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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

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Page 1: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 2: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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.

Page 3: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 4: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 5: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

Employment

Civil society

Knowledge economy

Knowledge society

Improving society/

making LLL a reality

Page 6: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 7: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 8: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

? ?

? ?

Page 9: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 10: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 11: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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).

Page 12: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 13: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 14: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

A 3) Contextual conditions for stimulating the adult learning sector

(barriers, historical, socio-economic, structural, and financial framework)

Page 15: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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.

Page 16: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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.

Page 17: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 18: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 19: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 20: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 21: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 22: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 23: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

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

Page 24: Impact of ongoing reforms in education and training on the adult learning sector (2nd phase) Description and analysis of adult learning policies and practices

Thank you for your attention!

Simon Broek ([email protected])