impact of ongoing reforms in education and training on the adult learning sector (2nd phase)...
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Impact of ongoing reforms in education and training on the adult
learning sector (2nd phase)
Description and analysis of adult learning policies and practices in
Europe
Simon Broek
Bert-Jan Buiskool, Barry Hake and other ESREA partners
The overall objectives– A thorough analysis of ongoing
developments, reforms and modernisation in the adult learning sector in the countries participating in the Education and Training 2010 process;
– An assessment of the role of the European Commission in stimulating adult learning;
– Identify conditions for successful and effective adult learning policies on EU and Member State level.
Rationale behind adult learning policies / reform
– Rapidly accelerating skills redundancy, while more jobs are in need for high skills
– The high number of low-skilled workers in Europe
– high level of early school leaving, while a substantial number of adults have reading and writing problems, encouraging the need for second chance opportunities
– Growing challenges of ageing population and migration
– High incidence of poverty and social exclusion
– Widely varying participation rates in lifelong learning across the EU
– Need for active engagement of citizens with Europe
Improving society/
making LLL a reality
The specific focus of this study• the question concerning the articulation between the demand for, and supply of
adult learning.
-> Focus on strategies for increasing/widening the participation of adults in learning
Employment
Civil society
Knowledge economy
Knowledge society
Improving society/
making LLL a reality
Employment
Civil society
Thos
e wh
o wa
ntThose who need
Knowledge economy
Knowledge society
Auto
nom
y an
d pe
rson
al re
spon
sibi
lity
State responsibility and outreach
Improving society/
making LLL a reality
Employment
Civil society
Thos
e wh
o wa
ntThose who need
Lear-ning
society
Inno-vation
Employability
Social in-
clusion
Knowledge economy
Knowledge society
Auto
nom
y an
d pe
rson
al re
spon
sibi
lity
State responsibility and outreach
Learning society: Obtaining skills and competences in areas of own interest
Social inclusion: Obtaining necessary skills and competences to
participate in society
I nnovation: Developing competences serving a high level value in the value chain
Employability: Obtaining necessary skills and competences for employability
Improving society/
making LLL a reality
Employment
Civil society
Thos
e wh
o wa
ntThose who need
Lear-ning
society
Inno-vation
Employability
Social in-
clusion
Knowledge economy
Knowledge society
Auto
nom
y an
d pe
rson
al re
spon
sibi
lity
State responsibility and outreach
Learning society: Obtaining skills and competences in areas of own interest
Social inclusion: Obtaining necessary skills and competences to
participate in society
I nnovation: Developing competences serving a high level value in the value chain
Employability: Obtaining necessary skills and competences for employability
Improving society/
making LLL a reality
? ?
? ?
Three key conclusions and the table of contents
Objective: increasing participation of adults in LLL (chapter 1)
What do general statistics tell us about participation of adults in learning? (chapter 3)
How favourable are the conditions for implementing policies and measures? (chapter 4)Context, barriers for participation, Structural and financial framework)
What has the European Commission done (and what could the EC do) to stimulate Member States? (chapter 2)
What national policies and lifelong learning strategies exist? (chapter 5)
What clusters of measures (mobilisation strategies) are implemented? (chapter 6)
What should be done in the future by the European Commission and the Member States to increase participation? (chapter 8)
What works for whom under which conditions (chapter 7)
A) An analysis of ongoing developments in the adult learning sector
B) The role of the European CommissionC) Conditions for successful and effective adult learning
policies on EU and Member State level: recommendations
A 1) Effectiveness of national policies increasing and widening participation
– Conclusions on measuring effects of policies and reforms
– Conclusions on the participation rates and statistics
0
5
10
15
20
25
30
35 20022008
2002 1,2 1 1 1,9 1,1 2,9 8,5 4,2 3 2,9 4,4 4,4 6 7,3 5,5 2,7 5,6 5,8 3,7 7,7 7,2 5,4 4,4 7,5 8,4 16 13 21 17 24 18 18
2008 1,4 1,5 1,8 2,2 2,9 3,1 3,3 4,7 4,9 5,3 6,2 6,3 6,8 6,8 7,1 7,3 7,8 7,9 8,5 8,5 9,5 9,8 10 13 14 17 19 20 23 25 30 32
BG RO TR HR EL HU SK PL LT PT MT IT BE LV IE FR CZ DE CY LUEU27
EE ES AT SI NL NO UK FI I S DK SE
A 2) Barriers for participation
Three types of barries:
– Institutional barriers
– Situational barrier
– Dispositional
But, …
barriers differ giving the goal of learning and target groups (remember the mapping of the
sector).
A 3) Contextual conditions for stimulating the adult learning sector
(barriers, historical, socio-economic, structural, and financial framework)
• Conclusions on contextual conditions– existence of a long-standing, non-interrupted learning culture– long-term historical shift towards the growing significance of vocational
education and training for adults– more stimulated within expanding economies– economic downturn
• Conclusions on governance and financial frameworks– domination of formal education in adult learning policy– Governance structures in adult learning are in most countries scattered
among ministries on central level and between central and decentral levels.– wide variety of legal frameworks– Structure and finances also differ between the goals of adult learning and
target groups– the financial situation is precarious across the European countries– EU funding (ESF and LLP) is important
A 3) Contextual conditions for stimulating the adult learning sector
(barriers, historical, socio-economic, structural, and financial framework)
Lifelong learning strategies on national level:
• Countries with a broad lifelong learning strategies– Reform entire education system– Umbrella strategy
» Themes: 1) Reducing the number of drop outs, 2) Vocational and professional competences, 3) Combating poor literacy and 4) Participation of adult in education
• Countries with strategies focused on adult learning– Humanistic elements– Validation of prior learning– Guidance– Flexibility on learning trajectories
• Countries with no / hardly any lifelong learning strategies
A 3) Contextual conditions for stimulating the adult learning sector
(barriers, historical, socio-economic, structural, and financial framework)
A 4) Mobilisation strategies
– Six mobilisation strategies were studied / identified:
• information and guidance strategy• flexibility of learning trajectories strategy• quality assurance and management• outreach work to specific target groups and community-
based learning environments• recognition of prior (experiential) learning• financial instruments
– Most policy initiatives and policy instruments have focused upon the flexibility of learning trajectories - with particular regard to access to upper secondary and higher education, the recognition of prior learning, and financial support measures.
– The mobilisation strategies with regard to, information and guidance, outreach strategies to specific target groups, and quality management, in particular, have, on the whole, received less attention in national policies.
A 4) Mobilisation strategiesAll in all, each barrier and target group has its own ‘cocktail’ of
mobilisation strategies, but for all counts that initiatives should be:
1) a multi-stakeholder approach;
2) tailor made;
3) have government support;
4) communicated through good branding of the initiative;
5) a combined approach;
6) respect monitoring and continuous improvement;
7) built on good personnel and finally;
8) entail purposeful learning, i.e. give a rationale for why the learning is relevant for individuals and other stakeholders.
Policies– Lisbon objectives– Memorandum on lifelong learning– Communication on adult learning– Action Plan– “New Skills for New Jobs” – Council Conclusions– Employment Guidelines– ET 2020– EU 2020– Previous study on methodology on impact assessment
Structures and instrument– OMC– LLP– ESF– Working group– Focus groups– Regional meetings– Peer learning activities– Workshops– Research studies
B1) Role of the European Commission
B1) Role of the European Commission
Operationalisation
Formula for success EU MS
High level of institutionalisation Strong leadership
Treaty base
Clear organisational structure
National representative
Presence of conflict between MS
with incentive or reluctance to act
Presence of MS with incentive
to act that will take on the lead to
persuade the reluctant MS
Debate on national priorities
Preparatory political involvement Previous EU actions in certain
policy fields
Embeddedness in culture
Time needed to gain political
support
Availability of specific objectives,
benchmarks and indicators
On EU level On MS level
I nvolvement and cooperation of
stakeholders
Active engagement in working
groups and meetings
Active engagement in working
groups and meetings
Common concern Discourse
Shared responsibility
Voluntary involvement civil
society
Employment
Civil society
Thos
e wh
o wa
ntThose who need
Lear-ning
society
Inno-vation
Employability
Social in-
clusion
Knowledge economy
Knowledge society
Auto
nom
y an
d pe
rson
al re
spon
sibi
lity
State responsibility and outreach
Learning society: Obtaining skills and competences in areas of own interest
Social inclusion: Obtaining necessary skills and competences to
participate in society
I nnovation: Developing competences serving a high level value in the value chain
Employability: Obtaining necessary skills and competences for employability
Improving society/
making LLL a reality
Employment
Civil society
Thos
e wh
o wa
ntThose who need
Lear-ning
society
Inno-vation
Employability
Social in-
clusion
Knowledge economy
Knowledge society
Auto
nom
y an
d pe
rson
al re
spon
sibi
lity
State responsibility and outreach
Individual barriers: lack of information, time due to work schedule/family responsibilities, costs
System weaknesses: lack of a learning culture, lack of flexible provision, lack of structures and policies
Historic context: emancipatory movements, self-development, critical learning/thinking
Socio-economic context: Ageing society, more elderly still very active. Globalisation, demographic change and sustainability
Governance: decentralised/at a distanceMain providers: non-formal education providers, NGOs, libraries
etc.Financial sources: individuals and (decentralised) public funds
Individual barriers: disengagement with formal education, learning not for ‘our kind of people’, costs, distance, age
System weaknesses: lack of guidance, outreach strategiesHistoric context: emancipatory movements, multicultural societySocio-economic context: ageing population, demographic
composition, economic crisis, societal changeGovernance: central/decentralisedMain providers: formal education providers (VET, primairy/
secundary), public employment services, partnershipsFinancial sources: central/decentralised public funds (both
education and social welfare funds)
Learning society: Obtaining skills and competences in areas of own interest
Social inclusion: Obtaining necessary skills and competences to
participate in society
Individual barriers: lack of flexible provision, lack of information, time due to work schedule, employer support, not having prerequesites, costs, distance, age
System weaknesses: not adjusted institutions to adults, lack of flexible provision
Historic context: Mainly since the ’70s within the frame of widening participation in HE, self-development, critical learning
Socio-economic context: New Skills for New Jobs: there is a need for high-skilled workers, increased job mobility. Ageing society, emphasis on sustainability.
Governance: central and decentralMain providers: employers, formal education providers (HEIs),
private providersFinancial sources: individuals, companies, public funds
Individual barriers: lack of information, time due to work schedule, employer support, learning not for ‘our kind of people’, costs, distance, age
System weaknesses: institutions not adjusted to adults, lack of flexible provision, lack of involvement of social partners and companies
Historic context: last decade more and more emphasis on vocational education and training for adults
Socio-economic context: New Skills for New Jobs: there is a need for skilled workers, increased job mobility. Ageing society,
Governance: central and decentralisedMain providers: formal secondary education, VET, employersFinancial sources: companies, social partners, public funds (tax
benefits), individuals
I nnovation: Developing competences serving a high level value in the value chain
Employability: Obtaining necessary skills and competences for employability
Improving society/
making LLL a reality
Employment
Civil society
Thos
e wh
o wa
ntThose who need
Lear-ning
society
Inno-vation
Employability
Social in-
clusion
Knowledge economy
Knowledge society
Auto
nom
y an
d pe
rson
al re
spon
sibi
lity
State responsibility and outreach
Strategy/embedding: cultural policies, educational policies, social policies
Legal basis: social, cultural and educational lawsEffective mobilisation strategy: 1) demand side funding:
individual learning; 2) accounts/vouchers etc.; 3) information; 4) flexibility in provision; 5) Quality assurance
Steering EC: 1) Action Plan; 2) LLP (Grundtvig)
Strategy/embedding: Basic skills, integration, Key Competences for LLL, Employment policies/guidelines, social policies
Legal basis: Education Acts, Integration acts, employment actsEffective mobilisation strategy: 1) Outreach strategies; 2)
effective counselling and guidance, raising importance of learning, shared responsibility
Steering EC: 1) Action Plan; 2) Key Competences for LLL; 3) Employment guidelines; 4) LLP (Grundtvig/Leonardo da Vinci)
Individual barriers: lack of information, time due to work schedule/family responsibilities, costs
System weaknesses: lack of a learning culture, lack of flexible provision, lack of structures and policies
Historic context: emancipatory movements, self-development, critical learning/thinking
Socio-economic context: Ageing society, more elderly still very active. Globalisation, demographic change and sustainability
Governance: decentralised/at a distanceMain providers: non-formal education providers, NGOs, libraries
etc.Financial sources: individuals and (decentralised) public funds
Individual barriers: disengagement with formal education, learning not for ‘our kind of people’, costs, distance, age
System weaknesses: lack of guidance, outreach strategiesHistoric context: emancipatory movements, multicultural societySocio-economic context: ageing population, demographic
composition, economic crisis, societal changeGovernance: central/decentralisedMain providers: formal education providers (VET, primairy/
secundary), public employment services, partnershipsFinancial sources: central/decentralised public funds (both
education and social welfare funds)
Learning society: Obtaining skills and competences in areas of own interest
Social inclusion: Obtaining necessary skills and competences to
participate in society
Strategy/embedding: Employment policies/guidelines, VET-policies
Legal basis: Education Acts/employment actsEffective mobilisation strategy: 1) Emphasis on work-based
learning; 2) Validation of prior experience; 3) Guidance services
Steering EC: 1) Employment guidelines; 2) LLP (Leonardo da Vinci); 3) Action Plan
Strategy/embedding: Employment policies/guidelines, Higher Education policies
Legal basis: Education ActsEffective mobilisation strategy: 1) Need for flexible provision
and distance learning; 2) Validation of non-formal and informal learning; 3) Emphasis on demand-side funding and (financial) arrangements for older learners
Steering EC: 1) Employment guidelines; 2) Innovation policies; 3) Higher education policies; 4) LLP (Erasmus); 5) Action Plan
Individual barriers: lack of flexible provision, lack of information, time due to work schedule, employer support, not having prerequesites, costs, distance, age
System weaknesses: not adjusted institutions to adults, lack of flexible provision
Historic context: Mainly since the ’70s within the frame of widening participation in HE, self-development, critical learning
Socio-economic context: New Skills for New Jobs: there is a need for high-skilled workers, increased job mobility. Ageing society, emphasis on sustainability.
Governance: central and decentralMain providers: employers, formal education providers (HEIs),
private providersFinancial sources: individuals, companies, public funds
Individual barriers: lack of information, time due to work schedule, employer support, learning not for ‘our kind of people’, costs, distance, age
System weaknesses: institutions not adjusted to adults, lack of flexible provision, lack of involvement of social partners and companies
Historic context: last decade more and more emphasis on vocational education and training for adults
Socio-economic context: New Skills for New Jobs: there is a need for skilled workers, increased job mobility. Ageing society,
Governance: central and decentralisedMain providers: formal secondary education, VET, employersFinancial sources: companies, social partners, public funds (tax
benefits), individuals
I nnovation: Developing competences serving a high level value in the value chain
Employability: Obtaining necessary skills and competences for employability
Improving society/
making LLL a reality
Employment
Civil society
Thos
e wh
o wa
ntThose who need
Lear-ning
society
Inno-vation
Employability
Social in-
clusion
Knowledge economy
Knowledge society
Auto
nom
y an
d pe
rson
al re
spon
sibi
lity
State responsibility and outreach
Strategy/embedding: cultural policies, educational policies, social policies
Legal basis: social, cultural and educational lawsEffective mobilisation strategy: 1) demand side funding:
individual learning; 2) accounts/vouchers etc.; 3) information; 4) flexibility in provision; 5) Quality assurance
Steering EC: 1) Action Plan; 2) LLP (Grundtvig)
Strategy/embedding: Basic skills, integration, Key Competences for LLL, Employment policies/guidelines, social policies
Legal basis: Education Acts, Integration acts, employment actsEffective mobilisation strategy: 1) Outreach strategies; 2)
effective counselling and guidance, raising importance of learning, shared responsibility
Steering EC: 1) Action Plan; 2) Key Competences for LLL; 3) Employment guidelines; 4) LLP (Grundtvig/Leonardo da Vinci)
Individual barriers: lack of information, time due to work schedule/family responsibilities, costs
System weaknesses: lack of a learning culture, lack of flexible provision, lack of structures and policies
Historic context: emancipatory movements, self-development, critical learning/thinking
Socio-economic context: Ageing society, more elderly still very active. Globalisation, demographic change and sustainability
Governance: decentralised/at a distanceMain providers: non-formal education providers, NGOs, libraries
etc.Financial sources: individuals and (decentralised) public funds
Individual barriers: disengagement with formal education, learning not for ‘our kind of people’, costs, distance, age
System weaknesses: lack of guidance, outreach strategiesHistoric context: emancipatory movements, multicultural societySocio-economic context: ageing population, demographic
composition, economic crisis, societal changeGovernance: central/decentralisedMain providers: formal education providers (VET, primairy/
secundary), public employment services, partnershipsFinancial sources: central/decentralised public funds (both
education and social welfare funds)
Learning society: Obtaining skills and competences in areas of own interest
Social inclusion: Obtaining necessary skills and competences to
participate in society
Strategy/embedding: Employment policies/guidelines, VET-policies
Legal basis: Education Acts/employment actsEffective mobilisation strategy: 1) Emphasis on work-based
learning; 2) Validation of prior experience; 3) Guidance services
Steering EC: 1) Employment guidelines; 2) LLP (Leonardo da Vinci); 3) Action Plan
Strategy/embedding: Employment policies/guidelines, Higher Education policies
Legal basis: Education ActsEffective mobilisation strategy: 1) Need for flexible provision
and distance learning; 2) Validation of non-formal and informal learning; 3) Emphasis on demand-side funding and (financial) arrangements for older learners
Steering EC: 1) Employment guidelines; 2) Innovation policies; 3) Higher education policies; 4) LLP (Erasmus); 5) Action Plan
Individual barriers: lack of flexible provision, lack of information, time due to work schedule, employer support, not having prerequesites, costs, distance, age
System weaknesses: not adjusted institutions to adults, lack of flexible provision
Historic context: Mainly since the ’70s within the frame of widening participation in HE, self-development, critical learning
Socio-economic context: New Skills for New Jobs: there is a need for high-skilled workers, increased job mobility. Ageing society, emphasis on sustainability.
Governance: central and decentralMain providers: employers, formal education providers (HEIs),
private providersFinancial sources: individuals, companies, public funds
Individual barriers: lack of information, time due to work schedule, employer support, learning not for ‘our kind of people’, costs, distance, age
System weaknesses: institutions not adjusted to adults, lack of flexible provision, lack of involvement of social partners and companies
Historic context: last decade more and more emphasis on vocational education and training for adults
Socio-economic context: New Skills for New Jobs: there is a need for skilled workers, increased job mobility. Ageing society,
Governance: central and decentralisedMain providers: formal secondary education, VET, employersFinancial sources: companies, social partners, public funds (tax
benefits), individuals
I nnovation: Developing competences serving a high level value in the value chain
Employability: Obtaining necessary skills and competences for employability
Improving society/
making LLL a reality
Conclusions and recommendation:
C 1) Increase attention to adult learning within all educational sectors C 2) Identify and communicate more clearly the extrinsic values of adult learning
C 3) Assure the development of an (adult) learning culture in countries and develop effective mobilisation strategies
C 4) Keep adult learning on the policy agenda
C 5) Improve the working methods within the OMC for adult learning
Thank you for your attention!
Simon Broek ([email protected])