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INTRODUCTION
'The capacity to learn is at the heart
of human development … Equal opportunities for learning
are indispensable if development is truly to be broad
based and sustainable, and if the enormous future costs
of exclusion … are to be avoided' (Draft Dakar Framework
for Action, 05/11/99)
'Lifelong learning will be essential for everyone
as we move into the 21st century and has to be made
available to all' (Communique of the OECD Education
Ministers, January, 1996).
The Education for All vision is an ambitious
declaration of intent to overcome outstanding weaknesses
and gaps in the provision of a high quality of basic
education for all people. In the ten years since the
Jomtien Declaration these weaknesses and gaps have been
studied and extensively debated nationally, regionally
and in global conferences and reports. Many countries
have taken determined action to address them. Yet there
are in all countries difficulties and barriers still
to be surmounted: in some they are so severe as to jeopardise
the foundations of civil society and economic survival.
Difficulties continue to exist not only in the poorest
and least educationally developed countries; they are
also to be found in the most educationally, socially
and economically advanced parts of the world, where
the concept of universal basic education is now being
incorporated within frameworks for lifelong learning
for all.
In recognition of the varied nature of the challenges
facing all education systems, of the progress made and
that still needs to be made, targets are being proposed
for endorsement by the Unesco World Conference in Dakar
in April 2000. Stocktaking and recommitment have their
point, but their effectiveness depends first on a well
developed capacity to gather and analyse data, second
on a sure sense of purpose and direction, third on a
determination to draw in and mobilise all available
resources in pursuit of clear, definite and realistic
objectives, and fourth, on a readiness to extend the
conceptual and policy boundaries so that basic education
is progressively brought under the umbrella of continuing,
lifelong learning for all. The Dakar conference
must be of demonstrable value if the great efforts and
costs of the preparatory, planning and organisational
work are to be justified. Hard pressed national education
systems and international agencies need to be assured
of the relevance and practicality of the measures proposed
and the decisions that are made. For some OECD countries,
at any rate, it appears that conviction of the value
of the Dakar enterprise is yet to be established. In
the final stage of the preparations, it is necessary
to focus not only on gains made and on chronic problems,
but also on key policy issues and on the likelihood
of their being subject to practical, problem-solving
appraisal. Declarations, verbal commitments and undertakings
must be based on a clear and firm understanding of the
capacity and readiness of countries to translate them
into policies and action programmes, even if some of
these are long term in nature.
The present report outlines relevant trends and developments
in the OECD countries in Europe and North America in
the1990s and indicates likely future directions. Although
the central orientation is towards these countries,
many of the issues are common to the whole OECD membership
and much of the internationally comparative data and
reporting refer to the overall membership or to selection
of countries from the whole membership. There are known
weaknesses and shortcomings including enduring problems
in the education systems of all member countries and
these receive attention alongside the gains that have
been made in recent years. The data are drawn mainly
from EFA sources for those countries that submitted
reports, and from OECD documents based on country data,
including the international education indicators. Interpretations
and conclusions drawn are the responsibility of the
authors and do not commit either the OECD or the reporting
countries.
The scale and often the nature of education problems
in the regions and countries of the world are of course
different. It may evoke a sense of relative deprivation
to draw attention to the problems of the more well-off
societies when the hardships of the poorest countries
are so extreme. There are striking differences between
the OECD countries and many others. For example, a much
lower proportion of the population in the former are
in the 5 - 14 age group; there are fewer resources in
the less prosperous countries to allocate to education,
and there is a much smaller percentage of the population
with upper secondary qualifications (although the gap
is closing); and there are substantial differences in
rates of participation in basic education (OECD/CERI,
1998a, p.29).
These and other differences call for careful contextual
referencing in applying the cross-country policy objectives
of Education for All. Nevertheless, as attainment
of the goals of universal access and participation in
the OECD countries comes ever closer to realisation,
the gap between those students and citizens who are
the beneficiaries of a sound education and those who
fail, perform poorly, drop out and discontinue study
at the earliest opportunity becomes both highly visible
and yet ever more difficult to close (OECD/CERI, 1998c).
Thus the Jomtien vision - and, with due care, the goals
and directions set therein - and now the renewal of
effort now proposed for Dakar are as relevant to those
countries which have already traversed far along the
road as to those which are well back.
The OECD nations of Western Europe and North America
sustain many of the world's most highly developed and
smoothly functioning educational systems. Indeed, they
were largely responsible for the invention and establishment
of national systems of universal public education. These
systems are - despite some quite acute difficulties
- relatively well financed; schooling of a generally
reasonable standard is virtually universal between the
ages of 5 - 7 and 14 - 18; there are in several of the
countries near universal systems of early childhood
education and care, highly developed systems of vocational,
multiple forms of large scale tertiary education, and
a large and varied array of adult education facilities
and opportunities. Moreover, these countries are responsible
for the bulk of the world's educational research effort.
These achievements reflect values, commitments, policies,
legislation, organizational capacity and resource flows
that have been built up, in most cases, over at least
a century, sometimes considerably longer. They are the
fruits of highly developed economies, well-established
democratic political systems, decades of sustained policy
making and administrative effort and underlying values
and traditions concerning the rights and liberties of
individuals and complex sets of societal needs. It is
necessary to bear these and related considerations in
mind in making global educational comparisons and in
the setting of targets for countries which have yet
to reach these levels of educational development and
maturity.
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II THE CHANGING OECD CONTEXT OF THE 90s
The OECD 'region' is defined not geographically, but
according to a range of economic, political, social
and cultural features which determine countries' membership
of the Organization. Briefly, these are full and active
subscription to free market economics, trade liberalization,
parliamentary government, democratic institutions and
cultures, freedom of association, human rights and an
overall commitment to liberty, equity and justice. Susceptible
as these broad principles are to a variety of interpretations,
and uneven as they may be in application, OECD member
countries are characterized by a wide range of common
structures, forms of social organization and policies
which reflect their values and historical associations.
Established in the aftermath of the Marshall Plan for
the reconstruction of post World War 2 Europe, the initial
West European - North American membership was progressively
enlarged to include all the Scandinavian countries,
Western and Southern Europe, North America, Japan, Australia
and New Zealand. During the 90s, a further expansion
of membership occurred, to include the Czech and Slovak
Republics, Hungary, Poland, Mexico and South Korea.
There are now 29 member countries, 25 of them in Europe
and North and Central America. It may be expected that
in the decades ahead there will be a further increase
in the number - and diversity - of member countries.
The decade of the 90s opened in a spirit of optimism
and confidence in the future, following the destruction
of the Berlin Wall, the ending of the Cold War and the
emergence of new regimes across Eastern and Central
Europe and in the former Soviet Union. Throughout the
OECD region, the 90s have been marked by increasing
interdependencies and openness among nations, peoples,
their institutions and ways of life. The great boost
to international investment and trade following in the
wake of the liberalization measures of the 80s is one
indication of this. Another is increasing recognition
of the need for 'outreach' policies through which relations
of different kinds are forged with other countries and
organizations both national and international. These
have not been confined to the European theatre but include
new links with Asian countries one of which, South Korea,
achieved membership of OECD in the latter part of the
90s. Joint programs and partnerships with other international
bodies such as the World Bank and Unesco have increased
in number and variety. Reviews of national education
policies, once almost exclusively confined to member
countries, have been made at the request of non-member
countries during the 90s. In the international drive
to improve educational statistics, many non-member countries
are now providing data for Education at a Glance.
OECD Education Indicators . Through the World Education
Indicators Programme which OECD co-ordinates in co-operation
with Unesco, the coverage of some of the indicators
is almost two thirds of the world's population (OECD/CERI,
1998a, p.29). The recently launched PISA program (Programme
for International Student Assessment), building on the
long-running International Education Achievement studies,
will draw together data on aspects of students' performance,
in the first assessment phase, from 26 OECD countries,
and from a number of others. In these and many other
ways, OECD in the 90s has become a much more open, permeable
and global organisation dedicated to sustainable economic
growth, social development worldwide, the freeing of
the multilateral system of economic relations among
nations, and a growing number of partnerships and shared
programmes not least in education.
On the basis of already firmly established socio-political-economic
structures and policies, OECD countries in the 90s have
generally aimed to achieve greater economic discipline
- structural adjustment, balanced budgets, debt reduction,
privatization, fiscal and other incentives to entrepreneurship,
private sector development. These policy moves have
had an impact on education, particularly in funding,
financial management and use of resources. The scale
of government and public sector activity have not diminished
but their nature has changed in many countries as part
of a steady turn toward more strategic policy intensive
operations and less detailed administration and micro-management.
There has been a growing recognition that economic and
social policies need to be balanced and indeed mediated
by a clear recognition of such risks as may arise, in
large-scale change, to social cohesion, equity and valued
features of the social and cultural heritage. Education
during this decade has become a more prominent and significant
element in many countries and correspondingly within
the OECD itself, signalling its increasing importance
in social development and economic growth. Thus education
and training were prominent in the analysis undertaken
in the major organisation-wide studies of employment
trends and issues throughout the 90s, and the lifelong
learning studies, launched in 1995 (OECD, 1996a), were
endorsed by the OECD Ministerial Council, the OECD Employment,
Labour and Social Affairs Ministers, and the G8 Summit
in Cologne.
Due in the main to economic dynamism, rapid technological
advances, highly developed entrepreneurial cultures
and stable, well-functioning social organizations across
the OECD region, increasingly sophisticated products
and services have become ever more widely available
in the 90s. Advanced and widely dispersed knowledge
is now well recognised to be a vital component in economic
growth and social development. The pursuit of quality,
competitiveness and cost containment has resulted in
a preoccupation with efficiency and - especially - the
skills and competencies of the workforce. So far from
this leading to a focus on narrow, over-specialized
training, the trend in labour market preparation and
the continuing education and training of the workforce
has been towards a sound, broad, basic education, with
many innovations to foster a learning society and a
culture of lifelong learning for all. There has been
a resurgence of interest in adult literacy; in the aftermath
of International Literacy Year (1990) OECD published
its first study on this subject early in the decade
(OECD/CERI, 1992), and this has been followed by international
surveys which have produced disquieting results. Interest
in the human capital theories dating from the work of
Schulz, Becker and others in the sixties has been renewed:
work began in the second half of the decade on human
capital indicators in response to the 1996 OECD Ministerial
Council request. For the purpose of this activity, human
capital was defined as 'The knowledge, skills, competence
and other attributes embodied in individuals that are
relevant to economic activities' (OECD/CERI, 1998b,
p.9). Major international studies were carried out during
much of the nineties on the employment trends, needs
and difficulties of member countries (OECD, 1994a; Bowers
et al, 1999). In these, and in the work referred to
earlier in this paragraph, the core theme might be summarised
as a growing need for a workforce displaying highly
intelligent, flexible, knowledge-based production and
information processing capability, together with resourcefulness,
initiative and skill in group problem solving.
Although the 'OECD model' has enjoyed considerable success
in the 90s - after the difficult years following the
major changes to the global economies in the early to
mid seventies - significant problems with educational
implications continue to exist alongside overall growth.
These implications are taken up in subsequent sections
of this report. In most - but not all - OECD countries,
youth and young adult unemployment has remained high.
For the 15 - 24 age group it was 16% in 1997, 4 percentage
points higher than in 1979 (Bowers et al, 1999), although
there have been substantial improvements in several
countries. Many jobs are regarded as of poor quality
and are low paid; job security has diminished; and in
all countries employment opportunities increasingly
favour the well educated, the mobile, the multi-skilled,
the self-employed, the part-timers and the casuals.
In general, there has been a rise in income disparities
following relaxed fiscal policies and tax regimes, a
weakening of organized trade unionism in several countries,
increased competition for professional and managerial
staff and greater investment opportunities for individuals.
By contrast, previous generations in many of these countries
enjoyed swift entry into the labour market and lifetime
careers with the prospect of steadily increasing incomes;
there was also a marked emphasis in fiscal policy on
income redistribution and, in social policy generally,
on equality, welfare and a social safety net.
There are many forces and values at work in social and
educational policy in member countries. Attention need
only be drawn, for example, to the depth and intensity
of scientific knowledge and research and their applications
(molecular biology, biotechnologies, physics, materials
science, electronics, chemistry, chemical industries,
design and engineering), to the major role several of
them play in contemporary arts and global communications
and media, and to their influence in trans-national
regional and global political bodies. In all of these,
as in other spheres, the OECD region as a whole and
in particular the North American and West European members
have strengthened their overall international role and
impact in the course of the 90s. These numerous and
varied international roles and responsibilities afford
greater visibility and influence to the educational
work of member countries and to the Organisation itself.
At the same time, they serve to turn the spotlight onto
any weaknesses in international capability, competitiveness
and market penetration adding strength to the case for
still greater efforts to overcome shortcomings. Education
has become a major instrument of competition policy
whereby countries seeking to better position themselves
internationally. Hence there is a definite move across
the OECD membership to raise standards of performance
in all spheres.
Education and training in the OECD countries has become
a matter of major public concern, and appears to be
higher than ever before on the national policy agenda.
An example, with its origins in the 80s and continuing
throughout the 90s, is the highly publicized education
policy initiative in the USA involving successive presidents
and the state governors in formulating the Goals 2000
programme and seeking to establish national standards
for school subjects (National Education Goals Panel,
1992). Major themes included improved learning of mathematics
and science, control of drugs and violence, readiness
to learn, and near universal graduation from high school.
Although not reached by the year 2000, the goals movement
was designed to alert the community at large to the
need for educational reform. It signalled a national
priority for education and drew upon public concern
at weaknesses in the school system. There is now a general
acceptance in the community, not just in professional
circles and among policy makers, that development depends
fundamentally on both a well-educated populace - of
all ages - and on highly sophisticated knowledge workers
in all key sectors of society, culture and the economy.
It is well understood now that it is not enough - as
was still the common belief in many countries until
the 60s and 70s - to provide a basic, terminal schooling
supplemented with vocational training for the masses,
with a highly selective, advanced system of education
and training for elites and specialists. The rapid,
continuing expansion of upper secondary and tertiary
education testify to the changed understanding of society's
needs for a highly educated citizenry and workforce.
A recently completed review of the transition from school
to work underlines the need for more and better targeted
education for young people, especially those whose attainment
levels at school are modest or poor and for adult education
especially among the workforce (OECD, 1999; in press).
Compounding the economic and social need for a widely
dispersed education extending over the lifecycle is
a change in the demography of OECD members- the so-called
ageing population phenomenon. Sharp falls in birth rates
since the 1970s mean less quantitative demand for health
and social services for young people, and for basic
education, but increasing requirements for the care
of the elderly, new avenues of activity and greater
attention to adult education for leisure as well as
work. In the late 90s, however, the size of the school
population is in some countries beginning to rise after
years of stabilisation which resulted from a balance
between smaller age cohorts and rising participation
rates (OECD/CERI, 1998a, p.12). Changing patterns of
family life and participation in the work force mean
an increased demand for early childhood education and
care (OECD/CERI, 1998a; OECD/CERI, 1999a).
Across the OECD membership in the 90s the concept of
inclusive, lifelong learning for all as a long term
goal to be progressively attained has entered the mainstream
of educational thinking and policy making. While no
country has yet attained this objective, it has ceased
to be a vague and remote aspiration and become a definite
target whose acceptance is beginning to impact on specific
objectives and policies for early childhood and adult
education, tertiary and higher education, as well as
on basic schooling (OECD, 1998a). The quality, effectiveness
and efficiency of educational systems is coming to be
assessed with reference to the criteria of lifelong
learning for all. Thus, from the perspective of OECD
countries it is necessary to enlarge the understanding
of 'basic education' and hence of Education for All,
to incorporate a continuing and lifelong learning
perspective which is inclusive of all people and not,
as hitherto, selected elites and self-selected minorities
pursuing their own interests. From this perspective,
learning will extend from early childhood education
and care, through the stages of basic primary, lower
and upper secondary/ vocational, tertiary, adult, and
comprise a mixture of part- and full-time study, continuous
and discontinuous phases. It will be of individual importance
and a personal responsibility but equally an economic
and social necessity and responsibility.
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