in a period of radical reform in Victoria, Australia. Journal of Education Policy, 18(6), 577–595.  
Dixon, R., C. Arndt, M. Mullers, J. Vakkuri, K. Engblom-Pelkkala, and C. Hood. (2013). A evel for Improvement or a Magnet for Blame? Press and Political Responses to International Educational Rankings in Four EU Countries. Public Administration 91 (2): 484–505.
Gautreaux, M., & Delgado, S. (2016). Portrait of a Teach for All (TFA) teacher: Media narratives of the universal TFA teacher in 12 countries. Education Policy Analysis Archives, 24, 110.  
Onwuegbuzie, A. J. (2000). Framework for Internal and External Validity. AAER, 62.
Santos, Í., Carvalho, L. M., & Melo, B. P. (2022). The media’s role in shaping the public opinion on education: A thematic and frame analysis of externalisation to world situations in the Portuguese media. Research in Comparative and International Education, 17 (1), 29-50.  
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. https://www.doi.org/10.14516/fde
Wiersma, W. (2000). Research methods in education: An introduction. Allyn and Bacon.
 
15:45 - 17:1523 SES 12 B: Politics And Knowledge Shaping Educational Reform: Case Studies From Around The Globe
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: Colleen McLaughlin
Session Chair: Stavroula Philippou
Symposium
 
23. Policy Studies and Politics of Education
Symposium

Politics And Knowledge Shaping Educational Reform: Case Studies From Around The Globe

Chair: Colleen McLaughlin (Emeritus University of Camrbidge)

Discussant: Stavroula Philippou (University of Cyprus)

In 2021 Colleen McLaughlin and Alan Ruby published a first look at global case studies of attempts to reform whole education systems or elements of them. They chose case studies written by authors who had been actors in some capacity to show the human process that it is. the book focused upon the implementation of policy or its elements to show how hard it is. it was hoped that it would help policymakers and practitioners to learn from the successes and failure of others. As Stenhouse said, ‘…. improvement is possible if we are secure enough to face and study the nature of our failures. The central problem of evidence-informed practice is the gap between our ideas and our aspirations and our attempts to operationalise them’ (Stenhouse, 1975, 2-3). We also realised that our case studies were partial, and it is this desire to represent all and all attempts that has driven this second book, which this synposium focuses upon. This work holds to the aims of the first book but represents attempts to implement reform in countries where there may be limited resources in terms of civic development, or what has been called weak states. The case studies in the second book are here that are more representative of the globe and the societies who share it.

In the summary of the first book, we emphasised five important features or necessary considerations to facilitate successful reform implementation (McLaughlin and Ruby, 2021). The first of which was the importance of the historical and political context of reform. This is the factor that has stood out in this current stories of reform. The historical and political contexts in our world are more complex, more volatile and more challenging than even two years ago. They are presenting new problems for educational policy makers and many that are familiar. What is clear is that they demonstrate more profoundly than ever the need to educate our young people well and for policy makers and actors in change to engage in learning about how to implement policy or make things happen.

This symposium presents two of the case studies of reform - Scotland and Kazakhstan as well as the overall obervations of all ten countries.


References
McLaughlin, C. and Ruby, A. (2024) Politics And Knowledge Shaping Educational Reform: Case Studies From Around The Globe. Cambridge, UK: Cambridge University Press,
McLaughlin and Ruby, A. (2021) Implementing Education Reform: Cases and Challenges. Cambridge, UK, Cambridge University Press
Stenhouse, L.  (1975) An Introduction to Curriculum Research and Development. London: Heinemann

 

Presentations of the Symposium

 

Introduction: Until the Miracle Arrives, We Can Learn from Others.

Alan Ruby (University of Pennsylvania USA), Colleen McLaughlin (University of Cambridge)

This paper is an introduction to the field and to the case studies past and present. It describes the ten cases from parts of the world, notably Africa and Latin America, that constitute the overall work.We present cases that help us understand the realities of implementing reforms. Looking across the literature about education reforms over the last forty years we do not see a lot of material that addresses how education reform is enacted at the system level. We do see a lot of attention paid to the motivations driving reforms and the ideologies shaping the way reforms are presented.There was little attention paid to motivating professionals to adopt different practices or to afford some activities more time and importance in schools. Nor was there much attention paid to what social support measures were needed to ensure that students were ready to learn and that schools could focus primarily on student learning. Our aim is to avoid offering “magic bullets” like instructional alignment (Cohen, 1987), school choice (Chubb & Moe, 1990) competency-based education (Musiimenta,2023) or any piece of technology just released. As many have pointed out, like Larry Cuban (2010), ready-made, quick solutions do not sit well with the realities of schools where there are multiple actors, multiple purposes and long-time horizons. The Paradox of Rationality and Responsiveness is discussed as a major themes. Collectively the cases here and in the earlier volume point to the virtues and shortcomings of the wonderfully linear and stable models of policy formulation that shaped school reform ideas and strategies for the last forty years or more.

References:

Barber, M. (2015). How to run a government : so that citizens benefit and taxpayers don't go crazy. UK: Allen Lane, . Boswell, J, (2023). Magical Thinking in Public Policy: Why Naïve Ideals about Better Policymaking Persist in Cynical Times Cohen, S.A., (1987). Instructional Alignment: Searching for a Magic Bullet Educational Researcher. 16 (8) pp16-20. Desimone, L. (2002). How can comprehensive school reform models be successfully implemented? Review of educational research, 72(3), 433-479. Elmore, Richard F. 1979. “Backward Mapping: Implementation Research and Policy Decisions.” Political Science Quarterly 94 (4): 601–16. v Liu, Y., (2023). Implementing educational reform—cases and challenges, Comparative Education, 59:1, 141-143, Murnane, R. J., & Levy, F. (1996). What General Motors can teach U.S. schools about the proper role of markets in education reform. Phi Delta Kappan, 78(2), 108. Nilsen, P., (2015). Making sense of implementation theories, models and frameworks. Implementation Sci 10, 53. . Sen, A., (2004). How Does Culture Matter? In Rao, V. & Walton, M., (Eds) Culture and Public Affairs, World Bank. Washington, D.C., pp37-59. Shulman, L.S. (1987). Knowledge and teaching: Foundations of the new reform. Harvard Educational Review, 57, 1- 22.
 

7 Educational Reform in Scotland: Policy, Governance and Professional Culture

Mark Priestley (University of Stirling), Walter Humes (University of Stirling)

Educational reforms – their origins, intentions, development, impediments, implementation and evaluation – have been a major focus of investigation for several decades (e.g., Ball, 1994; Chapman & Gunter, 2009; McLaughlin & Ruby, 2021). The Scottish experience serves not only to illustrate the scale of the challenge but also to point to some of the ways in which progress can be made. Scotland has developed ambitious and aspirational goals for its education system (OECD, 2021). At the heart of reform in Scottish education has been the Curriculum for Excellence programme, covering the age range 3-18 (Scottish Executive, 2004). In this paper we first provide a brief overview of the Scottish context, before highlighting four related issues which are central to the reform process. • the tension between the broad curricular intentions of Curriculum for Excellence (CfE) and the narrow evaluative assessment practices used for National Qualifications and CfE levels; • the role of internal and external actors in shaping the Scottish Government’s management of change; • the extent to which governance reform (i.e., reconfiguring the roles and responsibilities of national organisations) is capable of enabling sustained cultural change; • the best means of encouraging teachers to develop a sense of agency, in which they become ‘curriculum makers’, not simply the implementers of policy devised by external ‘experts’. We conclude by reflecting on the challenges that have faced Scottish educational reform, including presentational and communication issues, a top-down culture that has been difficult to shift, extended timelines for reform, the absence of systematic review processes, and a tendency in Scottish education to overstate achievements while playing down areas of weakness. These issues have presented considerable challenges to the reform process, limiting its impact and even acting counter to aspirational policy goals (e.g., see Shapira et al., 2023).

References:

Chapman, C. & Gunter, H., eds., (2009) Radical Reforms: Perspectives on an Era of Educational Change. London: Routledge. McLaughlin, C. & Ruby, A. (2021) Implementing Educational Reform: Cases and Challenges. Cambridge: Cambridge University Press.
 

Transforming Teacher Profession in Kazakhstan: A Missed Opportunity Amid Rising Wages

Isak Frumin (Constructor University Bremen, Germany), Nurlan Baigabylov (2Eurasian National University)

This paper presents the transformation of the teacher remuneration system in Kazakhstan, particularly in the context of the government's decision to double teacher salaries between 2020 and 2023. The primary research question explores how this salary increase impacts the quality of teaching, the recruitment of skilled teachers, and the overall educational outcomes. This research is grounded in the hypothesis that significant changes in teacher compensation can lead to improvements in educational quality and outcomes. It examines the assumption that teacher salaries, if not comparable to the average salary in the economy, hamper the recruitment and retention of high-quality teachers. The authors scrutinize various aspects of the new remuneration system, including its reflection of teacher quality, student outcomes, specific working conditions, coverage for teacher absences, and recognition of extra-lesson work. The study provides a comparative analysis of the new remuneration system against the traditional Stavka System, incorporating a review of international experiences in transforming teacher compensation. The methodology is primarily qualitative, involving a detailed analysis of policy documents, salary tables, and first-hand narratives obtained through interviews. Forty interviews were conducted with a diverse group of participants, including teachers, school administrators, and regional and national education officials in Kazakhstan. These interviews aimed to gather insights into the personal experiences, perceptions, and impacts of the new salary system on teaching practice and educational outcomes. The authors also conducted a thorough review of existing literature and policy documents related to teacher remuneration systems both in Kazakhstan and internationally. This comparative analysis allowed for an understanding of the unique features of the Kazakhstani approach and its positioning within the global context. The research revealed several key outcomes of the new teacher remuneration system in Kazakhstan. Firstly, the increase in salaries has positively impacted the profession's prestige, evidenced by an increased interest among school graduates in teaching careers and heightened competition for teaching positions, especially in rural areas. However, the new system has also faced challenges. It has not adequately incentivized non-teaching responsibilities or extra-lesson activities, which are crucial for comprehensive education. Additionally, there remains a lack of financial motivation for teachers to engage with underperforming or exceptionally talented students. The study found that the new system has not significantly altered teachers' workload, and in some cases, has led to an increase in classroom hours to boost income, raising concerns about teacher burnout and the sustainability of high-quality teaching under such conditions.

References:

Ball, S. J. (2021). The education debate. Bristol, Policy Press. Berman, G., + Fox, A. (2023). Gradual: The case for incremental change in a radical age. New York, OUP. Baltodano, M. (2012) ‘Neoliberalism and the demise of public education. International Journal of Qualitative Studies in Education, 25:4, 487-507, Edelman, M. (1988). Constructing the political spectacle. University Chicago Press. Foa, R.S. et al (2022). The Great Reset: Public Opinion, Populism, and the Pandemic. Cambridge, United Kingdom: Centre for the Future of Democracy. Gewirtz, S., et al (2021) What’s wrong with ‘deliverology’? Performance measurement, accountability and quality improvement in English secondary education, Journal of Education Policy, 36:4, 504-529, Marteau, T. (2021) ‘Evidence neglect: addressing a barrier to health and climate policy ambitions.’ Science and Public Policy. 2023, 00, 1-7 McLaughlin, C, and Ruby, A. (2021). Implementing Educational Reform: Cases and Challenges. Cambridge, England: cUP.. Sahlberg, P. (2023).’ Trends in global education reform since the 1990s: Looking for the right way’. International Journal of Educational Development, 98 (2023) Schedler, A. (2023). ‘Rethinking political polarization.’ Political Science Quarterly. Vol.00, no 00, 1-25. Viennet, R. and Pont, B. (2017). Education policy implementation: A literature review and proposed framework. OECD Education Working Papers No. 162.
 

Global and National Shifts in Implementing Educational Reform: Learning across the cases

Colleen McLaughlin (university of Cambridge), Alan Ruby (UPenn)

This final paper takes an overall view of the ten case studies examining the different types and approaches taken to reform as well as the outcomes. We conclude that evidence is not enough that there has got be a use of knowledge to inform implementation. The managerialist reform models, like ‘deliverology’, skate over the historical and cultural factors which shape participants’ responses to proposals which aim to change core processes like pedagogy and assessment. We examine the different features and demands of reform in the different contexts. Our conclusions compare these cases to those written about in 2012 and we conclude there are strong variations and new elements. The model of reform needs to be changed and the popular model has serious side effects and distortions. A more consensual approach is needed The more populist models and approaches have become more in vogue and dominant. Some may see this prognosis as pessimistic, but what is clear is that education reform is now an overtly political process, sometimes symbolic, sometimes democratic, and always shaped by culture, heritage and individual interests and voices. Consensus building approaches are important in this climate if generations of learners are to be spared repeated waves of ill-conceived reforms.

References:

Ball, S. J. (2021). The education debate. Bristol, Policy Press. Berman, G., + Fox, A. (2023). Gradual: The case for incremental change in a radical age. New York, OUP. Baltodano, M. (2012) ‘Neoliberalism and the demise of public education. International Journal of Qualitative Studies in Education, 25:4, 487-507, Edelman, M. (1988). Constructing the political spectacle. University Chicago Press. Foa, R.S. et al (2022). The Great Reset: Public Opinion, Populism, and the Pandemic. Cambridge, United Kingdom: Centre for the Future of Democracy. Gewirtz, S., et al (2021) What’s wrong with ‘deliverology’? Performance measurement, accountability and quality improvement in English secondary education, Journal of Education Policy, 36:4, 504-529, Marteau, T. (2021) ‘Evidence neglect: addressing a barrier to health and climate policy ambitions.’ Science and Public Policy. 2023, 00, 1-7 McLaughlin, C, and Ruby, A. (2021). Implementing Educational Reform: Cases and Challenges. Cambridge, England: cUP.. Sahlberg, P. (2023).’ Trends in global education reform since the 1990s: Looking for the right way’. International Journal of Educational Development, 98 (2023) Schedler, A. (2023). ‘Rethinking political polarization.’ Political Science Quarterly. Vol.00, no 00, 1-25. Viennet, R. and Pont, B. (2017). Education policy implementation: A literature review and proposed framework. OECD Education Working Papers No. 162.
 
Date: Friday, 30/Aug/2024
9:30 - 11:0023 SES 14 B: The Many Faces of Juridification in Education – four national cases
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: Mark Murphy
Session Chair: Christian Ydesen
Symposium
 
23. Policy Studies and Politics of Education
Symposium

The Many Faces of Juridification in Education – four national cases

Chair: Mark Murphy (University of Glasgow)

Discussant: Christian Ydesen (Aalborg University)

Symposium Aims

This symposium brings together researchers from Sweden, Norway, UK and Chile to discuss the relation between juridification and education. The so far available limited research on this issue has mainly been subject-specific, often split between research on the legislation itself, or the enactment of specific forms of juridification. In addition, in critical studies of education the legal system has until recently remained an outlier, and few have tried to understand this phenomenon in relation to different national contexts.

The aim of this ECER 2024 symposium is to empirically broaden and theoretically deepen our knowledge on the many faces of juridification in education. The double character of juridification is an important starting point, namely that the use of legal means can both contribute to creating a just, equal and democratic society, at the same time as there is a risk of adverse consequences, such as overregulation and leading to a colonization of the lifeworld. This duality also puts the light on the complexity embedded in the concept of juridification, as it points to the many interconnections between education and other systems, especially politics and law. Moreover, from this follows that juridification can appear both as direct means to govern education, as well as a result of surrounding societal changes. Although juridification has received rather limited attention in the education literature so far, there has yet been discussions in other fields for a longer time, especially by sociological researchers with central names as Jürgen Habermas and Günther Teubner. What relevance does the phenomenon of juridification have for education? What is similar and potentially different, between different countries? How can we methodologically study juridification of and in education, in order to contribute important knowledge?

The symposium explore the many faces of juridification. Most importantly, the symposium focuses on the challenges for the stakeholders at both local and state level following new regulations, especially when these are not adequately designed to fit into the educational system. Included in the symposium are papers that provide case studies of 1) law and student rights and 2) the impact on professional discretion, alongside papers that explore 3) the drivers of juridification and 4) the different forms of juridification from a conceptual perspective.

The symposium is of high relevance for the ECER conference, first as juridification so far has received limited attention in educational research, and second as this symposium brings together legal and educational researchers to better understand the complex relation between juridification and education.


References
Andenæs, K., & Møller, J. (Eds.) (2016). Retten i skolen: mellom pedagogikk, juss og politikk [The law in schools: Between pedagogy, law and politics]. Universitetsforlaget.

Blichner, L.C., & Molander, A. (2008). Mapping juridification. European Law Journal, 14(1), 36–54.

Habermas, J. (1987). The Theory of Communicative Action. Lifeworld and System: A Critique of Functionalist Reason. Beacon Press.

Honneth, A. (2015). Freedom’s Right - the Social Foundations of Democratic Life. Columbia University Press.

Karseth, B., & Møller, J. (2020). Legal regulation and professional discretion in schools. Scandinavian Journal of Educational Research, 64(2), 195–210.

Luhmann, N. (1984/1995). Social systems. Stanford University Press.

Murphy M. (2022). Taking education to account? The limits of law in institutional and professional practice, Journal of Education Policy, 37(1), 1–16.

Rosén, M., Arneback, E. & Bergh, A. (2021). A conceptual framework for understanding juridification of and in education. Journal of Education Policy, 36(6), 822-842.

Teubner, G. (1987). Juridification. Concepts, aspects, limits, solutions. In G. Teubner (Ed.), Juridification of social spheres: A comparative analysis in the areas of labor, corporate, antitrust and social welfare law (pp. 3–48). Walter de Gruyter.

Teubner, G. (1988). The transformation of law in the welfare state. In G. Teubner (Ed.). Dilemmas of law in the welfare state. Walter de Gruyer. pp. 3-10.

 

Presentations of the Symposium

 

Juridification – Promoting Democracy or Systems of Bureaucratic Complexity

Andreas Bergh (Örebro University), Mark Murphy (Glasgow University), Mattias Nylund (Gothenburg University)

Keywords: juridification, differentiation, welfare state. Abstract: This paper is guided by the overriding question: Why juridification of education now – and how? In the context of the welfare state, legal means have traditionally been used to solve social problems with the objective of creating just, equal, and democratic societies. However, the other side of the coin is that there is a risk of overregulation and adverse consequences, which potentially can inhibit democratic progress. The increasingly long arm of the law finds itself entangled with other forms of accountability, creating ever-expanding systems of bureaucratic complexity. The relation between juridification and education is now of high relevance for Nordic educational research (Bergh & Arneback, 2016; Lindgren et al. 2021; Molander et al, 2012; Ottesen & Møller, 2016) and becoming more so in the UK (Murphy, 2022). This paper is an early step towards further collaboration between researchers from different countries. Against the backdrop of successive developments and changes in the welfare state the aim of the paper aims to analyze how and to what extent juridification appears in two different countries: Sweden and United Kingdom are chosen as illustrative cases as these two countries, apart from many similarities, also represent different cultures and traditions as well as legal systems. Theoretically, we draw on Niklas Luhmann’s (1984/1995) theory of functional differentiation, Gunther Teubner’s (1987) problematization of juridification and Claus Offe’s work (1984) on welfare state contradictions. Empirical examples have been chosen that characteristically illustrate how for example content and authority are differentiated through juridification. Our preliminary results indicate that juridification of education is closely interwoven with transformations of the welfare state, including general trends towards marketization and the increased emphasis on legally assured human rights. The paper also explores other sources of juridification, including structural changes to systems of bureaucratic governance and institutional differentiation, as well as the increased pressures on legitimation stemming from civil society. To this, our comparative analysis adds further knowledge on the many faces of juridification, with regard to both similarities and differences between countries. For example, in the UK the spread of a litigation culture seems to be more common than in Sweden and the other Nordic countries, while there are similar concerns on pedagogical and educational consequences, such as how increased use of legal means impacts professional discretion.

References:

Bergh, A. & Arneback, E. (2016). Hur villkorar juridifieringen lärarprofessionens arbete med skolans kunskaper och värden? Utbildning & Demokrati 25(1), 11–31. Lindgren, J., Hult, A., Carlbaum, S., & Segerholm, C. (2021). To see or not to see: Juridification and challenges for teachers in enacting policies on degrading treatment in Sweden. Scandinavian Journal of Educational Research, 65(6), 1052–1064 Luhmann, N. (1984/1995). Social systems. Stanford University Press. Molander, A., Grimen, H. & Eriksen, EO. (2012). Professional discretion and accountability in the welfare state. Journal of Applied Philosophy, 29(3), 214–230. Murphy M. (2022). Taking education to account? The limits of law in institutional and professional practice, Journal of Education Policy, 37(1), 1–16. Offe, C. (1984). Contradictions of the Welfare State (Edited by John Keane). London: Hutchinson Press. Ottesen, E. & Møller, J. (2016). Organisational routines – the interplay of legal standards and professional discretion. European Educational Research Journal, 15(4), 428–446. Teubner, G. (1987). Juridification. Concepts, aspects, limits, solutions. In G. Teubner (Ed.), Juridification of social spheres: A comparative analysis in the areas of labor, corporate, antitrust and social welfare law (pp. 3–48). Walter de Gruyter.
 

A Decade of the Superintendence of Education in Chile: How has Juridification Affected the Professional Discretion of School principals?

Andrea Horn (Universidad Católica Silva Henríquez), Manuela Pérez (Specialist lawyer in educational regulation), Álvaro González (Universidad Católica Silva Henríquez)

Keywords: juridification, school principals, professionalism. Abstract: Juridification in education is a field of study that analyzes the impact of the law on different areas of social policies and services (Rosén, Arneback & Bergh 2021). For instance, in educational systems, the popularization of legal discourse to regulate issues that had traditionally been negotiated and resolved in a non-judicial way has negatively impacted the ability of educators to make decisions based on their professional discretion (Murphy 2022). In Chile, the creation of the Superintendence of Education a decade ago has contributed to juridification of the school system. This institution is part of the National Quality Assurance System (SAC), whose main function is to enforce compliance with regulations in schools that have official state recognition, whether of public, subsidized, or private administration (Law 20,529). Superintendence provides parents and tutors with a formal procedure to present complaints about situations that occur within schools. Most of these complaints are related to issues of school violence (e.g., harassment, physical or psychological abuse, aggressions through social networks, discrimination), but there are also others that point towards issues such as financial resources management, technical-pedagogical decisions, and health and safety protocols. This paper analyzes the incidence that the Superintendence of Education has had in the work of school principals, especially in relation to their management of the educational service, through an instrumental case study (Yazan 2015) with 8 principals working in schools with different administrations. Results suggest that there is an increasing feeling of stress and overwhelm due to the complexity of procedures to respond to complaints. Parents and tutors wield a new power that weakens the ability to reach agreements with representatives of the school without escalating the problem and issuing a complaint with the Superintendence. Most management processes become over-bureaucratized, which diverts principals’ focus from pedagogical issues. Based on these findings, we analyze the negative implications of juridification for the exercise of the professional discretion of Chilean principals, by incorporating highly bureaucratized processes into their management practices. More broadly, we discuss the intensification of negative effects for school leaders’ professionalism that quality assurance and accountability policies have had in Chile and could have in other systems with similar governance arrangements.

References:

Murphy, Mark. (2022). Taking Education to Account? The Limits of Law in Institutional and Professional Practice. Journal of Education Policy 37(1), 1–16. Rosén, Maria, Emma Arneback, & Bergh. Andreas (2021). A Conceptual Framework for Understanding Juridification of and in Education. Journal of Education Policy 36(6), 822–842. Yazan, Bedrettin (2015). The Qualitative Report Three Approaches to Case Study Methods in Education: Yin, Merriam, and Stake. The Qualitative Report 20(2), 134–152.
 

Juridification of Norwegian Education: the Case of Students’ Right to a Safe and Good School Environment

Jeffrey Hall (University of Oslo), Berit Karseth (University of Oslo)

Keywords: juridification, school environment, students’ rights. Abstract: Juridification implies increased focus on the law, and such movement has clear implications on society, also in a school setting. Concurrently, individual rights are more in the limelight than previously, at the expense of collective ideals. Also, schools are increasingly scrutinized according to legal standards and justice (Murphy, 2022). Blichner and Molander (2008) distinguish between five dimensions of juridification; for example, the expansion and differentiation of juridification, and as conflict resolution based on the law. Together, these forms of juridification express emphasis on the legal consequences of decisions made at different levels in public administration, also at local level by school authorities and leaders (Hall, 2019; Andenæs & Møller, 2016). The aim of this paper is to study how amendments in the Education Act may be understood as expressions of juridification and governance of the Norwegian school system. Drawing on the theoretical perspectives of Teubner (1988) and Blichner and Molander (2008), as well as previous, empirical research in the Nordics (e.g. Hall & Johansson, 2023; Karseth & Møller, 2020; Rosén et al., 2021), this study investigates recent changes in Norwegian legislation, more closely section 9A of the Education Act (1998), which ensures students’ individual right to a safe and good school environment. Through content analysis of section 9A itself, the paper also includes a selection of key documents leading up to the changes in 2017, such as Grey Paper 2015: 2 (Ministry of Education and Research, 2015). Early findings in the study suggest that this shift has been paramount in challenging school leaders and their professional discretion. For example, we observe a general increase of regulatory procedures, which tests established practices and positions within and across schools (Murphy, 2022). This is supported by recent survey data showing that the demands in this area of the law are experienced as highly stressful to abide by (Baldersheim et al., 2023).

References:

Andenæs, K., & Møller, J. (Eds.) (2016). Retten i skolen: mellom pedagogikk, juss og politikk. Universitetsforlaget. Baldersheim. H. et al. (2023). Rektors handlingsrom: Er vi styrt eller støttet. Report, Agderforskning. Blichner, L.C., & Molander, A. (2008). Mapping juridification. European Law Journal, 14(1), 36–54. Hall, J. B. (2019). Rettslig styring og rettsliggjøring av grunnopplæringen – konsekvenser for skoleledere som juridiske aktører. In R. Jensen et al. (Eds.), Styring og ledelse i grunnopplæringen - spenninger og dynamikker. Cappelen. pp. 39-55. Hall, J. B., & Johansson. L. (2023). Shifting school environment policies: A Deleuzian problematisation of universal rights in Norwegian education. Policy Futures in Education (Open Access). Karseth, B., & Møller, J. (2020). Legal regulation and professional discretion in schools. Scandinavian Journal of Educational Research, 64(2), 195–210. Murphy, M. (2022). Taking education to account? The limits of law in institutional and professional practice. Journal of Education Policy 37(1), 1-16. Rosén, M. et al. (2021). A conceptual framework for understanding juridification of and in education. Journal of Education Policy, 36(6), 822-842. Teubner, G. (1988). The transformation of law in the welfare state. In G. Teubner (Ed.). Dilemmas of law in the welfare state. Walter de Gruyer. pp. 3-10.
 

Navigating different forms of Juridification in Education

Emma Arneback (Gothenburg University), Lotta Lerwall (Uppsala University)

Key words: juridification, education, discrimination, Rights of the Child, conceptualization. Abstract: The aim of this paper is to contribute to conceptualization of different forms of juridification in education. The text focuses on the enactment of legislation on discrimination (Discrimination Act 2008:567), degrading treatment (Education Act 2010:800) and the Act on the UN Convention on the Rights of the Child (2018:1197, CRC) in Sweden. The theoretical framework is based on research concerning various aspects of juridification focusing on how legislation is enacted in different contexts and involves different dimensions (Blichner & Molander 2008, Rosen et al 2021). This shows that enactment of legislation can lead to both enabling and disabling processes in the society and in education (cf. Habermas 1987, Honneth 2015, Murphy 2022). To methodologically conceptualize different forms of juridification we work in the following steps: 1) Analysing and interpreting the legal sources. 2) Examining how officials at national school authorities enact political, legal, and pedagogical discourse when discussing the CRC legislation, and which dimensions of juridification that are highlighted. 3) Compare the outcomes with previous research on juridification in relation to discrimination and degrading treatment in schools. The result presents and compare two different forms of juridification in education: Accountability-oriented juridification: Research on discrimination and degrading treatment is a suitable example of this form of juridification (Arneback, 2012; Refors Legge, 2021; Lindgren et al. 2021; Rosén et al 2021). The results shows that the legislation in combination with different forms of accountability leads to a juridical framing in education that challenges pedagogical practices. Elusive juridification: Based on data from an ongoing research project the decision to incorporate the CRC into Swedish law illustrate another form of juridification. The law fills a political symbolic function and is understood as a tool for realizing the commitments in the Convention. However, the data reveals uncertainty on how to implement the law and it is unclear in what way the law should be enacted in pedagogical practises. When comparing accountability-oriented juridification and elusive juridification, differences emerge in how increased legal regulation impacts the education system. The accountability-oriented juridification shows clarity in expectations, but challenges pedagogical practices. Elusive juridification lacks clarity and result in uncertainty on its legal and pedagogical implications. These two examples of juridification highlights the need of navigating different forms of juridification and raises the question on what other forms of juridification that could be identified in the education field.

References:

Arneback, E. (2012). Med kränkningen som måttstock. Om planerade bemötanden av främlingsfientliga uttryck i gymnasieskolan (diss.). Blichner, L.C. & Molander, A. (2008). Mapping juridification. European Law Journal, 14(1), 36–54. Habermas, J. (1987). The Theory of Communicative Action. Lifeworld and System: A Critique of Functionalist Reason. Beacon Press. Honneth, A. (2015). Freedom’s Right - the Social Foundations of Democratic Life. Columbia University Press. Lindgren, J, A. Hult, S. Carlbaum & Segerholm, C. (2021). To See or Not to See: Juridification and Challenges for Teachers in Enacting Policies on Degrading Treatment in Sweden, Scandinavian Journal of Educational Research, 65(6,) 1052–1064. Murphy M. (2022). Taking education to account? The limits of law in institutional and professional practice, Journal of Education Policy, 37(1), 1–16. Rosén, M, E. Arneback & Bergh, A. (2021) A conceptual framework for understanding juridification of and in education, Journal of Education Policy, 36(6), 822–842. Refors Legge, M. (2021) Skolans skyldighet att förhindra kränkande behandling av elever. En rättsvetenskaplig studie (diss.) SFS 2008:567 Diskrimineringslag [Discrimination Act]. SFS 2010:800. Skollag [Education Act]. SFS 2018:1197. Lag om Förenta nationernas konvention om barnets rättigheter [Act on the United Nations Convention on the Rights of the Child].
 
14:15 - 15:4523 SES 17 B: Education Governance
Location: Room B127 in ΘΕΕ 02 (Faculty of Pure & Applied Sciences [FST02]) [Floor -1]
Session Chair: Tae Hee Choi
Paper Session
 
23. Policy Studies and Politics of Education
Paper

(un)Democratic Practices in School Governance, Managerialism and the Somatic Norm: silencing, civilising and illusionary

Janet Hetherington, Gill Forrester

Staffordshire University, United Kingdom

Presenting Author: Hetherington, Janet; Forrester, Gill

Nationally and internationally, the leadership and organisation of education have altered significantly through the provision of market technologies and rationalities in the form of competition, choice or performativity, and managerialism (Gunter et al., 2016). At an organisational level, technocracy is privileged concurrently with the hollowing out of traditional stakeholder school governance models to make way for private management takeover of public entities (Verger and Curran, 2016). In England, these trends are illustrated by the rise of academy trusts, akin to Friskolor in Sweden (Simkins et al., 2019): publicly funded legal entities controlled by boards of trustees with discretion over strategy and finance. Furthermore, the professionalisation of school governance, perfecting technologies of rational self-management (Wilkins, 2019a), alongside the marketisation of education, promulgated by successive national Governments, have placed democratic principles, empowerment and participation, secondary to market principles. Thus, creating a democratic deficit, with a focus on skill-over-stake (Allen, 2018). The active removal of stakeholders denigrates localism and its voice (Simkins and Woods, 2014). These policy changes disadvantage social groups, such as parents or community members of low socioeconomic status, women and non-white Others (Hetherington and Forrester, forthcoming). While academy trusts operate independently of local government, in England, expansion, and acquisition opportunities, for example, are determined by their performance and subsequent, position in a notional hierarchy (Hetherington and Forster, 2023). Therefore, corporatised entities, such as schools nationally and internationally, have strong incentives to model themselves in the image of businesses to maximize precision governance. This includes limiting the practice of deliberative democracy by restricting who gets to perform and engage in governance (Hetherington and Forester, 2023). However, some schools do maintain a commitment to both technical-managerial and democratic priorities owing to their sponsorship model and develop tensions and contestation in achieving both (Wilkins, 2019b).

Those restricting access to governance, to secure brand advantage, are referred to by Puwar (2001:652) as the somatic norm. The somatic norm is “the corporeal imagination of power as naturalised in the body of white, male, upper/middle-class bodies”; naturalised in the neoliberal inculcation of institutional leadership with power, knowledge, and capability. With an embodied somatic norm model of educational leadership, comes expectations of civility and social norms. The standards of civility are set by the somatic norm, which also determines breaches or not, of the bounds of civility, by those who engage in practices (Calhoun, 2015), such as governance. For powerless or excluded groups, the disenfranchised, such as women, refugees, those who are from an ethnic minority or whose first language is not English or who are from a low socio-economic group, the bounds of civility are founded on a ‘contract’ whether that be racial (Puwar, 2001) or gendered (Caravantes and Lombardo, 2024), which has demarcated spaces for those corporealities. For Puwar (2001) and others, there are choices, to remain silent with the burden of invisibility or incivility.

In this research, complex issues are empirically and conceptually explored through an investigation of the Co-operative Academies Trust (CAT), an edu-business sponsored by the Co-op Group, with a specific focus on how democracy is performed, transformed, and translated in the power dynamic between governance and the parent body as participants in decision-making. The CAT is legally bound by its sponsor to adhere to international values of co-operativism (ICA, 2020), including a commitment to democracy. Conceptually, political theories demonstrate how power is configured within these relations to privilege certain positions and discourses over others.

The research is significant internationally, given the tension between the neoliberal imperative and the democratic deficit associated with governance currently (Hardin, 2014), and the concurrent tension with democratic practices associated with co-operative values (Wilkins, 2019b).


Methodology, Methods, Research Instruments or Sources Used
This research adopted a socially critical perspective.  Significantly, challenging the power dynamics within social structures, such as governance, the role of parents in governance and the type of democracy that is evidenced in this role.  Furthermore, the research challenges the distribution of power and resource (Raffo et al, 2010), through voice and the lived experiences of individuals, families and communities (Boronski and Hassan, 2015).   For a socially critical paradigm, the most appropriate methodological choice is a critical ethno-case study (Parker-Jenkins, 2016; Kincheloe and McLaren, 2000).  The exploration of the CAT model and the engagement and role of parent stakeholders as decision-makers, or agents of consequence, within a Co-operative Academy in an area of high deprivation in England, is an instrumental case (Punch, 2014).  The generalisability of the atypical produces conceptualising generalisability (Yin, 2014): new concepts as a consequence of analysis, or by developing propositions, that allow for future research and become the output of the research (Punch 2014; Bryman, 2012; Basit, 2010).  The case study known as ‘City Academy’ maintains its criticality by focusing on the power relationship between the organisation and its stakeholders.  
Ethnographic/case study methods were employed in the triangulation of a documentary review of the organisation’s documentation (Atkinson and Coffey, 2011), specifically; the CAT website, strategic plan, governance policy, including the scheme of delegation, the Articles of Association and funding agreement, with semi-structured interviews and a focus group (Bryman, 2012) of 5 parents from the Parent Forum.   Semi-structured interviews were conducted with the director of the trust, the principal, the chair of governors, and 3 parent governors.  
Purposive sampling of those involved in semi-structured interviews provided a “typical” insight (Flick, 2020) to capture participants’ voice.  However, sampling for the focus group was opportunistic.  Verbatim transcription of interviews was completed (Mauthner and Doucet, 1998).  Data were coded and processed using NVivo software (Jackson and Bazeley, 2019).  A priori codes were initially identified from the research questions and first data readings, for example, ‘parent’, and ‘democratic events’.  Subsequent emerging analytical codes were identified from more in-depth analysis, such as ‘decision-making’ or ‘deliberation’.
Staffordshire University’s ethical principles and the guidelines of the British Educational Research Association (BERA) (2018) were adhered to; ethical approval was granted for the study.  
Bourdieu’s social field theory was further utilised to provide a second-layer analysis of the power dynamic between governing body members and parents participating in potentially democratic opportunities, formally or informally.

Conclusions, Expected Outcomes or Findings
Considering the Euro-prevalence of both neoliberal regimes (Grimaldi et al, 2016) and educational leadership models based on the somatic norm (Hetherington and Forrester, forthcoming), this research is of both national and international significance.  Parent representatives are typically not representative of the wider community.  The Local Governing Body (LGB) is raced and classed in multiple ways, (Kulz, 2021; Reay et al., 2007); policy implementation is particularly impactful on social groups such as parents or community members of low socioeconomic status, women and non-white Others.  Furthermore, the perception of deliberative democracy from parent representatives tends to be overshadowed by an accepted illusion of democracy, achieved with engineered consent (Locatelli, 2020). Significantly, ‘anti-democratic’ practices emerge as a system of norms relating to structural, agentic, moral and political expectations of civil behaviour, or a ‘civilising’ process, reinforcing the somatic norms’ power and positionality.  Ultimately, civilising and establishing the bounds of civility, the somatic norm renders the activities in the public space as gendered, raced and racialised; it is exclusionary in democratic terms.  Furthermore, parents are ‘silenced’ when not conforming to privileged speech patterns (Curato et al., 2017) and prohibited from further deliberation. Finally, neoliberal school governance is unscathed, despite espoused commitments to values of co-operatvism and democracy, through the strategic co-option of carefully selected ‘trusted’ parent governors who privilege technocracy and upward accountability.
It is contested that the revisioning of school governance to embrace a non-gendered, non- classed and non-racialised deliberative democratic system could be established, with individuals subject to proposed policy not expected to follow with blind deference but have secured access to mutual justification (Lafont, 2021). Upholding co-operative values, nationally and internationally, in deliberative democratic systems, through municipalism foundations (Caravantes and Lombardo, 2024) has the potential to challenge the control of educational leadership under new post-neoliberal sponsorship models.

References
Caravantes, P. and Lombardo, E. (2024) Feminist democratic innovations in policy and politics, Policy & Politics, XX(XX): 1–23, DOI: 10.1332/03055736Y2023D000000009
Curato, N., Dryzek, J.S., Ercan, S.A., Hendriks, C.M. and Niemeyer, S. (2017) ‘Twelve Key Findings in Deliberative Democracy Research’, Daedalus, 146:3, pp.28-38.
Grimaldi, E., Landri, P. and Serpieri, R., 2016. NPM and the reculturing of the Italian education system: The making of new fields of visibility. In New public management and the reform of education (pp. 96-110). Routledge.
Gunter, H., Grimaldi, E., Hall, D., and Serpieri, R. (2016) ‘NPM and Educational Reform in Europe’, in Courtney, S., McGinity, R and Gunter, H. (eds) Educational Leadership: Theorising Professional Practice in Neoliberal Times. Oxford: Routledge.

Hetherington, J. E., and Forrester, G. (2023). Brand advantage, risk mitigation, and the illusion of democracy: Approaches to school governance. Educational Management Administration and Leadership, 0(0). https://doi.org/10.1177/17411432231194852

ICA (2020) What is a co-operative? International Cooperative Alliance. Available at: https://www.ica.coop/en/cooperatives/what-is-a-cooperative (accessed 7 March 2023).
Kulz, C. (2021) ‘Everyday erosions: neoliberal political rationality, democratic decline and the Multi-Academy Trust’, British Journal of Sociology of Education, 42(1), pp.66-81.
Puwar, N., 2001. The racialised somatic norm and the senior civil service. Sociology, 35(3), pp.651-670.
Simkins T, Coldron J, Crawford M and Maxwell B (2019) Emerging schooling landscapes in England: How primary system leaders are responding to new school groupings. Educational Management Administration & Leadership 47(3): 331–348.
Verger, A. and Curran, M. (2016) The dissemination and adoption of NPM ideas in Catalan education: A cultural political economy approach. In New Public Management and the Reform of Education (pp. 111-124). Routledge.
Wilkins, A. (2019a) ‘Technologies in rational self-management: Interventions in the ‘responsibilisation’ of school governors’ in Allan, J. Harwood, V. and Jørgensen, C.R. (eds) World Yearbook of Education 2020: Schooling, Governance, and Inequalities. Routledge: London and New York. 99-112.

Wilkins, A. (2019b) ‘Wither democracy? The rise of epistocracy and monopoly in school governance’. In Riddle, S.  and Apple, M. (eds) Re-imaging Education for democracy. Routledge: London.
Wilkins, A., Collet-Sabé, J., Gobby, B. and Hangartner, J., 2019. Translations of new public management: a decentred approach to school governance in four OECD countries. Globalisation, Societies and Education, 17(2), pp.147-160.
Woods P and Simkins T (2014) Understanding the local: Themes and Issues in the experience of structural reform in England.  Educational Management Administration & Leadership 42(3): 324–340.


23. Policy Studies and Politics of Education
Paper

Towards Education as a Global Common Good? A Multivocal Critique of UNESCO’s Discourse on the Commons

Michele Martini

Università della Svizzera, Switzerland

Presenting Author: Martini, Michele

As one of several organisations jostling for influence in the global governance of education, UNESCO is not only aptly positioned to promote its ideal global education landscape, but also holds a vested interest in doing so. In recent years, the organisation has advanced a vision of education predicated on the idea of the commons. In this view, education serves a global common good and should thus be protected by institutional arrangements that bind peoples and communities closer together (UNESCO 2015, UNESCO 2021). In its publications, UNESCO advocates for a commoningapproach, supporting the emergence of modes of collectivity and social relations around shared values and a perceived common future. While rooted in the ideal of shared values and requiring collaborative participation, the commons remain, as Means et al. (2019) describe it, “always a divided and contested terrain”. The global governance of education is itself contested, with various organisations vying for influence and legitimacy in this space (Robertson 2022). UNESCO’s promotion of a global common good perspective on education thus occurs in a complex and competitive landscape of ideas, actors, and interests.

This paper critically examines UNESCO’s construction of a commons approach to global education through a multivocal analysis of its 2021 report “A new social contract for education: imagining our futures together”. Through this novel form of analysis, we show how UNESCO constructs the commons by referring implicitly to a specific addressee, what we call the “global reader”, articulated as part of a global community bound by shared values, collective futures and faced with a common set of global crises. A particular subjectivity is thus implied by the text through the construction of a “we”, an undefined community which readers are expected to relate to. We question to what extent this community of global readers exists and consider its implications for a global commons approach to education.

With the migration of education policy beyond state boundaries and the increasing engagement of international organisations in education agenda setting, a “global project of education reform” (Ball Junemann and Santori 2017) has developed. Studies have explored how and under what conditions global education policy and reform travel to different domestic contexts. While promoted as a “global” endeavour, the norms and agendas of international organisations like UNESCO are ultimately distributed and implemented unevenly in local policy contexts (Mundy et al. 2016). By highlighting how policy ideas are received and interpreted by the report’s addressees, this study shifts attention from national or local policy to a more affective, individual perspective. The collaborative analysis and shared critique bring to light how the report is interpreted by its readers. Ultimately, the report is addressed to readers making up the ‘global community’- it is directed towards a “we”- intended to represent individuals and communities making up a common humanity. Hence, an inquiry into how addressees of the report take in its language and ideas is important. Our policy analysis moves beyond the study of how global education policies are received and implemented by relevant governments and policy stakeholders to underscore how they are digested and interpreted by individual readers irrespective of national, regional borders and differences.


Methodology, Methods, Research Instruments or Sources Used
In order to critically examine UNESCO’s construction of education and the commons, we developed and tested a multivocal qualitative analysis of the 2021 report on “A new social contract”. We draw on Lund and Suthers’ (2018) Multivocal Analysis Approach (MVA), which relies on collaboration between researchers of different theoretical and methodological traditions working in parallel on a shared research project. Through dialogue, inter-subjective meaning making and the co-construction of interpretations, the different “voices” emanating from the participating researchers are harnessed for a richer analysis and towards the production of new knowledge. Accordingly, we brought together a group of  seven researchers from geographically and socially diverse backgrounds to construct a dialogical  analysis of the report. As a group of international researchers, we saw ourselves as possible  variations of the “global” reader and through a shared methodology, conceptualized our  different perceptions of the report as a way to gain a specific epistemic advantage. This  multivocal approach exposes how the idea of the “global” is taken up through a diversity of  perspectives.
Conclusions, Expected Outcomes or Findings
Our collaborative inquiry draws on and engages with scholarship advancing critical approaches  to the global governance of education (Mundy et al. 2016, Robertson 2022, Vander, Doussen  Toucan 2017). As suggested in the literature, while promoted as a “global” endeavour, the  norms and agendas of UNESCO are ultimately distributed and implemented unevenly when met  with domestic policy frames (Mundy et al 2016). Through our multivocal analysis, we investigate  whether this unevenness is also apparent in how the policy is perceived and received by  readers. In our view, implicit references to a “global reader” are problematic, as they assume  that the report is digested in the same way by all. Accordingly, we argue that problematizing this  starting point is crucial to advance whether a global commons approach to education can  indeed be manifested, and if so, how this might be achieved. By exposing the “global reader”  implied by UNESCO policies, this study invites a discussion on which alternative models of  subjectivity and intersubjective dialogue can generate power to support the reframing of education as a global  common good.  
References
Lund, K., & Suthers, D. (2018). Multivocal analysis: Multiple perspectives in analyzing interaction. In International handbook of the learning sciences (pp. 455-464). Routledge.

Mundy, K., Green, A., Lingard, B., & Verger, A. (Eds.). (2016). Handbook of global education policy. John Wiley & Sons.

Robertson, S. L. (2022). Guardians of the Future: International Organisations, Anticipatory Governance and Education. Global Society, 36(2), 188-205.

UNESCO 2021, International Commission on the Futures of Education, Re-imaging our futures together: a new social contract for education.

VanderDussen Toukan, E. (2018). Educating citizens of ‘the global’: Mapping textual constructs of UNESCO’s global citizenship education 2012–2015. Education, Citizenship and Social Justice, 13(1), 51-64.’


23. Policy Studies and Politics of Education
Paper

Privatisation of Schooling Captured on Social Media : Selling education amid uncertainty and keeping schooling as a public good

Tae Hee Choi1, Prem Poudel2, Lina Dong3, Ming Ming Chiu4

1University of Southampton, United Kingdom; 2Tribhuvan University, Nepal; 3Shenzhen Technology University; 4Education University of Hong Kong

Presenting Author: Choi, Tae Hee

Under neoliberal educational governance, many schools are subject to the global discourse of school choice and competition, and thus market themselves (DiMartino & Jessen, 2018). Schools aim to persuade potential customers (parents and students) of the value of their education. Greater enrollment of students can yield higher income, while inadequate enrollment can force the school to lose income or close. For instance, UK schools with low inspection scores risk further downgrades or school closure, so they publicise themselves to avoid losing their students. While it is understandable that schools need to consider their survival and prosperity, such entrepreneurial acts, and resultant hierarchy among schools, often have a negative impact on schooling and students, e.g., reproducing the existing inequitable structure, marginalisation of disadvantaged students, or mission drift (e.g., pursuing profit at the cost of genuine student learning) (Chiu & Walker, 2007; You & Choi, 2023).

School competition and marketing occur across the globe, especially in the contexts of change and uncertainty. Some leaders of state-funded schools (aided schools) in Hong Kong partly in response to the public’s equation of the private with quality, turned themselves partly private collecting fees (e.g., Hong Kong’s direct subsidy schools) (Zhou et al, 2015). In Nepal, private schools teach in English, which parents perceive to be superior to public schools’ lessons in native Nepali, and became more popular than public schools (Choi & Poudel, 2024). Schools in both regions use social media to build their image and recruit potential students.

However, past studies have not documented schools’ marketing strategies on social media, their effectiveness or impact on schooling. Nor did they investigate their interactions with socio-historical contexts (Choi, 2022; Takayama, 2012). So this study begins to address these research gaps. Informed by privatisation studies (e.g., You & Choi, 2023), marketing studies (e.g., Khan & Qureshi, 2010), and a comparative thematic analysis of Facebook posts of 18 case schools in Hong Kong and Nepal in the 2022-23 academic year, this study examines how the schools appeal to the potential local customers. Using the contrasting case contexts of Hong Kong (epitome of neoliberal educational system) and Nepal (democratic polity that prioritises social justice in governance), we explicate localised enactment of school privatisation via marketing.

Past studies categorised schools’ marketing activities by audience and directness (Khan & Querishi, 2010) or audience and marketing aspects (Chen, 2008). While such studies provide a good foundation of broader marketing, they lack in-depth understanding of schools’ online marketing, which differs to other face-to-face marketing, e.g., immediate responses from the stakeholders, unbound by time or space, but mediated by digital literacy and resources. Nor did they study their potential impact on schooling as public good. To shed light on these phenomena, this study analysed Facebook posts (most widely used by schools) by schools and by parents. The following research questions guided this study:

1. What contents are prioritised in schools’ online marketing via Facebook posts?

2. To what degree do schools’ Facebook posts show neoliberal ideology (e.g., school choice, entrepreneurialism)?

3. What other factors affect their posting type and content?

Understanding the answers to these questions will help understand the political manoeuvres in which schools engage in this digital era in order to take the delicate balance between the neoliberal entrepreneurship and providing education as a public good.


Methodology, Methods, Research Instruments or Sources Used
This study adopted a qualitative approach for data collection and analysis. Qualitative study enables us to explore issues around people’s and institutions’ practices (Creswell & Poth, 2016). We draw on the empirical data on school marketing in Hong Kong and Nepal, focusing on the schools’ use of Facebook. The selected schools adopt Facebook as one main social media platform to distribute information, form their public image, and connect with the public.

To trial the data collection and analysis, we first collected data in Hong Kong in 2020, then in Nepal in 2022. We purposively selected 18 schools that follow the national curriculum across school types, prestige groups, and mediums of instruction: 9 Hong Kong schools (two government schools, four aided schools, and three direct subsidy scheme [DSS] schools) and 9 Nepal schools (seven public schools and two private schools).  We gathered schools’ Facebook accounts,their posts, responses to posts, emojis, likes, comments, and any other relevant information.

We used thematic analysis both inductively and deductively to identify, analyse and report patterns or themes within data we gathered from the schools’ Facebook posts (Braun & Clarke, 2006). Thus, while guided by the research questions and relevant literature, we were also open to exploring any emergent themes. For instance, in understanding schools’ neoliberal positioning, the literature which looks into key manifestations of neoliberalism in schooling, e.g., entrepreneurship, change of student-teacher/school-community relationship to customer and service providers, etc. (Ho, Lu & Bryant, 2021) was referenced in creating the coding book, as well as being open for any new themes.

Conclusions, Expected Outcomes or Findings
The preliminary findings showed that schools' Facebook posts in both Hong Kong and Nepal reflect the neoliberal logic of competition and commercialisation, both directly and indirectly. Some schools were more actively presenting entrepreneurial selves, conducting diverse business transactions in selling their education or brand and working with educational businesses. For instance, some hired a toy company to create and sell their school souvenirs. While some took such neoliberal identity of their own initiative, presenting themselves as innovative and entrepreneurial, others were positioned as such by outsiders. For instance, the Hong Kong government positions schools as service providers rather than educational institutes (e.g., “The Vice Principal…received the Education Bureau’s Outstanding Customer Service Award.”). In general, however, the schools’ social media posts will show business as usual, but schools participate in the competition among schools mostly reporting their positive features. Such practice was observed both in public and private schools. The commercialisation of schooling was more obvious in Hong Kong—perhaps reflecting its long history of the privatisation of education (Bates et al, 2021).
 
While these schools’ social media partially reflect neoliberal practice, others promote the public good nature of schooling. Irrespective of their fee-collecting status, they promote equality and diversity (e.g., [School name] strives to develop multicultural education and cultivate our students’ multicultural values and global horizons…”). As well as of their initiative, such a motion originates from the government and other stakeholders (e.g., “[Student names] were awarded the Harmony Scholarships Scheme, organised by the Home Affairs Department, [which] recognises students’ participation in… activities promoting racial harmony”).

The findings show that the discourses that bring out different identities of schools (entrepreneurs vs. protectors of social justice) coexist and govern schools, and point to the need to investigate the nuanced influence of neoliberalism on schooling as a public good.  

References
Bates, A. Choi, T.-H. & Kim, Y. (2021) Outsourcing education services in South Korea, England and Hong Kong: a discursive institutionalist analysis, Compare: A Journal of Comparative and International Education, 51(2), 259-277, DOI: 10.1080/03057925.2019.1614431
Braun, V., & Clarke, V. (2006). Using thematic analysis in psychology. Qualitative research in psychology, 3(2), 77-101.  
Chen, L. H. (2008). Internationalization or international marketing? Two frameworks for understanding international students’ choice of Canadian universities. Journal of Marketing for Higher Education, 18(1), 1-33.  
Choi, T. H. (2022). Path-dependency and path-shaping in translation of borrowed policy: outsourcing of teaching in public schools in Hong Kong and South Korea. International Journal of Comparative Education and Development, 24(3/4), 144-159.
Choi, T. H., & Poudel, P. P. (2024). Enactment of English medium instruction in under-resourced educational contexts: A case of multilingual public secondary schools in Nepal. System, 103223.
Chiu, M. M., & Walker, A. (2007). Leadership for social justice in Hong Kong schools: Addressing mechanisms of inequality. Journal of Educational Administration, 45(6), 724-739.
Creswell, J. W., & Poth, C. N. (2016). Qualitative inquiry and research design: Choosing among five approaches. Sage publications.
Davidson, H. (2023, April 25). Hong Kong: some schools face closure as birthrate and exodus take toll. The Guardian. https://www.theguardian.com/world/2023/apr/25/hong-kong-some-schools-face-closure-as-birthrate-and-exodus-take-toll
DiMartino, C., & Jessen, S. B. (2018). Selling schools: the marketing of public education. Teachers Colledge Press.  
Ho, C.S.M., Lu, J. & Bryant, D.A. (2021). Understanding teacher entrepreneurial behaviour in schools: Conceptualization and empirical investigation. Journal of Educational Change 22, 535–564. https://doi.org/10.1007/s10833-020-09406-y
Khan, S. N., & Qureshi, I. M. (2010). Impact of promotion on students’ enrolment: A case of private schools in Pakistan. International Journal of Marketing Studies, 2(2), 267-274.  
Takayama, K. (2012). Exploring the interweaving of contrary currents: transnational policy enactment and path-dependent policy implementation in Australia and Japan. Comparative Education, 48(4), 505-523. https://doi.org/10.1080/03050068.2012.721631
Verger, A., Fontdevila, C., & Zancajo, A. (2016). The privatization of education: A political economy of global education reform. Teachers College Press.
You, Y. & Choi, T.-H. (2023). The halted neoliberalising of public schools: policy trajectories of two ‘failed’ privatisation reforms in South Korea and China, Compare: A Journal of Comparative and International Education, DOI: 10.1080/03057925.2023.2254215
Zhou, Y., Wong, Y. L., & Li, W. (2015). Educational choice and marketization in Hong Kong: the case of direct subsidy scheme schools. Asia Pacific Education Review, 16, 627-636.
 

 
Contact and Legal Notice · Contact Address:
Privacy Statement · Conference: ECER 2024
Conference Software: ConfTool Pro 2.6.153+TC
© 2001–2025 by Dr. H. Weinreich, Hamburg, Germany