Funding for African academics and African Masters & PhD students – super helpful! :)

WATC_ResearchAfrica_Sq-321x321

I’ve reposted Rachel Strohm’s article on “Research and travel funding for African Academics” below. This is a REALLY helpful resource for those looking for funding for research and travel. I’ve also included her funding list for MA and PhD opportunities at the end…

From Rachel:

“As a complement to my list of scholarships for African students doing MAs and PhDs, here are all the research and travel grants that I could find for African professors.  If you come across any others, please send them my way!  They’re listed by funding type and by country or region.

I include the link to the current version of the fellowship or grant offered when I found it, so some of the links may now be out of date.  I don’t have time to update all the links every year, so if you find an outdated link, just Google the current information on the program.

I’ll note here that I get a lot of requests from people asking me to help them get a scholarship.  I’m not affiliated with any of the universities or scholarship providers listed here.  I can’t provide individualized recommendations for scholarships.  I can review a limited number of social science scholarship applications as my schedule permits.

African Post-Docs

European Post-Docs

Other Post-Docs

Research Funding

Travel, Conference, and Visiting Scholar Funding

Training

MA and PhD opportunities

I’ve come across several great scholarship opportunities for African students who’d like to study or attend workshops abroad recently, and wanted to highlight them here.  They’re listed by country or region, and by university.

I include the link to the version of the scholarship offered when I found it, so some of the links may now be out of date.  I don’t have time to update all the links every year, so if you find an outdated link, just Google the current information on the scholarship.

I’ll note here that I get a lot of requests from people asking me to help them get a scholarship.  I’m not affiliated with any of the universities or scholarship providers listed here.  I can’t provide individualized recommendations for scholarships.  I can review a limited number of social science scholarship applications as my schedule permits.

Si vous êtes un étudiant francophone, veuillez regarder la liste des bourses ici.

Africa

Europe

UK

US

Other Resources

(Image at the top from here)

TALIS South Africa 2018

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In 2018 South Africa participated in the OECD’s Teaching and Learning International Survey (TALIS). In SA, 170 high-schools participated in the study and 2,046 teachers from those schools. The aim of the survey, which is nationally representative, is getting accurate and comparable data on the working conditions and learning environments in South African schools, with a special focus on teachers and principals. Here are the three main reports for those interested in digging into the data. It’s difficult to overstate how much valuable information there is in the full OECD report (Volume 1). For any quantitative research students interested in education and thinking about a topic I would strongly recommend looking at the reports and downloading the TALIS 2018 data.

I’ve included some highlights from the reports below, mainly using graphs taken from the reports…

  • Time spent on actual teaching and learning: South African high-school teachers reported that only 66% of their time was spent on actual teaching and learning compared to an average of 78% in the 31 OECD countries.

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This is not very surprising and the 66% figure is almost certainly an overestimate given that it is self-reported data from the teachers themselves. In an earlier observational study Carnoy et al (2012) found that at the Grade 6 level only 40% of scheduled lessons for the year were actually taught. Wasted Learning time was one of the four ‘binding constraints‘ we raised in 2016. I include an excerpt from that report:

“In a comprehensive year-long comparative study evaluating 58 schools in the North West province and 58 schools across the border in Botswana, researchers found that of the 130 mathematics lessons scheduled for the year, Grade 6 teachers in the North West had only taught 50 lessons by the beginning of November (Carnoy et al, 2012, p. xvi). This amounts to only 40% of scheduled lessons for the year. By contrast, in Botswana Grade 6 teachers had taught 78 lessons by the beginning of November (60% of scheduled lessons). The researchers note that frequently the problem was not teacher absenteeism but rather a lack of teaching activity despite teacher presence. As the authors note “One of [the reasons] brought up by many North West teachers, is the ‘lack of confidence’ teachers feel in teaching the required elements of the Grade 6 mathematics curriculum. In discussions, teachers attributed this lack of confidence to lacking the knowledge needed to teach the subject” (p. xvi), reflecting the interaction between support and accountability.”

  • Gender imbalance between teachers and principals: TALIS 2018 shows that at the high school level 60% of teachers are females but only 20% of principals are female.

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Last year Gabi Wills wrote a helpful policy brief on school leadership and management and has a section where she highlights the gendered nature of South African school leadership and management:

“Gender bias in the promotion of female teachers emerges at the middle management level and widens at higher post-levels. In 2016, despite most teachers being women (74%), women only held 63% of HoD posts. At the level of deputy principal, women only held 44% of these posts and a mere 36% of school principal posts as reflected in Figure 3. However, these gaps are driven mostly through secondary school promotion appointments which are more likely to favour men than primary school promotion appointments. There has also been little improvement in gender equality in school promotion. For example, the percentage of principals who were women only improved by 2% points from 34% in 2004 to 36% in 2012” (Wills, 2018).

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  • Multilingual contexts in South Africa: South Africa had the second largest percentage of students whose first language was different from the language of instruction. (The only country with a higher percentage was the tiny island state of Singapore – to give you a sense, there are only 185 primary schools in Singapore). Drawing attention to the languages that children speak – and the diversity of those languages in SA – is really important.

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I have a forthcoming chapter (co-authored with Lilli Pretorius) where we look at early grade reading in African languages. The table below comes from that chapter and shows that Gauteng is very different to the other 8 provinces in South Africa. It also shows that  72% of Gr1-3 learners are in schools where 75%+ learners speak the same language as their home language (in KZN this is 93% and EC it’s 90%).

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Those are some thoughts for now. I’d really encourage anyone reading this to delve into the full international reports and figure out what we can learn from these studies. Bravo to the DBE for participating in these types of studies and for their commitment to improving the system based on rigorous evidence emerging from them.

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SU Economics of Educ 2019

SU campus

So we’re at that time of year again 🙂 I’ll be teaching the Applied Economics of Education course which we piloted for the first time last year. It’s a full semester course offered to graduate students in the Economics Department at Stellenbosch University. The lectures and tutorials will be on Tuesdays (4-6pm) and Thursdays (2-4pm) from July to November 2019. The course starts on the 30th of July 2019. I will be teaching half of the course and there will be guest lectures by Catherine Snow and Pamela Mason (Harvard) as well as Cally Ardington (UCT). The second half of the course will be taught by Profs Servaas van der Berg and Pierre De Villiers. The lecture schedule is included below.

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Aim of the course: The aim of the course is to expose some of our graduate students to the applied work we do on education in SA, particularly at RESEP, and also to the researchers who are doing that work (many of whom will be at the lectures as well). For that reason many of the prescribed readings are written by RESEP researchers. Some of our PhD students who will be taking the course are based in Durban and Johannesburg and will be joining the lectures via Zoom.

Who can audit the course? Although the course is for Honours students (ECON771) and Masters students (ECON871) we do allow other students from outside the Economics Department to take the course, as well as those from other universities and even from outside universities all together.  All participants (students and auditors) will be required to submit one reading reflection per lecture. While some of the readings and discussions are technical, the majority are not overly technical. If you would like to audit the course (either in person or online) please complete this Google Form. There is space for up to 15 auditors.

[1] An overview of the South African education system

The aim of this lecture is to provide an overview of the South African education system. For those who are not from South Africa please read the first four chapters of the Fiske & Ladd (2004) book and the Van der Berg & Hofmeyr (2018) article to familiarize yourself with the SA context.

Required readings:

  1. Spaull, N. (2019). Equity: A price too high to pay? In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.
  2. Van der Berg, S., Spaull, N., Wills, G., Gustafsson, M. & Kotzé, J. (2016). Identifying binding constraints in education. Stellenbosch: Research on Socio-economic Policy. Available from: <http://resep.sun.ac.za&gt; [Accessed May 2016].

Additional readings:

  1. (Policy) Gustafsson, M. (2019). Pursuing change through policy in the schooling sector 2007-2017. In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.
  2. Fiske, E. & Ladd, H. (2004) Elusive Equity: Education reform in post-apartheid South Africa. HSRC Press; Brookings Institution Press. Washington DC.
  3. Mweli, M. (2018). Basic Education’s Role in Tackling Poverty. Basic Education Matters (2018: 1). Journal of the Department of Basic Education.
  4. Van Wyk, C. (2015). An overview of key data sets in education in South Africa. South African Journal of Childhood Education. 2015 5(2) 146-170.
  5. Van der Berg, S. & Hofmeyr, H. (2018). Background note on Education in South Africa. An Incomplete Transition: Overcoming the Legacy of Exclusion in South Africa. World Bank.

[2] Sampling, assessment and trends over time

Much of the economics of education involves analyzing sample-based surveys of educational inputs and learning outcomes. Of particular importance are the three international assessments South Africa participates in which are the Trends in International Mathematics and Science Study (TIMSS, Grade 9 Maths and Science conducted in 1995, 1999, 2003, 2011 and 2015), the Southern and Eastern African Consortium for Monitoring Educational Quality (SACMEQ, Grade 6 reading and mathematics conducted in 2000, 2007 and 2013), and the Progress in International Reading and Literacy Study (PIRLS, Grade 4/5; conducted in 2006, 2011 and 2016). This session covers issues of inter-temporal comparability, how surveys sample schools, representivity, basic statistical concepts in sampling, interpreting results from cross-national surveys and some of the literature that has looked at this issues in SA and sub-Saharan Africa.

Required readings:

  1. (SACMEQ) Ross, K., Saito, M., Dolata, S., Ikeda, M., Zuze, L., Murimba, S., Postlethwaite, N., & Griffin, P. (2005). The Cconduct of the SACMEQ II project. Chapter 2 in The SACMEQ II Project in Kenya: A Study of the Conditions of Schooling and the Quality of Education: Kenya Working Report. SACMEQ Educational Policy Research Series.
  2. (*) Chapters 1-4 of the Handbook of International Large-Scale Assessment: Background, Technical Issues, and Methods of Data Analysis (Rutkowski, L., von Davier, M., & Rutkowski, D., (eds).
  3. (Outcomes) Van der Berg, S. & Gustafsson, M. (2019). Educational outcomes in post-apartheid South Africa: Signs of progress despite great inequality. In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.

Additional readings:

  1. (Access and quality) Spaull, N., and Taylor, S., (2015). Access to what? Creating a composite measure of educational quantity and educational quality for 11 African countries. Comparative Education Review. Vol. 58, No. 1.; Taylor, S., and Spaull, N. (2015). Measuring access to learning over a period of increased access to schooling: the case of Southern and Eastern Africa since 2000. International Journal of Educational Development. Vol. 41 (March) pp47-59; Lilenstein, A. (2018). Integrating Indicators of Education Qunatity and Quality in Six Francophone African Countries. Stellenbosch Economic Working Papers WP 09/2018. Stellenbosch.
  2. Spaull, N. 2012. SACMEQ at a glance series. Research on Socioeconomic Policy (RESEP). (Online). Available: http://resep.sun.ac.za/wp-content/uploads/2012/07/Spaull-2012-SACMEQ-at-a-Glance-10-countries.pdf [Accessed: 12 July 2018]
  3. Any of the recent South African reports on either TIMSS or SACMEQ
    1. (TIMSS Gr5) Isdale, K., Reddy, V., Juan, A., & Arends, F. 2017. TIMSS Grade 5 National Report: Understanding mathematics achievement amongst grade 5 learners in South Africa. Cape Town: HSRC Press.
    2. (TIMSS Gr9) Zuze, L., Reddy, V., Visser, M., Winaar, L., & Govender, A. (2017). TIMSS Grade 9 National Report: Understanding mathematics achievement amongst grade 9 learners in South Africa. Cape Town: HSRC Press.
    3. (SACMEQ 2013). DBE (2017). The SACMEQ IV Project in South Africa: A Study of the Conditions of Schooling and the Quality of Education. Department of Basic Education. Pretoria. (must be read in conjunction with popular press article below).

Popular press articles:

[3] Early grade reading in South Africa: What do we know?

Required readings:

  1. Spaull, N. & Pretorius, E. (2019). Still falling at the first hurdle: Early grade reading outcomes in South Africa. In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.
  2. (*) Pretorius, E. & Spaull, N. (2016). Exploring relationships between oral reading fluency and reading comprehension amongst English second language readers in South Africa. Reading and Writing. (29) 1449-1471 DOI: 1-23 10.1007/s11145-016-9645-9
  3. Snow, C. (2017). Early Literacy Development and Instruction: An Overview. The Routledge International Handbook of Early Literacy Education. Routledge.

Additional readings:

  1. (2013). NEEDU National Report 2012: The State of Literacy Teaching and Learning in the Foundation Phase. National Education Evaluation and Development Unit. Pretoria.
  2. (SA PIRLS Literacy) Howie, S., Combrink, C., Roux, K., Tshele, M., Mokoena, G., & Palane, N. 2018. Progress in International Reading Literacy Study 2016: South African Children’s Reading Literacy Achievement. Centre for Evaluation and Assessment. Pretoria.
  3. (PIRLS 2016) Mullis, I., O’Martin, M., Foy, P., & Hooper, M. (2017). PIRLS 2016 International Results in Reading. Progress in International Reading Literacy Study. TIMSS & PIRLS International Study Centre. Boston.
  4. Hoadley, U., 2012. What do we know about teaching and learning in South African primary schools? Education as Change, 16:2, 187-202
  5. Reardon, S., Valentino, R., Shores, K. (2012). Patterns of Literacy among US Students. Future of Children. (Online). Available: https://pdfs.semanticscholar.org/d337/b5bc4e54e325ffd1a67610b38279ad78ef39.pdf [Accessed 12 July 2018]

[4] Reading Wars and Reading Skirmishes: Back to our Battle Stations

[Catherine Snow & Pamela Mason, Harvard University] 

Catherine and Pamela to send their pre-readings which will be circulated.

[5] #FeesMustFall: Who should pay for higher education?

Required readings:

  1. Van Broekhuizen, H., Van der Berg, S., & Hofmeyr, H. (2016). Higher Education Access and Outcomes for the 2008 National Matric Cohort. Stellenbosch Economic Working Papers 16/16.
  2. *Chapman, B. (2006) Income Contingent Loans for Higher Education: International Reforms. Handbook of the Economics of Education (Vol 2) pp 1435-1503.
  3. Davis Tax Committee. 2016. Report on the Funding of Tertiary Education. (Online). Available: http://www.taxcom.org.za/docs/20171113%20DTC%20report%20on%20funding%20of%20tertiary%20education%20-%20on%20website.pdf [Accessed: 11 July 2018]

Additional readings:

  1. Van der Berg, S. (2016) Funding university students: Who benefits? Council for Higher Education (CHE). Kagisano, No. 10, p173
  2. Wits Students (2016). Thuto ke Lesedi: A Modelfor Fee-Free Undergraduate Higher Education in South Africa.
  3. UCT Students. 2016. Why Neoclassical Arguments against Free Education are Bullshit: And Why we need free education. (Online). Available: https://vula.uct.ac.za/access/content/group/fdf89eba-baa6-407c-ba96-3a3f959e6d29/Higher%20Education%20Crisis/Free%20Education%20Economics%20critique.pdf [Accessed: 12 July 2018]

Popular press:

 [6] Inequality in South Africa: What do we know?

Required readings:

  1. Spaull, N. (2019). Equity: A price too high to pay? In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.
  2. Taylor, S. & Yu, D. (2009). The importance of socio-economic status in determining educational achievement in South Africa. Stellenbosch Economic Working Papers: 01/09.
  3. Van der Berg, S. (2007). Apartheid’s enduring legacy: Inequalities in education. Journal for African Economies 16(5), November: 849-880

Additional readings:

  1. Motala, S., & Carel, D. (2019). Educational funding and equity in South African schools. In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.
  2. Fiske, E. & Ladd, H. (2004) Elusive Equity: Education reform in post-apartheid South Africa. HSRC Press; Brookings Institution Press. Washington DC.
  3. (*)Crouch, L. & Gustafsson, M. (2018) Worldwide Inequality and Poverty in Cognitive Results: Cross-sectional Evidence and Time-based Trends. RISE-WP-18/019. Research on Improving Systems of Education (RISE) (Online). Available: https://www.riseprogramme.org/sites/www.riseprogramme.org/files/publications/RISE_WP-019_Crouch-Gustafsson.pdf [Accessed 12 July 2018]

[7] Randomized Control Trials in education

[Cally Ardington, UCT Economics & JPAL]

Required readings:

  1. (RCTs) Kremer, M., Brannen, C., & Glennerster, R. (2013). The Challenge of Education and Learning in the Developing World. Science 340, 297 (2013)
  2. (EGRS) Cilliers, J., Fleisch, B., Prinsloo, C., Reddy, V., & Taylor, S. (2018). How to improve teaching practice? Experimental comparison of centralized training and in-classroom coaching. Unpublished manuscript.
  3. (OLPC) Cristia, J., Ibarrarán, P., Cueto, S., Santiago, A., & Severín, E. (2017) Technology and Child Development: Evidence from the One Laptop per Child Program. American Economic Journal: Applied Economics 9(3): 295–320

Additional readings:

  1. Ravallion, M. (2018) Should the Randomistas (Continue to) Rule? Working Paper 492. Center for Global Development.
  2. Evans, D. & Popova, A. (2016). What Really Works to Improve Learning in Developing Countries? An Analysis of Divergent Findings in Systematic Reviews. World Bank Research Observer 31:242–270
  3. Taylor, S. (2018). How can learning inequalities be reduced? Lessons learnt from experimental research in South Africa. In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.

Blogs:

 [8] Do resources matter for educational outcomes?

Adaiah to send their pre-readings which will be circulated.

End of Section 1

(Note that Prof Pierre De Villers and Prof Servaas van der Berg will communicate with you about their preferred mode of interaction (Dropbox, email etc.). We will cover this at the end of Lecture 6.

[9] Education within public finance literature

Required readings:

  1. Archer, Sean. 1994. State and market provision of education – selected issues. Edupol Research Report: Johannesburg.
  2. Blaug, M. 1970. An introduction to the economics of education. Penguin Press. Various pages
  3. Cemmell, James. 2003. “Public versus private higher education: Public good, equity, access – Is higher education a public good?” Mimeo.

[10] Human capital model and principal-agent problem

Required readings:

  1. Goldin, C. 2014. Human Capital in Diebolt, C. & Haepert, M. Handbook of Cliometrics
  2. Cohn, E. & Geske, T.G. 1990. Economics of education. Pergamon Press: Oxford, Ch. 3-5

Additional readings:

  1. Psacharoupoulos, G. & Patrinos, A. 2004. Returns to investment in education: A further update. Education Economics 12(2): 111-134
  2. Montenegro, C.E & Patrinos, H.A. 2014. Comparable Estimates of Returns to Schooling Around the World. World Bank Working Paper 7020.
  3. Lazear, Edward. 1996. “Incentive contracts and principal-agent problem”, in: Eatwell, John (Ed). 1996. The New Palgrave. A Dictionary of Economics (2): 744-748.
  4. De Villiers, Pierre. 1999. South African education: a principal-agent problem. South African Journal of Economics 67(3): 381-402.

[11] Higher education and NSFAS

Required readings:

  1. University of the Witwatersrand, 2016. Report of the university panel on funding model(s) for higher education in South Africa.
  2. Barr, N. 2004. Higher education funding. Oxford Review of Economic Policy, 20(2): 264-283.
  3. De Villiers, P. & Steyn, G. 2007. Income and expenditure trends of higher education institutions in South Africa: 1986-2003, Perspectives in Higher Education, 24(2): 35-48.

Additional readings:

  1. Sanyal, B.C, & Johnstone, D.B. 2011. International trends in the public and private financing of higher education, Prospects 41: 157-175
  2. De Villiers P & Van Wyk C. 2011. Higher education information systems. Paper read at the Higher Education Conference, University of Fort Hare, 22-24 November, East London.
  3. De Villiers P. 2017. Die rol van die Nasionale Studentefinansieringskema (NSFAS) in die fasilitering van toegang tot hoër onderwys vir studente uit armer gemeenskappe in Suid Afrika. (For updated data information)

[12] Education production functions

Required readings:

  1. Hanushek, Eric A. 2007. “Education production functions”. Mimeo (input to Palgrave Encyclopaedia of Economics). Stanford University. January
  2. Burger, Ronelle. 2011. School effectiveness in Zambia: The origins of differences between rural and urban outcomes. Development Southern Africa 28(2), 157-176
  3. Chetty, R, J. Friedman. & J. Rockoff. 2011. The long-term impacts of teachers: Teacher value-added and student outcomes in adulthood. NBER Working Paper 17699.

[13] School and system performance: The role of resources and socio-economic background

Required readings:

  1. Hanushek, Eric A. 2010. The Difference is Teacher Quality. In Karl Weber (Ed.), Waiting for “Superman”: How We Can Save America’s Failing Public Schools. New York: Public Affairs: 81-100.
  2. Donaldson, Andrew R. 1992. Content, quality and flexibility: The economics of education system change. Spotlight 5/92. South African Institute of Race Relations: Johannesburg.
  3. Van der Berg, Servaas. 2008. How effective are poor schools? Poverty and educational outcomes in South Africa. Studies in Educational Evaluation 34(3), September: 145-154.

[14] Education and the labour market: Human capital and earnings

Required readings:

  1. Chamberlain, Doubell. 2001. Earnings functions, labour market discrimination and quality of education in South Africa. Unpublished Master’s Thesis. Dept. of Economics, University of Stellenbosch: Stellenbosch. Chapter 5: Past research on earnings functions in South Africa.
  2. Bhorat, Haroon & Leibbrandt, Murray 2001. Modelling vulnerability and low earnings in the South African labour market:, Ch. 4 in: Bhorat, Haroon, Murray Leibbrandt, Muzi Maziya, Servaas van der Berg & Ingrid Woolard (Eds.). 2001. Fighting poverty: Labour markets and inequality in South Africa. UCT Press: Cape Town: 107-129
  3. Timæus, Ian M., Sandile Simelane & Thabo Letsoalo. 2012: Poverty, race, and children’s progress at school in South Africa. Journal of Development Studies 49(2): 270-284.

 

 

The Incredible Whiteness of Being (the DA)

cyrilSo, it’s election week. On Wednesday the 8th of May 2019, we will all go out and vote to decide who will govern South Africa for the next five years. It is no secret that the Zuma-led ANC has crippled the country and yet it is almost certain that the ANC will win the election this year and that their proportion of the national vote will increase from 2014. Even conservative publications like the Economist describe Cyril Ramaphosa as “South Africa’s best bet.” To quote them further “The Economist endorsed the DA in 2014. But this time, with deep reservations, we would cast our national vote, at the national level, for the ANC. Our reasons are painfully pragmatic. The DA has the right ideas for fixing South Africa, but it is in no position to implement them. It is still seen as the party of those who are white, indian or coloured.” I wonder why that is?

Since the transition the DA has always been the largest opposition party and the most credible threat to the ANC, yet they will have to get significantly more than 22% of the vote (compared to the ANC’s 62%) to do so. Given that Black South Africans make up 79% of the total population, winning a national election is only possible by convincing large numbers of Black voters to vote for the DA. Most South Africans still think race is a really important feature of South African society, something that’s understandable given that that’s what the apartheid government used to differentially legislate, allocate, reward and punish for half a century. I was curious about the racial breakdown of the DA in parliament (“do as I do, not as I say”). So I went to look at the People’s Parliament website and it turns out that the current DA parliamentarians are 62% White and 67% Male.  The infographic below is telling.

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Thinking that perhaps this was a legacy issue and that the DA has subsequently changed, I looked at the National Parliamentary List that the DA have just put forward for the 2019 elections. It turns out that if the DA wins the same number of seats in the 2019 election as it did in the 2014 election (87 seats) then it will be ‘only’ 59% White, hardly an improvement.

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Comparing the above graph to the one below, you have to ask yourself who is advising the DA? How are they still employed?

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What kind of logic do you have to use to conclude that in a hyper-racialised country like South Africa it’s OK to have 59% of your representatives come from 9% of the population? And specifically the group that systematically oppressed and benefited from apartheid. And somehow this is a winning strategy? Of course the DA response is usually “But we pick the best candidates for the job, irrespective of race.” How is this going to go down well with Black South Africans? If anything it is extremely offensive. The implication is that there are no competent Black people within the DA to lead it. It may well be the case that there are not enough Black leaders in the DA but the first place to start looking for answers is in the party itself. How have strategic party officials and big funders of the DA not set out ultimatums around transformation – change or we’re out. How many times does one have to say this: you will never win a national election unless you can convince Black South Africans that your policies and their implementation will benefit them, in particular those who are poor, unhoused and unemployed. I personally don’t think the DA will ever be able to make that case when two thirds of their leadership is White.

It is not the DA alone that pays the price of its short-sightedness. South Africa as a whole is the one that suffers when we have such a weak and shambolic opposition. In three days time thousands of voters are likely to hold-their-nose-and-vote-Ramaphosa knowing full well that one votes for a party and not an individual, fully cognisant that their vote will contribute to large numbers of murderous, corrupt and inept ANC politicians making it into parliament as a result. Yet they will do it anyway. Not because they do not know that the DA exists, or what their policies are, or even their track record in the municipalities they govern. It is simply that they do not trust the DA. Some do not trust that they will be able to lead us out of the political quagmire that we are in, seeing Ramaphosa and his appointees as the only way out. Others do not trust that the party really has their interests at heart. And who can blame them, when a party’s leaders are 62% White and 67% male. Shame on you DA.

Get with the program or be content to keep 20-something percent of the vote forever.

“In Praise of Unsexy Policies” (my BD article on the ECDOE rollout of graded reader anthologies)

The article below first appeared in the Business Day on the 29th of April under the title “Eastern Cape pioneers book printing and distribution scheme to pupils“)

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In South Africa it is rare to find even-minded critics that praise our government. I suspect there is a latent fear that compliments will lead to complacency and laurels to laziness. Perhaps it’s simply that we are disappointed in almost everything; high aspirations repeatedly confronting harsh realities. Earlier in 2019 the President proclaimed that we will “position South Africa as a global competitive player within the digital revolution space.” Yet 48% of primary schools don’t have internet, 26% have no running water and 12% have no electricity (SMS 2017). Fourth Industrial Revolution here we come!

Yet sometimes government does get it right and we should give credit where credit is due. In 2019 an unlikely province pioneered the production and distribution of books to every Grade 1-3 child in the province; the Eastern Cape. The books were anthologies of levelled readers – crucial reading resources normally only available to middle-class children. By quietly inventing a new way to produce, print and distribute high-quality Open Access books, three bureaucrats changed the reality of schooling for 463,276 children in 2019. I’d like to briefly tell this story; the collaboration of civil society (Molteno), private funding (Zenex Foundation and the Allan Gray Orbis Foundation Endowment) and government (Eastern Cape Department of Education) to innovate for the improvement of education.

Our story starts in Gauteng in 2012 when the MEC Barbara Creecy announced that she was going to focus on primary school literacy and numeracy using coaches, lesson plans and graded readers (a formula that has emerged as the education ‘triple cocktail’) (GPLMS). At the time there were no levelled readers in African languages (i.e. stories that increase in difficulty incrementally, story by story), despite the fact that 70%+ of South African children learn to read in an African language in Grades 1-3. To fill the gap the Zenex Foundation commissioned a well-known South African NGO (Molteno) to develop graded readers in all African languages in a series called ‘Vula Bula’. These were short stories (‘skinny books’) levelled from Story 1 to Story 66 in each language. (Middle-class parents may be familiar with “Biff, Chip and Kipper” – the characters in the Oxford Reading Tree series). The Vula Bula skinny books were printed and distributed to half of all primary schools in Gauteng.

After the release of the PIRLS 2016 results in 2017 showing that three quarters of South African Grade 4 children (78%) could not read for meaning, the Eastern Cape Department of Education took a strategic resolution to focus on Literacy in Grades 1-3. Three of the top bureaucrats in the department – Themba Kojana, Ray Tywakadi and Penny Vinjevold – drew up a reading strategy to provide access to levelled readers to all Grade 1-3 children in the province.

To cut a long story short, they decided to print the 66 skinny books in three anthologies (one per grade with 22 stories per anthology). The genius here is that the main cost of printing readers is the cover of the ‘skinny books’ and the licensing fees paid to publishers.  By eliminating licensing fees (using Open Access readers), combining stories into one book with one cover, and printing in large print runs of more than 100,000 per anthology they reduced the cost per anthology to R8-per-anthology. To give a price comparison, 20 Oxford Reading Tree readers cost more than R400. Lastly they delivered the Vula Bula anthologies using a proven distribution mechanism – in the plastic wrapping together with the DBE workbooks.

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In 2018 the ECDOE printed and distributed 824,365 anthologies to 463,276 Grade 1-3 learners in 4,365 primary schools. To give you a sense of the scale, if you stacked all those anthologies on top of each other it would be the same height as 26 Table Mountains! The total cost of printing them was a prudent R7-million, paid for by the Eastern Cape Department of Education. By my calculations Minister Motshekga could implement this nationally for all Grade 1-3 children for R24-million per year. I personally cannot think of a better use of taxpayer money than providing every child with the basic resources they need to get on the first rung of the reading ladder.

Obviously teaching reading is about more than just providing the right books, but it’s a good start. You certainly can’t teach reading without them! The ECDOE is also eliminating extreme class sizes in the Foundation Phase and has offered bursaries to all of its Foundation Phase subject advisers to enrol in a new qualification at Rhodes on how to teach reading for meaning. On behalf of the Allan Gray Orbis Foundation Endowment I’ve been involved with the Rhodes course and advising the ECDOE at strategic points in this journey, but the credit here goes to government and these three bureaucrats who have been quietly innovating in the background. They are ultimately the ones who are responsible for implementing these programmes on the ground.

Policies like these are the bread and butter of educational improvement. Providing books and teaching teachers how to teach reading isn’t sexy, but neither is plumbing. Both are necessary for improvement – even in the ‘digital revolution space.’

New edited book finally printed “Improving Early Literacy Outcomes” (IBE/Bril)

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I’m currently at the CIES conference in San Francisco where we launched a book that I co-edited with John Comings. The title of the book is “Improving Early Literacy Outcomes: Curriculum, Teaching and Assessment” and it focuses on early literacy in developing countries. My intro chapter (“Learning to Read and Write for Meaning and Pleasure“) provides an overview of the book and includes a few excerpts from chapter 4 (Pretorius, 2019) and chapter 11 (Menon et al, 2019). The book is available for purchase online here. The full list of chapters is included below:

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Links I liked…& more job ads

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Links:

  • Extremely helpful list of research and travel funding for African academics.
  • Great website for teaching statistics – Seeing Theory – an interactive ‘textbook’

Jobs:

  • JPAL and Pratham are looking for a Managing Director of “Teaching at the Right Level” Teaching at the Right Level Africa is a new high-profile initiative jointly led by the Massachusetts Institute of Technology’s (MIT) Abdul Latif Jameel Poverty Action Lab (J-PAL) and the Indian Education NGO Pratham. We currently seek a dynamic Managing Director (Nairobi/JHB) to drive a scale up of the Teaching at the Right Level (TaRL) learning approach to more than 3 million primary school children in Africa over the next five years. Core to this role is helping to build a collaborative, unified TaRL Africa team that works across multiple countries and partners to achieve our goal of supporting education systems throughout the continent.  Read more and apply here.
  • The DBE are looking for a Director of “Educator Performance Management and Whole School Evaluation” (Pretoria)
  • We have extended the deadline for the COO position at Funda Wande (Cape Town) to the 12th of April 2019 – if you know of anyone or think you fit the profile please apply!

We’re recruiting a COO! (+ DBE jobs + RESEP bursaries)

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For the last two years we have been working on the Funda Wande: Reading for Meaning program (video here). Our aim is to equip Foundation Phase teachers (Grades R-3) to teach all children to read for meaning in their home language and in English. We’ve realised that this involves a lot of different components, from collaboration with government, the development of lesson plans and materials,  in-classroom coaching, and working with Rhodes to develop a formal qualification, the Advanced Certificate in Teaching Foundation Phase: Literacy. The team has expanded quickly over the last two years and there are now 28 people working on various elements on the project. We have now also expanded into mathematics (Bala Wande: Calculating with Confidence) and have a pilot in ECD.

We are now looking for a COO for the project to help manage all the different work streams. If you know of anyone who fits the description above please forward this on to them and encourage them to apply (Deadline: end of March 2019, PDF of job advert here). They will be working with a really great team of fast-moving, competent, dedicated and hard-working professionals. All kids deserve a decent shot at life by learning to read for meaning and pleasure and learning to calculate with confidence and understanding.  Join the team 🙂

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Other important jobs: The Department of Basic Education (DBE) and the Foundation for Professional Development (FPD) are recruiting a Research Manager and a Research Assistant for their Early Grade Reading Study scale-up in the North West (Deadlines: 13 March 2019). I am always reluctant to circulate job adverts that don’t have a salary range (these ones don’t) but this is really important work and you will be working with a very cool team of researchers in the DBE. I can strongly recommend this!

Important bursaries: RESEP at Stellenbosch is currently offering bursaries to Masters students at any SA university for students looking at the Economics of Education, Basic Education and ECD. Value: R50,000 p.a. Deadline: 5 April 2019.

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.

Great NYT article about the teaching of reading.

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I haven’t really been blogging for a while. Our Reading for Meaning project has absorbed all of my time and I’m in the process of recruiting to help fill some of the gaps we have (more on that in a later post). The article below on the teaching of reading was first published by the New York Times on 26 October 2018 (thanks Jonathan for forwarding it on to me!).  It’s a great read and the accompanying podcast is also worth listening to. The article is summarising the new evidence-based consensus around how to teach children to read in alphabetic languages (which includes all the African languages). I don’t think it’s overstepping the mark to say that the ‘reading wars’ of old, which pitted Whole Language against Phonics are over. There is no empirical support for a Whole Language approach, and much of the earlier WL theories have now been debunked by neuroscience (See Seidenberg’s 2016 book). The best (and most recent) peer-reviewed article summarising the evidence is “Ending the Reading Wars: Reading Acquisition from Novice to Expert” by Castles et al. (2018) – well worth the read. If you want the more accessible explanation see the article below. In short, we need to do better when training Foundation Phase teachers (both current and prospective) and focus on scientifically-validated methods of instruction rather than theories or beliefs that have no empirical base. As Schleicher says “Without data you are just another person with an opinion.

Why are we still teaching reading the wrong way? – Emily Hanford

Our children aren’t being taught to read in ways that line up with what scientists have discovered about how people actually learn.

It’s a problem that has been hiding in plain sight for decades. According to the National Assessment of Educational Progress, more than six in 10 fourth graders aren’t proficient readers. It has been this way since testing began. A third of kids can’t read at a basic level.

How do we know that a big part of the problem is how children are being taught? Because reading researchers have done studies in classrooms and clinics, and they’ve shown over and over that virtually all kids can learn to read — if they’re taught with approaches that use what scientists have discovered about how the brain does the work of reading. But many teachers don’t know this science.

What have scientists figured out? First of all, while learning to talk is a natural process that occurs when children are surrounded by spoken language, learning to read is not. To become readers, kids need to learn how the words they know how to say connect to print on the page. They need explicit, systematic phonics instruction. There are hundreds of studies that back this up.

 

But talk to teachers and many will tell you they learned something different about how children learn to read in their teacher preparation programs. Jennifer Rigney-Carroll, who completed a master’s degree in special education in 2016, told me she was taught that children “read naturally if they have access to books.” Jessica Root, an intervention specialist in Ohio, said she learned “you want to get” children “excited about what they’re reading, find books that they’re interested in, and just read, read, read.” Kathy Bast, an elementary school principal in Pennsylvania, learned the same thing. “It was just: Put literature in front of the kids, teach the story, and the children will learn how to read through exposure,” she said.

These ideas are rooted in beliefs about reading that were once commonly called “whole language” and that gained a lot of traction in the 1980s. Whole-language proponents dismissed the need for phonics. Reading is “the most natural activity in the world,” Frank Smith, one of the intellectual leaders of the whole-language movement, wrote. It “is only through reading that children learn to read. Trying to teach children to read by teaching them the sounds of letters is literally a meaningless activity.”

These ideas had been debunked by the early 2000s. It may seem as if kids are learning to read when they’re exposed to books, and some kids do pick up sound-letter correspondences quickly and easily. But the science shows clearly that to become a good reader, you must learn to decode words. Many whole-language proponents added some phonics to their approach and rebranded it “balanced literacy.”

But they did not give up their core belief that learning to read is a natural process that occurs when parents and teachers expose children to good books. So, while you’re likely to find some phonics lessons in a balanced-literacy classroom, you’re also likely to find a lot of other practices rooted in the idea that children learn to read by reading rather than by direct instruction in the relationship between sounds and letters. For example, teachers will give young children books that contain words with letter patterns the children haven’t yet been taught. You’ll see alphabetical “word walls” that rest on the idea that learning to read is a visual memory process rather than a process of understanding how letters represent sounds. You’ll hear teachers telling kids to guess at words they don’t know based on context and pictures rather than systematically teaching children how to decode.

Many teachers learn these approaches in their teacher preparation programs. Publishers perpetuate these ideas, and school districts buy in. But colleges of education — which should be at the forefront of pushing the best research — have largely ignored the scientific evidence on reading.

 

The National Council on Teacher Quality reviewed the syllabuses of teacher preparation programs nationwide and found that fewer than four in 10 taught the components of effective reading instruction identified by research. A study of early-literacy instruction in teacher preparation programs across the University of North Carolina system found that instructional strategies based on research were mentioned “in a cursory way, if at all, on most syllabuses.” (Some instructors required students to write their “personal philosophies” about how to teach reading.) Kelly Butler of the Barksdale Reading Institute in Mississippi interviewed more than 100 deans and faculty members of schools of education as part of a study of teacher preparation programs in the state and found that most of them could not explain basic scientific principles about how children learn to read.

It’s not just ignorance. There’s active resistance to the science, too. I interviewed a professor of literacy in Mississippi who told me she was “philosophically opposed” to phonics instruction. One of her colleagues told me she didn’t agree with the findings of reading scientists because “it’s their science.”

There is no excuse for this. Colleges of education have to start requiring that their faculties teach the science of reading. Children’s futures depend on it.

Emily Hanford (@ehanford) is a senior education correspondent for APM Reports and the producer of the audio documentary “Hard Words: Why Aren’t Kids Being Taught to Read?” This article is based on her reporting for that project.

The Emperor’s New Clothes – (reading and the 4th Industrial Revolution in SA)

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(This article of mine was first published by the Daily Maverick on the 10th of September 2018).

In 1837 Hans Christian Andersen wrote a story about a vain emperor who appoints two weavers (who turn out to be con-men) to make him a fabulous new garment. As the story goes, the weavers promise to make it from “wonderful cloth” that “would be invisible to everyone who was unfit for the job he held, or who was very simple in character.” Slightly afraid that he would not be able to see the cloth himself, the Emperor sends his wisest men to first observe the weavers at work and report back to him what they find. One after the next, the wise men and courtiers go to the see the con-men diligently working at empty looms and sewing imaginary cloth with their needles, but the wise men proclaim their admiration out of fear that they will be exposed as stupid or incompetent, each praising the work more loudly than the next; “What a splendid design! What glorious colours! Magnificent! Charming! Excellent!” Eventually the Emperor himself goes to see the finished works and, although seeing no clothes at all, he hears the praise of everyone else and fears being called out. The story ends with the Emperor parading through the town in his new clothes, where in reality he is prancing in his underwear. While everyone pretends to see the beautiful clothes, and look on with approval and announce their admiration, a child shouts “But the Emperor has nothing at all on!” at which point the public realise the whole thing was a farce. The story ends thus: “The Emperor was upset, for he knew that the people were right. However, he thought the procession must go on now! The lords of the bedchamber took greater pains than ever, to appear holding up a train, although, in reality, there was no train to hold, and the Emperor walked on in his underwear.

So, what does this fairy-tale have to do with literacy in South Africa? It turns out quite a lot. Over the last two years, more and more otherwise sensible commentators have been starting to talk about terms like “The Fourth Industrial Revolution”, “Artificial Intelligence” and “21st Century Skills.” There are long presentations about the need for children to learn coding in primary schools and for more explicit teaching of the 4 C’s (collaboration, critical thinking, creativity, communication). We are repeatedly exposed to Alvin Toffler’s quote that “the illiterate of the 21st century will not be those who cannot read and write, but those that cannot learn, unlearn and relearn.” And that we are “preparing children for jobs that don’t yet exist, using technologies that haven’t been invented in order to solve problems that we don’t even know are problems yet” (Richard Riley). All of this is obviously true. The world of work in the future will be radically different to what it is today. The premium on non-cognitive skills is rising as more and more advanced computers do what we used to do, only faster, cheaper and more reliably. But it is also true that 78% of South African Grade 4’s cannot read for meaning in any language in 2016 (according to PIRLS 2016). These statistics are from a reliable internationally-set assessment that 50 countries participate in. Interestingly, in the UK (where they are introducing coding in primary schools) the percentage of children that cannot read is a mere 3%. In the U.S. it is 4%, in Chile 13%, in Iran it is 35% (note Iran has the same GDP per capita as South Africa). If we were having this conversation in the U.K I would have a different opinion.

In South Africa about 80% of children can’t read properly after four years of full time schooling and we are told that we must be devoting more time and resources to teaching them to collaborate? Or think critically? Or to code? “In the future, they will need to know how to work with artificial intelligence.” They. Can’t. Read. This sentence that you’re reading now – they can’t. This is our Emperor and these are our fantastical clothes. Children that do not learn to read for meaning after three years of schooling are never going to learn these other skills or be employed in the 21st century. Yes, children of the future will need more and different skills, but you cannot leap-frog literacy. Learning to work collaboratively is not more important than learning to read. Learning to code is not more important than learning to read. That’s because you can’t do any of these other things properly if you don’t learn to read first. Some might say we can do both, together, reinforcing each other, but this neglects the fact that there are real trade-offs. I have yet to see any practical plans for how time and resources given to these other areas aren’t time and resources taken away from teaching reading – a skill that clearly the majority of children are not getting.

In addition to the above, we should not be introducing a third African language in schools where most children have not learned to read properly in their home language. Notwithstanding the above, this is now the policy, the “Incremental Introduction of African Languages”. If this were restricted to the 20% of schools where most children do learn to read, that would be fine, but it isn’t. For various political reasons, even struggling no-fee schools are now told that they must teach three languages, when they currently cannot even teach one. “What a splendid idea! How inclusive! How multicultural!”

I was at a high-level government workshop recently where the topic of implementing Swahili in pilot schools was discussed in a serious way – presumably because of a pan-African workshop that was held where the idea came up and was thought to be a good one by the President or a Minister. Where are the children saying: “But the Emperor has nothing at all on!” and helping to break us out of the spell of magical thinking. These “good ideas” are harmful distractions. We need to call a spade a spade and get back to basics. We need to be hard-nosed and shut down the 42 other priorities and programmes and “good ideas” that litter our primary schools and distract us from the one goal we can’t afford not to achieve: ensuring that all children learn to read for meaning by age 10. If I had to bet the farm on one skill that children will definitely still need in the 21st century, it would be high levels of literacy. Other things, yes, but literacy first.

We’re hiring :)

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Teaching Applied Economics of Education (2018)

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This semester I’ll be teaching half of the Applied Economics of Education course offered to graduate students in the economics department at Stellenbosch University. The course starts this week Wednesday 25 July (lectures 3-5pm) and I will be teaching for 6 weeks (i.e. 6 lectures and some tutorials). The aim of the course is to expose some of our graduate students to the applied work we do on education in SA, particularly at RESEP, and also to the researchers who are doing that work (many of whom will be at the lectures as well). For that reason many of the prescribed readings are written by RESEP researchers. Some of our PhD students who will be taking the course are based in Durban and Johannesburg and will be joining the lectures via Google Hangouts.  I’m quite keen to include some people from outside the Economics department, from other universities and even from outside universities all together.  While some of the readings and discussions are technical, the majority of the course is not. If you would like to audit the course (either in person or online) please send me an email with a one paragraph description of why you’d like to take the course and attach your CV before Wednesday 25 July. There is space for up to 15 auditors.

An overview of the six lectures is included below and the full course outline is available here.

[1] An overview of the South African education system

The aim of this lecture is to provide an overview of the South African education system. For those who are not from South Africa please read the first four chapters of the Fiske & Ladd (2004) book and the Van der Berg & Hofmeyr (2018) article to familiarize yourself with the SA context.

Required readings:

  1. Spaull, N. (2018). Equity: A price too high to pay? In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.
  2. Van der Berg, S., Spaull, N., Wills, G., Gustafsson, M. & Kotzé, J. (2016). Identifying binding constraints in education. Stellenbosch: Research on Socio-economic Policy. Available from: <http://resep.sun.ac.za&gt; [Accessed May 2016].

Additional readings:

  1. (Policy) Gustafsson, M. (2018). Pursuing change through policy in the schooling sector 2007-2017. In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.
  2. Fiske, E. & Ladd, H. (2004) Elusive Equity: Education reform in post-apartheid South Africa. HSRC Press; Brookings Institution Press. Washington DC.
  3. Mweli, M. (2018). Basic Education’s Role in Tackling Poverty. Basic Education Matters (2018: 1). Journal of the Department of Basic Education.
  4. Van Wyk, C. (2015). An overview of key data sets in education in South Africa. South African Journal of Childhood Education. 2015 5(2) 146-170.
  5. Van der Berg, S. & Hofmeyr, H. (2018). Background note on Education in South Africa. An Incomplete Transition: Overcoming the Legacy of Exclusion in South Africa. World Bank.

[2] Sampling, assessment and trends over time

Much of the economics of education involves analyzing sample-based surveys of educational inputs and learning outcomes. Of particular importance are the three international assessments South Africa participates in which are the Trends in International Mathematics and Science Study (TIMSS, Grade 9 Maths and Science conducted in 1995, 1999, 2003, 2011 and 2015), the Southern and Eastern African Consortium for Monitoring Educational Quality (SACMEQ, Grade 6 reading and mathematics conducted in 2000, 2007 and 2013), and the Progress in International Reading and Literacy Study (PIRLS, Grade 4/5; conducted in 2006, 2011 and 2016). This session covers issues of inter-temporal comparability, how surveys sample schools, representivity, basic statistical concepts in sampling, interpreting results from cross-national surveys and some of the literature that has looked at this issues in SA and sub-Saharan Africa.

Required readings:

  1. (SACMEQ) Ross, K., Saito, M., Dolata, S., Ikeda, M., Zuze, L., Murimba, S., Postlethwaite, N., & Griffin, P. (2005). The Cconduct of the SACMEQ II project. Chapter 2 in The SACMEQ II Project in Kenya: A Study of the Conditions of Schooling and the Quality of Education: Kenya Working Report. SACMEQ Educational Policy Research Series.
  2. (*) Chapters 1-4 of the Handbook of International Large-Scale Assessment: Background, Technical Issues, and Methods of Data Analysis (Rutkowski, L., von Davier, M., & Rutkowski, D., (eds).
  3. (Outcomes) Van der Berg, S. & Gustafsson, M. (2018). Educational outcomes in post-apartheid South Africa: Signs of progress despite great inequality. In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.

Additional readings:

  1. (Access and quality) Spaull, N., and Taylor, S., (2015). Access to what? Creating a composite measure of educational quantity and educational quality for 11 African countries. Comparative Education Review. Vol. 58, No. 1.; Taylor, S., and Spaull, N. (2015). Measuring access to learning over a period of increased access to schooling: the case of Southern and Eastern Africa since 2000. International Journal of Educational Development. Vol. 41 (March) pp47-59; Lilenstein, A. (2018). Integrating Indicators of Education Qunatity and Quality in Six Francophone African Countries. Stellenbosch Economic Working Papers WP 09/2018. Stellenbosch.
  2. Spaull, N. 2012. SACMEQ at a glance series. Research on Socioeconomic Policy (RESEP). (Online). Available: http://resep.sun.ac.za/wp-content/uploads/2012/07/Spaull-2012-SACMEQ-at-a-Glance-10-countries.pdf [Accessed: 12 July 2018]
  3. Any of the recent South African reports on either TIMSS or SACMEQ
    1. (TIMSS Gr5) Isdale, K., Reddy, V., Juan, A., & Arends, F. 2017. TIMSS Grade 5 National Report: Understanding mathematics achievement amongst grade 5 learners in South Africa. Cape Town: HSRC Press.
    2. (TIMSS Gr9) Zuze, L., Reddy, V., Visser, M., Winaar, L., & Govender, A. (2017). TIMSS Grade 9 National Report: Understanding mathematics achievement amongst grade 9 learners in South Africa. Cape Town: HSRC Press.
    3. (SACMEQ 2013). DBE (2017). The SACMEQ IV Project in South Africa: A Study of the Conditions of Schooling and the Quality of Education. Department of Basic Education. Pretoria. (must be read in conjunction with popular press article below).

Popular press articles:

[3] #FeesMustFall: Who should pay for higher education?

Required readings:

  1. Van Broekhuizen, H., Van der Berg, S., & Hofmeyr, H. (2016). Higher Education Access and Outcomes for the 2008 National Matric Cohort. Stellenbosch Economic Working Papers 16/16.
  2. *Chapman, B. (2006) Income Contingent Loans for Higher Education: International Reforms. Handbook of the Economics of Education (Vol 2) pp 1435-1503.
  3. Davis Tax Committee. 2016. Report on the Funding of Tertiary Education. (Online). Available: http://www.taxcom.org.za/docs/20171113%20DTC%20report%20on%20funding%20of%20tertiary%20education%20-%20on%20website.pdf [Accessed: 11 July 2018]

Additional readings:

  1. Van der Berg, S. (2016) Funding university students: Who benefits? Council for Higher Education (CHE). Kagisano, No. 10, p173
  2. UCT Students. 2016. Why Neoclassical Arguments against Free Education are Bullshit: And Why we need free education. (Online). Available: https://vula.uct.ac.za/access/content/group/fdf89eba-baa6-407c-ba96-3a3f959e6d29/Higher%20Education%20Crisis/Free%20Education%20Economics%20critique.pdf [Accessed: 12 July 2018]

Popular press:

 [4] The ins and outs of evaluation in education

Required readings:

  1. (RCTs) Kremer, M., Brannen, C., & Glennerster, R. (2013). The Challenge of Education and Learning in the Developing World. Science 340, 297 (2013)
  2. *(Boundary paper) Gustafsson, M. & Taylor, S. (2018). Treating schools to a new administration: Evidence of the impact of better practices in the system-level administration of schools. Journal of African Economics, 2018, 1-23
  3. Taylor, S. (2018). How can learning inequalities be reduced? Lessons learnt from experimental research in South Africa. In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.

Additional readings:

  1. (EGRS) Cilliers, J., Fleisch, B., Prinsloo, C., Reddy, V., & Taylor, S. (2018). How to improve teaching practice? Experimental comparison of centralized training and in-classroom coaching. Unpublished manuscript.

Blogs:

[5] Inequality in South Africa: What do we know?

Required readings:

  1. Spaull, N. (2018). Equity: A price too high to pay? In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.
  2. Taylor, S. & Yu, D. (2009). The importance of socio-economic status in determining educational achievement in South Africa. Stellenbosch Economic Working Papers: 01/09.
  3. Van der Berg, S. (2007). Apartheid’s enduring legacy: Inequalities in education. Journal for African Economies 16(5), November: 849-880

Additional readings:

  1. Fiske, E. & Ladd, H. (2004) Elusive Equity: Education reform in post-apartheid South Africa. HSRC Press; Brookings Institution Press. Washington DC.
  2. (*)Crouch, L. & Gustafsson, M. (2018) Worldwide Inequality and Poverty in Cognitive Results: Cross-sectional Evidence and Time-based Trends. RISE-WP-18/019. Research on Improving Systems of Education (RISE) (Online). Available: https://www.riseprogramme.org/sites/www.riseprogramme.org/files/publications/RISE_WP-019_Crouch-Gustafsson.pdf [Accessed 12 July 2018]

 [6] Early grade reading in South Africa: What do we know?

Required readings:

  1. Spaull, N. & Pretorius, E. (2018). Still falling at the first hurdle: Early grade reading outcomes in South Africa. In Spaull, N. & Jansen, J. (eds): South African Schooling: The Enigma of Inequality. Springer.
  2. (*) Pretorius, E. & Spaull, N. (2016). Exploring relationships between oral reading fluency and reading comprehension amongst English second language readers in South Africa. Reading and Writing. (29) 1449-1471 DOI: 1-23 10.1007/s11145-016-9645-9
  3. Snow, C. (2017). Early Literacy Development and Instruction: An Overview. The Routledge International Handbook of Early Literacy Education. Routledge.

Additional readings:

  1. (2013). NEEDU National Report 2012: The State of Literacy Teaching and Learning in the Foundation Phase. National Education Evaluation and Development Unit. Pretoria.
  2. (SA PIRLS Literacy) Howie, S., Combrink, C., Roux, K., Tshele, M., Mokoena, G., & Palane, N. 2018. Progress in International Reading Literacy Study 2016: South African Children’s Reading Literacy Achievement. Centre for Evaluation and Assessment. Pretoria.
  3. (PIRLS 2016) Mullis, I., O’Martin, M., Foy, P., & Hooper, M. (2017). PIRLS 2016 International Results in Reading. Progress in International Reading Literacy Study. TIMSS & PIRLS International Study Centre. Boston.
  4. Hoadley, U., 2012. What do we know about teaching and learning in South African primary schools? Education as Change, 16:2, 187-202
  5. Reardon, S., Valentino, R., Shores, K. (2012). Patterns of Literacy among US Students. Future of Children. (Online). Available: https://pdfs.semanticscholar.org/d337/b5bc4e54e325ffd1a67610b38279ad78ef39.pdf [Accessed 12 July 2018]

HSRC vacancies in education (deadline 31 July 2018)

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The HSRC has a new Education and Skills Development (ESD) director, Prof Sharlene Swartz who takes over from Dr Vijay Reddy. They are currently recruiting for a number of vacant positions. Info below…

“The seven funded vacancies we have are as follows:

  1. Research Director
  2. Chief/Senior Research Specialist (2 positions)
  3. Senior Research Specialist
  4. African Research Fellow
  5. Post-Doctoral Fellow (with two more to follow in 2019)
  6. Masters Intern (2 positions)

ESD has become well known for its work in skills development and assessment, including conducting the Trends in Intentional Maths and Science Study (TIMSS), and more recently the Labour Market Intelligence Project (LMIP). As we think about the coming 5 years as a research programme, there are tremendous societal challenges, and opportunities for research in the educational arena. Key questions we want to ask across our four focus areas include:

  1. Improving schooling outcomes: How do we improve the outcomes of children and young people in our schools? What are the implications of Grade R becoming compulsory? What, from existing research, do we already know should characterise the first 1,000 days of schooling? What are the implications of making history mandatory until matric? How could social justice best be promoted through the school curriculum for children and young people?
  2. Young people and the future of work: In a world of accelerating technological change, researchers are engaging with evidence of skills mismatches, un- and under-employment, and growing talk of a fourth industrial revolution. This prompts the question: what is the future of work? How can we understand the meaning and implications of rapid changes in the domains of automation, digitalisation, and biotechnology? How do we grasp the opportunities presented by these changes, and how do we mitigate the threats? Furthermore, what meaning do the current generation of young people attribute to work, and how do they see the future? How should the further and post-school education system change to respond? How might we better help young people face a world of fast-paced technological advancement, and help them to make a successful transition into a new world of work?
  3. Higher education and development: What role is there for higher education institutions (HEIs) in economic development and social transformation, including the development of new theory from the South? How best should teaching and learning, curricula, research and institutional cultures in HEIs be transformed or ‘decolonised’? What role is there for TVET colleges, and why are young people not attracted to these institutions? What can we learn from student activism over the past years, and how might this energy best be harnessed to bring about equality and justice for the future?
  4. Education for social justice: There is a growing call for ‘education for social transformation’ in the sustainable development goals, and an urgent need for anti-racism and citizenship education in South Africa. What should this look like in schools and higher education institutions that are already struggling to deliver basic content and ensure equitable pass rates? What can be learned from moral and human right’s education approaches? How can education about past injustices, social cohesion and education for equality best be achieved? What role is there for dialogue in education for social justice, and how might university students contribute to helping learners at schools navigate the terrain of anti-racism, transformation and equality?

The closing date for application is 31 July 2018, and the application should be done through the HSRC skills map website  http://hsrc.jb.skillsmapafrica.com – which also contains a detailed set of requirements for each position. While the level of appointment offered will depend on a mix of qualifications, relevant experience and the number of peer-reviewed publications (articles, chapters and books), the following table provides an indicative guide regarding criteria for each position.

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