Category Archives: Uncategorized

Links I liked…

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Over the last while I’ve been swamped working on the Funda Wande: Reading for Meaning program (more on that soon) and haven’t managed to keep up with the ‘Links I liked‘ blog posts. I think these are a helpful way of keeping track of good articles/books/blogs/videos etc. and curating some of cool stuff on the internet so I want to get back into this. Most of my time these days is spent looking at early grade reading in African languages so most of the articles are linked to that…

Useful new research:

I think I already posted the links below but it can’t hurt to do it again:

If you’ve read any great articles in the last while feel free to post them in the comments!

Hijacked by the urgent we neglect the important (SA Budget 2019)

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(This article first appeared in the Financial Mail on the 21st of February 2019 under the title “Tablets won’t cure pupil problems“) 

Reading through the Treasury’s meticulous budget documents the contrast between the State of the Nation (SONA) and the Budget becomes starkly apparent. SONA is the aspirational shopping list the President gives the Finance Minister. The Budget is what is actually in the trolley when he walks out the shop. The President can announce whatever he likes but until it manifests in the Budget then it remains in the collective dreamscape of the ANC.

So, it should come as no surprise then that this budget wasn’t a SONA-Budget, it was an Eskom-budget. In a context of low growth and imminent catastrophe there is only so much that can be done. And if you can’t keep the lights on then nothing else matters anyway. Given that others will deal with Eskom, and the big push in infrastructure spending I will focus exclusively on Basic Education.

In short this was a business-as-usual education budget. Most of the sensational elements of the President’s SONA as far as education is concerned were conveniently left out of the budget. There was no mention of one-tablet-per-child and nothing about “two years of compulsory early childhood development (ECD)”. What a relief! There is no evidence that either of these would be a good use of limited funds. One tablet per child policies are universally regarded as being foolish, and have failed in every country they have been implemented, rich or poor. Existing evaluations of our current Grade R year indicate that children don’t actually benefit that much from it because the quality is so low. The received wisdom in the sector is to make Grade R worthwhile before adding on another low-quality questionable-value year of ECD.

To their credit, Treasury has prioritized the eradication of pit latrines in 2,400 schools by allocating an additional R2,8billion over the next three years. Interestingly, these funds won’t be given to provinces to spend – perhaps because the more dysfunctional provinces failed to spend their school infrastructure funds in the past – and instead will be managed nationally by the Department of Basic Education (DBE) and spent “on their behalf” (p.69). Perhaps this is a sign of the political times with a strong-handed national approach rather than the traditional federalist provincial implementation of policies.

While the least feasible (and most expensive) proposals from SONA were ignored, so were the most important and highest impact ones: focusing on fixing early grade reading. In the SONA the President explained that early grade reading “is possibly the single most important factor in overcoming poverty, unemployment and inequality” Well, not according to the Finance Minister because no money was allocated to it. There was no mention of reading at all except for some lip-service about an Early Grade Reading Assessment which is actually a pre-existing initiative and receives less than R10-million per year. This is a shame and represents yet another year that we kick the education can down the road. The problem with a business-as-usual budget is when business-as-usual isn’t working in education. The two most reliable international assessments South Africa takes part in either show a slow-down in progress (in Grade 9 mathematics between 2011-2015) or no improvement at all (in Grade 4 reading between 2011 and 2016) (see here). There are a number of reasons to speculate why results are stagnating. Due to a 13% surge in births in 2003-2005 (most probably due to ARVs) without a concomitant rise in education spending, we are seeing increases in the number of learners per class, rising from 40 to 45 learners per class in primary schools and 41-48 learners in no-fee schools (according to Pirls 2016). What we needed from this budget was a recognition that the long-term struggles of the country (unemployment, inequality, low growth) cannot be addressed when 78% of Grade 4 learners cannot read for meaning in any language. And that while reforming basic education is a long-term solution, long-term solutions have to start somewhere.

I have a lot of sympathy for Treasury officials who work tirelessly to make sure that the country is economically on track and deftly navigate the trade-offs, prioritization and budget constraints that are the real politics of any democracy. There is no doubt that neutralizing the Eskom threat was the number one challenge we needed to overcome in this budget. Yet there will always be a new urgent challenge that grabs our attention and is considered political dynamite – #FeesMustFall in 2017/18 Eskom in 2019/2020 – surely there will be others. Hats off to Minister Mboweni and his Treasury officials for steering us through the current crisis. Let’s hope his successor can move from dealing with crisis  upon crisis and instead start laying the foundations for long term progress.

Priorities for Education Reform (Background Note for Minister of Finance 19/01/2019)

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19 January 2019.

My background note for the meeting with the Minister of Finance Tito Mboweni at the Treasury Economic Colloquium (19 January 2019; South African Reserve Bank), PDF Note HERE.

Overview: 

The education problem as it stands in January 2019:

  1. Learning outcomes: After initial improvements in learning outcomes – notably between 2003-2011 (TIMSS & PIRLS), now stalling progress in learning outcomes.
  2. Expenditure: Because of above-inflation wage increases for teachers, combined with a 13% increase in births 2003-2005 there has been an 8% decline in real per-pupil education expenditure since 2010.
  3. Politics: There is currently an unacceptably high level of undue political influence by the majority teacher union (SADTU) on the governance of basic education.
  4. Teachers: The majority of teachers (80%) lack the content knowledge and pedagogical skill to teach the subjects they are currently teaching. For example 79% of Grade 6 mathematics teachers cannot get 60% on a Grade 6/7 level maths test.
  5. Throughput: There is currently very low throughput rates to university: Of 100 learners that start school, approximately 50-60 will make it to matric, 40-50 will pass matric, and 14 will qualify to go to university. Only 6 will get an undergraduate degree within 6 years.
  6. Reading: Nationally representative surveys (PIRLS 2016) show that 78% of Grade 4 learners cannot read for meaning in any language (all 11 languages were assessed).
  7. Mathematics: Nationally representative surveys (TIMSS-N 2015) show that 61% of Grade 5 learners could not add and subtract whole numbers, have no understanding of multiplication by one-digit numbers and cannot solve simple word problems, i.e. they cannot do basic mathematics.
  8. Wastelands: Approximately half of South African primary schools (45%) could be described as “cognitive wastelands”, that is that not a single learner can read and make inferences. Similarly, in 47% of high-schools not a single child coule reach the intermediate international benchmark in mathematics. By contrast, the figure in Botswana is 2%.
  9. Technology: Access to technology in South African classrooms is low by international standards. The solution is functional computer laboratories not one-device-per-child.

Education priorities for reform:

  • Expenditure: Stop the decline in real per-learner education expenditure.
  • Radical prioritization and focusing on the Foundation Phase (Grade R-3)
  1. Fiscally prioritize Primary Schools.
  2. National Primary School Assessment.
  • A Ramaphosa Reading Plan
  1. Provide graded reader anthologies to every child in Grades R-3
  2. Recruit, train and employ a small army of Foundation Phase reading coaches.
  3. Provide a minimum box of educational resources to all classrooms starting with Gr1-3.
  4. Eliminate extreme class sizes.
  5. Eliminate grossly inadequate physical infrastructure.
  6. Technology in education
  • Depoliticize the bureaucracy: Separate bureaucratic and teachers’ unions.

Introduction

South Africa today is the most unequal country in the world. The richest 10% of South Africans lay claim to 65% of national income and 90% of national wealth; the largest 90-10 gap in the world (Alvaredo et al, 2018, p. 150; Orthofer, 2016). Given the strong and deeply historical links between education and the labour market these inequities are mirrored in the education system. Two decades after apartheid it is still the case that the life chances of the average South African child are determined not by their ability or the result of hard-work and determination, but instead by the colour of their skin, the province of their birth, and the wealth of their parents. These realities are so deterministic that before a child’s seventh birthday one can predict with some precision whether they will inherit a life of chronic poverty and sustained unemployment or a dignified life and meaningful work. The sheer magnitude of these inequities is incredible. The top 200 high schools in the country have more students achieving distinctions in Mathematics or Physical Science (80%+) than the remaining 6,476 high schools combined [1]. Put differently, 3% of South African high schools create more Mathematics or Physical Science distinctions than the remaining 97% put together. Of those 200 schools, 185 are former White-only schools and all 185 charge significant fees. Although they are now deracialized, 57% of the matrics in these top 200 schools were White. This is less surprising when one considers that in 2014/15, White South Africans still make up two-thirds of the ‘elite’ in South Africa (the wealthiest 4% of society) (Schotte et al, 2018, p. 98).

In a few years’ time when we look back on three decades of democracy in South Africa, it is this conundrum – the stubbornness of inequality and its patterns of persistence – that will stand out amongst the rest as the most demanding of explanation, justification and analysis. This is because inequality needs to be justified; you need to tell a story about why this level of inequality is acceptable or unacceptable. As South Africans what is the story that we tell ourselves about inequality and how far we have come since 1994? Have we accepted our current trajectory as the only path out of stubbornly high and problematically patterned inequality? Are there different and preferential equilibria we have not yet thought of or explored, and if so what are they? In practical terms, how does one get onto a higher economic growth path that is both sustainable and inclusive? Does anyone really know how to ‘create’ jobs apart from higher growth and a more skilled workforce? The latter of which is not possible without improving the education system, so how does one get to a more equitable and improved distribution of teachers, resources or learning outcomes? And what are the political, social and financial price-tags attached to doing so? These are the questions that should stand front and centre in our national discourse and with which the next elected government must grapple. 

The education problem as it stands in January 2019

  • (1) After initial improvements, now stalling progress in learning outcomes: There is now a growing body of reliable and consistent findings documenting gains in learning outcomes, particularly between 2002 and 2011 (see Van der Berg & Gustafsson, 2019 forthcoming for a full discussion). As more corroborating evidence emerges, the position that learning outcomes have not improved in South Africa – or that “education is worse than it was under apartheid” (Ramphele, 2016) – is increasingly becoming a fringe view that is not supported by the data or serious scholars. Because South Africa participates in a number of international assessments that are comparable over time and across countries we can compare our performance in maths, reading and science over time fairly accurately. Broadly speaking one can see three periods which could loosely be referred to as (1) a ‘stagnating’ phase (1995-2003) where learning outcomes did not improve at all (neither in maths between TIMSS 1995, 1999 and 2003, nor in reading between SACMEQ 2000 and 2007), (2) the ‘improving’ phase (2003-2011) where learning outcomes improved relatively quickly, supported by maths data from TIMSS 2003-2011, SACMEQ 2007-2013 and reading data from PIRLS 2006-2011, and (3) the ‘stalling’ phase (2011-2016) where gains have flattened out as evidenced by the lower gains in mathematics in TIMSS 2011-2015 and particularly the lack of any improvement in reading between PIRLS 2011-2016.

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While the international assessments are the most reliable indicators of progress in education, there are also other pieces of supporting evidence, including the fourfold increase in black university graduates between 1994 (11,339 black graduates) and 2014 (48,686 black graduates) (Van Broekhuizen, 2016: p.12), and the large increase in the number of matriculants receiving mathematics marks which make them eligible for engineering at university, increasing from 18,601 to 25,054 between 2002 and 2016 (Van der Berg & Gustafsson, 2019).

  • (2) An 8% decline in real per-pupil education expenditure since 2010: One of the underappreciated trends of the last seven years is the declining per-learner public expenditure on basic education in real terms. To be specific, between 2010 and 2017 there has been an 8% decline in per learner expenditure in purchasing power terms[2]. The reason this fact has gone largely unnoticed in South Africa is that they are hidden in aggregate figures and discounted using the wrong inflation rate. The total expenditure on basic education has increased by 7,1% per year between 2010 and 2017 to keep up with Consumer Price Index (CPI) inflation over the period. But CPI is the wrong index to deflate education expenditures since more than 80% of expenditures are on teacher salaries rather than a typical basket of goods. The salient question when calculating real expenditures on education is thus, “What resources are required in 2017 to buy the same level of inputs used in 2010?” While inflation meant that the average basket of goods in 2017 was 38% more expensive than it was in 2010, teacher salaries over the same period increased by 57% due to above-average-inflation wage agreements in the Education Labour Relations Council (ELRC). The second, and more important factor, is that the total number of learners across which the budget must be spread has been increasing significantly. Between 2003 and 2005 there was a large increase in births[3] of around 13% which led to a 13% rise in Grade 1 enrolments from 2009 to 2015 which has been largely unnoticed by government officials (Gustafsson, 2018). Although births per year did come down somewhat in around 2008, the current levels are still higher than the pre-2003 levels. Seen together, these two factors explain why there has been an 8% decline in per learner expenditure on basic education between 2010 and 2017. The decline in state funding over the last seven years is already starting to show up in international assessments. According to PIRLS the average class size in Grade 4 was 40 in 2011 which has now increased to 45 learners per class in 2016 (Howie et al., 2017: 13, 127). Among the poorest 60% of learners, class sizes experienced by the average learner increased from 41 to 48 learners per class between 2011 and 2016 (own calculations). For the richest 10% of learners, class sizes increased from 33 to 35 learners per class over the same period. This decline in funding is one of the leading explanations for the ‘stalling’ of educational improvement since 2011 described above.

Figure 2: Current provincial per learner expenditure on basic education 2010 to 2019 (Own calculations using real cost drivers and expressed in 2017 Rands, 2017-2019 projections based on MTEF)

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  • (3) Undue political influence by the majority teacher union (SADTU): The most recent and authoritative account of the accountability problems faced in the sector comes in the form of a 2016 report by the Ministerial Task Team headed by Professor John Volmink formed to investigate fraud and corruption in the sector, and specifically the sale of teacher and principal posts for cash and livestock (Department of Education, 2016). They found that the dominant teacher union – the South African Democratic Teachers Union (SADTU) was in “de facto control” (p.119) of the education departments in six of the nine provinces in the country. The investigators report that “all the Deputy Directors-General in the Department of Basic Education are SADTU members and attend meetings of that Union” and conclude that, “it is not improbable to say that schooling throughout South Africa is run by SADTU” (Department of Education, 2016; p.93). The Minister of Basic Education Ms Angie Motshekga has largely ignored the recommendations of the Task Team and instead asked the provincial departments to report on what they are doing to address the issues contained in it. The lack of action on this is widely believed to be due to union opposition to the report.
  • (4) A lack of teacher capacity: No education system can move beyond the quality of its teachers. There is now a large body of evidence in South Africa attesting to the fact that the majority of South African teachers do not have currently have the content knowledge or pedagogical skills necessary to impart the curriculum. In a nationally representative sample of primary schools, it was found that 79% of Grade 6 Mathematics teachers could not score 60% or higher on Grade 6 or 7 level questions (Venkat & Spaull, 2015).

Figure 3: Proportion of South African grade 6 mathematics teachers by content knowledge (CK) group – SACMEQ 2007 (with 95% confidence interval) (Venkat & Spaull, 2015: p.127).

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  • (5) Low throughput to university: Of 100 children that start school, approximately 60 will reach and write matric, 37 will pass and 12 will access university. Only 4 will complete an undergraduate degree within 6 years. Low through-put rates and weak performance in high school is rooted in weak foundations from primary school (Spaull & Kotze, 2015, Van der Berg et al., 2016).

Figure 4: The qualifications pyramid in South Africa (Van Broekhuizen et al., 2016)

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  • (6) 78% of primary school children do not learn to read in Grade 1-3: Learning to read for meaning is the most critical skill children learn in primary school. It is the skill upon which all other skills depend. The South African curriculum stipulates that children should “learn to read” in Grades 1-3 and then “read to learn” in Grade 4 onwards. Thus they should be able to read for meaning by the end of Grade 3 in their home-language and in English. The recent Progress in International Reading Literacy (PIRLS 2016) study showed that 78% of South African Grade 4 children could not read for meaning in any language, that is they could not “locate and retrieve an explicitly stated detail.” Comparable figures in other countries are 64% (Morocco), 35% (Iran), 13% (Chile), and 3% (United Kingdom) (Mullis et al., 2017a).
  • (7) 61% of primary school children do not learn basic mathematics by Grade 5: Learning to use the four operations effectively and with confidence is one of the most essential mathematical skills children learn in primary school. According to the Trends in International Mathematics and Science Study (TIMSS 2015), 61% of South African Grade 5 learners could not do basic mathematics, that is they could not add and subtract whole numbers, have no understanding of multiplication by one-digit numbers and cannot solve simple word problems (Mullis et al., 2017b).
  • (8) Half of SA primary schools are “cognitive wastelands”: One method of determining the educational possibilities in a school is to look at the highest achieving learner in a class (the maxima distribution). This can be thought of as the ‘ceiling’ that is possible in that school. In 45% of South African Grade 4 classrooms there was not a single student that could read in their home language and make inferences (the PIRLS Intermediate International Benchmark). These schools likely require quite radical interventions to improve results. To quote Van der Berg & Gustafsson (2019, p:19 forthcoming) who apply the same method and look at TIMSS Grade 9:

“In 47% of [South African high] schools there was not a single learner who reached 475 points, the TIMSS Intermediate International Benchmark. In this respect South Africa did much worse than any other country… [The comparable figure in Botswana is just 2%]. The comparison with Botswana is particularly important, because Botswana is within the same region but also because both Botswana and South Africa tested Grade 9. In the context of South Africa’s skills shortfall and the need for more black professionals, it is particularly problematic that a large segment of the schooling system are in effect ‘academic wastelands’ which do not produce even a single learner performing at the intermediate international benchmark.

Figure 5 below illustrates this point by showing the “effective” grade that children are in at each stage of the schooling process. If we look at the no-fee schools (poorest 80% of schools), learners are approximately 2,5 years behind the curriculum in Grade 3. By Grade 9 they are 4-5 years behind the curriculum, showing the compounding effect of not getting primary school learning right.

Figure 5: South African mathematics learning trajectories by national socioeconomic quintiles using a variable standard deviation for a year of learning (0.28 in grade 3 to 0.2 in grade 8 with interpolated values for in-between grades (Based on NSES 2007/8/9 for grades 3/4/5, SACMEQ 2007 for grade 6 and TIMSS 2011 for grade 9, including 95% confidence interval (See Spaull & Kotze, 2015: p.21)

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Education priorities for reform:

  • (1) Stop the decline in real per-learner education expenditure: It is difficult to think of any scenario where the South African education system becomes significantly more equitable with fewer resources than it has now. If anything, a decline in public funding is likely to exacerbate inequalities since it would increase the resource gap between fee-charging and no-fee schools. Although initially caused by a spike in births and above-inflation teacher wage increases, this decline is likely to be sustained with increasing funding pressure from Free Higher Education commitments and low economic growth
    • Response: Appoint a Task Team & address in budget speech. The Minister of Finance should constitute a small task team to determine the causes, extent and consequences of the decline in per learner real expenditure and increase funding in the February Budget Speech. Any additional funds should be explicitly ring-fenced for evidence-based interventions like providing graded readers, reading coaches and lesson plans to all primary schools.
  • (2) Radical prioritization and focusing on the Foundation Phase (Grade R-3): The first step towards fixing the education system is ruthless prioritization. South Africa does not have the financial resources, political capital or human expertise to solve many problems at the same time. Policy-makers and politicians need to accept that underperformance in matric and high drop-out rates are rooted in weak foundations in primary school and specifically in Grades R-3. If 78% of Grade 4’s cannot read for meaning in any language they are precluded from success at school. In mathematics, only a third of South African children are equipped to succeed which can reliably be traced back to primary school (Spaull & Kotze, 2015). We typically look at the approximately 360,000 matrics who pass (30%+) either Maths or Maths Literacy (2017) which is about 36% of the original cohort. Yet if we look at Grade 9 we see that only 34% of Grade 9’s could do basic maths (TIMSS 2015), and if we look even earlier at Grade 5 we see that only 39% of Grade 5’s acquired basic numeracy (TIMSS-N 2015). Clearly underperformance in high school and matric is driven by underperformance in primary school.
    • Response: Fiscally prioritize Primary Schools. Institute an expenditure and hiring freeze on all additional programs and posts that are not targeted at numeracy and literacy in primary schools. At the most basic level the Post-Provisioning-Norms (PPN) should be adjusted to ensure fewer teachers for high-schools and more teachers for the Foundation Phase (Grades R-3). Both the Western Cape and the Eastern Cape have taken this approach and shown considerable success in doing so.
    • Response: National Primary School Assessment. Implement a universal national assessment at Grade 3, 6 and 9 testing reading and mathematics. South Africa is the only country in the region without a nation-wide primary school exam. Without information on achievement one cannot target support or monitor progress.
  • (3) A Ramaphosa Reading Plan: From the evidence presented above it is clear that the majority of South African learners are not receiving a quality education, or one that could be considered adequate. They leave primary school unable to read for meaning (basic literacy) or calculate with confidence (basic numeracy). The root of this can be found in the fact that 78% of learners do not learn to read for meaning in any language in the Foundation Phase. This is the source of the biggest problem and therefore must be the site of the biggest intervention.
    • Response: (1) Provide graded reader anthologies to every child in Grades R-3. One of the most effective methods of teaching children to read is using what are called ‘graded-readers.’ These are available in all ex-Model C schools and are ubiquitous in OECD countries. They are a set of numbered stories that start with one word-texts (Story 1) and get incrementally more difficult until they are fully fledged texts (Story 66). These can be distributed together with the DBE Rainbow Workbooks simply by extending existing logistics and procurement contracts that are known to work (99% of DBE Workbooks reach their intended school). When using openly licensed graded readers (Vula Bula series) and printed in an anthology format (20 stories per book) the cost is drastically reduced. The ECDOE has proven the viability of this model in 2018 for use in 2019 when it distributed isiXhosa graded readers to every Foundation Phase child in the province. In September 2018, it printed 824,345 isiXhosa anthologies at a cost of R8 per color book (Personal Communication with DDG Penny Vinjevold) which were distributed in November 2018 to all primary schools in the province for use in 2019. To implement this in all Foundation Phase classes (Grade R-3) in the country would cost an estimated R24-million per annum. The print-ready files of these anthologies are already available in all official SA languages and have been evaluated and approved by literacy experts. They were used in Gauteng Primary Literacy and Mathematics Strategy (GPLMS), the Early Grade Reading Study (EGRS) and by the National Education Collaboration Trust (NECT). Given the low cost and potential high-impact of this intervention it is, as they say, a no-brainer.
    • Response: (2) Recruit, train and employ a small army of Foundation Phase reading coaches. There is now strong evidence that the best way of improving learning outcomes throughout the system is by focusing on basic literacy and numeracy in the first three years of school. In South Africa, there have been a number of studies evaluating different methods of teacher training (centralized training, on-site coaching, cluster workshops etc.). The DBE’s Early Grade Reading Study (EGRS) Randomized Control Trials in the North West and Mpumalanga (200+ schools) have shown that the only method that improves reading outcomes significantly is a package of resources that includes (1) an expert reading coach that visits teachers in their classrooms, (2) lesson plans that guide teachers on how to use the resources, and (3) graded readers, Big Books and posters. In schools that received this intervention there was a 40% improvement in reading outcomes within two years as compared to control schools (Taylor et al., 2017). With a small army of reading coaches, resources, and lesson plans you could reach half of all primary schools within 8 years and it would cost approximately R1,3billion per year (Personal Communication, Stephen Taylor, DBE).
    • Response: (3) Provide a minimum box of educational resources to all classrooms starting with Grade 1-3. The provision of the DBE Rainbow Workbooks to all primary schools in the country was arguably the largest single improvement to basic education since the advent of democracy. Although they are A4 and in full-colour, each book costs only R4 to print since they have no copyright and are printed in large volumes (Personal Communication Veronica McKay, 11 Jan 2019). This model of printing license-free (Creative Commons) materials in large volumes using a central government printer significantly lowers the cost of providing learning and teaching support materials. Rather than assuming teachers and schools have the time, knowledge and administrative capacity to select each textbook, workbook, poster etc and order these through cumbersome procurement processes (and therefore it doesn’t happen), the Department should centrally determine a “minimum box of resources” per grade that every teacher teaching that grade receives. For example, providing every Foundation Phase teacher with 40 Big Book Stories (one per week), 40 posters, Lesson Plans, Phonics Frieze, Alphabet Frieze, Phonics Cards, Alphabet Cards, and a basic set of stationery costs R2,770 per teacher (this is the LTSM cost per teacher per year of the Funda Wande Literacy Intervention in the Eastern Cape, i.e. using only Creative Commons licensed Vula Bula materials.) To provide this minimum box of LTSM for all primary school classrooms in the country would cost approximately R731million per year (There are approximately 33,000 teachers per grade in SA).
    • Response: (4) Eliminate extreme class sizes. It is estimated that at least 10% of Foundation Phase learners in the Eastern Cape and Limpopo are in classes where the class size is 60 learners per class or higher (Spaull, 2016). Eliminating extreme classes of 50 or more learners per class, particularly in the Foundation Phase (Grade R-3), should be prioritized.
    • Response: (5) Eliminate grossly inadequate physical infrastructure. The fact that SA is a middle-income country yet still has children that drown in pit latrines, and that hundreds of thousands of learners and teachers are forced to attend schools that do not have water, electricity or dignified sanitation should be a source of national shame. The President should appoint a task team (equipped with high-level politicians, civil engineering executives, union representatives etc.) to come up with a plan to eliminate all major infrastructure backlogs (water, electricity, sanitation) within the President’s first term. Note every South African president since the transition has promised to eliminate these unsafe schools yet here we are in 2019 and there are still thousands of them.
    • Response: (6) Technology in education. There is currently a surge of interest in technology in education and specifically a new proposal to provide one-device-per-child. This is one area that has been studied quite extensively in various developing countries and the evidence consistently shows that providing technology to individual learners is not the most cost-effective method of improving learning outcomes and in every country where it has been implemented it was deemed a failure. (See Michael Trucano’s 2014Questions to ask (and not to ask) when your president tells you to buy 100k (or a million) tablets for students”). A sensible approach to increasing South African schools’ ICT readiness would involve (1) Prioritizing functional computer laboratories for high-schools (not primary schools), (2) providing all teachers with laptops, as well as (3) Ensuring more high-school learners take Computer Applications Technology (CAT) as a subject and increasing the number and quality of teachers who can teach this subject. For example, the number of Grade 12 learners passing Computer Applications Technology (CAT) is quite low at about 35,000 (7% of all candidates) and is actually declining (2018 NSC Report, p. 57). The ‘Action Plan 2019’ makes explicit mention of the severe inequalities that prevail with respect to access to more technical subjects (p. 31). For example, half of white males take technical subjects, against 5% for black African males. Only a quarter of schools writing the NSC offer CAT, and these are concentrated in quintiles 4 and 5: 67% of quintile 5 schools and 46% of quintile 4 schools offer CAT, against just 14% in quintiles 1 to 3 (in quintile 1 it is a mere 6%). Breaking the patterns of white and middle-class advantage by giving access to technical subjects is an important step towards a more equitable education system. This could be achieved by a goal to “Ensure that by 2024 half of quintiles 1 to 3 schools will begin offering Computer Applications Technology facilitating employment in the 21st Century workplace”.
  • South Africa: There have been a number of initiatives in South Africa to implement various ICT-related programs and roll-outs, particularly in Gauteng and the Western Cape. A recent overview by Ostrowick (2016) summarizes the evidence (see Appendix B; see also Meyer & Gent, 2016). An evaluation of the Khanya Computer Labs project in the Western Cape (Louw et al, 2008) found “substantial variability in implementation” but did find a positive impact for those that used it. The Western Cape’s ‘e-Education Game Changer’ and Gauteng’s experimentation with SmartBoards and laptops for children are both instructive about the logistical complexities with using technology in education. There is also a recent MSDF-funded report conducted by AC Kearney (Draft copy 15 Jan 2019) on “Education Data and Tool Landscape Diagnostic review e-education in South Africa” that will be published at the end of January 2019.

Figure 6 below indicates that South African high-schools lag behind other developing countries when it comes to access to computers. However the evidence-based approach to remedy this is (1) focus on ensuring all high-school have functional computer laboratories (rather than one device per child, (2) piloting and evaluating teacher development programs on the use of ICT-in-teaching, (3) piloting and evaluating different software and apps to see which of these are most likely to be beneficial to learners and teachers.

Figure 6: Comparison of access to computers in high schools using TIMSS Gr8 2003-2015 (Source: Martin Gustafsson, 2019).

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Summary of the evidence from comparison countries:

  • Global review (Colombia, Peru, China, Netherlands, US, India, Israel, Romania, England, Netherlands, Ecuador): In a recent rigorous review of 26 studies on the use of hardware in teaching published in the American Economic Review, Muralidharan et al., (2018) find that the bulk of studies (67%) in 11 countries find no result at all (40%) or an ambiguous result with some positive and some negative results (27%). Only 27% of the studies found positive results and a minority found negative results (6%). Sample sizes for studies with “no impact” were often large and program intensity was substantial (Muralidharan, Singh & Ganimian, 2018: Appendix C). These studies are summarized in Appendix A below.
  • Peru: Large-scale randomized control trial in 319 primary schools of the roll-out of One-Laptop-Per-Child in rural Peru: “No evidence is found of effects on enrollment and test scores in Math and Language…the time allocated to activities directly related to school does not seem to have changed. The program did not affect attendance or time allocated to doing homework. Second, it has been suggested that the introduction of computers increases motivation, but our results suggest otherwise. Third, there is no evidence the program influenced reading habits…Finally, the program did not seem to have affected the quality of instruction in class” (Inter-American Development Bank, 2012: p3).
  • Colombia: Randomised Control Trial evaluation of “Computers for Education” in 97 schools in Colombia. The findings showed no improvement in learning outcomes: “Overall, the program seems to have had little effect on students’ test scores and other outcomes. These results are consistent across grade levels, subjects, and gender. The main reason for these results seems to be the failure to incorporate the computers into the educational process. Although the program increased the number of computers in the treatment schools and provided training to the teachers on how to use the computers in their classrooms, surveys of both teachers and students suggest that teachers did not incorporate the computers into their curriculum” (World Bank, 2009: p2).
  • Kenya: USAID conducted a large-scale Randomized Control Trial comparing three interventions aimed at improving early literacy using technology: (1) student e-readers, (2) teacher tablets, and (3) tablets for Instructional Supervisors. “The Kisumu ICT study allowed for a comparative analysis of the impact of ICT on learning outcomes in Kenya when interventions took place at three different levels in the education system: student, teacher, and instructional coach. The results of all three of the Kisumu County interventions showed that literacy outcomes can be improved. Despite great excitement over ICT interventions to support literacy, however, technology is not a cure-all for the poor literacy outcomes in Kenya and other countries in sub-Saharan Africa. In this case, whereas technology may have helped TAC tutors to better provide instructional support, we found no evidence that providing tablets to teachers or e-readers to students was more effective than the base PRIMR literacy program that was implemented without expensive ICTWhen costs are considered, there are non-ICT interventions that could have larger impacts on learning outcomes with lower costs.” (Piper et al., 2016: p213).
  • Los Angeles: In March 2013 the largest school district in the United States (Los Angeles Unified School District, LAUSD) entered into a $1,3-billion contract with Apple and Pearson to provide 650,000 iPads and a Pearson-developed digital curriculum. Despite a functional and somewhat sophisticated education bureaucracy the project was deemed an outright failure: “In March 2014 [1 year after implementation] nearly all schools had stopped the usage of the Pearson curriculum due to crippling technical problems and incompleteness… Due to immense pressure and criticism, Deasy [The Superintendent General] resigned from the school district in October 2014. In December 2014 LAUSD officially terminated the contract with Apple as a result of frequent problems on the daily use of the curriculum, which frequently interrupted normal learning in schools. Based on these problems and following the termination of the contract, LAUSD sought a refund from Apple (Alami, 2016: p65).
  • Depoliticize the bureaucracy: Teacher unions play an important role in South Africa advocating for the interests of teachers. There is no reason why members of the national and provincial education bureaucracies should be allowed to be members of a teacher union if they are not teachers and do not work in a school. The interests of teachers and those of the government are often contradictory (for example managing a bloated budget on the one hand and wanting to increase teacher salaries on the other). If high-level officials in the DBE are paid-up teacher union members (as all the DDGs in the DBE are) the union technically sits on both sides of the bargaining table. The widespread perception that promotion in the provincial and national bureaucracies is only possible with SADTU is problematic for accountability and creates a conflict of interest.
    • Response: Separate bureaucratic and teachers’ unions. While obviously members of the provincial and national Departments of Basic Education should be allowed to unionize, they should not be allowed to join a teacher’s union, given that they are not teachers. There is no reason why Departmental officials and in-school teachers need to e part of the same union. This would require passing legislation requiring that for someone to be a member of a teacher union they cannot work for the national or provincial Department of Basic Education.

 

References:

  1. Kerney. 2018. Education Data and Tool Landscape Diagnostic in South Africa. December 2018 Draft (162 pages)

Alami, A. (2016) Why do Technology Projects Fail? Procedia Computer Science 100 (2016) 62 – 71

Alvaredo, F., Chancel, L., Piketty, T., Saez, E., & Zucman, G. 2018. World Inequality Report 2018. Online. Available: http://wir2018.wid.world/ [Accessed: 26 June 2018]

Department of Basic Education. 2016. Report of the Ministerial Task Team Appointed by Minister Angie Motshekga to Investigate Allegations into the Selling of Posts of Educators By Members of Teachers Unions and Departmental Officials in Provincial Education Departments. Department of Basic Education. Pretoria

Inter-American Development Bank. (2012). Technology and Child Development: Evidence from the One Laptop per Child Program. IDB Working Paper Series No. IDB-WP 304.

Martin Gustafsson, 2018. “Understanding the sharp primary level enrolment increases beginning in 2011,”Working Papers 08/2018, Stellenbosch University, Department of Economics.

Mullis IVS, Martin MO, Foy P, Hooper M (2017) Pirls 2016: International Results in Reading. International Association for the Evaluation of Educational Achievement

Muralidharan, K., Singh, A., & Ganimian, A. J. (2018). Disrupting education? Experimental evidence on technology-aided instruction in India. American Economic Review, Working Paper.

Orthofer, A. Welath inequality in South Africa: Evidence from survey and tax data. REDI3x3 Working paper 15. June 2016.

Piper, B., Zuilkowski, S., Kwayumba, D., & Strigel, C. (2016). Does technology improve reading outcomes? Comparing the effectiveness and cost-effectiveness of ICT interventions for early grade reading in Kenya. International Journal of Educational Development 49 (2016) 2014-214

Ramphele, M. 2012. Education system worse than under apartheid: Ramphele. Mail & Guardian 23 March 2012. (Online). Available: https://mg.co.za/article/2012-03-23-education-system-worse-than-under-apartheid-ramphele [Accessed: 26 June 2018]

Schotte, S., Zizzamia, R., & Leibbrandt, M. (2018). A poverty dynamics approach to social stratification: The South African case. World Development 110 (2018) 88-103.

Spaull, N. and Kotze, J. (2015). Starting behind and staying behind in South Africa: The case of insurmountable learning deficits in mathematics. International Journal of Educational Development. Vol 41 (March) pp12-24

Spaull, N. (2016). Excessive class sizes in the Foundation Phase. Research on Socioeconomic Policy (RESEP). Policy Brief. Apr/2016.

Trucano. M (2016). Questions to ask (and not to ask) when your president tells you to buy 100k (or a million) tablets for students. World Bank. EduTech. (Online). Available: https://blogs.worldbank.org/edutech/educational-tablets-questions-to-ask

Van Broekhuizen, H. 2016. Graduate unemployment and Higher Education Institutions in South Africa. Stellenbosch Economic Working Paper Series WP08/2016. Stellenbosch, South Africa.

Van Broekhuizen, H., Van der Berg, S., & Hofmeyr, H. (2016) Higher Education Access and Outcomes for the 2008 National Matric Cohort. Stellenbosch Economic Working Paper 16/16 (Online). Available: http://resep.sun.ac.za/wp-content/uploads/2018/07/wp-16-2016_1.pdf

Van der Berg, S. & Gustafsson, M. (2019). Educational Outcomes in Post-Apartheid South Africa: Signs of Progress Despite Great Inequality. In “South African Schooling: The Enigma of inequality (Eds: Spaull, N & Jansen, J). Springer.

Van der Berg, S., Spaull, N., Wills, G., Gustafsson, M., & Kotzé, J. (2016) Identifying the Binding Constraints in Education. Report commissioned by the South African Presidency and funded by the European Union’s Programme to Support Pro-Poor Policy Development (PSPPD) initative.

Venkat, H. and Spaull, N. 2015. What do we know about primary teachers’ mathematical content knowledge in South Africa? An analysis of SACMEQ 2007. International Journal of Educational Development. Vol. 41 Mar. p.121-130.

World Bank. (2009). The Use and Misuse of Computers in Education: Evidence from a Randomizes Experiment in Colombia. Policy Research Working Paper 4836.

Appendix A: Summary table of Muralidharan et al.’s, (2018) overview of technology in education interventions

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Appendix B: Status of Technology in SA Schools (Source: Ostrowick, 2016)

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Appendix C: Over-arching findings of MSDF-funded AC Kearney report “Education Data and Tool Landscape Diagnostic in South Africa” (2019)

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[1] This is based on my own calculations on the Matric 2014 National Senior Certificate data (i.e. it does not include IEB candidates, but does include independent schools that write the NSC. ‘Top’ here is defined as the largest number of mathematics distinctions (80%+). In almost all of these schools there are at least 9 mathematics distinctions per school. Note also that 23 of the 200 schools are independent schools writing the NSC exam.

[2] This is based on my own calculations using Treasury’s Estimates of Public Revenue and Expenditure (EPRE) data which is available on their website.

[3] This demographic phenomenon has been confirmed by Home Affairs birth registration data as well as age-specific data in the Department of Basic Education’s Annual Survey of Schools (ASS) and the Learner Unit Record Information Tracking System (LURITS). The leading explanation is that the rise in births coincides with the roll out of Anti-retroviral (ARV) treatment. Thus larger cohorts of children have been moving through the schooling system, with the ‘surge’ reaching Grade 8 in 2018

Universities headed for a perfect storm (#Matric2018)

perfect storm

Last week the Minister of Basic Education, Angie Motshekga, announced the matric pass rate of 78% to the usual fanfare and political theatre to which we have all grown accustom. To her credit she emphasized the importance of early learning and ensuring that all children learn to read for meaning by the age of 10 and the need for improving Early Childhood Development. Since the release most commentators have chosen to focus on (1) inter-provincial results (Gauteng came out on top), (2) questions about the “true” matric pass-rate (of 100 children that started Grade 1 in 2007, only 51 made it to matric, 40 passed and 17 got bachelor’s passes. So, the pass mark of 78% is probably more like 40% if you take into account the 400,000 kids that drop out the system before matric). And a few people focused on (3) gender; for every 100 girls in matric there are only 82 boys, mainly because boys do worse than girls at school and dropout in higher numbers.

But not many people have focused on the surge in bachelor passes compared to last year. In 2017 there were 153,610 bachelor passes which increased to 172,043 in 2018, a massive 12% increase year on year. And this wasn’t because 2018 happened to be a bigger cohort than 2017, in fact it was slightly smaller than last year with 4,422 fewer matrics. So why was there such a big increase? I think the leading explanation is a change in policy in March last year (Government Gazette 41473-No.165:213) which changed the criteria for getting a bachelor’s pass by abolishing the “designated list” of subjects.  This went largely under the radar at the time. To get a bachelor pass before the change in policy you needed to get (1) 40% in your home-language, (2) at least 50% in four other subjects from the “designated list”, and 30% for one other subject. The “designated list” was a list of 18 subjects and includes the usual suspects like Accounting, Business Studies, Economics, Geography, Mathematics, Mathematics Literacy, History, Consumer Studies etc. Now that the list has been abolished, you can get 50% in any subject offered in matric. For example, now you can get 50% in Tourism, Computer Applications Technology, Dance and Hospitality (among others) and still qualify. Some of these subjects have very high enrolment. A total of 130,000 odd learners took Tourism in 2018 and 98% of them passed. About 32,000 learners took Computer Applications Technology and 92% passed. (The pass rates in Dance and Hospitality are 100% and 99% respectively).  So, if you got 40% for your home-language (which almost everyone does), 50% in Dance, Tourism, Hospitality and Consumer Studies, and 30% in Mathematics Literacy you get a bachelor’s pass and qualify to go to university. This is the first year that this has been the case.

In my view, this is quite clearly the leading explanation for the increase in bachelor passes in 2018. If you look at the largest nine ‘traditional’ subjects (Mathematics, Mathematics Literacy, Physical Science, Accounting, Business Studies, Economics, Geography, History, Life Science) there was actually a decrease of 2% in the total number of students getting 40%+ in these subjects (the Department doesn’t report 50%+ but we can assume similar trends). So, it’s clearly not because there were more students doing better in ‘traditional’ subjects.

As an aside, in 2014 Higher Education South Africa (HESA) commissioned a study titled “The Value of Designated Subjects in Terms of the Likely Student Success in Higher Education” and concluded that “Adding additional subjects to this [designated] list may flood an already over-subscribed public higher education system with more under-prepared students.” (HESA, 2014: p10). Go figure.

So why a perfect storm? Well there are basically three reasons: (1) We now have “free” higher education, which the overwhelming majority of students qualify for. This is one reason to think that enrolments would have increased this year anyway, (2) It’s an election year which means that any student-pressure in February will be politically difficult to ignore, and (3) there is now a large wave of additional students (18,433 more than last year) that qualify for university entrance and many of whom won’t be able to be accommodated. We know these are weaker students on average and therefore not as academically equipped to succeed at university in the coming years. Enrolment increases of weaker students coupled with funding pressure and an election means higher education is probably headed for a rough few years ahead.

Some thoughts on #Matric2018

pulse

Every year we have our national jamboree and the media focuses on the schooling system for 2 weeks before it gets back to its usual diet of politics, corruption, celebrities and soapies. Looking through the DBE’s reports on the matric exam (all here) I am really impressed with what they manage to achieve in such a short space of time! I do want to write an article or two on Matric 2018 but for now here are some of my thoughts…

(1) STATISTICS: The matric pass rate seen in isolation is misleading. Remember that the widely-reported matric pass rate is just the number of full-time matrics passing divided by the number of full-time matrics writing (400,761 / 512,700 = 78%). However if we look at the cohort in Grade 1 there were about 1 million learners (according to the Education Statistics at a Glance 2007). [Note there are some repeaters in here. There are probably about 925,000 learners in this cohort – see Gustafsson, 2018]. So the throughput matric pass rate from Grade 1 is around 40-43%.

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(2) GENDER: For every 100 girls in matric there are only 82 boys. There are lots of reasons for this (see Van Broekhuizen & Spaull, 2017), but basically girls do better than boys at most school subjects and drop out at lower rates.

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(3) SPECIAL NEEDS: Only 12% of the SA population live in WC but 64% of Special Needs matric candidates come from WC. Every year when I read through the reports I’m shocked by the stats on Learners with Special Needs.  If you’re a parent with a Special Needs child you basically want to be in the Western Cape.

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(4) PROGRESS: There has been clear progress in a number of indicators over the last 10 years. Improvements in TIMSS, as well as increases in the numbers of Bachelor passes and passes in maths and science.

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We’re hiring at Funda Wande

As we start versioning the Funda Wande: Reading for Meaning program into other African languages we are recruiting for two positions for 2019: (1) Applied Linguist, and (2) Sotho Language Specialist. See job profiles below. For more details and to apply click HERE.

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Presenting to the President

Group photo - Ramaphosa Roundtable 2018

Last month I got to meet President Ramaphosa as part of a roundtable he convened on the topic: “Strategies for long term prosperity: What would it take to place South Africa on a higher-growth trajectory?” There were 18 economists from academia and industry who were asked to give input on the topic. It doesn’t take a genius to guess that my presentation was entirely about education and getting the foundation right in Grades R-3. I’ve included my 3-page write up here and also below.

22 November 2018 – Ramaphosa Roundtable

Strategies for Long-term Prosperity

“What would it take to place SA on a higher-growth trajectory?”

Overview: The president has asked about two things (1) How to increase economic growth, and (2) how to share the gains of that growth. This note argues that neither of these two things are possible with the current broken primary education system. Currently less than half of South African children acquire basic skills in literacy or numeracy in primary school, they do not pass matric and they do not get jobs. The dysfunctional basic education system is the binding constraint to long-term inclusive economic growth. Ensuring all children learn to read-for-meaning and calculate-with-confidence by age 10 must become the apex priority of government. There is no route to a more equitable and prosperous South Africa that does not first chart the path of a radically improved primary education system. This is a difficult sell in the short-term but it is really the only way to a truly transformed South Africa.

The Problem

  • Mass unemployment: Half of all young people aged 15-34 years are unemployed by the broad definition (StatsSA, 2018) and the problem is getting worse. The unemployment rate for those under 24 years of age has risen since 2010 and the percentage of youth who have given up looking for work has also increased (De Lannoy et al., 2018: p7). This has also lead to a sense of exclusion among young people and heightened ‘levels of frustration and impatience’ (National Planning Commission 2012).
  • Severe inequality and a legacy of exclusion: South Africa today is the most unequal country in the world. The richest 10% of South Africans lay claim to 65% of national income and 90% of national wealth; the largest 90-10 gap in the world (Alvaredo et al, 2018, p. 150; Orthofer, 2016). Wealth and access to dignified work are still split along racial and geographic lines with poverty and unemployment concentrated among African and female youth, especially those living in rural areas and townships. White South Africans still make up two-thirds of the elite (the wealthiest 4% of society).

Figure 1: Racial composition of South Africa’s ‘classes’ (Source: Schotte et al, 2017: p.25). (Rand values are mean household expenditure per capita).

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The Root of the Problem

The dysfunctional primary schooling system: Of 100 children that start school, approximately 60 will reach and write matric, 37 will pass and 12 will access university. Only 4 will complete an undergraduate degree within 6 years. Low through-put rates and weak performance in high school is rooted in weak foundations from primary school (Spaull & Kotze, 2015, Van der Berg et al., 2016).

Figure 2: The qualifications pyramid in South Africa (Van Broekhuizen et al., 2016)

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Lack of foundational reading skills: Learning to read for meaning is the most critical skill children learn in primary school. It is the skill upon which all other skills depend. The South African curriculum stipulates that children should be able to read for meaning by the end of Grade 3 in their home-language and in English. The recent Progress in International Reading Literacy (PIRLS 2016) study showed that 78% of South African Grade 4 children could not read for meaning in any language, that is they could not “locate and retrieve an explicitly stated detail.” Comparable figures in other countries are 64% (Morocco), 35% (Iran), 13% (Chile), and 3% (United Kingdom) (Mullis et al., 2017a).

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Lack of foundational mathematical skills: Learning to use the four operations effectively and with confidence is one of the most essential mathematical skills children learn in primary school. According to the Trends in International Mathematics and Science Study (TIMSS 2015), 61% of South African Grade 5 learners could not do basic mathematics, that is they could not add and subtract whole numbers, have no understanding of multiplication by one-digit numbers and cannot solve simple word problems. (Mullis et al., 2017b)

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The Solution

Radical prioritization and focusing on Foundation Phase:. The first step towards fixing the education system is ruthless prioritization. South Africa does not have the financial resources, political capital or human expertise to solve many problems at the same time. Policy-makers and politicians needs to accept that underperformance in matric and high drop-out rates are rooted in weak foundations in primary school and specifically in Grades R-3. If 78% of Grade 4’s cannot read for meaning in any language they are precluded from success at school.  In mathematics, only a third of South African children are equipped to succeed which can reliably be traced back to primary school. We typically look at the approximately 360,000 matrics who pass (30%+) either Maths or Maths Literacy in 2017 which is about 36% of the original cohort. Yet if we look at Grade 9 we see that only 34% of Grade 9’s could do basic maths (TIMSS 2015), and if we look even earlier at Grade 5 we see that only 39% of Grade 5’s acquired basic numeracy (TIMSS-N 2015).

Business-as-usual is not working: Although there were considerable gains in learning outcomes in the 2003-2011 period, the 2011 to 2015 period has shown almost no improvement in learning outcomes (Spaull, 2019). Grade 4 reading outcomes did not improve between PIRLS 2011 and PIRLS 2016.

A ‘Marshall Plan’ for early grade reading and numeracy focusing on teachers:. Reforming the basic education system is not possible without changing (1) who is recruited into teaching, (2) the way that teachers are trained at universities and in schools, (3) the ways that teachers are deployed across schools, and (4) who has access to the functional part of the schooling system. None of these reforms are possible without significant buy-in from the majority teacher union, SADTU, which is itself not possible without the ruling party expending significant political capital. Being more selective about who is accepted to teacher training programs, providing existing teachers with meaningful learning opportunities, and incentivizing the best teachers to teach in the most challenging contexts will not be possible without additional resources and political will. We need a “Marshall Plan” for Reading and Numeracy and to drastically expand promising programs like the Early grade Reading Study (EGRS), which have been piloted, rigorously evaluated and shown to be successful in the North West and Mpumalanga. With a small army of reading coaches, resources, and lesson plans you could reach half of all primary schools within 8 years. It would cost R1,3billion per year.

A wise president: It’s true that there is no silver bullet to improving basic education, and yes, change in education takes a long time – certainly more than one term. However, there is no route to a more equitable and prosperous South Africa that does not first chart the path of a radically improved primary education system. A wise president, and one who will almost certainly win the election in May 2019, would realize that while improving basic education is a difficult sell in the short-term, it is really the only way to a truly transformed South Africa.