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Správa zo zahraničnej pracovnej cesty

Úvodné stretnutie OECD k hodnoteniu politík na zlepšenie efektívnosti využívania zdrojov v školách (OECD Review on Policies to Improve the Effectiveness of Resource Use in Schools)

Meno a funkcia účastníka:	Matej Šiškovič, IVP, MŠVVŠ SR
Ďalší účastníci za SR:		Matej Dostál, SZ SR pri OECD (na záver 2. dňa zasadnutia)
Zahraniční účastníci:	delegáti členských krajín OECD, Kazachstanu, zástupcovia Sekretariátu OECD, EK
Termín konania ZPC:		27.-28.3.2013
Miesto konania ZPC:		Paríž, Francúzsko
Spôsob dopravy:		letecky
Navštívené inštitúcie:	zasadnutie sa uskutočnilo v budove OECD, 2 Rue André Pascal, 75016 Paris, France	

Obsah a hlavné závery rokovania:

Hlavným cieľom zasadnutia bolo informovať delegátov o pripravovanom hodnotení OECD zameranom na efektívnosť školstva. Cieľom plánovaného hodnotenia OECD bude poskytnúť analýzy a podporu pri tvorbe politík v oblasti distribúcie, alokácie a riadenia zdrojov v školstve (všetky stupne okrem vysokoškolského stupňa).

Inak povedané, hodnotenie ponúkne odpovede na otázku: Aké politiky najlepšie zabezpečia, aby zdroje, ktoré má školstvo k dispozícii boli využívané efektívne s cieľom zlepšenia výsledkov žiakov.
Hlavným cieľom stretnutia bolo dokončiť plán projektu pre hodnotenie. Počas zasadnutia sa prebrali najmä nasledujúce témy: kľúčové politické otázky a analytický rámec hodnotenia; obsah hodnotenia; usmernenia na prípravu správ jednotlivých krajín (tzv. country background reports); proces a metodika hodnotenia; informácie o práci OECD v oblastiach ktoré sa vzťahujú k hodnoteniu. Podrobnejšie informácie o obsahu hodnotenia, procesu a ďalších krokoch sú v prílohe správy (v anglickom jazyku)

Hodnotenie sa bude hradiť z dobrovoľných príspevkov krajín, pričom náklady na plné zapojenie sa do hodnotenia budú približne 120-140 tisíc eur. Dôležité je podotknúť, že EK sa bude podieľať na financovaní a to pravdepodobne tým spôsobom, že prvým 5-6 členským štátom EÚ, ktoré sa rozhodnú aktívne participovať na hodnotení, preplatí približne 50 % nákladov.

Celý plán, obsah a proces hodnotenia bude predstavený na najbližšom zasadnutí Výboru pre vzdelávaciu politiku (Education Policy Committee) dňa 18.4.2013. Krajiny budú následne vyzvané, aby sa najneskôr v prvej polovici mája vyjadrili, či sa do hodnotenia zapoja. Vzhľadom na dôležitosť témy na Slovensku a možné spolufinancovanie zo strany EK, by bolo vhodné prijať rozhodnutie o zapojení do projektu, podľa možností čo najskôr. Taktiež je vhodné konzultovať postup so SZ SR pri OECD. 

Neformálne bola taktiež so sekretariátom OECD predbežne dohodnutá pracovná stáž jedného analytika IVP v OECD na Direktoriáte pre vzdelávanie a zručnosti. Financovanie stáže bude hradené zo spoločného projektu s MF SR, ktorý bol schválený na MZV SR v rámci spoločných projektov s OECD.

Správu vypracoval:		Ing. Matej Šiškovič
Dňa 3.4.2013

Príloha

Key policy questions and analytical framework: the scope and content of the review:

Issue 1: Effectiveness of resource distribution (How to distribute resources effectively across different levels and sectors of the education system?)
•	Distribution of financial resources 
o	Between different levels of the administration (e.g. central / local)
o	Between levels and sectors of education (e.g. primary / secondary)
o	Between individual schools (e.g. funding formulae)
o	Between student groups (e.g. targeted programmes)
•	Distribution of human resources
o	Requirements to enter the teaching profession
o	Recruitment, dismissal and wage setting procedures 
o	Incentives for teachers to work in areas of greater need
•	Distribution of physical / material resources
o	Organisation of school facilities in the context of declining student numbers
o	Trade-offs between small community schools and large school clusters
o	Acquisition of textbooks and other materials 

Issue 2: Effectiveness of resource allocation (How to allocate resources effectively to different programmes and priorities?)
•	Structuring the assignment of teachers and teaching time 
o	Teacher-student ratios and class size 
o	Use of assistant teachers and other professionals
o	Investment in teacher professional development  
o	Providing incentives and rewards for teachers 
•	Matching resources to student needs 
o	Grouping students according to age, needs or preferences
o	Ability grouping 
o	Year repetition 
o	Providing adequate learning environments for students with special educational needs 
•	Organising school resources to support teaching and learning
o	Distribution of leadership tasks across leadership teams, middle management and teacher leaders (corresponding changes in career and salary structures)
o	Time for teacher collaboration and professional learning 
o	Organisation of evaluation and assessment activities
o	Investment in priority areas (e.g. literacy and numeracy)
•	Using school facilities to create effective learning environments
o	Year-round schools
o	Schools working on morning and afternoon shifts
o	Summer schools
o	Use of school facilities for broader educational or non-educational purposes (homework supervision, after-school clubs, adult learning, community services)

Issue 3: Effectiveness of resource management (How to manage, evaluate and follow up resource use to inform future decision-making?)
Capacity for effective resource management 
o	Competency frameworks for leaders at all levels
o	Training and professional development for resource management
o	Collaboration and peer learning 
Planning, monitoring and evaluating resource use
o	Goal-setting and strategic planning for effective resource use
o	Using data to evaluate resource use
o	Interpreting evidence about the effectiveness of resource allocation choices
o	Establishing resource allocation cycles based on evaluative evidence
Transparency and stakeholder involvement
o	Clear communication about resource use 
o	Consultation with relevant stakeholders 
o	Transparency and accountability for the use of resources

Guidelines for the Preparation of Country Background Reports  Process and Methodology:

A combination of desk-based analysis and country reviews with three main phases between 2013 and 2016:
•	An Analytical phase (PWB 2013-14): To draw together evidence-based policy lessons from international data, research and analysis.
•	A Country Review phase  (PWB 2013-14 and 2015-16): To provide policy advice to individual countries tailored to the issues of interest in those countries
•	A Synthesis phase (PWB 2015-16): With the preparation of a final synthesis report to blend analytic and review evidence and provide overall policy conclusions

Different ways for countries to participate:

•	Participating in meetings of the proposed Group of National Experts  (GNE): All OECD member countries and Observers to the Education Policy Committee
•	Other modes of participation in the analytical work are associated with different costs, i.e. suggested voluntary contributions (VCs) 
–	Preparing a Country Background Report (CBR): 
–	drafted following OECD CBR guidelines with feedback from OECD on draft (EUR 30 K)
–	Requesting a “Spotlight Report”: 
–	drawing on the CBR, the OECD prepares a customised summary of the findings of the international comparative work (EUR 40 K, including the VC  for CBR) 
–	Signing up for a Country Review: 
–	involves preparation of a CBR, a short preparatory visit by a member of the OECD team, an OECD-led  intensive country review visit resulting in a specific policy report (between EUR 120-140 K, including the VC for the CBR)
Next steps:

•	April-June 2013 
o	Conclusions of this meeting feed into the discussion about the Review at the 18-19 April Education Policy Committee (EDPC) meeting
o	The EDPC provides further guidance on the proposed scope and direction of the Review (18-19 April)
o	The Secretariat prepares a quick country questionnaire to assess priorities in countries 
o	Formalities to create the Group of National Experts as a subsidiary body to the EDPC are undertaken
o	Countries are asked to express interest in actively participating in the Review
o	The Secretariat, jointly with the concerned countries, establishes a calendar for the first phase of country reviews
o	Actively engaged countries are asked to nominate a national co-ordinator for the Review
o	Terms of the partnership with the European Commission will be     further refined 
o	The Secretariat will revise the “Design and Implementation Plan for the Review” and the “Guidelines for Country Background Reports” in light of this meeting’s and the EDPC meeting’s conclusions

•	Second half of 2013 
o	Actively engaged countries commence the preparation of their “Country Background Report”
o	The Secretariat starts analytical work (literature reviews) to build the knowledge base of the Review
o	Country Reviews feasible from September on – but this requires the completion of the Country Background Report at least on month prior to the main visit
o	Next meeting (1st meeting of the Group of National Experts) 
o	Likely to be organised in early 2014