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Education Culture and Sport Committee

6th Report 2003

Report on Inquiry into the Purposes of Scottish Education
Volume 2 - Evidence

 

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SP Paper 815

Session 1 (2003)

 

ANNEX C - Oral and Associated Written Evidence

Tuesday 11 June 2002 (18th meeting 2002 (Session1)), Written Evidence

SUBMISSION FROM EDUCATIONAL INSTITUTE OF SCOTLAND

1 Preamble

1.1 We welcome the opportunity to respond to this Inquiry of the Education, Culture and Sport Committee of the Parliament. We believe that it is a mark of the strength both of the Parliament and of Scottish education that such an Inquiry can be launched confidently while the Executive promotes a National Debate on the future of school education. Such discussion and investigation presumes the existence of a strong and confident education system which is already disposed to develop and improve. We note as evidence of this, not only the published performance indicators within Scotland, but also the outcomes of international comparisons, most recently the OECD PISA report Knowledge and Skills for Life which demonstrates the success of Scotland's schools in preparing young people for a range of roles in adult life through the successful development of critical and problem solving skills.

1.2 In addressing the future it is appropriate firstly to recognise publicly and without hesitation the successes of Scotland's comprehensive school system, secondly to acknowledge clearly the contribution of such recent developments as the Standards in Scotland's Schools Act and the introduction of National Priorities to developing our education system to meet the needs of the future and thirdly to recognise the existence of an active culture of critical reflection within our education system.

1.3 While we recognise that this Inquiry and our response focus on school education, it is our strong belief that school education cannot be considered in isolation from the rest of life and from learning for life. This has implications for schools not only in terms of curriculum, assessment, pedagogy and internal organisation but also in terms of community relationships and of the contribution of schools to community leadership.

2 Introduction

Is there a need in a rapidly changing world for radical change in the education system?

2.1 We agree in general with the argument developed in the Context statement within the Introduction to this discussion paper. While we recognise and accept that the education system must continue to develop in ways which take account of the changes taking place in society, we would argue strongly that change in the education system should take the form of an evolutionary rather than a revolutionary process. This does not imply that change should be slow but rather that it should be based on existing good practice. We believe that this approach is essential if the education system is to be capable of playing successfully the role which we seek, of assisting our pupils and the communities which we serve in developing the skills to be capable of meeting the changes in their lives - including changes still to be met. Our view is based partly on our belief that Scottish education when afforded the opportunity and resources has demonstrated the ability to change and develop and partly because we believe that change cannot be imposed but must incorporate the views of stakeholders.

3 Theme 1: Coping with Change and Uncertainty

How can the education system help children and young people to cope with high levels of uncertainty and the rapid pace of change?

3.1 We believe that the education system must do more than help children and young people to cope with change: the word `cope' carries connotations of `getting by', `just managing' or `muddling through'; rather we believe that children and young people must be encouraged and supported to participate in change and to contribute to planning and developing their own futures and the future of our society. Schools must be resourced and staffed adequately both to allow for more effective teaching and learning and to provide pastoral support for all pupils.

3.2 Resilience is a powerful concept which we believe merits further examination: resilience on the part of young people faced by difficulties; resilience in the sense of preparing young people to live in a world of change; and resilience on the part of teachers when faced by the pressures of change.

3.3 In relation to learning, schools will have to move beyond any restriction of the concept of learning to the inculcation of knowledge. Schools will require to move further to develop critical thinking, emotional intelligence and pupils' sense of self-efficacy. We are aware that populist versions of such concepts (sometimes motivated by commercialism) have led to some lack of credibility but we acknowledge the need to develop thinking and practice in these areas.

3.4 Creativity is a concept that allows us to move on from debates about education for work through employability to broader themes such as critical thinking, the Arts, emotional intelligence and Science & Technology. Again fostering creativity is applicable not only in the case of pupils but also in the case of teachers and other education workers who merit support in this area rather than being constrained by bureaucracy as has been the case in recent years.

3.5 Developments of the type proposed within the discussion paper and the need to deal with change require learning schools in a learning system. In such a system research will inform policy. All too often in the recent past research in Scottish education has been limited to playing one of a small number of roles:

(i) evaluations of policies already decided upon and likely to be extended regardless of the outcomes of the evaluation

(ii) research centred on focus groups and/or carefully limited questionnaires which has sometimes been little more than PR

(iii) over inflating the importance of small pieces of research (including that alleged to underpin commercial packages) which have been heralded as providing a populist and allegedly definitive answer to some long-standing issue.

There is a need for a more imaginative use of research and a more open approach to planning, funding and supporting research in Scottish education and schools. This is certainly the case for complex and far-reaching issues, such as ICT, which gives rise to potentially serious problems as well as to potentially enormous benefits for the education service.

3.6 In a learning education system all of those involved in education, whether as teachers or managers or as parents will be encouraged and supported in reading, researching and coming to their own conclusions. Within this system schools themselves become learning organisations; while this phrase can be used in vacuous ways it does refer to a key aspect of the life of any organisation in a period of change; in a learning organisation all members are able to initiate, support and inform the development of the establishment. Development Planning is a step, though a limited one, towards this process. It is regrettable, therefore, that even that limited step continues to be resisted in parts of the education system (or has not yet been universally achieved).

3.7 A necessary prerequisite of any fundamental change is the creation and maintenance of a culture of mutual respect and support.

3.8 While there are possibilities for new means of funding, managing and governing education, we believe that any changes in this field must recognise that education in our society and in the sort of inclusive society we would wish to promote in Scotland must recognise that education is a public good the provision of which cannot be determined primarily by market forces or by the desires or interests of any single individual. An inclusive society requires an inclusive education system. In this context we would point to the discussion within the OECD Schooling for Tomorrow programme, the accompanying report "Schooling for Tomorrow: What Schools for the Future?" and the clear concerns demonstrated there regarding privatisation and marketisation; we would also point up the work of Harry Brighouse of London University Institute of Education on the falsity of the premises which underlie Westminster privatisation policies in education.

4 Theme 2: Engaging with Ideas

How far should education encourage children and young people to be capable of engaging with existing knowledge and developing innovative ideas as the basis for questioning authority and social conventions?

4.1 The concept of education for citizenship as articulated in Scotland (eg in the Learning and Teaching Scotland Paper for Discussion and Development) recognises explicitly that young people are not only citizens of the future or citizens in training but are currently citizens. It is evident that many young people have strongly held views about the society in which they live and about the immediate environments, including schools, in which they live. It would, therefore, be inappropriate to regard initial education simply or merely as a period of apprenticeship.

4.2 It is essential that individuals contribute to society on the basis of well-informed thoughts. However it is self-evident that no single individual, group or institution can hold or control all the necessary, far less all the desirable information on some issue. While schools will seek to ensure that young people are provided with some knowledge, their more important tasks will be to ensure that young people have the means of accessing information from a wide range of sources (friends, the local community, other individuals, books, ICT sources) and that, in considering that information, young people will exercise a range of skills which could be described as critical.

4.3 Schools will therefore have to encourage and foster the development of a range of skills and, equally importantly, encourage and foster the ability of young people to recognise, appreciate and evaluate their personal attitudes and values. For some in our society this will be perceived as threatening in that schools will not pass on uncritically the views of any particular group; the questioning of authority may not be welcome to those who have traditionally exercised authority. While the implications for teachers will often be immediately evident, it is necessary to recognise that this will be equally true for many parents, for many in positions of official authority and for many cultural organisations and communities of interest.

4.4 Schools are capable of becoming more democratic and we would argue that in many cases, but not yet all, this process has been underway in recent years. This has influenced the situation within the classroom where young people may have a greater say in teaching and learning and where pupils now expect to have the rationale for decisions explained to them even if they cannot directly affect them. It is also true in such recent procedures as the determination of the school's educational priorities (in the development planning process) and the financial priorities (in the allocation of the devolved school budget). It is vital that these welcome trends should continue and should flourish, for we believe strongly that commitment and motivation are greatly enhanced if a genuine sense of partnership and involvement is generated.

5 Theme 3: Keeping Everyone involved with Learning

Is what we are currently doing in schools an adequate proxy for what we think education ought to do?

5.1 We consider the phrase `adequate proxy' a strange choice in that it suggests that what is done in schools is unrelated to what education ought to do. The EIS does not accept that merely "adequate" is acceptable. The context also suggests that there is some confusion as to what education ought to do.

5.2 Schools must not, and indeed do not, simply mirror and reproduce the structures of society. Scottish education and schools already seek to promote a more inclusive and just society. An inclusive system must be defined not only in terms of the inclusion of individual pupils whose learning needs are greater than those of most of their peers but also in terms of social inclusion. Ministers have described this in straightforward terms as reducing the gap in attainment between the most and the least advantaged. While the comprehensive education system in Scotland has indeed demonstrated that this is possible, we recognise that much remains to be done in reducing the gap in attainment between the most and least advantaged young people in terms of socio-economic status in our schools. While schools can take steps to reduce this inequality, the international evidence is incontrovertible: societies with a high level of socio-economic inequality are marked by high levels of inequality in educational attainment. Since the UK in general and Scotland in particular is marked by some of the highest levels of inequality within the European Union it will not be possible wholly to reduce this attainment gap without financial and economic policies which promote much greater income equality. This requires a range of economic, taxation and social policies which go beyond the limited action taken by successive governments.

5.3 However, schools seek to model a more inclusive society through other means than addressing the raising of attainment. As a trade union organisation we are committed to contributing to the building of a more equitable society. We agree with the proposal in the paper that issues of gender and race must be addressed in so doing.

5.4 While we recognise that some boys and young men are involved in a culture of `laddism', we would not wish policy to be driven by media headlines and stereotyping. We would point out that many boys and young men are not active participants in this culture and that there is evidence that some who are influenced by this regret it; it is necessary to develop our knowledge and understanding of how young people become socialised in this way and of how conformity to this stereotyping can be prevented. It is evident that while schools can make a significant contribution to reducing both the causes and the effects of this stereotyping, other agencies and the community in general must contribute to this process. We note that this culture is widely promoted by commercial interests which have no interest in the welfare of young people and that little action has been taken to counter their promotion. In making their contribution, schools should be seeking to reduce the culture of "laddism" rather than adopting strategies which reinforce it and stereotyping in general. We note that this emphasis on the underachievement of boys ignores the effects of deprivation on girls and the effects of institutional sexism on girls as a group. Some strategies which schools are being encouraged to use to address the underachievement of boys may further disadvantage girls.

5.5 We believe that there is no strong evidence that congenital differences between males and females contribute to inequity in the educational experiences of girls and boys. Many schools have demonstrated their ability to take action to promote equity between male and female pupils; but to be fully effective schools and the education system requires the support of society. This requires action and commitment by the UK government, by the Scottish Executive, and the empowerment of women through a wide range of organisations, including the trade union movement.

5.6 Considerable work has been done both to recognise cultural diversity and to combat racism. However, we agree that the full variety of Scotland's multi-cultural society is not yet being addressed nor reflected within schools but we would argue that the work that has begun by Scotland's schools has often been constrained by lack of resources. Actions and statements by the UK Government have often had a negative effect, particularly in its treatment of asylum seekers.

5.7 An inclusive system will also recognise the roles of stakeholders in contributing to determining the direction of the school system in Scotland; in particular it will develop and sustain the consultative culture introduced within the Standards in Scotland's Schools Act and within A Teaching Profession for the 21st Century. Further if a school system is to provide a model of a more just society, it will also require the recognition of the rights of other workers within the education system including the right to dignity within employment through fair levels of pay, security of employment and the recognitions of the right to trade union membership and activity.

6 Theme 4: Promoting a Sense of Identity

Is there something distinctive and special about the way that Scotland should respond to change?

6.1 Education for citizenship is a key issue in Scotland: in terms of promoting a more inclusive society, in terms of policies on disability, race, gender and sexuality, in terms of developing relevant skills and dispositions among pupils, in terms of relationships among pupils and between pupils and staff, and in terms of developing democracy and social solidarity.

6.2 We believe that considerable work has been done within Scotland (by Learning and Teaching Scotland and its predecessor the SCCC, by the Equal Opportunities Commission and by the Commission for Racial Equality) on the issues referred to in this section. This work can be built upon in developing practice in this area.

7 Theme 5: Developing Necessary Skills

What skills are needed to make sense of large amounts of information, and to bring them together into a coherent response to change?

7.1 In responding to the questions posed in this section we would direct attention to points raised explicitly and implicitly elsewhere within our response, particularly in sections 3 and 4.

7.2 We agree with the fundamental assumptions underpinning the statements within this section. We believe that many of Scotland's schools have already begun to consider the means of addressing the questions posed within this section.

7.3 We have been concerned that the target setting regimes imposed by previous administrations have encouraged schools to concentrate on a very limited range of easily assessed skills at the expense of a much wider range of skills such as creative and critical thinking, practical and craft skills and skills in the performing arts, many of which are becoming ever more important.

8 Theme 6: Fitting Structure to Purpose

Are schools the right places for all young people?

8.1 This question is posed in a simplistic way which does not reflect the bullet points that develop the argument. Given the central roles that schools play in our society, given the level of expenditure and investment that schools require and given the existence of universal schooling in all comparable societies, it is unlikely that enrolment and attendance at schools is simply the result of social inertia as this question might imply. Schools carry out important roles in our society.

8.2 However, it has to be recognised that not all pupils integrated within mainstream classes will readily benefit from the process, nor work constructively with other children in the class. For many teachers (as evidenced by the recent research commissioned from SCRE by the EIS) the perspective is that the price being paid for policies of social inclusion/integration is increased pupil disruption. Social inclusion must be supported fully so that the additional burden of disruption is avoided. And where disruption does occur this must be dealt with directly and immediately, if necessary by identifying alternative forms of education for pupils who cause that disruption. Policies of social inclusion are not cost free.

8.3 Having re-stated the central function of the school in education provision, we recognise also that young people also learn in a wide range of contexts and from a wide range of other people. This has always been true but, while avoiding the simplistic views of some on, for example, the likely roles of ICT, we recognise that we have available a much wider range of resources which will support a wider range of ways of learning than has been the custom in the past and that young people will display a wider range of learning behaviour than we have allowed in classroom in the past.

8.4 Learning is not constrained within the walls of the schools. Out of school learning in the limited sense of the phrase can be promoted by or provided by schools through a variety of schemes whether run by the school itself or in cooperation with other agencies; these have included a wide range of residential experiences, homework groups, clubs or teams. In a wider sense of the phrase, schools do recognise the positive roles that parents, peers and the community play in the education of young people; and schools also recognise that they do not control or manage all of this learning. If schools acknowledge this then so also must those in authority who have sought to constrain learning within easily measurable performance indicators based on targets.

8.5 We recognise that the curriculum and the range of learning experiences of young people cannot be limited solely to the formal curriculum of the school. This plays a central role in developing pupils' learning. Considerable work has been done within Scotland in seeking to develop curricular structures which recognise that knowledge and understanding are only part of what schools seek to foster; equally important are skills and attitudes. Traditional subject areas must be considered in the light of the need to include a wide range of skills and dispositions.

8.6 We believe that the development of specialist schools is likely to be inimical to the development of the culture and practice of inclusion. This is already strongly manifest in England where there is clear evidence that the promotion of diversity has permitted schools to select overtly or covertly those pupils who are likely to be to the benefit of the school and exclude those who are likely in one way or another to provide challenges to the system.

8.7 We believe that the mainstream school is suitable for the vast majority of young people. A small number will receive part or all of their education in alternative provision such as outreach centres and on site education provision for travellers. Some adolescents may find a further education college more appropriate to providing the opportunities which they require. Some pupils with special educational needs should be educated in special schools. This has tended to focus on pupils with behavioural problems (see also paragraph 8.2); however, special schools have a major positive contribution to make to the education of other pupils with particular needs. Certain pre-vocational courses will require education outwith the mainstream. However, alternatives to school should never mean alternatives to education provision. There should be planned education provision for all young people, whatever their needs.

SUBMISSION FROM THE ASSOCIATION OF UNIVERSITY TEACHERS

Introduction

The Association of University Teachers (Scotland) represents nearly 6,000 academic and academic-related staff in Scottish higher education institutions. We welcome the opportunity to comment on the Inquiry into the Purposes of Scottish Education.

Overall key question

Is there a need in a rapidly changing world for radical change in the education system?

Education itself has to move with the rapidly changing world and adapt to the changes in technology. The structures for delivering education should allow for seamless changes in curriculum to reflect this rapid change.

Theme 1: Coping with Change and Uncertainty

Key question

How can the education system help children and young people to cope with high levels of uncertainty and the rapid pace of change?

Pupils require an education that prepares them to deal with civic Scotland and a culture of lifelong learning. It should allow them to apply knowledge learnt at School to work or further study. Education should prepare pupils for an environment where self motivation and discipline are important. Students studying in higher education will have less formal teaching and will have to study alone outside the formal lectures. Although teachers have to apply discipline and formal methods in classrooms, we note that this may not be the best preparation for post compulsory study and the work environment.

School education is just the beginning of education and as such should be about developing basic skills and knowledge leaving work based training or further and higher education to apply the advanced and specialist skills. In a modern age these basic skills will include use of computers.

Theme 2: Engaging with Ideas

Key question

How far should education encourage children and young people to be capable of engaging with existing knowledge and developing innovative ideas as the basis for questioning authority and social conventions?

In the new era of technology, knowledge is easily available. Hence, pupils may not need to learn facts to simply reproduce them in examinations. Schools should teach pupils to gather knowledge from all forms of media and to think about the knowledge.

Theme 3: Keeping Everyone Involved with Learning

Key question

Is what we are currently doing in schools an adequate proxy for what we think education ought to do?

Schools cannot be expected to alleviate society's ills. Young people, in areas of low employment and deprivation, see education as irrelevant. Only increasing employment and raising aspiration will solve this problem.

Teachers manage to educate pupils despite the lack of resources. This is the best education possible and schools are not a proxy for education.

Extensive research has been performed on many of the issues behind the alienation of pupils and of health issues including the concept of health promoting schools. The committee should consult this research and take evidence from the experts in these fields.

Theme 4: Promoting a Sense of Identity

Key question

Is there something distinctive and special about the way that Scotland should respond to change?

Scottish education has always been different, and we would say better, than the rest of the UK in offering diversity to a higher level of study in Schools. This diversity is continued in the first years of Scottish degrees. However, Scotland's education is similar to that in mainland Europe and should resist moving towards the outmoded and separatist British model. With devolution there is a greater Scottish identity which should be reflected in its education. The Scottish Parliament puts a greater emphasis than the rest of the UK on lifelong learning and the knowledge economy and this should be reflected in school education.

Schools should also promote a multitude of cultures and tolerance for other ethnic groups. We believe that separate religious schools increase prejudice and should be phased out rather than increased.

Theme 5: Developing Necessary Skills

Key question

What skills are needed to make sense of large amounts of information, and to bring them together into a coherent response to change?

Pupils should be taught to think not just learn facts and should be encouraged to use and develop their imagination. The great Scottish inventions are due to imaginative solutions rather than hard work and application of knowledge.

Theme 6: Fitting Structure to Purpose

Key question

Are schools the right places for all young people?

We believe that the formal structures of schools prepare pupils for work and further study. It also allows for social skills to be developed. Professional expertise over a broad range of subjects is only available in schools.

Dr Tony L Axon

Research Officer

AUT

SUBMISSION FROM HEADTEACHERS¹ ASSOCIATION OF SCOTLAND

The Structure

1. General

2. Our Children

3. Our Teacher Force

4. The Curriculum

5. Raising attainment

6. Social Inclusion

7. The School Environment

8. The School In The Community

9. Conclusion

1. General

It is appropriate that informed debate takes place on all facets of Education in any society and so the Minister for Children is to be congratulated on launching this debate at this time. It is also appropriate that HAS, representing 74% of Senior Managers in our secondary schools should have a major input to this debate. The importance of education must also be reflected in the value placed upon it by all sectors of our society. It must be reflected in the allocation of resourcing given to it by the government of that society and so it is our hope that the paths followed and the conclusions reached in this paper, if deemed acceptable to that society, will attract the inevitable resource requirements from government. Debate without subsequent action may come to be regarded as a sterile exercise and not helpful to society's perception of government itself. While a pathway into this debate was indicated by the series of six key questions posed in the Minister's introductory paper we believe that a more relevant approach from our perspective is to follow the route mapped out at the beginning of this paper.

2. Our Children

It is self-evident, but not always appreciated, that the quality of education available to our children represents the future of our country. With the demise of heavy industry, globalisation of economies and a requirement for a skilled and flexible labour force to permit us to compete, it is essential that the following factors are met.

·an ability to reason

·an ability to assimilate and use knowledge

·an ability to evaluate

·an ability to recognise rights

·an ability to accept responsibilities

In addition there is a need to ensure that our educational system allows our children to recognise the strengths and weaknesses to be found in a modern multi-cultural society and to learn to work to promote a culture of equality and opportunity.

3. Our Teacher Force

To ensure that our educational system meets its requirements as set out above, it will be necessary to meet the following conditions

·a highly trained and motivated teacher workforce

·a profession attractive to new recruits

·a profession which demonstrates a clear and broad career progression to permit teachers to move to the highest levels if proved capable and if desired by the practitioner

·a profession which will encourage practitioners to develop their skills to offer the highest quality of teaching and learning

·a profession which is structured to permit the acquisition and use of continually updated management skills both in the classroom situation and in establishments

·a profession which sees its members recognised and rewarded on a scale which reflects the value of the service they provide a profession supported but not replaced by a strong force of paraprofessionals

·a profession which is well resourced by both local and national government

The resource requirements and career paths require to be addressed in an age where a professional footballer can earn more in one week than the head of one of our largest schools in one year.

4. The Curriculum

To meet the requirements of our society of the future the curriculum on offer in our schools will have to-

·reflect the needs of society including industry.

·give the opportunity to our children to acquire all the skills as listed before.

·offer an educational experience which gives an insight into the structures and needs of our society.

·promote toleration and understanding.

·be suitable to meet the needs of all of our children.

·be structured to maximise individual opportunities for learning including on-line resources.

·be structured to decentralise control and allow establishments to tailor a broad national curriculum to meet the needs of the individual learner,

·free from the artificial and often meaningless barriers of imposed targets.

·be funded in a fair, consistent and transparent manner which permits regular investment on both a short and long term basis

·be adaptable to meet the question of curricular flexibility and maximise

·opportunity for all

Once again the needs of an advanced technological age will require heavy and appropriate investment and commitment on the part of local and national government

5. Raising Attainment

The ongoing momentum to raise attainment will remain a priority for our education system. To do this will require a recognition of the importance of maintaining an appropriate direction and evaluation of the learning and teaching process. As stated above, this should be seen as supportive of the learning process and neither an adjunct to nor, in the worst scenario, a set of obstacles to impede progress. In this respect the improvement agenda should no be restricted to academic achievement but should also include issues of sport, cultural and citizenship.

ICT provision, a flexible curriculum, new technologies and communication systems to provide educational bridges within and across establishments will all require investment, maintenance and a suitable replacement programme to address these needs.

6. Social Inclusion

The school of the future must be capable of meeting the needs of every pupil. This should range from meeting the specific needs of those with learning difficulties or physical disability through learning plans for all ranges of ability to recognising and encouraging the development of the exceptionally able. It would also be appropriate to consider issues relating to parental responsibilities in the provision of quality education to our children.

Social exclusion should continue to be fought and suitable investment of all kinds given to minimising the destructive effects of a society divided into haves and have nots. All forms of discrimination should be discouraged and levels of conduct appropriate to illustrate a society acceptable to all should be actively promoted.

The current trend towards the one-stop shop supporting our children through the combined efforts of teachers, social workers and medical support services may be less than successful in embryonic form but the concept is worthy of investment and development to make it work, with the requirement to provide the highest level of learning and teaching paramount.

Again this will require a heavy level of investment by local and national government to provide the levels of support in schools necessary to attain this ideal. Conversely, failure to recognise and act upon social exclusion may destroy the very fabric of our society itself.

7. The School Environment

Too often the physical environment of 20th century schools has reflected the lack of investment made by national and local government. The clear message to our children must be that the physical condition of the school where they are educated indicates a lack of importance in the educational process.

The environment of the school of the future must reflect the value placed on education by our society. Safe, warm, bright, dry, well-heated (or cooled), well equipped, welcoming are all adjectives which should apply to our schools to encourage involvement and commitment on the part of the pupils of the future.

Services on offer should include attractive learning areas, leisure areas, food courts, sports and cultural facilities, medical facilities and study areas with good ICT facilities. The requirements of resourcing are self-evident in this respect.

In addition, main holiday periods could be standardised across the country to remove the strange variations within a relatively small geographic area which prove so troublesome.

8. The School in its Community

One of the growing strengths and recognised successes of present schools has been the rapidly expanding links between the school and its community. Areas such as EIL, enterprise, charity works, support to the very young and the elderly have all come to be recognised as essential and desirable parts of the life o! the school.

Traditional barriers between the different sectors of education have been attacked and breached.

The school of the future may well be part of a learning community which provides a seamless path from pre-5 to Higher and Further Education. The phrase Learning for Life should be reflected in the new combined structures in education.

Conclusions

Current levels of investment in education are unlikely to meet the requirement to provide the educational structure of the future as set out above. The duty to do this rests unequivocally with our government systems.

Present recruitment, training and support mechanisms for teachers fail to address the difficulties of workload and morale present in the profession. The conditions of the so-called McCrone Settlement have failed to resolve these difficulties.

A professional organisation such as the Headteachers¹ Association of Scotland (HAS) is essential to the success of the school of the future in providing leadership, professional expertise and management skills.

The opportunity given by the Minister to debate these issues is to be welcomed. The need for action following the debate is imperative.

Let us hope that the National Debate leads to acceptable action on the part of the organs of government in Scotland. Failure to do so might well prove

disastrous for the future of our children

SUBMISSION FROM SCOTTISH PARENT TEACHER COUNCIL

Coping with Change and Uncertainty

We deceive ourselves if we believe that change is either more dramatic or at a greater relative speed than that faced by previous generations. The new millennium has made us more sensitive to change, but has not altered the amount of change. Coping with change is simply part of the human condition. Mankind is very adaptable. Moreover, new generations born into new environments simply absorb that new environment as normal vide the way children are born knowing how to programme a video whilst older generations had to wait for video plus to be developed.

Within this context of change, education is a stable part of the environment. Of some 85 European institutions that have survived from the 16th century, fulfilling a recognisable and sustained function, 75 are Universities. The others are bodies such as the Papacy, the British Monarchy and the Bank of Sienna. Education is at the cutting edge of change, indeed it is often the starting point, and so it is most adaptable. In contrast manufacturing and industry have relatively short lives as new and better products constantly come on stream.

We have regularly to update skills but knowledge is more durable and can be built upon. To paraphrase Einstein, we see further because we stand on the shoulders of giants. So, the theory of electromagnetism, developed by James Clark Maxwell in the 19th century, is fundamental to the subsequent development of modern ICT.

With the basis for ICT, cloning and space travel already established, it is hard to anticipate what discoveries will revolutionise the 21st century in the way that the 20th century was revolutionised. It has been suggested that if the 20th century was dominated by physics, the 21st will be the age of life sciences. However, one likely change is already apparent - population decline. In 1964 there were just over 104,000 live births in Scotland. In 2001 this was down to 51,000. On current birth rates, this will fall to 40,000 within 25 years. The first effect of this is an ageing population. The next step will be population decline.

Key Question How can the education system help children and young people to cope with high levels of uncertainty and the rapid pace of change?

In many respects education has to offer youngsters the constants both in terms of knowledge and values. It then has to teach youngsters to assess these critically so that they can apply them appropriately.

The role of ICT offers an interesting exemplar. ICT enables information to be transferred more quickly and more completely than ever before. It provides the user with more access to more resources. It enables us to handle vastly more data efficiently and accurately. However, like all technological advances it has limitations. The technology has to work. The information entered has to be accurate. There is a tendency to do unnecessary tasks simply because they can be done quickly and easily. Such unnecessary tasks are often made into requirements but do not significantly add anything. However, because tasks are effortless, produce reams of data, their value is not subjected to critical analysis. It is not clear how much the whole audit industry has contributed to efficiency or progress, although it has been a very good middle class job creation scheme. Moreover, dependence on data processing undermines people's ability to make decisions. For example, in the past doctors were able to diagnose patients' illness on the basis of their professional judgement. Now they are dependent on a battery of tests often to come to the same conclusion.

Education has not been "transformed" by ICT in the way that banking and financial services have, because the nature of the knowledge and skills that are transferred in education is different from the nature of the data and information used in the key area of banking that has most benefited from the use of ICT. In our meetings for the national debate, parents have constantly stressed the importance of the pupil/teacher and pupil to pupil links to the learning process. They see ICT as providing back-up in terms of information exchange, but not replacing the important pupil/teacher relationship. Recent studies have shown that when the best computer learning is compared to the best teacher-pupil learning, the computer learning is less efficient.

Key Question How far should education encourage children and young people to be capable of engaging with existing knowledge and developing innovative ideas as the basis for questioning authority and social conventions.

It is the nature of childhood to question authority. We use education to generate conformity. It is not clear that we really want too many people to question authority and social conventions. We only want this to happen when we can control the level of challenge. For example the amazing spirit of enterprise and inventiveness that is a feature of the whole drugs trade is not one which society wishes to encourage. Recent studies have shown that truants have the greatest entrepreneurial spirit and yet we invest much energy into ending truancy.

However, education has become more conformist as it has been required more and more to meet centrally imposed targets. The Executive measures schools by league tables so exam results have become critical and education focuses on getting children through exams. Initiative, innovation and challenge are squeezed out of the system by the drive to raise standards because those standards are only interpreted in one way.

The new theme is for diversity, but if we are to have real diversity, we have to remove the trappings of conformity - league tables, measurable targets etc. We have to return to a system of trusting professionals to educate. One of the themes emerging from our parents' meetings is that parents want to see an end to this focus on league tables and examination results. All meetings have produced the same message - parents want the school week expanded, with the extra time given to Art, Music, PE and Drama taught by specialists.

Citizenship is a term used very loosely. On the one hand there is the concept of a good member of society who does his/her duty and picks up the litter. On the other hand citizenship is about people engaging in the democratic process. However, those with power in the democratic process do not actually wish citizens to engage and change the course of an action. They merely want the appearance of engagement. Politicians regard people voting as being good but people rebelling against policy as being bad. On the other hand, we have a representative democracy, which means that politicians have to make decisions on behalf of people, based on their better understanding of the facts. What is necessary for this form of democracy to work is for politicians to explain their actions openly and honestly, not distorted through ubiquitous spin.

In truth citizens have to be

·critics of the state

·able to stop its excesses

·able to exercise judgement between clearly different courses of action

When the state merely responds to popularity polls, and all parties fight for the middle ground, there is no choice for the citizen to make and so engagement is pointless.

Key Question Is what we are currently doing in schools an adequate proxy for what we think education ought to do?

It is frequently said that a teacher of forty years ago could walk into a class and take up as though there had been no change. In fact, the education children receive today is very different from that offered forty years ago.

·The curriculum has changed both in terms of subjects on offer and the content of subjects.

·The style of teaching has changed. There is more student participation.

·There is more inclusion. Youngsters are not put into different categories and taught separately.

·Children are less deferential and more challenging.

·Although as a society people are much healthier and live longer, children are less fit and more obese.

·The gender gap has been reversed.

·Female characteristics of diligence and care for details are now more valued than the traditional male characteristics of strength and co-ordination. If this is a problem, it is for society as a whole, not just for education.

Education has become a positional good. The prevailing wisdom is that there is only one route to succeed - through continuing or higher education. We have a very middle class desk bound view of the world whilst bemoaning the shortage of good plumbers, joiners or long distance lorry drivers. We need to get the balance right in society at large and not place so much emphasis on one type of activity.

Key Question Is there something distinctive and special about the way that Scotland should respond to change?

One product of improved communication links is the globalisation of culture. Throughout the world people can enjoy the same music, have the same idols. Scottish youngsters participate in this global culture. However, Scotland still has its own distinctive culture which is the product of its history and the population movements that have characterised that history. Scotland has been more successful than many countries in exporting its culture and thereby contributing to the global culture. This change is inevitable, but it its highly likely that local differences will continue so that the global culture enjoyed in Thailand will be different from the global culture enjoyed in Scotland. Culture changes as it is passed from generation to generation, with myth often replacing truth and being a more powerful influence. Culture is dynamic. Artificial culture has little meaning. It is not possible to preserve that which is not relevant to the next generation, therefore if there are some aspects of Scottishness which seem particularly important, they will only continue if youngsters are convinced of them.

Key Question What skills are needed to make sense of large amounts of information and to bring them together into a coherent response?

As learning to talk and count are early and essential human skills, so literacy and numeracy are central as they form the basis for communication and the exchange of ideas.

Thinking skills and analytical skills are essential if we are to make sense of the information which is available to us in the 21st century and if we are not to get swamped by minutiae. However, the practical skills needed are constantly changing. The headline that "grey surfing is increasing" shows how able and willing people are to adopt new skills when they see their relevance.

Key Question Are schools the right places for all young people?

In our public meetings, parents made it clear that they thought that schools were very important because they gave a social context to education. However, there was a recognition that some youngsters at some stages did not fit easily into the school environment. ICT was seen as valuable in supporting home learning if youngsters by reason of health - both physical and mental - could not attend school.

There was no support for streaming but there was support for more diversity, in particular recognition that not all youngsters thrive with a conventional curriculum. We have already mentioned the call for an extended school week to incorporate more Art, Sport, Music and Drama. The idea of modern apprenticeships being offered in secondary school was also supported. For some youngsters there is a need to link education more directly with work opportunities in order to make it seem relevant. The converse of this was also stated strongly - that university was neither a desirable nor necessary route for all youngsters or for all work.

In terms of the links between primary and secondary, there was no support for having all-through education but there was an interesting discussion on whether the secondary system of subject lessons should be introduced into P6 and P7 or whether the topic-focused teaching of primary should be used in S1 and S2.

Finally, in terms of life-long learning, recognition should be given to all the informal learning that takes place outwith the educational system. This starts for children in the home where parents play a critical role. People were keen that school did not intrude or take over this role. This informal learning continues through life as individuals learn from each other. It is important to recognise that learning does not always need to be certificated in order to happen.

Judith Gillespie

Development Manager

SPTC

SUBMISSION FROM SCOTTISH SCHOOL BOARDS ASSOCIATION

Introduction

The Association welcomes the decision of the Education, Culture and Sport Committee to set up an inquiry into purposes of Scottish education, this to run in parallel with the Executive's National Debate on the Future of School Education but to have a longer `middle distance' perspective. We would also like to commend the Committee on the quality of the discussion paper that it has produced and the key questions it raises.

Firstly may we comment on the Introduction to your paper. We are very glad to note the `plurality' of the word `Purposes'. This holds promise that no `current orthodoxy' is likely to emerge as a result of the Committee's side of the partnership of consultation with the Executive's simultaneous National Debate. What this means for a parental organisation such as SSBA is that, in the changing climate originating from the Standards in Scotland's Schools etc Act 2000, the views of School Boards and parents will rank alongside those of professionals, industrialists, universities, teachers, students and others. It also implies that the academic, the value added, the economic, and the political aspects will all be regarded as worthy of discussion.

Also welcome is the undertaking to have scrutiny of all education issues - which for us implies a thorough airing of issues of curriculum, policy, learning and teaching, partnership with all other stakeholders in an integrated and shared self evaluation of the individual school and the whole system. We agree that there is a wide range of positive thinking about all of these. What must surely come out of this consultation is the networking of these views from all to all, so that the situation in the next 5/10/20 years is not one of compartmentalisation and faulty communication, but an automatic and systematic teamwork among all parties. In particular we are anxious that others should know and realise fully the way in which parents, through their School Boards, are now a force to be reckoned with in terms of the contribution they can make at all levels from school to cluster, to education authority to Scottish Executive.

The Association, which recently celebrated the tenth anniversary of its foundation, currently represents 1969 School Boards. 24 of the 32 education authorities support and participate in the Association's group membership scheme, which facilitates the adherence of Boards to the Association without making this obligatory. As well as acting as the collective voice of School Boards, the SSBA is the principal provider of training for School Board members and Headteachers in regard to their working with School Boards. The Association is also the main publisher of handbooks, newsletters and information packs on the subject of School Board procedures.

School Boards all have a majority of elected parents, though they also contain elected staff members and members co-opted to represent the wider school community. They are statutory bodies, set up under the School Boards (Scotland) Act 1988, with later amendments to their constitutions and powers in terms of the Education (Scotland) Act 1996 and the Standards in Scotland's Schools etc Act 2000. Therefore they are the only statutory bodies representing parents. They are also under a legal obligation to encourage the formation of parent associations or parent-teacher associations. Many School Boards now encourage the setting up of sub-committees to encourage social inclusion amongst their parent body and their communities.

SSBA Comment

May we now turn to the six Themes and respond to each. Since many others will have their own angles of view on this, we shall attempt to select those areas which have a special bearing on the stance of School Boards and parents.

`Change' is a settled characteristic of life for children and young people in the 21st Century, so that an enhanced ability in parents to support, counsel and advise their families is an urgent need. Flexibility in the provision of education, eg to allow individuals to move at appropriate speeds towards their own particular potential has been and will continue to be a welcome characteristic. This ought to mean that in the future, parents should not have traditional tunnel vision about their own offspring only, but be able corporately to focus on the larger horizons for all the children in at least their own school.

The issue of Children's rights has become prominent in recent years. There needs to be a conscious rebalancing of this with emphasis during this new century on RESPONSIBILITIES too, so that education for citizenship becomes a healthy preparation for life in a society where one hopes effective relationships will be coloured by both elements. Leadership of the school and the education system is not and should not be a purely teacher-professional matter, but something which parents can support. The foundation for this idea has been laid in Section 26 of the 2000 Act.

Theme 1 - Coping with change and uncertainty

Here the issue is the need to help young people to cope with uncertainty. Since they spend 85% of their lives in the home, it seems evident that parents should be fully recognised as a prime source of such support. Education will, one hopes, in the next decades recognise this and ensure that communication with parents is a priority. If parents understand the curriculum, the school's policy, the ethos and the culture/subcultures of the school and the pressures of the peer group upon their youngsters, they will be enabled to deal with problems more effectively in the home context, and by implication, help to create an effective learning environment.

In 1996 SSBA carried out a consultation exercise with its member Boards. This showed a 98% support for local authorities to run schools. In 2001 SSBA repeated this exercise. The level of support had fallen to 88%. It isn't likely that Scottish parents will ever wish for power and control in schools, but rather for partnership, in areas to be identified with the school as potentially fruitful. SSBA welcomes the ongoing review of Devolved School Management. The 2000 Act places a responsibility on School Boards to raise the standard of education in their schools. It is hoped that the review of Devolved School Management will encourage the linking of responsibilities with School Development Plans in order that School Boards, teachers and the wider community can play a greater part in the life and understanding of school management system. SSBA's extensive research into the training and funding of School Boards shows that there is a great deal of difference in the amount of support given to Boards. The Ministerial Review group of the level of support to School Boards is currently underway. The group consists of members of SSBA, SEED, HMIE, ADES and a consultant has been appointed by SEED to produce a report on this issue before schools return in August.

It is logical that parents should have an increasing voice at cluster, education authority and national levels as well as in one school. ... via membership of Education Committees, on national education agencies and as members of the SSBA Executive Board. (SSBA Executive Board is made up of 33 Directors - 1 from each of the 32 local authorities and 1 representing Special Educational Needs schools. All Directors are elected by School Boards in their own areas).

Theme 2 - Engaging with ideas

Socialisation is something which must have carefully balanced definition, since it must inevitably concentrate both on preparing effective citizens of a cohesive, inclusive and democratic society, but also must have an ability to `produce' the kind of innovative and inventive individuals that society needs to remain politically healthy, to develop technologically, to cater for all needs and to thrive. Parents need to be helped by schools to understand fully this `wider than academic' agenda and to realise they have a part to play in `growing' youngsters who have these personal and professional attributes. Our schools ARE becoming more democratic, and should certainly continue to develop in that direction for a long time ahead.

Once again, there is a dearth of information available to parents, particularly on how to help their children learn. The old Strathclyde `Parents Prompts' were an extremely good tool for helping parents become involved in their children's curriculum, especially those parents who were hard to reach, those who felt they couldn't help because they weren't clever enough and those who felt they simply didn't have the time. These should be reviewed and made available to parents and schools.

Theme 3 - Keeping Everyone Involved with Learning

As far as poverty, alienation, drugs, racism and gender issues are concerned, firstly we recognise that in these areas there is a hard core minority of parents who do not or cannot for good reasons pull their weight in a partnership between home and school. Education or rather teachers alone cannot be expected to deal with this kind of situation. For this reason we welcome the growing use of `New Community School' approaches, the role of multi-professional teams, of mentoring, buddy systems, chaplaincy, after school clubs, study clubs, and the like.

However, this alienation is not only happening outside the classroom it is also impinging on the life of the teacher in the classroom. Better support must be instigated to ensure that teacher morale does not drop any further due to the increase of violence towards them both in and out of the classroom by pupils and their parents.

Theme 4 - Promoting a Sense of Identity

Heritage is something which should in the discernible future have an increasing role to play. In general Scottish children are fairly ignorant of their own history, the part that Scotland has played in fostering change, development, technology, commerce, the environment and similar in many, many parts of the world. It can only do good for young Scots to achieve a sense of their international role in the past, and logically how it could continue in the future. The template for a successful curriculum in the future is a set of concentric circles which focus national identity, role within the UK, and a global awareness of world issues. In the context of national identity, this must move inexorably away from any sense of a `wha's like us' mentality to a sense of Scotland as a new and fascinating multiculture within which there is huge scope for the development in school curricula of the relationships which are needed by such a society. Emphasis must grow on eradicating the attitudinal weaknesses of Scottish society, eg bigotry, lack of self confidence, and the insistence on narrowing the definition of excellence to an academic one. School Boards and parents have a future role to play in such an agenda.

Theme 5 - Developing Necessary Skills

Areas which stand out here as of significance within the school/home partnership might arguably include: the shared concern which will inevitably grow as technology develops about the ethical aspects of ICT, and in particular the content of the Internet to which future generations of highly computer literate young people have access and the need to educate parents who come from an earlier pre ICT generation about the problem. The recognized core skills as set out in the document are supported by SSBA.

Basic skills in literacy and numeracy must be prioritized in primary schools. The basic grounding in these `core skills' will ensure that our young people will be able to progress. Class numbers will also require to be lowered. SSBA policy on class numbers is currently 25 and 20 as opposed to present standards of 33 and 25. (single age and composite classes respectively).

Theme 6 - Fitting Structure to Purpose

Out first response to the question `Are schools the right places for all young people?' is to forecast that the coming years may see a growth in Home Education as parents become increasingly sophisticated in their awareness of the possibility of such an alternative to school.

As to the possible reappraisal of the comprehensive school itself, there will in all probability be a growing realisation that, although research has shown the success of the idea and practice in Scotland over the last 40 years in boosting the attainment of the vast mass of its students, attention will need to be focussed both on those of the highest ability and those with the most intense learning difficulties. In the case of the former, much debate will focus on the implications of realising the existence of many kinds of ability and the need to cater in some form for them, and in the latter, the issue may well be whether the principle of social inclusion (in the case of severe learning difficulties) means mainstreaming or special schools to ensure social justice and equality of opportunity.

We hope that these points may constitute a useful contribution to the ongoing debate.

Ann Hill

Chief Executive

SSBA

Tuesday 11 June 2002 (18th meeting 2002, Session 1) Oral Evidence

Tuesday 18 June 2002 (19th meeting 2002 (Session1)), Written Evidence

SUBMISSION FROM PROFESSOR MICHAEL PETERS

Executive Summary

This paper provides an answer to the question "Why educational futures?", providing necessary background in terms of the main trends and pressure facing education in an age of globalisation which has meant significant changes in the production and legitimation of knowledge. It provides a discussion of the question also in terms of the knowledge economy and discourses that focus on futures. In a separate appendice the paper puts up a model for The Centre for Educational Futures.

Contents

1. Theoretical Preamble: Why Educational Futures?

2. The Knowledge Economy and the Discourse of Futurology

3. Futurology, Futures Research, Forecasting and Foresight

4. References

Figures

1. Main Trends & Pressures Facing Education

2. Globalisation as World Economic Integration

3. Shifts in the production and Legitimation of Knowledge

Appendix: Proposal for a Centre for Educational Futures

1. Organisation

2. Aims of the Centre

3. Possible Research Themes

4. Some Futures Resources

5. Futures Websites

6. References for Educational Futures

Educational Futures

Miranda: "Oh brave new world that has such people in it".

Shakespeare, The Tempest (ca. 1611)

Theoretical Preamble: Why Educational Futures?

There is always the temptation to think that the point, which we occupy historically, is a period of transformation and unprecedented change. This prevailing ethos, since Baudelaire, at least in aesthetic terms, is a self-constituting moment of modernity. Yet there are some signs that there are some very powerful forces at work reshaping advanced liberal societies - our normative orientations, our subjectivities and our institutions. These forces have been encapsulated in handy slogans such as `postmodernity', `globalisation', `reflexive modernisation', `postindustialisation', `postmodernisation' and the like. Many of these developments focus on the importance of changes to the organisation of knowledge, the development of new forms of communication, and the centrality of knowledge institutions to an emerging info-capitalism. Often these epithets are conceptualised in metaphors such as the `information society', `learning society' or the `knowledge economy' and often work as official policy metanarratives to both prescribe and describe futures.

What is clear from these various theoretical descriptions of the futures we face is that `knowledge' and `learning' are central both to modes of production and social organisation. `Knowledge' and `learning' also have undergone certain technical and social transformations as advanced societies enter the networked global knowledge economy and the same forces of change have begun to transform traditional `knowledge institutions' such as universities and schools.

Fundamental to understanding the new global economy has been a rediscovery of the economic importance of education (Papadopoulos, 1994: 170). The OECD and the World Bank have stressed the significance of education and training for the development of "human resources", for upskilling and increasing the competencies of workers, and for the production of research and scientific knowledge, as keys to participation in the new global economy. Both Peter Drucker (1993) and Michael Porter (1990) emphasise the importance of knowledge - its economics and productivity - as the basis for national competition within the international marketplace. Lester Thurow (1996: 68) suggests "a technological shift to an era dominated by man-made brainpower industries" is one of five economic tectonic plates, which constitute a new game with new rules: "Today knowledge and skills now stand alone as the only source of comparative advantage. They have become the key ingredient in the late twentieth century's location of economic activity."

Equipped with this central understanding and guided by theories of human capital, public choice, and new public management, western governments have begun the process of restructuring universities, obliterating the distinction between education and training in the development of a massified system of education designed for the twenty-first century.

Today the traditional liberal ideal of education is undergoing radical change. In short, as the knowledge functions have become even more important economically, external pressures and forces have seriously impinged upon its structural protections and traditional freedoms. Increasingly, the emphasis in reforming educational institutions has fallen upon two main issues: the resourcing of research and teaching, with a demand from central government to reduce unit costs while accommodating further expansion of the system, on the one hand; and changes in the nature of governance and enhanced accountability, on the other.

In the post-war period, and especially since the 1980s, national education systems have experienced a huge growth in both participation and demand, leading to the phenomenon of "massification". This growth is, in part, the result of demographic changes, but also of deliberate policies designed to recognise and harness the economic and social importance of "second chance" education and "lifelong" education. In a competitive global economy the accent has fallen on the development of human capital. Educational institutions have become more market-oriented and consumer-driven as a consequence of funding policies designed to encourage access at the same time as containing government expenditure. As a result, the costs of education in many countries has been transferred to the students themselves or their parents and governments have moved away from the premises of universal provision to favour targeting as a means of addressing questions of equity of access.

In some OECD countries there have been strong moves to change both the size and composition of governing bodies, from a fully representative stakeholders or "democratic" model to one based upon a board of directors, modelled on the private corporation. Enhanced accountability arrangements, influenced by managerialism, have followed the principles of New Public Management, designed not only to improve allocative and productive efficiency but also to create incentives to pass costs on to government and consumers.

National education systems in the western world have had to face external pressures, which come with increased access, "lifelong learning", continuing reductions in the level of state resourcing (on a per capita basis), and greater competition both nationally and internationally. Both tertiary and secondary education systems in some OECD countries have been incrementally privatised: a regime of competitive neutrality has increasingly blurred the distinction between public and private ownership; the introduction user-pays policies has created a consumer-driven system; and recourse has been made to various forms of contract including "contracting out" and the institution of performance contracting. Privatisation has involved reductions in state subsidy (and a parallel move to private subsidy), reductions in state provision, and reductions in state regulation.

In addition, educational institutions like other parts of society and economy, face the challenges inherent in the new communications and information technologies (C&IT) which, effecting a shift from "knowledge" to "information" and from teaching to learning, threaten to further commercialise and commodify the university, substituting technology-based learning systems for the traditional forms of the lecture, tutorial and seminar. The introduction of technology-based learning systems is blurring the boundaries between on-site and distance learning. It is transforming the nature of scholarship and research, and brings in its wake many problems for reconceptualising academic labour. Some policy-makers see C&IT as the means by which the problem of growth and expansion in age of steadily reducing state subsidy (and unit costs) can be overcome. The virtual university, the virtual classroom and the virtual laboratory are heralded by what we shall call the techno-utopians as the answer.

Some of the main trends facing education, together with the pressures they bring to bear, are summarised in Figure 1.

Figure 1

Main Trends and Pressures Facing Education

1. Globalisation and increasing competition

·Increased globalisation (as world economic integration).

·Increased levels of national and international competition.

·Increased power and importance of global and multinational corporations.

·Increased importance of research to global multinationals.

·Importance of regional and international trade and investment agreements.

·The growing economic and political importance of the Asian economies, including China.

2. Public sector changes

·Declining socio-political priority of education as an entirely state-funded activity.

·Corporatisation and privatisation of the public sector.

·Greater interpenetration of public and private enterprises.

·Growth of managerialism (New Public Management) and new contractualism.

·Localisation and autonomy: Decentralisation, devolution and delegation of authority to local communities and government agencies.

·Demands for increased efficiency and accountability.

3. Increasing importance of knowledge

·Increasing economic, social and cultural importance of knowledge.

·Commodification and mecantilisation of knowledge.

·Increasing role and importance of telecommunications and information technologies.

·New political, legal and ethical problems of "information economy" (e.g., intellectual property, copyright, plagiarism).

4. Employment

·Changing nature of advanced economies to knowledge-based industries.

·Changing structure of labour market (e.g., casualisation, feminisation of workforce).

·Demand for highly skilled technically competent workforce with an emphasis on generic and transferable `core' skills.

5. Education policy

·Increasing multicultural and international nature of societies and education institutions.

·Increased demand from a highly diversified, "massified", student population.

·Need for lifelong learning and "second chance" education.

·The vocationalisation of education through partnerships with business and the promotion of entrepreneurial culture.

·Erosion of State education by non-traditional providers.

·Individualisation and customisation of programmes for learners.

These trends are, of course, very much-interrelated phenomena and each one by itself represents a significant level of political-economic complexity. Considered together, the whole is both uncertain and unpredictable. Certainly, one can say the future has not been "written upon" or determined. To briefly illustrate the level of complexity I will schematically review the way the UK review of tertiary education - the Dearing Report (1997) (named after its chairman, Lord Dearing) - elaborates the implications of globalisation for higher education.

Figure 2

Globalisation as World Economic Integration

Main Causes

·technological changes in telecommunications, information and transport

·the (political) promotion of free trade and the reduction in trade protection

Main Elements

·the organisation of production on a global scale

·the acquisition of inputs and services from around the world which reduces costs

·the formation of cross-border alliances and ventures, enabling companies to combine assets, share their costs and penetrate new markets

·integration of world capital markets

·availability of information on international benchmarking of commercial performance

·better consumer knowledge and more spending power, hence, more discriminating choices

·greater competition from outside the established industrial centres

Consequences for the Labour Market

·downward pressure on pay, particularly for unskilled labour

·upward pressure on the quality of labour input

·competition is increasingly based on quality rather than price

·people and ideas assume greater significance in economic success because they are less mobile than other investments such as capital, information and technology

·unemployment rates of unskilled workers relative to skilled workers have increased

·more, probably smaller, companies whose business is knowledge and ways of handling knowledge and information are needed

Implications for Higher Education

·high quality, relevant higher education provision will be a key factor in attracting and anchoring the operations of global corporations

·institutions will need to be at the forefront in offering opportunities for lifelong learning

·institutions will need to meet the aspirations of individuals to re-equip themselves for a succession of jobs over a working lifetime

·higher education must continue to provide a steady stream of technically skilled people to meet needs of global corporations

·higher education will become a global international service and tradable commodity

·higher education institutions, organisationally, may need to emulate private sector enterprises in order to flourish in a fast-changing global economy

·the new economic order will place a premium on knowledge and institutions, therefore, will need to recognise the knowledge, skills and understanding which individuals can use as a basis to secure further knowledge and skills

·the development of a research base to provide new knowledge, understanding and ideas to attract high technology companies

·(Source: Compiled from Dearing (1997), "The Wider Context". Available at:

· http://www.leeds.ac.uk/niche/index.htm

Clearly, the Dearing Report recognises globalisation as a major influence upon the UK economy and the labour market with strong implications for higher education. Analysing the Dearing Report it is possible to talk of the globalisation of tertiary or higher education, according to three interrelated functions: the knowledge function, the labour function, and the institutional function. We can talk of the primacy of the knowledge function and its globalisation, which has a number of dimensions: knowledge, its production and transmission or acquisition, is still primary as it was with the idea of the modern university, but now its value is legitimated increasingly in terms of its attraction to and service of, global corporations. The globalisation of the labour function is formulated in terms of both the production of technically skilled people to meet the needs of global corporations and the ideology of lifelong learning, where individuals can "re-equip themselves for a succession of jobs over a working lifetime". The institutional function is summed up in the phrase "higher education will become a global international service and tradable commodity". The coqmpetitive survival of institutions is tied to the globalisation of its organisational form (emulating private sector enterprises) and the globalisation of its "services". Clearly, with this function there are possibilities for the emergence of both a closer alliance between global corporations and universities, especially in terms of the funding of research and development, and, in some cases, the university as a global corporation. The latter is a likely development with the world integration and convergence of media, telecommunications and publishing industries.

The developments described here under the banner of globalisation which accentuate the primacy of knowledge, are further underwritten by recent advances in so-called "growth theory". Neoclassical economics does not specify how knowledge accumulation occurs. As a result there is no mention of human capital and there is no direct role for education. Further, in the neoclassical model there is no income "left over" (all output is paid to either capital or labour) to act as a reward or incentive for knowledge accumulation. Accordingly, there are no externalities to knowledge accumulation. By contrast, new growth theory has highlighted the role of education in the creation of human capital and in the production of new knowledge. On this basis it has explored the possibilities of education-related externalities. In short, while the evidence is far from conclusive at this stage there is a consensus emerging that (i) education is important for successful research activities (e.g., by producing scientists and engineers), which are, in turn, important for productivity growth, and (ii) education creates human capital, which directly affects knowledge accumulation and therefore productivity growth (see Report 8, "Externalities in Higher Education", Dearing, 1997).

2. The Knowledge Economy and the Discourse of Futurology

In the attempt to re-position and structurally adjust their national economies to take advantage of the main global trends, British, Australian and New Zealand governments have begun to recognise the importance of education, and especially higher education, as an "industry" of the future. There is an emerging understanding of the way in which education is now central to economic (post)modernisation and the key to competing successfully within the global economy. This understanding has emerged from the shifts that are purportedly taking place in the production and consumption of knowledge which are impacting on traditional knowledge institutions like universities.

Figure 3

Shifts in the Production and Legitimation of Knowledge

The role of the university is undergoing a transition in late modernity as a result of structural shifts in the production and legitimation of knowledge. The older goal of the democratisation of the university has now been superseded by new challenges arising from the dual processes of the globalisation and fragmentation of knowledge cultures. These arise from the following developments:

·the separation of knowledge (research) from the post-sovereign state that no longer exclusively supports Big Science;

·the rise of new regulatory regimes that impose an "audit society" on the previously autonomous society;

·a separation of research from teaching (education);

·the decoupling of knowledge from society and the replacement of the public by target constituencies;

·the functional contradiction between science and economy in the increasing specialisation of knowledge and the decline in occupational opportunities;

·the de-territorialisation of knowledge as a result of new communication technologies and knowledge flows;

·the crisis of scientific rationality under conditions of the "risk society", reflexivity and the new demands for the legitimation of knowledge.

Source: Delanty (1998)

Senior managers and policy analysts have begun to develop over-arching concepts or visions of the future as a method of picturing these changes. Thus, the terms "information society" (which has been around since the late 1960s) and "global information economy" abound in policy documents. More recently, the terms "knowledge" and "learning" have been moved to centre stage by those reviewing higher education. Thus, the Dearing Report uses the central concept of the "learning society" to interpret the likely impact of imminent global trends on the national economy and, accordingly, to reform higher education.

The discourses of the knowledge economy and other futurist discourses are often given a certain shape in relation to education, science and technology planning and policy through the development of what I shall call futures research.

3. Futurology, Futures Research, Forecasting & Foresight

This is a relatively new constellation of fields and disciplines that address the impact of world trends and develop visions of the future with the idea of bridging business, science and technology and government. This new area has had a strong impact recently on policy.

Foresight planning is often conceived as a future-oriented public discussion designed to encourage a consensus among various sector groups concerning a "desirable future". The exercise is based on a notion of foresight which is neither a form of prediction or planning but rather an analysis of global trends, how they will affect us and how (given our resources) we might take advantage of them.

Foresight planning tends to link government investment with development towards becoming a knowledge society or economy. Typically, the path by which this will be achieved is seen as an active process that recognises four key imperatives:

·The focus on the future must not be constrained by what we have been doing in the past.

·Technology (in its broadest sense) is a key driver for the knowledge revolution. It will have wide-ranging implications for the structure of society and the way in which we deal with environmental issues.

·A globalised economy requires us to be internationally competitive.

·The Government's strategic investment in public good science and technology must be used effectively to underpin development as a knowledge society ·(The Foresight Project, http://www.morst.govt.nz/foresight/front.html)

Foresight planning is used to underpin the comprehensive review of the priorities for public good science and technology. It is claimed that while the future is not entirely predictable, there are trends, which are presently unfolding that, must be taken into the foresight process. The Foresight Project in New Zealand ( http://www.morst.govt.nz/foresight/front.html) specifies seven such trends, including: The Knowledge Revolution; Globalisation; Global Science and Technology Trends; Changing Consumer Behaviours and Preferences; Industry Convergence; Environmental Issues; and, Social Organisation. We are informed that the "knowledge revolution" constitutes a significant global paradigm shift, which is changing the structure of New Zealand's economy and society. Knowledge is the key to the future because it, rather than capital or labour, drives productivity and economic growth and, unlike either capital or labour, it cannot lose its value which may even increase with future applications. Knowledge, we are informed, "includes information in any form, but also includes know-how and know-why, and involves the way we interact as individuals and as a community" (MoRST, 1998: 8).

The UK Foresight programme was launched in 1994 ( http://www.foresight.gov.uk/ ). It states:

The UK's Government-led Foresight programme brings people, knowledge and ideas together to look ahead and prepare for the future. Business, the science base, Government, the voluntary sector and others work through thirteen Foresight panels to think about what might happen in the future and what we can do about it now to increase prosperity and enhance the quality of life for all.

Education, Training and Skills is one of two underpinning themes which all the Panels have been asked to consider. It is vital that people are given every chance through education, training and work to realise their full potential and thus build an inclusive and fair society and a competitive economy.

The Foresight Education and Training Strategy Group (FETS) is the primary interface between Foresight Panels and the DfEE and their counterparts in Scotland, Wales and Northern Ireland. Its terms of reference are:

·Establish a network of education, skills and training experts on Foresight Panels;

·Co-ordinate briefing for Government and Foresights particiapnts on areas of common interest, both to assist the induction of Panels and on a continuing basis as the Foresight Programme evolve;

·Establish and co-ordinate education, skills and training activities across Foresight panels so that they build on, are informed by, and inform, developments in Government policy;

·Periodically convene a Forum of education and training experts from the Foresights programme to discuss progress and maintain a common agenda;

·Contribute to the development of Foresight findings in education, skills and training and promote their implementation, and;

·Monitor and evaluate the impact of Foresights on education, skills and training.

One of the earliest futures study was Alvin Toffler's 1972 collection The Futurists. His subsequent work, which is well known. (See also my University Futures, Peters & Roberts 1999, on which this preamble draws.)

In an excellent collection entitled Global Futures Jan Nederveen Pieterse (2000) distinguishes among the mainstream managerial approach to futures based on forecasting and risk analysis contrasting it with critical approaches to futures that are critical of dominant futures reflecting institutional vested interests, and with alternative futures, which seeks to be inclusive without being alarmist. He asserts that there have been many critiques but few constructive proposals, which reflects the political and ideological malaise that has existed since the 1980s. He states:

It would be exciting to see an ensemble of forward-looking and affirmative programmes for futures of social policy, gender, culture, human rights, cities, in a context of proposals for transformation of the world economy, global politics, development politics, international financial institutions and ecological economics (p. xvii).

I agree with Pieterse, yet it is strange to see no mention of education and knowledge in the various proposals and approaches in his collection. Arguably, transformations to education and the organisation of knowledge are at the centre of global futures for many of the reasons mentioned above. The changing relationship between education and knowledge, on the one hand and the economy on the other, has received much attention in official and academic discourse. It has been subject to mainstream managerial approach to futures.

In a separate Appendix to this paper I discuss a concrete proposal for The Centre for Educational Futures which would not be wedded to any particular methodology, theory or approach but would encourage a pragmatic diversity, with an accent on critical and alternative futures.

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