Teacher unions (or alternatively “education unions”) are organizations formed to protect and advance the collective interests of teachers and other education workers. What the collective interests of educators entail and how they should be pursued have been and remain active matters for debate within these organizations. Different unions at different times have responded differently to these questions, for example, in relation to the degree to which an industrial versus a professional orientation should be adopted, and the degree to which a wider political and social justice agenda should be embraced.
Several ideal-type models of teacher unionism have been identified, as well as various strategic options that these unions might employ. A spirited debate is ongoing about the legitimacy and power of teacher unions. One perspective portrays them as self-interested special interest groups, and another as social movements advocating for public education. The status of teacher unions as stakeholders in educational policymaking is contested, and union–government relations occur across a spectrum of arrangements ranging from those that encourage negotiation to those characterized by confrontation and hostility.
Internationally, education unions face significant challenges in the early decades of the 21st century. Neoliberal economic and industrial policies and legislation have eroded the capacity of unions to collectively organize and bargain, and the global education reform movement (GERM) has created a hostile environment for education unions and their members. Despite these challenges, education unions remain among the most important critics of GERM and of global neoliberal social policy generally. The challenges posed and the strategies adopted play out differently across the globe. There is evidence that at least some unions are now prepared to be far more flexible in adopting a “tapestry” of strategies, to examine their internal organization, build alliances, and develop alternative conceptions of the future of education. Researchers, however, have identified certain internal factors in many teacher unions that pose significant obstacles to these tasks. Unions face difficult choices that could lead to marginalization on the one hand or incorporation on the other.
Juan Pablo Valenzuela and Carmen Montecinos
After over 30 years of a market model for the provision of educational services in Chile, the expansion of private providers financed through state vouchers, a decrease in public school enrollments, and a highly segregated educational system with unequal learning opportunities sparked in 2006 a social movement demanding changes to the model. In this article we discuss three structural reforms implemented between the years of 2008 and 2016 aiming to increase educational quality, reverse declining enrollments in public schools, the inequitable distribution of learning opportunities, and school segregation. The Preferential School Subsidy Law, passed in 2008, acknowledges that students who are growing up under conditions of social exclusion require extra support, thus in addition to the regular voucher a subsidy is provided to vulnerable students. The Law for School Inclusion, approved in May 2015, involves four main components: expansion of state subsidies, elimination of parental co-payment, elimination of for-profit voucher schools, and elimination of school practices to select students. The National System for Teachers’ Professional Development Law, approved in 2016, addresses improvements in teachers’ working conditions as well as more rigorous requirements for university-based initial teacher preparation programs. After presenting the antecedents and key provisions of each law, we analyze their potential impacts and the risk factors that may attenuate them. Three main areas of risks are addressed: externalities, institutional capacities at various levels of the system, and changes in the economic and political support needed for long-term sustainability.
James H. Williams
This article looks broadly at the intersection of education, development, and international cooperation. It discusses trends in international cooperation in education for developing countries as well as ongoing challenges. Education has expanded rapidly throughout the world. Even so, the industrialized nations are decades if not generations ahead of parts of the developing world in terms of enrollment and learning attainment. For reasons of equity and economic development alone, it is imperative that all efforts be put to the task of achieving universal school enrollment and learning. To achieve such a goal in the context of what some researchers have termed a 100-year gap requires efforts on the part of national governments and international cooperation on the part of all nations of the world. International cooperation in education includes: (1) the institutions and architecture of international organizations; (2) development assistance, which is closely related; and (3) international agreements to promote education and other development goals. In a broad sense, these initiatives can be seen as moving toward increasingly cooperative relationships between wealthier nations and developing countries. International institutions involved in education include various agencies of the United Nations (UNESCO, UNICEF, ILO, UNHCR) as well as multilateral development banks (the World Bank, IMF, IDA, etc.); regional development banks (Asian Development Bank, Inter-American Development Bank, etc.); and bilateral development agencies. Development assistance is provided in the form of technical and financial assistance to national governments by bilateral development agencies, the multilateral development agencies, UN agencies, as well as an increasing number of non-governmental agencies (NGOs). The UN Declaration on Human Rights and the Convention on the Rights of the Child are foundational documents laying out the rights of all children to education and the obligation of governments to ensure children have access to quality education. Several global initiatives have led the way toward increasing educational participation in developing countries, including Education for All, the Millennium Development Goals, the UN Global Education First Initiative, and the Sustainable Development Goals. The article concludes with a listing of trends in educational development.
Bob Lingard, Sam Sellar, and Steven Lewis
This article surveys developments in educational accountabilities over the last three decades. In this time, accountability in schools and schooling systems across Anglo-American nations has undergone considerable change, including a move away from bureaucratic approaches that endorsed teacher professionalism. Educational accountabilities have evolved with the restructuring of the state through new public management and the emergence of network governance. Accountability can be understood in two senses: (1) being held to account; and (2) giving an account. Within the post-bureaucratic state, the former sense has become dominant in the work of schools, principals, and teachers, and has affected curriculum, pedagogy, and student learning. For instance, schooling systems in Anglo-American nations have introduced standardized testing to hold schools and teachers to account. Comparative performance data are now made publicly available through websites and the creation of league tables of school performance. These processes are central to the creation of markets in schooling, where comparative test data are deemed necessary to enable parental choice of schools and, in turn, to raise standards. This top-down, performative mode of accountability also moves the field of judgment away from teachers and the profession. There are now emergent attempts to reconstitute more democratic and educative modes of accountability, which are multilateral and multidirectional in character, and which seek to limit the negative effects of top-down data-driven accountability. These approaches reassert trust in the teaching profession and reconstitute parents and communities as democratic participants in schooling. We argue that accountability is a pharmakon that requires balancing of mechanisms for holding educators to account and opportunities for educators to give accounts of their work. The article reviews relevant literature to provide a brief history of accountability in schooling, with particular emphasis on Anglo-American contexts. Drawing on the work of Ranson, we examine four types of existing educational accountabilities before concluding with a discussion of three alternative approaches.
This article examines teacher education accountability and argues for new emphases in accreditation and beginning teacher certification designed to professionalize teacher education. A brief overview of the history of teacher education policy is presented as a background framing for exploring the current policy moment positioning teacher education as a problem that needs to be fixed. Government responses discussed are mainly those in the Anglophone areas of Australia, North America, and the United Kingdom. These involve tighter regulation while at the same time opening up a deregulated teacher education environment as well as an increasing focus on measuring the contribution that teacher preparation makes to student learning. The article suggest ways of professionalizing teacher education accountability which go beyond the “partnerships,” “classroom-ready,” and “value-added” mantras of current debates and policies and considers (1) teacher education in a new hybrid space, (2) authentic graduate assessments, and (3) rigorous research evidence as the cornerstones of a refreshed and more professionalised approach to teacher education accountability.
Hannu Simola, Jaakko Kauko, Janne Varjo, Mira Kalalahti, and Fritjof Sahlström
The international debate on Finnish educational “success” had made relevant a cultural and historical analysis of Finnish education, with a focus on the effects of the ongoing preoccupation with the Programme for International Student Assessment (PISA) results on basic education. Such international comparisons demand a strong theoretical approach, in part because the contrastive analysis of empirical “facts” and “realities” requires that they be situated in relation to their local and, in this case, national systems and contexts. It may be assumed that the quantitative indicators agreed on in intergovernmental negotiations between senior bureaucrats do indeed provide valid comparisons of education systems, as is the conventional wisdom in the field of economics. Nevertheless, these remain value-loaded collections of indicators of development that offer at best parallel lines of comparative analysis. The Finnish case argues for strong theory-based conceptualizations as the basis for, first, complex comparison and, second, shared models of policy action and intervention.
The comparative education field faces four interlinked challenges. First, there is a lack of theory building and development in the field, where politically and ideologically motivated investigative large-scale assessment practices are defining the state of the art. Second, the focus of the studies tends to be on empirically measurable end products instead of documented processes, which makes it possible to generate competitive rankings but reveals little about specific and shared developmental processes in educational systems. Third, although complexity and contingency are widely accepted in the social world on the general level, they appear to seldom reach empirical studies; the vast majority of standard approaches still advocate simple explanatory models. Finally, and paradoxically enough, there is a form of intellectual nationalism that inhibits the conceptualization and understanding of the relationship between, for example, transnational processes and nation-states. In this regard, comparative education needs a strong and ambitious theory-based framework with the potential to incorporate sociohistorical complexity, cultural relationality, and sociological contingency. Without a strong theory-driven approach, it is hard to go beyond merely listing the similarities and differences that facilitate the rankings but blur the processes.
At the research unit for Sociology and Politics in Education (KUPOLI) at the University of Helsinki, a new conceptualization was formulated in early 2010s and an ambitious research plan, Comparative Analytics of Dynamics in Education Politics (CADEP), was launched. The thesis was that to progress beyond the state of the art and arrive at a comparative understanding of educational systems, it would be necessary to focus on dynamics, with a view to grasping the fluid and mobile nature of the subject. This heuristic starting point echoed relativistic dynamics in physics, characterized as a combination of relativistic and quantum theories to describe the relationships between the principal elements of a relativistic system and the forces acting on it. It is curious that, though on the conceptual level the dynamics of a system are constantly referred to as being among its key attributes, there has been little progress on the analytical level in the social sciences since the seminal work of Pitirim Sorokin in the 1950s. The CADEP develops conceptually the theoretical understanding of dynamics to resubmit a specific social field of education to scrutiny by analyzing the relations between the main actors and institutions and essential discursive formations and practices. It is assumed that given its connection with relations and movement, the concept of dynamics will not reduce a mobile and fluid subject of study to a stagnant and inanimate object. There are four constitutive dynamics that make the Finnish educational success story understandable. Success and failure in basic education seem to be relative, and to reflect intertwined dynamics in policymaking, governance, families’ educational strategies, and classroom cultures. The emphasis of the understanding is on the contingent, relational, and complex character of political history.
Kristiina Brunila, Elina Ikävalko, Tuuli Kurki, Ameera Masoud, Katariina Mertanen, Anna Mikkola, and Kalle Mäkelä
The ethos of vulnerability plays a central role in shaping cross-sectoral youth transition policies and their implementations. Despite good intentions, the ethos of vulnerability emphasizes personal accountability and stigmatization. This is the situation in Finland, where young people tend to be recognized through the prism of inherent vulnerability, with a parallel notion of the self that is damaged and fragile. This “turn inward” to the self does not necessarily help to see problems as societal but as individual, which may perpetuate systematic inequalities.
The challenge of providing education that is inclusive and seen as equitable for all children is one that has exercised policy makers and education professionals in most countries throughout the late 20th and early 21st centuries. International agreements such as UNESCO’s 1990 Jomtien Declaration and 1994 Salamanca Statement and Framework for Action on Special Needs Education were instrumental in promoting debate about the rights of children who were denied access to an appropriate schooling and who, in some instances, had no opportunity to obtain any formal education. The Education for All Goals, which were used to prioritize the development of universal primary education, and more recently the 2015 United Nations Sustainable Education Goals, which reiterated a commitment to “ensure inclusive and equitable quality education and promote lifelong learning opportunities for all” (Goal 4), have increased the focus upon developing inclusive education. This has encouraged governments around the world to re-examine the ways in which they provide schooling for their children and young people. With such a plethora of initiatives, agreements, and advice, it is only to be expected that most national administrations have felt it necessary to respond and to demonstrate that they are taking action towards improving educational opportunities for all. However, the relationship between policy and practice is complex; and in some instances, the development of legislation has failed to provide increased equity in the manner that was intended. This article considers two distinctly different routes towards achieving inclusive education and discusses those factors that have either supported or inhibited success. In drawing upon examples from current developments in India, it additionally proposes that researchers who conduct investigations in international contexts should invest time in understanding underlying policy and cultural and historical factors that may impact upon the ways in which we interpret meaning from data.
Parental involvement is frequently touted as a key part of any solution to the achievement gap in US schools. Yet the mainstream model of parental involvement has been challenged on the grounds that it neglects parents’ political agency, the cultural diversity of families, and the empirical evidence of limited efficacy. This article argues that to understand parental involvement’s promise and limitations, it is necessary to consider it in historical context. Accordingly, it traces the history of “parental involvement” as a policy goal through the past half century. It provides an account of the mainstream parental involvement research, as well as critiques. Ultimately, the article argues that parental involvement is neither boon nor bane. As an important aspect of the politics of public schooling, parental involvement has diverse effects, which can support or hinder equity and student success.
There is an integral and reciprocal relationship between democracy and education. Democracy is more than a political system or process, it is also a way of life that requires certain habits and dispositions of citizens, including the need to balance individual rights with commitments and responsibilities toward others. Currently, democracy is under threat, in part because of the shallow and reductive ways it has been taken up in practice. Understanding the historical relationship between democracy and education, particularly how democracy was positioned as part of the development of public schools, as well as current approaches to democratic schooling, can help to revitalize the democratic mission of education. Specifically, schools have an important civic role in cultivating in students the habits and dispositions of citizenship, including how to access information, determine the veracity of claims, think critically, research problems, ask questions, collaborate with others, communicate ideas, and act to improve the world. Curriculum, pedagogy, and organizational structures are unique in democratic schools. Developing an active, inquiry-based curriculum; using a problem-posing pedagogy; and organizing schools such that students develop habits of responsibility and social engagement provide our best hope for revitalizing democracy and ensuring that it is not simply an empty slogan but a rich, participatory, justice-oriented way of life.