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TECHNOLOGICAL PLAN FOR EDUCATION

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The reinforcement of the qualifications and competencies of the Portuguese people is critical to

building a knowledge society in Portugal. Accordingly, it is therefore the main goal of the

education policy of the XVII Constitutional Government.

It is essential to value and modernise schools, to create the physical conditions that favour

educational success among students, and reinforce the role of information and communication

technologies (ICT) as basic tools for teaching and learning in this new era.

Schools have housed several computer infrastructure projects over the past decade. They have

benefited from the first initiatives to generalise Internet access, and witnessed the introduction in

the curricula of a new compulsory subject of ICT.

In addition, schools have played a main role in bridging the digital divide. They have been the

cornerstone of digital inclusion among Portuguese students and have therefore stimulated the

diffusion of the ICT among Portuguese families.

With the Lisbon Strategy, the National Strategy for Sustainable Development, the Technological

Plan and the National Strategic Reference Framework 2007-2013, the XVII Constitutional

Government assumes a commitment: the technological modernisation of schools.

3TECHNOLOGICAL PLAN FOR EDUCATION |

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The integration of the ICT in teaching and learning methods, as well as in the school’s

management systems, is an essential condition for building the school of the future and thereby

ensuring educational achievement for new generations of Portuguese people.

However, there is a long way to go.

The Ministry of Education’s diagnostic study on the technological modernisation of the

educational system in Portugal concluded that:

a) Schools have an unequal relationship with ICT. It is necessary to reinforce and modernise

the IT equipment of most Portuguese schools, to increase speed of Internet connections

and to build structured and efficient local area networks.

b) ICT ought to be totally and transversally integrated in teaching and learning methods. It

means that we need to reinforce the IT infrastructure, in order to develop a coherent

strategy to make IT educational contents available and to offer ICT training and

certification for teachers.

c) Schools need a coherent model of digital processes that ensures the efficiency of school

management.

These challenges demand a swift and effective answer, and the Government made a strong

decision to face them. Our ambition is to place Portugal among the five most advanced European

countries in terms of school’s technological modernisation by the year 2010.

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The focus on educational technological modernisation has an unmatched importance and

dimension, and it concerns the whole community. Technological modernisation will constitute a

qualitative leap for schools, as they will accede to several new areas in the realm of knowledge.

The School will be the centre of a network of projects targeted at what really matters: to teach

and learn better and more, teachers and students alike. This is the commitment undertaken by

the Technological Plan for Education.

The Prime-Minister, José Sócrates Carvalho Pinto de Sousa

Resolution of the Council of Ministers no. 137/2007

Presidency of the Council of Ministers, August 16th, 2007

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TECHNOLOGICAL PLAN FOR EDUCATION

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1. INTRODUCTION

zThe Lisbon Strategy and the Education and Training 2010 Programme have defined a set of guidelines for

Europe, aiming to fully integrate European citizens within the knowledge society. The development of

competencies in information and communication technologies (ICT) and their transversal integration

within the learning and teaching processes have become natural goals for educational systems.

In Portugal, the Strategic National Plan set for th a group of goals, actions and concrete measures targeted

at the technological modernisation of education.

In order to ensure the rigorous and rational implementation of the necessary political measures, the

Ministry of Education has conducted a diagnostic study concerning technological infrastructures and the

use of ICT in lower and upper secondary schools, so as to identify the main barriers and the factors that

lead to technological modernisation. The study also identified international reference models so as to

disseminate good foreign practices throughout Portugal, adapted to the national context.

The analysis showed the great progress observed in Portugal over the past five years.

9TECHNOLOGICAL PLAN FOR EDUCATION |

Figure No. 1

European and national goals for modernising education

Lisbon Strategy: Implications for education Ministry of Education: Goals

Europe as the world’s most dynamic and competitiveknowledge-based economy

To increase the quality and efficiency of educationaland learning system

To develop competencies for the knowledge societyTo promote the generalisation of e-portfolios in schools

To foster the development and use of ICT by citizenswith special needs

To reinforce the dissemination of good practices and of progress monitoring systems

To promote open source while reinforcing privacy,safety and reliability of ICT systemsTo reinforce the connection with the professional world

To make learning more attractive

To ensure universal access to ICT

To ensure the supply of computers in schools

To support the development of digital contents

To focus on teachers’ ICT training

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Regarding the main indicators of technological modernisation – number of students per computer and

number of students per computer with Internet access – Portugal has shown improvements of 40 and 60

per cent, respectively. However, it shows values way above those seen in the EU15 and in Europe's most

developed countries.

An international analysis evaluating the degree of technological modernisation in education based on three

critical factors – access, competencies and motivation – has shown that the main obstacles to

modernisation in Portugal are related to needs regarding ICT infrastructures.

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Source: Educational Statistics and Planning Office; Empirica Report 8/2006.

Figure No. 2

Main indicators in the technological modernisation of education

Number of students per computer (1)

2001 2006

40% improvement

19.1

11.5

8.36.0

Number of students per computer with Internet connection (1)

2001 2006

60% improvement

38.9

15.7

9.46.2

Portugal EU 15 Finland(1) All schools

Schools’ ICT equipment level

Internet connection speed

Access (61.5%)

35.9%15%

8%

5.6%5% 1.8%

3.6%

Figure No. 3

Main barriers to educational technological modernisation. International analysis

Positive attitude toward the useof ICT and its educational benefits

Motivation (10.4%)

There are no barriers to use = 25.1%

Competencies (30.4%)

ICT use

Confidence in ICT use

Source: Empirica Country Brief 2006.

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The diagnostic study analysed the current state of technological modernisation based on four essential

dimensions: technology, contents, training, and investment and financing. Improvement opportunities were

observed in all four areas, par ticularly in the technology area, and thereby confirming the results of the

comparative analysis.

As demonstrated, Portugal shows weaknesses in all the areas analysed.

On Technology:

With respect to computers, Portugal reveals poor numbers, aggravated by the high

percentage of computers more than three years old (56 per cent). Therefore, it is

necessary to increase and requalify the existing computers and to ensure that

technologically underdeveloped schools are able to catch-up. For a greater ICT usage

by all agents of the educational community, it is imperative to increase the provision

of hardware for free usage outside class periods.

There are also shortages of other equipments such as video projectors, printers and

interactive whiteboards.The ratios of equipment per student and per room are highly

reduced, and most of such equipment is over three years old.Therefore, it is necessary

to urgently reinforce the distribution of this equipment.

11TECHNOLOGICAL PLAN FOR EDUCATION |

Figure No. 4

Limitations to the technological modernisation of education. Main conclusions of the diagnostic study

Insufficient and old computers

Lack of other equipments(for example, video projectors)

Non-structured, insufficientlocal area networks

Rising concern with school safety

Insufficient technical support

Broadband with reduced speed and limited reach

Scarcity of digital content andeducational applications

Scarce computerisation inschool management

Cooperative platforms with limiteduses and functions

Reduced usage of e-mail asa communication channel

Teacher training rarely centred on theusage of ICT in education

Absence of ICT competencies certification

Few competencies to ensuretechnical support

Investmentand Financing

Insufficient investment intechnology for education

Schools rely heavily on theirown revenues

Lack of coordination betweenthe Ministry of Educationand private initiative

Technology Contents Training

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When it comes to connection, most schools have limited access speeds, while a high

number of computers (more than 20,000) do not have Internet connection yet. Plus,

over two-thirds of the schools hire more than one Internet provider, representing a

potential expense duplication of approximately 20 per cent. It is critical to revise the

present connection model in teaching establishments in order to ensure proper

service levels and efficiency of the investments.

Although over 90 per cent of schools have local area networks, insufficiencies are

found in 30 per cent of the teaching establishments, where these networks have grown

inefficient and without structure and are restricted to predefined and limited areas,

thus limiting their usage. Their requalification is essential in order to broaden Internet

usage across school areas, and to offer new services and applications.

The considerable increase of highly valuable equipment in teaching establishments can

be a window of opportunity for increased theft, robberies and vandalism in schools.This

requires a new approach to safety-related issues regarding school spaces, equipment

and the physical integrity of students, teachers and staff, which is where ICT can

perform a major role. Nowadays, only half the schools (49 per cent) have electronic

security systems, and inefficiencies are shown in their operative and management

models. It is urgent to find a clear answer to security concerns, and that answer ought

to be found within the technological modernisation of schools’ infrastructures.

The increasing number of devices and the growing complexity of the schools'

technological infrastructure, as well as an ever-growing dependency on ICT, stress the

need for qualified technical support. The generalisation of several equipment and

application suppliers, with restricted performance fields, points out the importance of

first-rate technical support in order to solve simple but frequently occurring problems

and to direct to the proper agents the issues requiring specialised support.

On Contents:

The path toward a knowledge society imposes a change in the traditional teaching and

learning methods, as well as an investment in the availability of tools, contents and

adequate educational materials.The use of digital contents and applications in Portugal

is significantly lower than in the EU15 countries. For instance, the use of such contents

in the classroom is only about 60 per cent of Finland’s. Given the importance that

these resources represent in the adoption and use of technology, it is essential to

develop digital contents and applications in Portuguese, as well as to ensure their

quality cer tification. It is also necessary to encourage their use so as to ensure the

creation of a dynamic market.

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Vir tual knowledge and learning platforms play a key role in promoting content

production and use. Internationally, the development of custom-made e-learning

platforms, side by side with the promotion of their use, is high among the priorities of

political measures. In Portugal, one witnesses the first steps in the use of knowledge

sharing platforms. Nevertheless, some limitations regarding the available functions and

the type of use are observed. Due to the critical role these platforms play, it is crucial

to rethink the present model to ensure that all its catalysing potential for technological

modernisation is exploited.

Regarding schools’ administrative management, the range of digital processes is reduced

and only 5 per cent of schools use electronic document-management systems. The

development of electronic platforms supporting school administrative management,

incorporating the digitalization of processes such as registrations, attendance record or

minutes, is very relevant to technological modernisation of schools.

Despite the increase in equipment and the effor ts to increase the use of e-mail, less

than one-third of schools make e-mail addresses available to teachers and staff

versus 70 per cent in Europe. It is impor tant to speed up the adoption and use of

e-mail due to its dynamising effect on the use of technology and the increase in

management efficiency.

On Competencies:

A significant effor t is seen in training teachers and students, with the institution of

technology training modules for teachers (attended by over 30,000 teachers per year)

and the creation of subjects dedicated to introduction to ICT. Nevertheless, the use of

ICT by teachers and students is much lower than in EU15 countries, and the deficit in

competencies is still shown as a strong barrier to usage.

It is important to reassess the present teacher training model following reference

countries, to establish goals and mechanisms for cer tification of competencies, and to

design training programmmes organised in continuous and progressive modules.

Considering that in two-thirds of schools the maintenance of technological

infrastructure is guaranteed by teachers and that the number of schools resorting to

specialized technical services is a quarter of the EU15 average, it is urgent to ensure

appropriate qualification of agents in charge of technological infrastructures and

technology dissemination. 75 per cent of schools state the need for this kind of support.

13TECHNOLOGICAL PLAN FOR EDUCATION |

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On Investment and Financing:

Portugal presents levels of investment in technology in education that are significantly

lower than the reference countries (approximately 48 per cent of the EU15 average).

Own revenues mainly support about 80 per cent of schools’ expenses in ICT, a

financing model that emphasizes asymmetries and frequently gives rise to ineffective

investment decisions.

There are no ar ticulated mechanisms to promote private initiative in the process of

technological modernisation in schools.

To ensure the success of a technological modernisation process it is important to

increase investment and review the formats of financing. Just as was done in the

reference countries, it is fundamental to create mechanisms for greater private initiative

participation in the technological modernisation process of national education.

Lastly, despite the progress witnessed over the past decade, there are improvement oppor tunities for

Por tugal in all areas analysed. The country is still behind when compared to European countries given

that, political measures, on one hand, and individual initiatives of educational communities, on the other

hand, were not enough to produce a deep change in Por tugal’s panorama of technological modernisation

in education.

It is crucial, in this context, to redefine the technological modernisation process for Portugal, doing so in a

manner that incorporates good international practices and adapts them to the national context. Only thus

will it be possible to overcome the delay and set the country side by side with Europe’s best.

The technological modernisation of schools is a great challenge for Portugal. First, it demands the adoption

of a national strategy with very precise guidelines, goals and objectives; secondly, it requires an action plan

clearly defining the measures and means necessary for the achievement of those objectives; thirdly, it

demands an ar ticulate and coordinated intervention of all agents involved in the execution and follow-up

of these measures.

That is the reason for the Technological Plan for Education, herewith presented.

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2. VISION AND GOALS

The deficit of educational technological modernisation in Portugal clearly justifies the adoption of an

ambitious national strategy and action plan that will allow the country to not only recover from the

mentioned delays but also to position itself among Europe’s best within a reasonably short period of time:

from five to seven years.

The vision defined and shared by the agents in the educational community is clear : to place Portugal among

the five most advanced European countries in terms of technological modernisation of education.

To guide the execution and follow-up of the Plan’s political measures, clear goals for the 2007-2010 period

have been defined:

To achieve the ratio of two students per computer with Internet connection in 2010.

To ensure high-speed broadband Internet connection of, at least, 48 Mbps, in all

schools by 2010.

To ensure that, by 2010, teachers and students use ICT in at least 25 per cent of classes.

To generalise the use of electronic communication means, making e-mail addresses

available to every student and teacher by 2010.

To ensure that, by 2010, 90 per cent of teachers have their ICT competencies cer tified.

To cer tify 50 per cent of students in ICT by 2010.

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Source: Educational Statistics and Planning Office

6 Mbps 4 Mbps > 48 Mbps_

8.3

25% 90%–

12.8 2

Figure No. 5

Vision and goals for the technological modernisation of teaching in Portugal

To place Portugal among the five most advanced European countriesin terms of technological modernisation of education

Vision

EU15 average (2006) Portugal (2007) Portugal (2010)

High-speed broadband Internet connection

Number of students per PC with Internet connection

Percentage of teachers with ICT certification

Goals

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To efficiently achieve these ambitious goals it will be crucial to integrate and coordinate policy measures,

to avoid dispersing effor ts and investments, and to count upon the par ticipation of the business sector and

non-business private sector.

Based on the conducted diagnostic study, four key axes were identified: «Technology», «Contents»,

«Training» and «Investment and Financing». These fields of action are interdependent, so that a non-

coordinated performance will not only limit the swiftness of results but also the success of such initiatives.

The plan of technological modernisation is structured along these four axes, and it defines coherent and

concerted intervention mechanisms between them all.

The Technological Plan for Education considers not only direct intervention measures but also indirect

measures that stimulate demand, thus allowing the maximization and optimisation of the contributions and

investments of all agents.

Accordingly, the strategy considers the main intervening agents, the interactions and interdependencies

between agents and areas of intervention, the factors that induce and inhibit the efficiency of action in

each axis, as well as the projects to be implemented and the characteristics thereof (implementation

format, management indicators, main entities to involve, investment and financing needs, implementation

calendar, etc.).

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Figure No. 6

Axes of the Technological Plan for Education

Goals

Technological Plan for Education

Technology Contents Training

Investment and FinancingInvestment and FinancingInvestment and Financing

Towards modernisation

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3. TECHNOLOGICAL PLAN FOR EDUCATION

The Technological Plan for Education is structured in three main axes – «Technology», «Contents» and

«Training»– a framework in which a set of key projects will be developed, intended as a response to the

inhibition factors identified in the diagnostic report regarding the use of technology in teaching in Portugal.

Transversally to those axes, initiatives will be developed in order to surpass the constraints observed at the

investment and financing level.

3.1 Technology

The insufficiency of ICT infrastructure constitutes the main inhibiting factor for the use of technology in

teaching.The measures of the Technological Plan for Education to implement in the «Technology» axis are

intended to address the main barriers observed in terms of accesses and infrastructures, namely:

The lack of computers and other IT devices in schools, such as printers, video

projectors and interactive boards, and their obsolete character in many situations.

The lack of access to equipment by students, teachers and staff.

The unavailability of Internet access in all computers, with insufficient speed and

covering limited areas in the teaching establishments.

Non-structured and ineffective local area networks.

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Figure No. 7

Axes and main projects of the Technological Plan for Education

High-speed broadband Internet(Internet de Alta Velocidade)

Internet in the Classroom. Local Area Networks. (Internet na Salade Aula. Redes de Área Local.)

School Safety (escol@segura)

School Card (Cartão da Escola)

Technological Kit (Kit Tecnológico)School Portal (Portal da Escola)

Simplex School (Escola Simplex)

Institutional Portal of the Ministry of Education(Portal Institucional do Ministério da Educação)

ICT Competencies Training andCertification (Cotmpetências TIC)

Electronic Assessment(Avaliação Electrónica)

Technology Contents Training

Investment and Financing

ICT Internships (Estágios TIC)

ICT Academies (Academias TIC)

EU funding(Financiamento Comunitário)

Fund for Inclusion in Education(Fundo para a Inclusão na Educação)

Technological patronage(Mecenato Tecnológico)

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Furthermore, the growing needs at the infrastructure level and the accentuated increase in the number of

equipment in schools have come to emphasize the need for intervention at the level of:

The technical support in teaching establishments for ICT infrastructure management

and maintenance operations.

The safety of equipments and schools, of students, teachers and staff.

In this context, the implementation of the following projects has been considered a priority:

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Computers Student cards

Support equipment Electronic security systems

Internet connection Technical support to schools

Local area networks

Figure No. 8

Projects to be implemented in the «Technology» axis

TechnologyA

Axis

Intervention Areas

Projects

Technological Kit (Kit Tecnológico) Increase in the number of computers and support equipment Increase in equipment availability to use outside class periodsHigh-Speed Broadband Internet (Internet de Alta Velocidade) Revision of the connection modelInternet in the Classroom. Local Area Networks. (Internet na Sala de Aula. Redes de Área Local.) Restructuring local area networks School Card (Cartão da Escola) General-use of student e-card platformsSchool Safety (escol@segura) General use of electronic safety systems

Technological Support Centre for Schools(CATE – Centro de Apoio Tecnológico às Escolas)

Key Projects

Other projects

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3.1.1 Key Project - Technological Kit (Kit Tecnológico)

Framework

The limited number of computers and support equipment such as printers, interactive whiteboards and

video projectors, and the age of such equipment, are barriers to the use of technology in the teaching

process. This barrier prevents the completion of ambitious EU goals concerning the number of students

per computer.

In this context, it is crucial to increase the number of computers and support equipment in schools, and

to promote their use in the classroom and in school management.

Goals

To promote the use of technology in the teaching process, providing all schools with a proper number of

computers, printers, video projectors and interactive whiteboards, in order to achieve the following goals:

To achieve the ratio of two students per computer by 2010.

To ensure that no school exceeds a ratio of five students per computer.

To ensure the existence of a video projector in all classrooms.

To ensure the availability of an interactive board in every three classrooms.

To ensure equipment renovation, guaranteeing that the proportion of equipment

older than three years does not exceed 20 per cent.

To ensure the availability of computers and printers for free use at school, achieving a

ratio of five students per every free-access computer and of three teachers per every

free-access computer.

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Figure No. 9

Technological Kit Project

Interactive whiteboards, computers connected to the Internet, and video projectors:reinforce IT equipment in the classroom

2 students per computer in 2010To improve the ratio of students per computer connected to broadband Internet To increase the amount of support equipment

Lower and upper secondary schools

Concept

Goals

Recipients

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Main measures

The project is based on the following measures:

To provide lower and upper secondary schools with:

310,000 computers by 2010.

9,000 interactive whiteboards per year until 2010.

25,000 video projectors by 2010.

To celebrate maintenance and equipment renewal contracts with equipment suppliers

on behalf of teaching institutions.

Operational management indicators

In order to control its management and internal execution, this project should adopt the following indicators:

Number of students per computer.

Number of classrooms per interactive whiteboard.

Number of classrooms per video projector.

Percentage of computers and support equipment more than three years old.

Number of computers and printers available for free use by students, teachers and staff.

Main participating entities

Ministry of Education: Regional Directorates of Education; schools’ executive councils and

school groups.

Computer equipment manufacturers and distributors.

Financial institutions, critical for the definition of financing options allowing harmony between

annual investment levels and the constant renewal of equipment.

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3.1.2 Key Project – High Speed Broadband Internet (Internet de Alta Velocidade)

Framework

Connection limitations represent significant hurdles to the use of technology in teaching.

Most of the schools show limited access speed, and approximately 20,000 computers are not connected

to the Internet. Moreover, two-thirds of the schools hire more than one Internet access provider,

representing a potential expense duplication of approximately 20 per cent.

It is therefore fundamental to review the present connection model in schools in order to maximize the

investment efficiency and ensure proper speeds, taking into account:

The importance of broadband Internet connection for the technological modernisation of

education.

The growth of the amounts of equipment to be connected.

The greater use of software and applications demanding bandwidth.

Goals

To promote the use of technology, ensuring that all computers in schools have Internet broadband

connection with proper speed, maximizing the efficiency of investments under the following goals:

To progressively increase the minimum speed of Internet connection in schools to

4 Mbps in 2007 and to 48 MBbps by 2010.

To ensure that all school computers are connected to broadband Internet by 2010

and that the ratio of students with broadband Internet connection is 2: 1 in 2010.

To ensure the ubiquity and safety of access.

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Figure No. 10

High-Speed Broadband Internet Project

To increase the rate of broadband Internet access among schools to at least 48 Mbps by 2010

To ensure high Internet access speeds for the connection of all computers All lower and upper secondary schools with at least 48 Mbps by 2010 - 4 Mbps in September 2007The first-cycle schools with under a hundred students will have 1 Mbps in September 2007

Lower and upper secondary schools and primary schools

Concept

Goals

Recipients

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Main measures

To ensure the achievement of the previous goals, the following measures should be enforced:

High-speed broadband Internet connection for all schools:

With a speed of 24 Mbps in 2008, aiming to progressively achieve a connection

speed of up to 48 Mbps by 2010.

Hiring proper levels of service with schools’ connection service suppliers.

Obtaining proper solutions for filtering and safety.

Internet connection in 100% of school computers by 2010.

Operational management indicators

In order to control its management and internal execution, this project should adopt the following

indicators:

Speed of Internet connection.

Percentage of computers with broadband Internet connection.

Number of students per computer with Internet connection.

Main participating entities

Ministry of Education: Regional Directorates of Education; schools’ executive councils and

school groups.

Foundation for the National Scientific Computing.

Main suppliers of connection services.

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3.1.3 Key Project – Internet in the Classroom. Local Area Networks

(Internet na Sala de Aula. Redes de Área Local.)

Framework

The present local area network infrastructure does not satisfy the agents’ connection and mobility needs

and is a setback to the increased use of technology.

There are local area networks in nearly all schools. However, in one-third of the schools the local area

networks are not structured and in most establishments they are confined to predefined and limited areas,

thus restricting their use.

The maintenance and management operations for local area networks in schools are, in most cases, left to

teachers and administrative staff. This keeps the agents away from their educational and management

functions and spawns deficiencies in the administration and network operation.

In this context it is critical to restructure schools’ current local area networks, giving them the functionality

needed to provide ubiquitous and safe use of the Internet and intranets.

It is also essential to review the school suppor t model so as to allow efficient specialized technical

suppor t and reduce the placement of educational agents in activities that are non-educational and/or

management-related.

Goals

To promote the use of technology in the teaching and learning processes, as well as in the management of

administrative processes, thus giving schools an infrastructure of communication networks to support the

use of technology and Internet in a safe and ubiquitous way.

23TECHNOLOGICAL PLAN FOR EDUCATION |

Figure No. 11

Internet in the Classroom Project

To ensure Internet access in all classrooms and all school spaces

To allow students and teachers to have Internet access in the classrooms To enable computerisation of school management

Lower and upper secondary schools

Concept

Goals

Recipients

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Main measures

This project should implement the following measures:

To implement local area networks in all schools, with remote access and safe

network separation.

To implement cable and wireless access points in classrooms and in the main study and

leisure areas.

To implement a central system to support the operation and management of local

area networks.

Operational management indicators

In order to control its management and internal execution, this project should adopt the following indicators:

Percentage of schools with structured local area networks;

Percentage of school area to be supplied (for instance, classrooms, study halls and

leisure rooms, etc.) with access to the Internet and intranet.

Number of classrooms with Internet access.

Main participating entities

Ministry of Education: Regional Directorates of Education; schools’ executive councils and

school groups.

Computer manufacturers and distributers; Cable installation companies and suppliers of

services for the operation of local area networks.

Financial institutions, crucial for the definition of financing options that allow for

harmonisation between annual investment levels and the constant renewal of infrastructure.

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3.1.4 Key Project – School Card (Cartão da Escola)

Framework

The implementation of student e-card platforms increases safety, represents a major efficiency gain for

schools, and generates the use of technology by teachers, staff and parents, fulfilling, among other needs:

The suppression of cash exchange.

The control of student entrances and exits.

The ability to consult the administrative process, academic record or student

consumptions.

58 per cent of schools have already implemented student card management systems. However, the range

of available services is reduced in most schools.

Fur thermore, the current process of implementing these platforms causes inefficiencies:The school has the

autonomy to decide about the implementation of student e-cards systems. If it chooses to implement the

cards, it is up to the school to choose a supplier. Thus, platforms from more than ten different suppliers

have been implemented, giving rise to difficulties in electronic information exchange between schools, thus

rendering the investment inefficient.

Due to the added safety and efficiency they enable, it is crucial to generalise to all schools the use of these

platforms and key functions, such as access control and cash replacement.

Likewise, it is fundamental to ensure that the platforms used are compatible with one another, so as to

allow the tracing of the student record during his stay at school, as well as to optimise the use and

development of additional functions.

25TECHNOLOGICAL PLAN FOR EDUCATION |

Figure No. 12

School Card Project

Generalise the use of student e-cards with several functionalities such as access control, attendance record and electronic purse

To increase efficiency and safety in schools

Lower and upper secondary schools

Concept

Goals

Recipients

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Goals

To promote the use of technology, supplying all schools with student card platforms.

To increase school safety, ensuring the availability of access control and electronic purse functions.

To increase the efficiency of management processes, ensuring the general implementation of compatible

platforms that allow the follow-up of students’ records during their stay at school.

Main measures

The project covers the establishment of par tnerships with private entities, ensuring the implementation of

the student e-card platforms in schools with the above mentioned key-functions. The systems can have

extra functions.

Operational management indicators

In order to control its management and internal execution, this project should adopt the following

indicators:

Percentage of schools with student e-card platforms.

Percentage of schools with electronic card systems per type of available function (for

instance, percentage of schools making available the function of access control,

attendance record or electronic purse, as well as consumption records, administrative

process records, and/or student academic records, among others).

Agent satisfaction regarding the implemented solutions to be measured through survey.

Main participating entities

Ministr y of Education: Information System Coordinating Office; Educational Statistics and

Planning Office; Regional Directorates of Education; schools’ executive councils and

school groups.

Financial institutions.

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3.1.5 Key Project – School Safety (escol@segura)

Framework

The XVII Constitutional Government is making the greatest investment ever in the technological

modernisation of schools.

However, the increase in computer numbers in teaching establishments underlines the need to reinforce

their protection against theft and vandalism.

Nowadays, more than half the schools do not have burglary alarm systems. Schools with alarm systems

(49 per cent) or video surveillance (13 per cent) show several inefficiencies, namely difficulties in

monitoring, inappropriate intervention formats, delayed intervention times, and inefficient operation and

management formats.

It is critical to consider the safety concerns within the set of initiatives to modernise the technological

infrastructure of schools. This is due, on one hand, to the need to safeguard the investments in equipment

and, on the other, to the interdependency between the implementation of security systems and the

definition of their models for operation and management.

Goals

To increase the safety of people and assets, providing all schools with alarm and video surveillance systems

and ensuring the implementation of an efficient monitoring and intervention model that safeguards the

integrity of equipment.

27TECHNOLOGICAL PLAN FOR EDUCATION |

Figure No. 13

School Safety Project

To provide all schools with alarm and video surveillance systems

To increase the safety of assets and people in schools

All lower and upper secondary schools

Concept

Goals

Recipients

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Main measures

To implement, in all schools, alarm and video surveillance systems with local and remote monitoring.

To distribute equipment and services at preferred pricing to schools that wish to reinforce or widen their

areas of protection.

Operational management indicators

In order to control the management and internal execution, this project should adopt the

following indicators:

Percentage of schools with implemented alarm and video surveillance systems.

Progress in the number of violence, vandalism and theft cases.

Number of occurrences (excluding false alarms).

Number of interventions (excluding false alarms).

Main participating entities

Ministry of Education: Regional Directorates of Education; schools’ executive councils and school groups.

Video surveillance equipment and monitoring services suppliers.

National Data Protection Commission.

3.2 Contents

The contents and applications are essential for the improvement of educational practices, since they

encourage the choice of more interactive and constructive teaching methods, thereby contributing to the

creation of a culture of lifelong learning.

The contents and applications still have a strong catalyzing role in changing management practices and

adopting new methods and work tools that lead to better efficiency levels in the schools.

The measures of the Technological Plan for Education to be implemented in the «Contents» axis are

directed against the identified main modernisation inhibitors, namely:

The scarce use of contents and applications par tially due to the insufficient quality of

electronic contents in Portuguese and adapted for educational purposes in the

classroom context.

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The limited number of available functions in the most successful collaborative

platforms in Portugal (such as Moodle) and the underuse of their potential (mainly

used as mediums to communicate and to share documents).

Their use is not disseminated through the entire teaching community.

The reduced use of ICT in the operative management of schools and the limited

knowledge of available solutions and applications, with great asymmetries between schools.

The sharing of knowledge and of better management practices is limited to the circle

of informal relations of the members of executive boards and administrative staff.

The minimal use of electronic communication means – e-mail, forum, chat, etc. —,

favoring intensive use of paper in most processes and in most communications

between the agents in teaching communities.

In this context, the following projects have been considered priorities:

29TECHNOLOGICAL PLAN FOR EDUCATION |

Contents production and sharing

Management applications production and sharing

Content application certification

Figure No. 14

Projects to be implemented in the «Contents» axis

ContentsBAxis

Intervention Areas

Projects

School Portal (Portal da Escola) School portal with content sharing, distance learning and collaborative toolsSimplex School (Escola Simplex) Management support electronic platformInstitutional Portal of the Ministry of Education(Portal Institucional do Ministério da Educação) Communication platform between citizens and the Ministry of Education

Electronic textbooks (Manuais escolares electrónicos) Making electronic textbooks and content available Incentive for the use of electronic textbooks and contentIntegrated electronic communication platform(Plataforma de comunicação electrónica integrada) Massification of electronic communication tools use among the agents of the educational community

Key Projects

Other projects

Digital schoolbooks

Open-source software

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3.2.1 Key Project – School Portal (Portal da Escola)

Framework

The area of contents and interactive educational applications was identified as a priority intervention in the

diagnostic study regarding the current state of technological modernisation in education.

The need to intervene in the «Contents» axis is still more urgent when considering that the path toward

a knowledge society implies not only the widespread use of computer equipment and connectivity but also

changes in traditional teaching and learning methods, which of course depend on the existence of tools

and proper educational materials and contents.

Internationally, regarding educational technological modernisation processes, most countries have

developed e-learning platforms internally. In most cases the promotion of development and use of these

platforms are listed among the political priorities.

The internal development of e-learning platforms is mainly impelled by:

The need to ensure the availability of the desired functions.

The need to ensure reliability and ease of use.

The importance of the creation of the network effect.

Safety concerns.

Concerns regarding interoperation and content transfer among multiple applications.

30 | TECHNOLOGICAL PLAN FOR EDUCATION

Figure No. 15

School Portal Project

Create a school portal with content sharing, distance learning andcooperative functions (e-learning platform)

To increase the production, distribution and use of educational content in electronic format(for instance exercises, textbooks, electronic notebooks, etc.)

To encourage the development of the student’s e-portfolio To complement conventional teaching methods and increment interactive teachingand continuous learning practices

All schools

Concept

Goals

Recipients

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Portugal witnesses the first steps in the diffusion and use of vir tual learning platforms. However, according

with the diagnostic study's results, the use of such platforms reveals the same limitations identified in

reference countries, namely:

Since they are mainly used by teachers and among teachers, their use is notcommon with the other members of the educational community.Their use as a new channel for traditional teaching practices: a channel for theinteraction and communication among agents and for the distribution ofclassroom materials.Not all of the available potential in virtual knowledge platforms is being exploited.

Underuse of the platforms as catalysts for change in educational practices.The platforms are still not being used to digitalize the institutions’administrative management.

E-learning platforms play a central role in educational technological modernisationprocesses, due to the following reasons:

They are catalysts in the production and use of tools, contents andinformation in electronic format.They are catalysts in the use of electronic resources as a supplement oreven as a replacement to traditional teaching methods in the classroom.They are catalysts in the change of educational practices, promotingmore interactive and constructive practices, as well as creating theculture of lifelong learning.They minimize info-exclusion, allowing remote and low-cost access tocontent, modules and courses; they minimize educational and learningexclusion for citizens with special needs.They are catalysts for change in management practices.And they are catalysts in collaborative approaches to teaching andmanagement.

For the reasons mentioned above, it is crucial to develop and promote the use of a platform for knowledge

sharing that incorporates all the key functions and allows one to explore its full potential as a catalyst for

technological modernisation.

31TECHNOLOGICAL PLAN FOR EDUCATION |

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Goals

To promote the production, distribution and use of electronic contents in teaching and learning methods

(for instance, exercises, textbooks, electronic notebooks, etc.).

To encourage the development of students’ e-portfolio;

To complement traditional teaching and promote new teaching practices;

To minimize info-exclusion, making contents and tools available that enable distance learning;

To develop the ar ticulation between school and job market (for instance, integrating functions such as

employment resources).

Main measures

Progressive launch during the school year of 2008 / 2009 of the School Portal platform, a vir tual knowledge

platform enabling, among others:

The release and usage of contents and support tools for teaching and learning in

electronic format.

The communication between students, teachers and staff, and between the

educational community and external agents.

Distance learning (e-learning).

Support to integration in the job market and in university teaching.

Definition and implementation of a management and operation model for School Portal ensuring its

dynamics and self-supported use.

Operational management indicators

In order to control the management and the internal execution, this project should adopt the following

indicators:

Platform notoriety;

Number of users/registered users and number of page views per day/month;

Number of published items of content and number of downloads of such contents;

Satisfaction index among agents from the educational community after its use.

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Main participating entities

Ministry of Education: Educational Statistics and Planning Office; General-Directorate of

Curriculum Innovation and Development; Office for Education Assessment; General-

Directorate for Human Resources in Education; Regional Directorates of Education; schools’

executive councils and school groups.

Teacher associations.

Student associations.

Educational contents producers.

Technology suppliers.s

3.2.2 Key Project – Simplex School (Escola Simplex)

Framework

A high number of teaching establishments already resorts to computer applications to support school

management. However, the range of computer services is still very much reduced and most processes still

resor t to paper, generating considerable inefficiencies in the information exchange between applications

and teaching establishments, and among them and the services of the Ministry of Education.

Teaching establishment currently enjoy full autonomy to select and implement their own management

applications. The fact that there are more than ten system suppliers – systems that in most cases are not

compatible – generates inefficiencies, since it reduces the scale effect while promoting fragmentation and

limiting investment scalability.

33TECHNOLOGICAL PLAN FOR EDUCATION |

Figure No. 16

Simplex School Project

To create an electronic platform for school management

To increase efficiency in management and communication between agentsin the teaching community

To improve access to school information

All schools

Concept

Goals

Recipients

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Furthermore, there are asymmetries among schools, and examples of good practices in terms of ICT

intensive use in the schools’ operative management have been identified in the diagnostic.

However, one should emphasize that the share of good practices is mainly based on informal contact

networks set by teachers and administrative staff, and that there are no mechanisms to increase their

dissemination and accelerate the adoption of applications or processes that have proved to be effective.

In this context it is fundamental to develop a support platform for school administrative management,

incorporating the digitalization of critical processes (for instance, registrations, attendance record, minutes,

etc.) and collaborative tools, so as to promote the production of contents and management applications

while increasing technological modernisation and the overall spread of good practices.

Goals

To increase efficiency in management and communication between agents in the educational community;

To generalise the use of electronic systems to manage processes and documents;

To improve access to school information.

Main measures

Implementation during the school year of 2008 / 2009 of the Simplex School platform, a vir tual knowledge

platform enabling, among others:

The usage of computers for educational critical processes.

The communication between agents in the teaching community and external agents.

The dissemination of better management practices and tools for the support of

management.

Definition and implementation of a management and operation model for the Simplex School ensuring

their dynamics and self-supported use.

Operational management indicators

In order to control the management and the internal execution, this project should adopt the following

indicators:

Percentage of schools with the Simplex School platform.

Platform notoriety;

Number of users/registered users and number of page views per day/month.

34 | TECHNOLOGICAL PLAN FOR EDUCATION

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Number of electronic processes implemented and used in Simplex School.

Satisfaction index among agents from the educational community after its use.

Main participating entities

Ministr y of Education:The Information System Coordinating Office; Financial Management

Office; General-Directorate for Human Resources in Education; Educational Statistics and

Planning Office; Regional Directorates of Education; schools’ executive councils and

school groups.

Teachers’ associations.

Producers of administrative applications and technology suppliers.

3.2.3 Key Project – Institutional Portal of the Ministry of Education

(Portal Institucional do Ministério da Educação)

Framework

The information and services provided by the Ministry of Education are currently scattered among the

different sites of the Ministry. Different target audiences have to browse through several sites to gather

relevant information, with all the difficulties caused by different organisational schemes.

It is therefore critical, in the context of good practices for the promotion and use of ICT, to create a

general, universal and easily accessed Institutional Por tal for the Ministry of Education, which gathers all

35TECHNOLOGICAL PLAN FOR EDUCATION |

Figure No. 17

Institutional Portal of the Ministry of Education Project

To create a platform of communication between citizens and the Ministry of Education

To establish a primary access point to information and public services of the Ministry of Education,organised according to the users’ needs

To facilitate communication between the Ministry of Education and citizens

To provide information about Education in Portugal, Europe and the world(political, statistical, formative and informative)

Citizens, Media, Partners (companies, municipalities, etc.)

Concept

Goals

Recipients

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the information and services organised according to users’ needs. By achieving its goals, the Por tal should

also be setting a standard of good practices for institutional communication channels of the Por tuguese

Public Administration.

Goals

The Portal aims to:

To prevent information gap between citizens and the Ministry of Education, and to

provide information and useful services.

To promote quality in the internal and external communication of the Ministry of Education.

To guarantee access by all citizens, including those with special needs, to information

and services regarding Education, by following closely high accessibility standards.

To establish itself as a reference for the Portuguese Public Administration, laying the

grounds for a more widespread change of institutional communication channels

between citizens and Public Administration.

Main measures

To define and implement a modern communication tool between the Ministry and all citizens.

To gather information and services currently scattered in the several sites of the Ministry of Education and

merge them in one portal of easy access to all.

Operational management indicators

Platform notoriety

Number of page views per day/month

Satisfaction index among agents from the educational community after its use.

Main participating entities

Ministry of Education, including all General-Directorates and Regional Directorates of Education.

36 | TECHNOLOGICAL PLAN FOR EDUCATION

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3.3 Training

The deficit in ICT competencies is seen as one of the main roadblocks to the use of technology in

Portuguese schools. In any effor t for technological modernisation, the investment in equipment, contents

and applications and the investment in ICT skills training and cer tification are mutually complementary.

The aim of the measures that will be implemented in the «Training» axis is to give clear answers to the

main inhibiting factors to the modernisation in competencies, namely:

The scarcity of ICT usage in teaching and learning methods.

The training of teachers with little focus on the educational usage of ICT.

The lack of certification and professional value mechanisms for ICT competencies for

teachers and students.

In this context, the implementation of the following projects has been considered a priority:

37TECHNOLOGICAL PLAN FOR EDUCATION |

Training of teachers and non-teaching staff

Certification of student and teacher competencies

Use of ICT in teaching and learning processes

Figure No. 18

Projects to be implemented in the «Training» axis

TrainingCAxis

Intervention Areas

Projects

ICT Competencies Training and Certification (Competências TIC) Restructuring of teachers’ ICT training Institution of certification mechanisms for ICT competencies

Electronic Assessment (Avaliação Electrónica) Use of computers in student assessment

ICT Internships (Estágios TIC) Promoting excellence and employment opportunities for ICT vocational education students, ensuring training in a real work environment in reference knowledge economy companies

ICT Academies (Academias TIC) Allowing students, teachers and staff the possibility of training and certification by industry standards, providing those who choose to with an advantage in the job market

ICT integration in teaching and learning processes(Integração das TIC nos métodos de ensino e aprendizagem)

Literacy in Open Source Applications (Literacia em aplicações Open Source)

Key Projects

Other projects

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3.3.1 Key Project – ICT Competencies Training and Certification (Competências TIC)

Framework

Regarding ICT competencies, some effor t has been made in teacher and student training, notably with

the creation of technology training modules for teachers and the introduction of compulsory ICT classes

in the curriculum. Notwithstanding, the deficit of competencies is still considered a significant barrier to

the use of ICT.

In Portugal, some steps were given so as to better suit the ICT training to the agents’ real needs. In 2006,

training references were defined for different teacher profiles in an attempt to better match the training

investment to the needs of teachers, and to establish a basis for the creation of continuous training

programmmes for each teacher type.

It is, however, necessary to continue improving the teacher training systems so as to increase their efficiency

and ensure that the use of ICT is not restricted to specific classes but instead becomes par t of the daily

school routine and the learning method for all disciplines. In this context it is also fundamental to ensure

the cer tification and professional value of ICT competencies.

Goals

This project has the following goals:

To promote efficient training in ICT for the agents in the educational community.

To promote the use of ICT in the teaching and learning processes and in the school’s

administrative management.

And to contribute to the professional value of ICT competencies.

38 | TECHNOLOGICAL PLAN FOR EDUCATION

Figure No. 19

ICT Competencies Training and Certification Project

To create programmmes for modular and progressive certification in ICT competencies

ICT training programme for teachers and non-teaching staff aimed at the certificationof competencies

Generalise ICT skills training and certificationTo promote the use of ICT in teaching and management

Teachers and non-teaching staff in lower and upper secondary schools

Concept

Goals

Recipients

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The following goals should be accomplished:

40 per cent of teachers cer tified in 2009.

90 per cent of teachers cer tified in 2010.

Main measures

To create, star ting in 2008, modular and progressive ICT training courses for teachers and non-teachers,

incorporating the strong use of ICT in the classroom and in school administrative management.

To establish, beginning in 2008, a compulsory cer tification programme for the agents of the educational

community in:

Dominion of basic ICT tools;

Dominion of ICT competencies in teaching and learning methods.

Operational management indicators

In order to control its management and internal execution, this project should adopt the following indicators:

Percentage of teachers and non-teaching staff performing, per year, each of the

modular training levels in ICT

Total number of training hours ministered

Percentage of teachers and non-teaching staff with ICT competencies cer tification

Index of teacher and staff satisfaction with the quality and utility of the training

courses.

Main participating entities

Ministry of Education: Educational Statistics and Planning Office; General-Directorate for

Human Resources in Education; Directorate Of Curriculum Innovation and Development;

Scientific and Pedagogic Council for Continuous Training; Regional Directorates of Education;

schools’ executive councils and school groups.

Teachers’ associations

Training entities

Contents producers

39TECHNOLOGICAL PLAN FOR EDUCATION |

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3.3.2 Key Project - Electronic Assessment (Avaliação Electrónica)

Framework

In Portugal, the use of ICT in the classroom is mostly restricted to the subject of Introduction to ICT.

Technological integration in teaching and learning methods in other classes is still far behind the best

practices in the EU15.

The use of computers in student assessment greatly induces modernisation because it stimulates the

technology demand by all agents in the educational community: students, teachers and parents.

Moreover, the adoption of computer systems in assessment has positive effects in harmonising assessment

criteria and in monitoring and uniforming learning rhythms because it simplifies the general application of

tests and objective assessment criteria, enabling a simple follow-up for statistical results.

Goals

To promote the educational use of ICT.

To reinforce safety and fairness in assessment.

To uniform assessment criteria and learning rhythms.

Main measures

Creation of national exams in electronic format. Star t of the project with diagnostic, formative and

summative assessment tests.

40 | TECHNOLOGICAL PLAN FOR EDUCATION

Figure No. 20

Electronic Assessment Project

To use computers in student assessment (diagnostic, formative and summative assessment, exercises, etc.)

Promote the educational use of ICTUniform assessment criteria and learning rhythms

Students from lower and upper secondary schools

Concept

Goals

Recipients

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Operational management indicators

In order to control the management and internal execution, this project should adopt the

following indicators:

Number and percentage of tests done in electronic format.

Efficiency of electronic format tests in investigating student progress, by comparing

their results with the continuous assessment results.

Main participating entities

Ministry of Education: Educational Statistics and Planning Office; Office for Education

Assessment; General-Directorate of Curriculum Innovation and Development; Regional

Directorates of Education; schools’ executive councils and school groups.

Teachers’ associations.

Contents producers.

3.3.3 Key Project – ICT Internships (Estágios TIC)

Framework

The focus on vocational education is one of the cornerstones for the reinforcement of qualifications assuring

that Portuguese students conclude the secondary education qualified for integration in the job market;

The Ministry of Education intends to reinforce the attraction of students for vocational education, as well

as the attraction from leading companies for vocational education students;

41TECHNOLOGICAL PLAN FOR EDUCATION |

Figure No. 21

ICT Internships Project

Internships aiming at providing specific training at the workplace for ICT vocational educationstudents in reference national and international technological companies

To promote excellence and employment opportunities for ICT vocational education students

ICT vocational education students

Concept

Goals

Recipients

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In this context, the Ministry of Education invited a set of reference companies, key players in the Knowledge

Economy field, in order to build up a strategy envisaging the promotion of vocational education focusing

on the aforementioned field, on what concerns the Technological Plan for Education.

Goals

With the creation of this programme, the aims are:

To promote internships, aiming at providing training at workplace for the best students

of ICT vocational education, in reference companies of the knowledge economy,

improving the attractiveness of ICT vocational education.

To increase the relationship between schools, reference companies in the knowledge

economy and the government and to promote excellence in vocational education.

To promote communication between schools with ICT vocational education (public or

private) and reference companies with the opportunity to incorporate the best

students onto their staff.

Main measures

Creation of a platform to manage the offer and demand of internships for ICT vocational education

students, aimed at companies, schools and students, to be launched progressively after the third

quar ter of 2007/2008.

Par tnerships between the Ministry of Education and reference companies in the knowledge economy.

Operational management indicators

In order to control its management and internal execution, this project should adopt the following indicators:

Percentage of public and private teaching establishments that subscribe to the platform.

Percentage of schools that upload students’ curricula onto the platform.

Number of users/registered users in the platform, organised in four types: schools,

companies, students and general public.

Number of page views per month.

Number of companies that offer internships in the platform and number of internships

available per company.

Total number of internships available in the platform.

Percentage of students in the platform attaining an internship position.

Success rate of students approved for internship.

Rate of students employed in the company where the internship was done.

Employment rate of students completing an internship.

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Main participating entities

Ministry of Education: Educational Statistics and Planning Office; National Agency for

Qualification; National Association of Vocational Education; Regional Directorates of

Education; executive councils and pedagogic representatives of Vocational Education

Schools; executive councils and course directors of secondary schools that teach Vocational

Education courses.

Reference companies in the knowledge economy field.

3.3.4 Key Project – ICT Academies (Academias TIC)

Framework

The entry into today’s job market is greatly improved by increased ICT skills, but employers will often

require cer tification of such skills.

Providing schools with the possibility of conducting the necessary training for such cer tification might not

also create employment opportunities for students that take advantage of the industries’ cer tification but

also create a more dynamic school. On one hand, allowing for the training of other teachers and staff and,

on the other hand, eventually opening the possibility of a closer relationship between the school and its

community, and at the same time providing the school with a business opportunity.

43TECHNOLOGICAL PLAN FOR EDUCATION |

Figure No. 22

ICT Academies Project

Creation of ICT Academies in schools, aiming at industry certification for students, teachers and staff

To improve ICT skills with the possibility of industry certification, increasing qualifications forstudents, teachers, staff and the community. To increase the qualification level of students,especially those preparing for the job market

ICT vocational education students Teachers, staff, educational and general community

Concept

Goals

Recipients

Page 46: Pte Eng Final Completo Sec

Goals

The implementation of ICT Academies intends to achieve the following goals:

To allow students, teachers and staff to improve their ICT skills with training and

certification compliant with the industry’s standards.

To improve students’ job market receptiveness.

To provide schools with the possibility of implementing a business model, by opening

the academies to the community.

Main measures

Establishment of collaboration protocols with reference national and international companies, with an

academy model, that can provide cer tification in key skills.

Implementation of ICT academies, with recognised industry cer tification, in secondary schools.

Operational management indicators

In order to control its management and internal execution, this project should adopt the following indicators:

Number of students enrolling in the academies / attaining cer tification.

Number of teachers enrolling in the academies / attaining cer tification.

Number of staff enrolling in the academies / attaining cer tification.

Number of community members enrolling in the academies / attaining cer tification.

Number of reference companies making their academy model available for ICT Academies.

Number of schools implementing an ICT Academy.

Main participating entities

Ministry of Education: Educational Statistics and Planning Office; National Agency for

Qualification; General-Directorate for Human Resources in Education; Regional

Directorates of Education; schools’ executive councils and school groups.

Reference companies in the knowledge economy field with an academy model.

44 | TECHNOLOGICAL PLAN FOR EDUCATION

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3.4.1 Transversal Projects

3.4.1A Investment and Financing

Portugal presents much lower levels of investment in technology in education than reference countries.

Therefore, to achieve the proposed goals, a significant reinforcement of financial resources is necessary.

The measures to be implemented in the «Investment and financing» axis intend to ensure the availability

of the financial resources that are needed to implement the Technological Plan for Education and their

efficient management and allocation. They also aim to overcome the main limitations, such as:

Reduced investment levels.

High dependency of revenues coming from the schools (for instance, revenues for

services rendered and equipment rental).

High asymmetries among schools when it comes to financial means.

Disar ticulation between private contributions and the needs and interventions of the

Ministry of Education.

Therefore, the following projects are considered priorities:

45TECHNOLOGICAL PLAN FOR EDUCATION |

Public Investment

EU funds

Private sector partnerships

Technological patronage

Minimization of info-exclusion

Figure No. 23

Projects to be implemented in the «Investments and financing» axis

Investments and financingDAxis

Intervention Areas

Projects

Fund for inclusion in education (Fundo para a inclusão na educação) To reduce asymmetries between teaching establishments coming from the different revenue generating abilities

Technological patronage (Mecenato tecnológico) To review and reinforce the predicted benefits under the scope of technological patronage

EU funds (Financiamento comunitário) To channel EU funds for the technological modernisation of education

Private sector partnerships (Parcerias com o sector privado) To maximize and manage private contributions for technological modernisation and to ensure the coordination between public and private intervention

Key Projects

Other projects

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3.4.1B Fund for Inclusion in Education

Framework

In the scope of the diagnostic study, significant asymmetries among schools were identified, concerning

infrastructures and technology use.

These asymmetries greatly occur due to the excessive dependency of schools’ own revenues (for instance,

for services rendered and equipment rental) to finance investment and expenses in ICT, as well as the

different capacity to generate school funds.

To ensure universal access to ICT, it is important to eliminate the deficiencies in less-developed teaching

establishments and to ensure that all schools have a proper level of infrastructure and ICT use.

Goals

To reduce asymmetries among schools, promoting the access of agents and schools with fewer financial

resources to ICT.

46 | TECHNOLOGICAL PLAN FOR EDUCATION

Figure No. 24

Fund for Inclusion in Education Project

To create a Fund for Inclusion in Education, with resources to complement the financing formats for the technological modernisation in schools with fewer resources, ensuring the reduction of asymmetries.

To promote access to ICT by agents and schools with fewer financial resources

To decrease asymmetries between schools

To create a fund that complements the financing formats for technological modernisation in schools with fewer resources, ensuring the reduction of asymmetries.

Project Goal Main Initiatives

FUND FOR INCLUSION IN EDUCATION

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Main measures

Creation of a fund for inclusion in education, with resources that complement the traditional ways of

financing technological modernisation in schools, or to compensate those agents with fewer resources.

Operational management indicators

In order to control its management and internal execution, this project should adopt the following indicators:

Total amount of the Fund and total amount attributed annually.

Number of schools covered by the Fund.

Number of contributors to the Fund.

Number of financed projects.

Number of press clippings of implemented initiatives.

Main participating entities

Ministry of Education: Financial Management Office; Regional Directorates of Education;

schools’ executive councils and school groups;

National private companies.

3.4.1C Technological Patronage

Goals and main measures

The intention is to reinforce the benefits for entities and agents engaging in technological patronage, with

the aim of stimulating the par ticipation of private agents in the programmed initiatives of educational

technological modernisation. It is also intended to increase the notoriety and knowledge regarding the

benefits and incentives predicted by law, thereby increasing the amount of contributions.

Operational management indicators

In order to control the management and internal execution, this project should adopt the following indicators:

Notoriety and knowledge of the benefits and incentives predicted by law.

Amount of annual contributions.

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3.4.1D EU Funds

To finance the Technological Plan for Education the intention is to channel par t of the community funds

mobilized for the execution of the National Strategic Reference Framework (QREN), namely the resources

attached to the Operational Programme for Human Potential, that congregates, among others, the set of

interventions that aim to promote Portuguese academic and professional qualifications, such as initial

qualification and lifelong learning.

3.4.2 CATE – Technological Support Centre for Schools

Framework

Most schools do not have the specialized technical support for the maintenance of the ICT infrastructure,

with 75% of them pointing this fact as an important obstacle to the modernisation of education.

The Ministry of Education has developed technical support platforms for the educational community

agents, associated to the main technological infrastructure projects in schools, although they do not cover

all the needs or have the scaling capability for the new rhythm of modernisation.

The new PTE projects have an operational, managerial and maintenance component for the infrastructure

(e.g. local area networks, videosurveillance), that allows schools to be released from the effor t of operation

and maintenance. For higher efficiency in the management of these external services and in their operation,

CATE integrates the technical support structures of all the suppliers of the Ministry of Education in a single

point of contact that is responsible before schools.

48 | TECHNOLOGICAL PLAN FOR EDUCATION

Figure No. 25

CATE – Technological Support Centre for Schools

Interactive whiteboards, computers connected to the Internet, and video projectors:reinforce IT equipment in the classroom

To increase the quality of technical support in schools, simplifying support proceduresand releasing the teaching community agents from non-pedagogical taskst

Lower and upper secondary schools

Concept

Goals

Recipients

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Goals

The CATE project aims at:

To provide schools with first line technical support for problem solving related to the ICT

infrastructure, guaranteeing a response to the increasing amount of requests predicted due

to the investment in several projects in this area;

Integration of the technical support structures of the several suppliers of the Ministry of

Education in a single contact point, responsible before the schools.

Main measures

Establishment of a unique helpdesk and technical support for schools, to provide solutions to problems

related to the ICT infrastructure and equipments arriving to schools in the scope of PTE projects;

Operational control of the service level contracts with the infrastructure and equipment suppliers;

Inventorying equipment in schools and controlling the usage conditions.

Operational management indicators

In order to control its management and internal execution, this project should adopt the following indicators:

Number of cases reported to CATE;

Number of cases solved in a first line contact;

Average time for case solving from the moment of first line contact.

Main participating entities

Ministry of Education: Educational Statistics and Planning Office; Executive councils of school groups

and non-aggregated schools.

3.4.3 e.escola e e.escolinha, one 2 one programmes in education

Framework

In the scope of the ongoing promotion of the information society in Por tugal, the invitation to tender

that was held in 2000, to grant exploration licenses of third generation UMTS based international mobile

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telecommunication systems, favoured the proposals in which candidates would bind themselves to

provide compensation directly related with the development of the information society, namely, the

creation or financing of projects and initiatives that could be framed in the Technological Plan. In this

context, mobile telecommunications companies created the Fund for the Information Society, aiming at

promoting the development of an information society, according to the priorities defined by the

Government. This fund allowed for the launching of the e.escola, e.professor, e.opor tunidades and

e.escolinha programmes, that give students from all teaching levels, according to the social welfare level,

teachers and adults in adult education programmes, the oppor tunity to acquire laptops and broadband

Internet access at exceptional prices.

Goals

The goal of these programmes is the generalisation of the use of computers and the Internet

50 | TECHNOLOGICAL PLAN FOR EDUCATION

Figure No. 26

e.escola, e.professor and e.oportunidades

Providing students, teachers and adults in adult education programmes, access to exceptional conditions on the acquisition of laptops with broadband Internet

To generalise the use of computers and the Internet in the teaching/learning process

e.escola: students from the 2nd and 3rd cycles of lower secondary schools and upper secondary schoolse.professor: teachers from pre-school to upper secondary schoole.oportunidades: adults enrolled in the adult education programme, Novas Oportunidades

Concept

Goals

Recipients

Figure No. 27

e.escolinha

Providing access to exceptional conditions on the acquisition of the first laptop with broadband Internet to students of the primary school and initial years of lower secondary school (ages 6 through 11), with appropriate tools and contents, side by side with infrastructuring schools with the necessary technology for the use of computers in the classroom and teacher training for the pedagogical use of equipments, tools and contents made available

To generalise the use of computers and the Internet from early years, at school and at home.

Students from primary school and initial years of lower secondary school (ages 6 through 11)Primary schoolsTeachers

Conceito

Objectivos

Destinatários

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Main measures

The e.escolinha programme is a one 2 one programme in which an integrated approach joins together the

offer of exceptional conditions on the acquisition of the children’s first laptop with Internet connection (for

students from primary school and initial years of lower secondary school, ages 6 through 11), with a

coordinated intervention on all the projects of the PTE, in the scope of its three main axis, namely:

Connection of all school spaces to high-speed broadband Internet, wired and wireless,

enabling access for all, at any moment or location (High Speed Broadband Internet and

Internet in the Classroom, Local Area Networks projects);

Production and acquisition of specific contents for educational purposes, stimulating the

market for the production of new contents (School Portal project);

Teacher training for activities in- and out of the classroom using ICT (ICT Competencies

Training and Certification project).

Operational management indicators

In order to control its management and internal execution, this project should adopt the following

indicators:

Number of students that acquire laptop computers through the programme

Main participating entities

Ministry of Education: General-Directorate of Curriculum Innovation and Development; National

Agency for Vocational Education; Regional Directorates of Education; Educational Statistics and

Planning Office; executive councils and school groups; Ministry of Labour and Social Solidarity;

Ministry of Publics Works, Transports and Communications; Fund for the Information Society;

telecommunications companies.

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4. MANAGEMENT MODEL

The Technological Plan for Education is a great challenge for the educational community’s agents and for

the country, reflected upon the variety and the reach of the projects. The interaction among of several

agents and entities must be coordinated, so as to reach the goals within the timeframe.

To achieve this vision and the ambitious goals thus proposed, it is crucial to count upon the par ticipation

of relevant agents. Technological modernisation is a goal that should be undertaken and shared by us all.

It is, however, fundamental to implement a management and coordination structure that will underline the

importance of the results.

Therefore, a management and coordination structure is proposed for the Technological Plan for Education,

composed of:

Coordination, monitoring and evaluation team for the Technological Plan for Education

Consultative board

Workgroups for project implementation.

52 | TECHNOLOGICAL PLAN FOR EDUCATION

Figure No. 25

Management and coordination model for the Technological Plan for Education

Government Ministry of EducationCoordination, Monitoring and Evaluation

Consultative Board

Action plan, goals and budget definition for the technological modernisation of education Budget execution monitoring

Periodic reports about the initiatives of the action plan for technological modernisation Variance analysis and proposal for corrective measures

Nucleus for the implementation of theaction plan for technological modernisation

Ensuring the implementation of the different actions

Mobilizing the necessary agents to enforce all the agreed goals

Operational control of the investment and expenses associated with the initiatives

Definition of strategy and goals

Fund allocations for investments and expense

Coordination of other public entities

Financing Management

Fund raising for action implement

Counseling regarding restraint factors and key initiatives to technologically modernise education

Composed by reference entities in the education and business community

Semi-annual meeting

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Coordination, monitoring and evaluation team

To ensure the success of the Technological Plan for Education, it is crucial to coordinate the actions of the

entire teaching community and to ensure the coordinated implementation of the proposed measures.

Therefore, the constitution of a coordinating team that ensures agent mobilization and projects follow-up

is recommended.

The team’s responsibilities are:

Defining/revising the action plan, goals and budget for educational technological

modernisation

Monitoring the budget execution

To elaborate periodic reports about the initiatives already implemented or to

implement

To analyse variance and propose corrective measures.

Consultative Board

It is regarded as a strong drive for success in reference countries, and it should involve the main players in

the process of strategic definition as well as in the revision of the action plan and initiatives.

Therefore, a consultative board should be constituted, composed by reference entities in the education and

business community. This board should meet in a semi-annual basis with the coordinating team, providing

adequate counseling for the Ministry of Education regarding restraint factors and key initiatives for the

technological modernisation of education.

Workgroups for project implementation

The workgroups are responsible for implementing the measures and projects set for th by the Technological

Plan for Education. When the implementation is made by other agents, the workgroups have a mobilizing

and coordinative role so as to ensure the achievement of all goals.

Fur thermore, they are responsible for the operational control of the investment and expenses associated

with the projects.

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| TECHNOLOGICAL PLAN FOR EDUCATION

Title: Technological Plan for Education

Author: Ministry of Education

Editor : Gabinete de Estatística e Planeamento da Educação. Ministério da Educação

Place and year: Lisboa, 2008

Graphical design: WM Imagem

Printed in: Editorial do Ministério da Educação

ISBN: 978-972-614-424-3

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TECHNOLOGICAL PLAN FOR EDUCATION |

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