The right drivers for whole system success - 01 CSE LEADING EDUCATION SERIES - Michael Fullan
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The right drivers for whole system success M I CHA E L F U L LA N 01CSE LEADING EDUCATION SERIES FEBRUARY 2021
Acknowledgements Contents I thank the Stuart Foundation for funding our system work in 2 Introduction California – a remarkable foundation that stays the course. To the magnificent Deep Learning gang at the core of our global 8 Wellbeing and Learning vis-à-vis competencies work: Joanne Quinn, Bill Hogarth, Jean Clinton, Academics Obsession Max Drummy, Mag Gardner, Bailey Fullan, Miguel Brechner, Claudia Brovetto, Tom D’Amico, Lynn Davie, Margot McKeegan, 20 Social Intelligence vis-à-vis Georgina Lake, Tony Stack and many more. To the system crowd Machine Intelligence of thinkers, doers, and supporters: Eleanor Adam, Bruce Armstrong, Athina, Bruno & Liz from SA, Cecilia Azorin, Carol Campbell, 27 Equality Investments vis-à-vis Austerity Davis Campbell, CEWA,WA leaders, Michael Chechile, Claudia Cuttress, Mark Edwards, Charles Fadel, Josh Fullan, Mary Jean 32 Systemness vis-à-vis Fragmentation Gallagher, Avis Glaze, Andy Hargreaves, John Hatttie, Peter Hill, Terry Jakobsmeier, Mike Jancik, Lyle Kirtman, Dalton McGuinty, 36 To change a paradigm John Malloy, Ed Manansala, Steve Martinez, Jal Mehta, Sandra Milligan, Steve Munby, Pedro Noguera, Charles Pascal, Glen Price, Santiago Rincón-Gallardo, Claude St Cyr, Pasi Sahlberg, Andreas Schleicher, Laura Schwalm, Geoff Scott, Brendan Spillane, Michael Stevenson, Sue Walsh, Derek Wenmoth, Jay Westover, Barbara Watterston, Jim Watterston, Greg Whitby. And to the thousands of practitioners around the world who have helped form the foundational base of our system work. To my family, Wendy and all, who are supportive in every which way. To Tony Mackay of CSE for remembering our 10th Anniversary, and sponsoring the new ‘drivers’ paper. I take responsibility for any final formulations in this paper, but I could not have done this without the active support of many. ISSN 1838-8566 ISBN 978-1-925654-56-1 © 2021 Centre for Strategic Education, Victoria. The Centre for Strategic Education* welcomes usage of this publication within the restraints imposed by the Copyright Act. Where the material is to be sold for profit then written authority must be obtained first. Detailed requests for usage not specifically permitted by the Copyright Act should be submitted in writing to: The Centre for Strategic Education Mercer House, 82 Jolimont Street, East Melbourne VIC 3002 Produced in Australia by Centre for Strategic Education Mercer House, 82 Jolimont Street, East Melbourne VIC 3002 Editorial Team: Tony Mackay, Keith Redman, Murray Cropley, Andrew Miller
The right drivers for whole system success MIC H A E L F UL LA N Introduction This paper is intended to provide a for transforming the status quo. Most comprehensive solution to what ails the significantly, it generates conditions current public school system and its place that are conducive to pursuing the very in societal development – a system that is paradigm that I outline in this paper. failing badly in the face of ever complex I won’t focus in detail on the pandemic fundamental challenges to our survival, itself except to set the context for radical let alone our thriving as a species. What change. The immediate consequence is follows is a ‘big’ proposal. Once started chaos, impressively captured by Nicholas the ‘four drivers’ feed on each other as a Christakis (2020) in his analysis, Apollo’s system in motion. Most important, the Arrow: The Profound and Enduring timing is right. Impact of Coronavirus on the Way We The COVID-19 pandemic has upended Live. Using past pandemics and current virtually every aspect of humanity as developments Christakis analyses what he we know it, shaking current civilisation labels as ‘the immediate pandemic period’, to its foundation. Amidst the death and ‘the intermediate pandemic period’ and destruction is a disruption so fundamental ‘the post-pandemic period’ – a time span that it loosens and discombobulates the covering 2020 to 2024. In practical terms, system in a way that creates openings humans will grapple with chaos, survival, The right drivers for whole system success / 2
innovative breakthroughs, destructive On one occasion, after a very productive elements, and more. The best stance we workshop in Melbourne, the organisers can take is to know that almost everything (the Centre for Strategic Education) will be different. In short, this prolonged observed that our ideas were really hitting ambiguity creates a tangible opportunity the mark, but that these proposals were not to make positive change happen. at all like the actual policies that were in place. They asked if I would do a paper on A necessary immediate priority is to the subject. Because we had been grappling address the first order upheaval. Our deep with these ideas we quickly came up with learning team offered an early analysis the title ‘Choosing the Wrong Drivers’ and framework in a report we released in theme. The paper (Fullan, 2011) focused June 2020 called Education Re-imagined: on four pairs of drivers, which were The Future of Learning (Fullan et al). We are working on an update that will accountability (vs capacity building); be available by mid-2021. These reports individual (vs group quality); call for attending first to wellbeing; for technology (vs pedagogy); and addressing basic needs like food, safety, fragmented (vs systemic). shelter, access to resources; for using the opportunity to move toward what I later call ‘global competencies’ (character, citizenship, collaboration, communication, creativity, critical thinking). Above all, we recommend avoiding a ‘loss of learning’ mindset that would take us back to traditional learning – to a system that we know was not working for the vast majority of students. What then would the new model look like? I start back a decade ago. The current The focus of the 2011 paper was very year, 2021, is the 10th anniversary of a much on how policies and strategic actions popular policy article I published entitled seem to be dominated by assumptions akin Choosing the Wrong Drivers for Whole to the wrong drivers. It was not that they System Reform (Fullan, 2011). System had no merit, but rather that they did not reform is about the whole system – a state, serve to ‘lead’ system change. The paper province, national entity. A driver is a was a big hit, particularly in Australia, policy – a wrong driver is a policy that the US and the UK. Practitioners instantly does not work or makes matters worse. Our recognised that they were on the wrong team had been working actively on system end of the policy stick (and I think many reform since 1997 when we assessed the policy makers did as well, but they did English National Literacy and Numeracy not have an alternative). At the time, Strategy, followed quickly by the Ontario I was not paying much attention to the reform (2003 onward), advice and capacity new Asian front runners in the OECD’s building in California, Victoria and PISA assessment of literacy, numeracy other places. We had also spent a decade and science results: Hong Kong, Japan, conducting hundreds of workshops across Singapore, Shanghai and South Korea Australia, New Zealand, United Kingdom, (more about them later). Canada and more. 3 / CSE Leading Education Series #01 February 2021
Over the past decade the ‘wrong drivers’ The pandemic phenomenon itself may paper was received favourably in many serve to accelerate the solutions as we find local jurisdictions (schools and local silver linings and golden pockets, precisely authorities) and even garnered some because of ever-growing dissatisfaction interest at the policy level (in California, with the status quo, and the new openings and Victoria for example). However, that COVID-19 dissolution unveils. The the analysis never carried the day in timing is also propitious because we have reformulating system change. One reason gained an understanding of so much was that the spotlight was mostly on more in the past five years about learning, what was ‘wrong’; second, the so-called technology, people and the most powerful right drivers did not represent a coherent levers for positive transformation. The theory; third, the right drivers were never pandemic has caused us to take two or complete enough to influence the rapidly more steps backwards and, indeed, has growing complexity of society in the 21st exposed fundamental flaws in our learning century – they were never strong enough systems. COVID-19 could turn out to be the to affect inequality, which is endemic to catalyst needed to leap forward, but only the system we have come to have. Joanne if we act forcefully on what I call the ‘right Quinn and I got a start on the solution in drivers’. our book, Coherence: The Right Drivers in The model for education currently in place Action for Schools, Districts, and Systems, is badly out of date. Correspondingly, a but the ideas did not go widely or deeply new and better education system would be enough for system change (Fullan and one of the very few avenues for surviving Quinn, 2016). in the short run, let alone thriving in The question now is whether 2021 might the longer future. Thomas Kuhn (1962), be the best time for getting the ‘right in his book The Structure of Scientific drivers right’ and, of course, what would Revolutions, made the case that scientific the drivers be? There are several reasons models, or paradigms as he called them, why the time is now: global society is sometimes run their course. He said that rapidly worsening and has been for some two conditions are necessary for change time; there is climate collapse, galloping to happen: one is that the current system inequality, deepening mistrust and becomes ‘catastrophically ineffective’ increased stress for adults and the young (which, I would argue, is now the case); alike; all of this prior to the COVID-19 the other requirement is the presence of pandemic (see Fullan and Gallagher, 2020). an alternative paradigm to take its place. My conception of a driver is a force that attracts power and generates motion on a continuous basis. The four drivers in question are not travelling down a divided highway. Instead, they form a constellation of stars that give each other energy and purpose. They represent a single, integrated model that generates continuous development. The right drivers for whole system success / 4
The four right drivers, in combination – 1. Wellbeing and Learning (essence) what I have called ‘the human paradigm’, 2. Social Intelligence (limitless) constitute the proposed new model for 3. Equality Investments (dignity), and governing the future of education (see Figure 1). My conception of a driver is a 4. Systemness (wholeness). force that attracts power and generates They are the human paradigm and presently motion on a continuous basis. The four constitute a work in progress. We have drivers in question are not travelling down barely begun to tap their potential. a divided highway. Instead, they form a A fascinating analysis of the evolution constellation of stars that give each other of America, from the late 1800s to energy and purpose. They represent a the present, was recently released by single, integrated model that generates sociologist Robert Putnam with Shaylyn continuous development. Garrett (2020). Their book is titled The The four new wrong drivers are not Upswing: How America Came Together a completely wrong. It is just that if left Century Ago and How WE Can Do It Again. alone they take us in a negative direction. Using thematic evidence about economics, Let’s name them and give them nicknames politics, society and culture, the authors (in parentheses). make the case that the US has gone through 1. Academics Obsession (selfish) periods of 2. Machine Intelligence (careless) ‘I-ness’ (self-centredness) – 1870s to 1890s; 3. Austerity (ruthless), and ‘We-ness’ (concern for others) – 1900 to 4. Fragmentation (inertia). 1970s; and back to the present period of excessive ‘I-ness’ – late 1970s to the They have been operating for 40 years, present. and with ever-growing intensity. Together they are the ‘bloodless paradigm’, lacking Reading the tea leaves, Putnam and care, empathy, and civic awareness – the Garrett speculate that 2021 onward things that make us humans. The new right could be another ‘We’ period. In many drivers, by contrast, capture and propel the ways the prospect of the right drivers in human spirit. Again these are offered with combination makes such a positive case. nicknames. So, what are the new more promising right drivers for system change? Figure 1. The Drivers The Right Drivers for Whole System Success The Human Paradigm The Bloodless Paradigm Wellbeing and Learning Academics Obsession Social Intelligence Machine Intelligence Equality Investments Austerity Systemness Fragmentation 5 / CSE Leading Education Series #01 February 2021
For each pair of drivers we will start The drivers feed on each other, and as such with the wrong drivers – what they are stimulate reciprocal action. The difficulty and how they have taken root in the last will be how to get the right drivers four decades. They do not really form a started into action in a way that drives deliberate system, but in effect they rely on coordinated, sustained action. This is the each other. focus of this paper. Academics1 Obsession favours the elite. I express the pairs of drivers with the The privileged in turn figure out and interjection: vis-à-vis. The latter means ‘in exploit the narrow academic assessment relation to’ not ‘versus’. I make this point system. to note that the drivers are not always Machines have a life of their own, in opposition to each other but can form because the market system and big complementary pairs, provided that the companies inherently and relentlessly right driver is the lead. Put another way, contribute to their endless expansion. the ‘wrong drivers’ can be helpful as long Rapacious growth is their habit. as they are in support of the right drivers Austerity evolves naturally in a system – something that is eminently doable if where the rich take the lion’s share of we position the right drivers as dominant. profits and all others are left with little. The primary recommendation in this paper consists of a radical shift in focus Fragmentation by default favors inertia, toward the powerful right drivers as a set, and deepens existing systems of while paying attention to the wrong or prejudice and discrimination. ‘supporting’ drivers in order to reposition This is the current state of them to contribute in the way that they the drivers are not affairs – a system destined to should. For example, technology has a great always in opposition to run itself into the ground. deal to contribute – potentially. In one each other but can form The four right drivers, by sense a large part of the problem is that humans have fallen behind, not just that complementary pairs, contrast, have the potential to change the dynamics radically. technology has become more powerful. provided that the right In a real sense they are our Galloping inequality (in resources and driver is the lead. only hope to alter the current opportunity) has raced ahead since the end catastrophic pathway toward of the 1970s, despite considerable new destruction, and possible denouement. expenditure directed at equity. Over these The set of right drivers requires a depth forty years the goal of greater equity has of understanding and action across many made little net difference on the system, levels. To achieve this kind of radical save for a few ‘positive outliers’. There change we will need to appeal to four is no discernable impact because the different constituencies that I will label solutions tried were piecemeal. As such locals, regionals, staters (state and federal), they did not seriously attack inequity. and globals (leaders who work across I will take this up more directly when countries). we get to Right Driver 3, ‘Equality Locals include students, parents and Investments’. The economic system community members. that has resulted in rapidly increasing Regionals are district and municipal staff. economic inequity is not the only system that prevents many people from Staters are state-level and federal players. achieving fundamental equality. ‘Systems’ Globals are those who act across entities of colonial, racial, gender/sexual, class (and, of course, they will come from the domination, and others, also contribute other three groups). importantly. In short, there are multiple ‘systems of oppression’ at work. The right drivers for whole system success / 6
Some of the breakthroughs will be activating the right drivers, and the answer achieved through political actions and is everyone (see Right Driver 4). More uprisings. At the same time, we need to helpfully, any group or subgroup can and examine how the system itself (defined should take action within and connecting as everyone in it) might be changed drivers, seeking allies all the time, through actions arising from mounting leveraging new developments consistent dissatisfaction at all levels of the current with the set of drivers. situation and its trajectory. One ray of In the conclusion I will revisit the big hope is our tentative finding that all question of what are the prospects for students can benefit from better education, radical change in trends of the kind especially those who are currently envisaged by Putnam and Garrett? The most disconnected. (Fullan, Quinn and world is now in a precarious state, which McEachen, 2018). They have the most is to say that the future could go either emotional experience and connection to way: the collapse of society – the current what is wrong, and as such can be major trajectory – or the transformation of the sources of personal and collective action global system along the lines of the four required for positive change. Emotion and right drivers. The key agent for the future new dignity may be the most powerful prosperity of humankind and the planet force and hope for change that is the activation of a new learning system we have. The four right drivers, built on the evolutionary advantage that we The four right drivers, in integrated concert, represent possess but are in danger of squandering. in integrated concert, potentially powerful system First, we dig into learning itself, which has change in action. represent potentially been badly distorted over the past 50 years powerful system change As we work through the model or more. We are palpably losing ground on in action. I will start in each case with the measures that matter. a discussion of what is wrong with the wrong driver in question, followed by a consideration of how the right driver would work. Wrong drivers on balance reinforce the status quo. Each right driver may initially move at a different pace, but sooner than later they must converge, gaining additional strength We now turn to the from the interaction between and among drivers themselves the set. As part of mounting the right drivers, starting with the first we can also take steps to turn the wrong pair: Wellbeing drivers into better supporting roles. The net and Learning. effect would be the acceleration of positive change and new breakthroughs. One troubling question is who is responsible for 7 / CSE Leading Education Series #01 February 2021
Wellbeing and Learning vis-à-vis Academics Obsession Academics Obsession their colleagues; where they influence their own environments (in school, in the Let me frame the argument clearly, because community, in their world); and where some of it is nuanced. The pervasive student voice and agency are not so much obsession with academic grades and ‘permitted’, but are deliberately activated degrees, and corresponding elite rewards as a natural byproduct of the culture built at the expense of other people (and I in the school and the system as a whole. will show at the expense of the ‘winners’ themselves) results in narrow learning In the meantime, Academics Obsession that severely distorts what people learn prevails, involving both the learning and need in the 21st century. Even those system and the related assessment of students who are ‘successful’ are not learning outcomes. Sandra Milligan is a prepared for life. Instead, my argument Professor and Director of the Assessment will be that by integrating wellbeing Research Centre at the Melbourne Graduate and academics we establish learning as School of Education. In her current something that prepares all students for the research she brought together a large ever-complex world we live in. In the next number of young people who were in Year section (Wellbeing and Learning) we will 11 or 12, or were recent secondary school establish the key relationship between the graduates, and asked them ‘to what degree United Nations’ Sustainable Development did your 12 years of schooling fit you for Goals (SDG) – Goal 3 (Good health and what you are doing now or expect to do’? wellbeing), and Goal 4 (Quality education). As Milligan reports, ‘they were virtually In effect, they become integrated partners unanimous in saying that their schooling as codrivers to transform the current system. was far too narrow for what they are doing now, and expected to do in the future; As wellbeing has come more to the fore, and that their schooling was dominated there is an initial tendency to treat it as ‘the by academics and narrow subject focus’. absence of ill-being’. Programs to treat ill- When asked what they really valued, they being, like anti-bullying, drug and alcohol described part-time work, community treatment programs, and stress reduction, activities and other supplementary are essential, but they are reactive to experiences beyond school. It was these obvious wrongs in the culture of the school ‘out of school’ experiences, they said, and society. They are not programs to that gave them the know-how, attitudes, promote wellbeing itself. The latter speaks values, skills and confidence – things that to students finding school as a place where they felt they did not get at school, and they feel good about themselves and the that were really valuable to set them up for person they are becoming; where they have future challenges (Milligan, 2020a; see also opportunities to develop or strengthen Milligan, 2020b). positive values in themselves and in The right drivers for whole system success / 8
Heather Malin is the Director of Research in the US has driven a wedge between the at the Stanford University Center on middle class and the rich. He documents Adolescence. In several studies Malin how elaborate elite education produces (2018) probed students about education ‘superordinate workers’ who privilege and their purpose at school. At best she their positions in the job hierarchy, within found that students were out to get good which ‘the new elite invests its income grades, go to university and get a good job. in yet more elaborate education for its At the end of several studies Malin children. And so the cycle continues’ concluded that only about 24 per cent of (p 11). Over time the gap between the senior high school students ‘have identified superrich and the middle class increases as and are pursuing a purpose for life’ (p 1). the former is driven upward and the latter downwards, to the current point where ‘the Let’s capture what is happening here. academic achievement gap between rich Academics Obsession is not a primary and middle-class school children is now intrinsic motivator for most students (nor markedly greater than the achievement gap even for many of the apparently successful between middle-class and poor children’ ones). We will see shortly that wellbeing (p 26). By 2018, for example, the rich/ (purpose, meaning, belongingness, control, middle class income gap became nearly making a contribution) is of greater double what it was in 1970 (p 135). intrinsic interest, which in turn can lead to deeper academics. Let’s stick with the Few of us will feel sorry for the academic ‘successful’ group for a moment. We move elite but Markovits documents how these to the exceedingly successful students in elite schools have suicide rates four times the US, based on Daniel Markovits’ (2019) the national average, and that ‘54 per cent The Meritocracy Trap. Markovits describes of students displayed moderate to severe how extreme elitism over the past 40 years symptoms of depression and anxiety’ (p 42). 9 / CSE Leading Education Series #01 February 2021
Incidentally, we see this phenomenon in to virtually zero on the average since the top PISA/OECD performers in Asia the late 1970s. It does not take a genius (South Korea, Shanghai) where parents to know that during this same period push their children (or may not have to as inequality has galloped ahead at an ever- their offspring fall in line) to study and go increasing speed. It does take some insight to after-hours prep schools in order to get to know that the remedy for this is not into elite schools (and indeed go to second focusing only on the ‘individual’ to get tier prep schools in order to get into better a better education. It is the system that prep schools). Anxiety, stress and suicide needs fixing: ‘the rhetoric of rising now rate have all increased dramatically in the rings hollow’ says Sandel (p 25). Thus, past decade with many young children ‘of children born in the 1940s almost studying 4 or more hours per day beyond all (90 per cent), earned more than their their in-class time. The point is that parents; of children born in the 1980s, only Academics Obsession harms everyone up half surpassed their parents’ earnings’ (p 75). and down the system. Markovits concludes Sandel concludes that the meritocratic that ‘the excessive and ruthless training ideal, fixed and narrow and unfair as it is, through which meritocracy makes the elite, generates ‘morally unattractive attitudes’; does not elevate the human spirit as much ‘among the winners, it generates hubris; as crushes it’ (p 116). The negative spinoff among the losers, humiliation and damages the whole system. resentment’ (Sandel, p 25). Let this toxic mix percolate for a few decades, and you In the same vein, and deeper, have Donald Trump (or Brexit etc). Michael Sandel (2020) exposes The Tyranny of Merit. Sandel Let’s talk ‘wrong driver’ here. Inequality Those who succeed starts with a similar point to under the circumstances of extreme at the bad game do Markovits, that the system meritocracy is not due mainly to a failure not necessarily go is rigged to favour the elite of education; it is more a failure of the unscathed. Sandel calls (eg, two-thirds of attendees system in place (both in ground rules this group ‘wounded at Ivy League schools come and in content). Don’t make your strategy winners’. from the top 20 per cent of hinge on telling those not succeeding to get the income scale, and so on). better at a bad game! Of course, we want The ‘admissions obsession’ people to go to college and succeed, but my says Sandel ‘has its origins in the growing conclusion is that the current system can inequality of recent decades’ (p 12). Above never accomplish this on any scale (but the all else, and come hell or highwater, elite four right drivers can). parents wanted ‘the meritocratic cachet that There is more. Those who succeed at the admission to elite colleges confers’ (p 1). bad game do not necessarily go unscathed. During the recent prolonged period (the Sandel calls this group ‘wounded winners’. forty years since 1980) this Academics There is a long list of anxiety-ridden, high- Obsession and its societal correlates served stress impacts on students who do find the super elite well. Since the late 1970s in themselves playing the bad game, leading the US ‘most of the nation’s income gains to the following conclusion, cited by Sandel. have gone to the top 10 per cent, while the In spite of their economic and social bottom half received virtually none. … In advantages, they experience among the real terms the median income for working- highest rates of depression, substance age men, about $36,000, is less than it was abuse, anxiety disorder, somatic four decades ago’ (Sandel, p 22). We also complaints, and unhappiness of any know that the rate of mobility (doing better group of children in this country. than your parents), after 30 years of steady movement upward (1945–1975) flattened (2020, p 179) The right drivers for whole system success / 10
What about those who become apparently practical as well as academic wisdom. successful adults, ending up as CEOs, There are a few who succeed despite cabinet members, and other prominent their circumstances, but they tend to be leaders? Again there are exceptions, but exceptions that prove the rule. Overall, let’s start with the question: ‘Are smart we are less well-off societally because highly educated people good at life?’ (It’s we have not benefited from the mobility a rhetorical question). The proportion of that could have accompanied these four elected government members who have decades of the development of human and university degrees has been rising for the social capital. More broadly, the ‘sorting past forty years. In the UK, 88 per cent role’ of Academics Obsession produces currently have university degrees, and leaders in all sectors who are unlikely to most of them came from private schools be balanced in the cognitive and wellbeing (Sandel, 2020, p 101). President Obama qualities that are essential for leading followed the same pattern, with all but in the 21st Century (see Fullan, 2020). three cabinet members holding advanced Of course, additional criteria beyond degrees. academic achievement are used in making appointments of leaders. We can see this Here is the nuanced part. They are smart, at work in President Joe Biden’s minority but are they good at life – their own and appointments of Vice President Kamala those whose lives they are expected Harris, and Secretary of Education Miguel to improve? Let’s say most are proven Cardona. But why not make qualities, such ‘academically’, but are they good system as character, citizenship, empathy, part of leaders – mobilising and improving the a core education in the first place so that lives of the greater population? Here is the pool of candidates becomes wider and Sandel’s conclusion (2020, p 90). deeper? Why not be guided by right driver Having well-educated people run 1, rather than by its narrow counterpart? the government is generally desirable, Why not produce scores of graduates who provided they possess sound judgment are ‘good at learning, and good at life? and a sympathetic understanding of Until we make this shift we will never working people’s lives – what Aristotle achieve equity. One reason that increased called practical wisdom and civic virtue equality has barely budged, despite 50 – but history shows little connection years of investment, is that the wrong between prestigious academic drivers, including Academics Obsession credentials and either practical wisdom have prevailed over this period. Academics or an instinct for the common good Obsession serves to undercut equity. A case in the here and now. in point is Lewis and Diamond’s (2015) Even more nuanced, educated people in-depth study of Riverview High School, who did not come from struggle can be a diverse US school overtly committed cognitively empathetic, but not necessarily to serving all of its students. Despite the ‘emotionally’ empathetic in relation espoused goals of equality, 90 per cent of to people in difficult circumstances. Whites end up in four-year universities Moreover, and to complete the point, compared to 50 per cent of Blacks, and we have had little mobility for 40 years, Latinx2 students. Lewis and Diamond so we have not benefited from people found that ‘It is … in the daily interaction who were successful because they came (read culture) among school policy, up the hard way – parents sacrificed, son everyday practice, racial ideology and or daughter benefited, who in turn raised structural inequality that contradictions their children – which, in effect, created a emerge between good intentions, and bad pathway and pipeline of people who have outcomes’ (p xix). 11 / CSE Leading Education Series #01 February 2021
On a larger scale in higher education, not an instrument for improvement when both Kirp (2019) and Tough (2019) found it is combined with high-stakes punitive massive subtle and blatant barriers for accountability. People are rarely motivated minorities, from the time they might have by being judged, and impossibly so if contemplated post-secondary education the judgement does not contain possible through admissions, all the way through lines of solutions. Jal Mehta from Harvard their experiences until they ‘didn’t nailed this problem (2013) in his The graduate’ (only 40 per cent graduated Allure of Order, drawing the conclusion within six years).Tough concludes that that ‘standards and accountability are a higher education that presumably sets out weak technology to produce the outcomes to be a ‘powerful engine of social mobility’ policymakers seek. Improving teaching ends up functioning as something closer and learning requires the development to the opposite: an obstacle to mobility, an of skill and expertise; simply increasing instrument that reinforces a rigid social expectations (even when accompanied hierarchy and prevents them from moving by evidence) does little to bring about beyond the circumstances of their birth’ results’ (p 7). I won’t continue to flog (2019, p 19–20). a horse that I wish was dead, but for a more comprehensive and detailed review Here is one more example of see Daniel Koretz’s (2017) The Testing how insidious the barriers are. higher education that Charade. The subtitle of his book says it Linda Nathan (2017) was the presumably sets out to founding head of the Boston all: ‘Pretending to Make Schools Better’. be a ‘powerful engine Arts Academy, a secondary Some jurisdictions have tried to combine of social mobility’ school committed to preparing testing with strategies that address teacher ends up functioning as disadvantaged minority skill and expertise necessary to get better something closer to the students for university. Many results. This can work on a small scale opposite did graduate and went to where some schools, not doing very university, where they then well, learn from others that are being encountered various non- more successful. Because there are a academic obstacles (lack of support, few successful jurisdictions (sometimes bureaucratic subtleties, and the like) that called ‘positive outliers’) it can give us resulted in a high drop-out rate. Nathan encouragement. This, however, is truly (2017) provides the bridge to our ‘right a case of ‘exceptions’ proving the rule. driver’ when she laments: ‘what all the talk At the end of the day the rule – high-stakes about grit seems to miss is the importance standardised tests that become ends in of putting children’s experience front and themselves – will always come to dominate, center. … When the emphasis on grit ends because it takes such heroic effort to up as a stand-alone pedagogy, the context overcome it. It will never get to scale. of a student’s life and family circumstances Let’s take Australia as a case in point. is ignored’ (p 76). Since 2008 Australia has had a national program called NAPLAN (National Testing Assessment Program: Literacy and Numeracy) with annual tests at Years 3, 5, As we move through the Academics 7 and 9. For the past dozen years schools, Obsession phenomenon we must explicitly on the whole, have shown little or no address the role of testing. Compounding improvement (I would argue for reasons and reinforcing the dismal current system directly related to the wrong drivers). In is how the ‘external assessment of learning’ 2019 the government commissioned a powers Academics Obsession (grades, prominent team of researchers to conduct advanced courses, external tests). Testing is The right drivers for whole system success / 12
a review and make recommendations for Australia has the same problem. There improvement. The researchers, staying exists a ranking based primarily on Year within their mandate, recommended that 12 assessments called ATAR (Australia the tests be made in Years 3, 5, 7 and 10 Tertiary Admission Rank) which does (the latter preferred over Year 9), and indeed rank all prospective students with be extended to include science literacy a number that influences admissions. (McGaw, Louden and Wyatt-Smith, 2020). Professor Sandra Milligan and her team at Such tinkering with the system reinforces Melbourne University wrote a paper called my point: preoccupation with academic Beyond ATAR: A Proposal For Change (NAPLAN) scores will narrow the (O’Connell, Milligan and Bentley, 2019) curriculum, without addressing in which they argued that ATAR favours the motivation of students or narrow academics, while overlooking other Fortunately SAT and those that teach them. qualities that could assess the learning ACT tests are now losing The same issues continue to face potential of students (such as credentialling, favour, as more and learner profiles and the like). students in the US, England more tertiary institutions and other jurisdictions. Asia When the stakes are so high some people are seeking more is more complex. By and large will do anything to game the system qualitative criteria for they have been successful in including cheating, and illegal behaviour. the academic domain but, as Then there is the collateral damage of admissions. I noted earlier, at a price. One narrow curriculum, high stress, and the could say that their cultures abuse of privilege. If you bundle all of this enabled more Academics Obsession, together as Andy Hargreaves (2020a) did in but they too recognise the limits with a recent review of large-scale assessments, more anxiety, stress and the kind of you find that ‘high-stakes testing’, and even dysfunctional intensity that Markovits mid-stakes testing, encounter a series of (2019) described in the ‘meritocracy problems that undercut the improvement trap’ about the US (see also Ng (2016) agenda, and the efficacy of the assessment. on Singapore). When you add the matter To sum up: of high-stakes narrow entrance tests to post-secondary institutions (such as SAT 1. Academics Obsession preempts a better [Scholastic Aptitude Test], and ACT3 in the learning agenda, whether at K–12 or a US), Academics Obsession completes the higher education, leaving most students assault on equity and meaningful learning. out of the game; Paul Tough’s (2019) chapter ‘Fixing the 2. even those who are ‘successful’ are not test’ is a horror story of distortion, as well served; students and parents seek expensive 3. the most important education goals tutors, and other means for getting higher (such as the set of global competencies scores at all costs, in order to gain access I shall shortly introduce) are barely to select universities. Even one of the addressed; tutors whose livelihood depended on such 4. the strategy of assessing outcomes per se students seeking his services told Tough hardly ever leads to improvement; and that he tells colleges the opposite, namely, 5. we need a system that streamlines ‘downplay standardised tests in favour external assessments while retaining of more nuanced evaluations of students’ the ability to monitor the system with ability’ (p 103). Fortunately SAT and ACT better measures of engagement and tests are now losing favour, as more and performance. more tertiary institutions are seeking more qualitative criteria for admissions. In short, we need a new primary driver! 13 / CSE Leading Education Series #01 February 2021
Wellbeing and Learning emphasis on grades and academics is not a motivator for most students. In our ever-complex and contentious world we can no longer afford to separate By contrast, she argues a need to ‘imagine wellbeing and learning. For one thing a curriculum that is structured in such a wellbeing is learning. As complexity in way as to strengthen students’ sense of self the world has evolved, Wellbeing and and their sense of inclusion in a supportive Learning represent an integrated concept. community’ (p 142) – and then her killer You cannot be successful on one without conclusion. the other. They feed each other in a way It is frustrating to know that the kind of that success begets success. As we will see, learning involved to pass standardized advances in the neuroscience of learning tests does not bolster students’ sense favour the seamless integration of the two of urgency and belonging, and there is elements. All of this augurs well for the little room for the learning that would. point I made earlier, that wellbeing is far (Nathan, 2017, p 158) more than the absence of ill-being. One key reason that Wellbeing and Learning In sum, Academics are valuable, and should be a strong right driver pertains to Deep Learning all the more so, but for what I called above intrinsic motivation. the majority of students in 2021 stressing Academics, at least at the beginning, is an academic learning is not the starting point. extrinsic motivator – a means to an end. In this section I present some of the basic As complex and as challenging as life elements of a Wellbeing and Learning has become, it is unlikely that the initial model that will be required. The other attraction to learning will be academics three ‘right drivers’ in subsequent sections per se. Linda Nathan (2017) will fill in the full paradigm shift that will was getting closer to the be essential. One of our team members is As complexity in the primary truth when she the neuroscientist and child psychiatrist world has evolved, observed that superficial Wellbeing and Learning represent an integrated concept. You cannot be successful on one, without the other. The right drivers for whole system success / 14
Jean Clinton. I engaged Dr Jean in a The solution must be specific, conversation about what might be the best comprehensive and succinct if it is to starting definition of wellbeing. Here it is: become a viable replacement to the current system. In Kuhn’s (1962) terms the solution People become good at life when they must represent a practical alternative to feel safe, valued, and have a sense of the present failing system. We and others purpose and meaning. There is a need have been developing such an alternative to be engaged in meaningful activities since 2014. Essentially, the new paradigm that contribute to the wellbeing of consists of core competencies that integrate others. In the face of adversity, being learning and wellbeing, and that provides able to navigate to the resources that the components for implementation, such you need to get out of the situation – as effective pedagogy and assessment of known as resilience – is an essential progress. component. To get there one needs to identify values, goals and needs The Center for Curriculum Redesign (CCR) as well as personal strengths. The recently completed a review of the field competencies you need to achieve this, as they analysed the curriculum from I think are the 6Cs [more about this 22 jurisdictions from around the world shortly] as long as compassion and (Taylor et al, 2020). They identified 12 empathy are emphasised. competencies in total: 4 skills (creativity, critical thinking, communication, (Personal communication, 2020; see also Clinton, 2020) collaboration), 6 elements of character (mindfulness, curiosity, courage, The current system is miles away from resilience, ethics and leadership), and addressing the Wellbeing and Learning needs 2 of metalearning (metacognition and of students. Sociologists Jal Mehta and growth mindset). Across the 22 systems Amanda Datnow (2020) after considering the authors found that most jurisdictions public schools in the perspective of the last ‘named’ the 12 competencies in their 100 years conclude that there is a ‘Yawning official curriculum policy documents; gap between how schools are organised vs about a quarter contained reference how youth learn’, with the former falling to ‘progressions’ of the competency; woefully short with respect to but when it came to ‘pedagogy’ and opportunities to do work that has ‘assessment’ there was zero reference purpose and meaning; in the policy documents. Thus, the curriculum goals appeared in the policy strong connections to adults and peers documents but there were no pathways (relationships/belongingness); to implementation! In the words of the need to be viewed in asset-based ways; authors: ‘none of the 22 jurisdictions had their identities needing to be valued; and publicly available documents that included their wanting the opportunity to pedagogies (and assessments) targeting contribute to the world. the 12 competencies’ (p 7). This does not mean that there were no schools using the Right Driver 1 replaces Academics competencies, but it did mean that there Obsession with a foundational focus on was no ‘system presence’ relative to the wellbeing and learning. Both wellbeing new paradigm. and learning have suffered because of their separation. Combining them generates an In our own work we have gone further interactive force that represents a powerful in this direction. After seven years of new unified learning proposition that development our work has been field becomes the centrepiece for contending tested, well received and covers a lot of the with and transcending the growing territory (Quinn et al, 2020). In this paper complexities now facing humankind. I will not compare the fine details (how 15 / CSE Leading Education Series #01 February 2021
many Cs should there be, which ones, etc) elements in combination – includes except to say that CCR’s framework and using and developing further what ours are essentially compatible. is known about the neuroscience of learning such as: ‘student as inquirer Fundamentally, CCR and ourselves shift and knowledge builder’; ‘learning the main purpose of learning to Wellbeing connects meaningfully to student and Learning with respect to how to thrive interest and voice’; ‘connects students in and improve in the complex world we to the world with authentic problem live in. The common elements to this new solving’; ‘making mistakes and learning approach include. from them strengthens learning’; You need to start with and develop ‘collaboration and other forms of students’ intrinsic motivation to learn connecting with other people and in a dynamically complex world. ideas’: ‘enhances neural pathways and Central to this is the constellation of learning’, and so on. purpose, meaning, belongingness, Such Wellbeing and Learning applies to connectedness and contribution to all students, including a commitment the world. A key theme derived from to equality for all. Modern learning this cluster of motivators is centred on is quality learning that sticks with ‘Engage the world Change the world’ – you. We also find that such Deep a theme we discovered by working with Learning is good for all students, but students; one which became the sub- is especially good for students who title of our first book (Fullan, Quinn and are disconnected. What we need to McEachen, 2018). do additionally is to partner with Deep Learning is the process of systems that are committed to explicitly developing, understanding and using addressing the multiple ‘systems of the 6 Cs, which we call the global prejudice’ currently at work. The competencies: Character, Citizenship, ensuing breakthroughs will be good for Collaboration, Communication, students, their families, and the world. Creativity and Critical Thinking. It is worth noting that the so-called 21st In our Deep Learning model Wellbeing and century skills (the latter 4 Cs) have been Learning are essential and inseparable. around for at least 30 years; and have Together they are ‘the right driver’. It is failed to go anywhere. Yes, the timing crucial to note that our paradigm (and may have been premature, but more that of CCR’s) are comprehensive and tellingly we have found that character integrated in the same unified model. and citizenship are ‘foundational skills’ that are catalytic to making a difference Figure 2. Four Elements of a Learning Design in the world – qualities not included in the original four 21st century skills, and characteristics directly related to the l ica L Par ear intrinsic motivation of contemporary og es tn students. tic e Pr ag ni ship ng s ac d r Pa The 6Cs includes developing socio- emotional and academic knowledge Deep and skills, through effective pedagogy Learning and assessment of progress. Our model L e v Dig ts consists of Four Elements of a Learning n m in g en a er Design (see Figure 2): pedagogical g ar n it a i n g L e i ro practices, learning partnerships, l v learning environments and leveraging En digital. This Learning Design – the four The right drivers for whole system success / 16
Our NPDL model contrasts with other A large part of the new solution consists current wellbeing models such as Social of reducing the reliance on standardised Emotional Learning (SEL). Adding SEL tests and replacing them with a built-in is useful to a point but represents an system of formative assessment, linked to incomplete conception of wellbeing which periodic summative tests on key indicators. includes equity, and a greater sense of Someone observed that when the chef purpose, meaning, and connection to the tastes the soup it is formative, and when world. Academic obsession is so powerful the customer tastes it, it is summative. that we run the risk of ‘bolting on’ SEL’ to Formative assessment concerns ideas, data improve academic performance instead and action that improve learning as an of developing a single, powerful new ongoing process; summative assessment learning system. Wellbeing and Learning is periodic stocktaking about how much must become the new foundational driver has been learned over a given amount that includes greater equality, knowledge, of time. Historically in education there engagement, and spiritual connection in has been a dearth of data about ongoing the world. improvement. While individual teachers routinely gather information, it is not After all, we are talking about a paradigm widely shared, and is not valued for the shift where one model replaces another. purpose of accountability. Any attempt We think the conditions for doing to change that through imposition is this are becoming more likely to fail. With imposition, both favourable. As stated earlier, internal development and usable external In order for this we are integrating learning knowledge become compromised. The key and wellbeing – UNESCO’s transformation to to success is to have a system that monitors Sustainable Development Goals: happen teachers and SDG 3 (health/wellbeing), and and intervenes to help with respect to students will have to SDG 4 (education) in a single continuous improvement. A reminder shift to a new mode of here is that these assessments encompass model. Literacy (including both wellbeing and academic learning. learning and assessing. digital and financial) and Thus, we have developed tools that numeracy are part of basic enable the teacher to assess progressions education for everyone. Most on a rubric that ranges from ‘limited of all we know that students and teachers evidence’ to ‘emerging’, ‘developing’, (and eventually parents) love to learn and ‘accelerating’ or ‘proficient’, according live in the new paradigm. In our ‘go slow to the four or so dimensions that define to go fast’ mindset we have found that after each of the 6 Cs (see Quinn et al, 2020). some initial capacity building the rate of Teachers use the rubric to track whether quality change accelerates. students are progressing from lower to Still, it is going to take a massive effort to higher embodiment of the competency unseat ‘narrow Academics’ as the primary in question. They can then take action driver, because the latter has a stranglehold accordingly. Whatever the measure, on how schools are organised, what is formative, continuous improvement is taught currently, and how it is assessed. the driver. This obsession with Academics and related In order for this transformation to happen testing severely limits the possibility of teachers and students will have to shift major change. The shift that we are talking to a new mode of learning and assessing. about will require state-level change in As part and parcel of learning the 6Cs, policy, which in turn will be more likely to teachers and students will need to know happen when there are elements of support the new global competencies curriculum throughout the system – at the bottom, well enough to assess progress reliably middle and so on. 17 / CSE Leading Education Series #01 February 2021
and systematically. Teachers and students in detail: clarifying and understanding cannot reach a high level of thinking and learning intentions, eliciting evidence, action if they don’t know what progress feedback that moves learning forward, looks like. In short, the capacity of teachers activating learners as instructional and their students to validate their resources to one another and activating standards and assessment practices must learners as owners of their own learning be central to any suggestion that formative (Wiliam, 2018). Taken together, these assessment should drive the system. Social elements represent a major change in most Intelligence (Right Driver 2) will play a schools in the culture of learning. My only major role in these developments. issue is the need to apply this thinking to the global competencies. Returning to the new research and development, Sandra Milligan (2020a COVID-19 provides a serendipitous and b; Milligan et al, 2020) and her opportunity to rely less on standardised colleagues are explicitly engaged in these tests and more on formative assessment by new formative assessments that focus teachers in groups (thereby overlapping on continuously assessing students with with Driver 2, ‘Social Intelligence’). In respect to the new competencies (as do many jurisdictions, external tests by and our own assessments of progressions of large have been temporarily suspended. learning the 6Cs, Quinn et al, 2020). The worry is that when things settle At the same time, Milligan et al are striving there will be pressure to focus only on to conduct ‘outcome assessments’ in ‘making up for lost ground’, which lands the form of portfolios of credentialling us back in the land of Wrong Driver 1. The progress with respect to the global opportunity presents itself to revamp the competencies. Our only quarrel is that she assessment system in favour of formative does not include ‘character’ assessment, while reducing the reliance and ‘citizenship’, which are on an external assessment system. The COVID-19 provides foundational in our framework net effect could stimulate the motivation a serendipitous (and we would say to the of learning through leveraging formative learner as citizen). Whatever assessment, lessening early punitive opportunity to rely less the case, formative assessment actions, focusing on growth and the like. on standardised tests focusing on ‘learner profiles’ Ironically, formative assessment, well and more on formative and ‘public displays of work’, done, also serves summative monitoring assessment by teachers or other forms of credentialling and related outcomes. Overall, there in groups. represents a major advancement must be deliberate action to create a new relative to Right Driver 1. framework built on the four right drivers Such assessment should and their synthesis. include summative measures of ‘global Primary Right Driver 1 brings to the fore competencies’ as outcomes, as we and attention and resources on Wellbeing others like Milligan are now addressing. and Learning related to the global Other prominent researchers have arrived competencies. This will be the best way at the conclusion that formative assessment to motivate students (and their teachers), is the driver toward better outcomes. and the best link to the basics of literacy, Dylan Wiliam (2020) stresses that the focus numeracy and other subjects. At the same should be on ‘curriculum, pedagogy, and time the focus on Wellbeing and Learning assessment, in that order’. In his basic forces us to consider all students. We have textbook Wiliam (2018) describes his system a once-in-a-generation opportunity to attack as embedded formative assessment. The the ‘systems of inequity’ that I identified power of formative assessment is laid out earlier. The right drivers for whole system success / 18
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