Hong Kong as a Source for Education Policy in England: Rhetoric and Reality

Lead Research Organisation: University College London
Department Name: Education, Practice & Society

Abstract

In 2007 the Principal Investigator returned to London after working for 31 years in Faculties / Institutes of Education in Hong Kong and specialising in East Asian education systems. As political parties in England competed to promote their vision of schooling, he was constantly bemused as to the extent to which their plans for reform were based on the claim that what they were proposing was a feature of one or all of the high performing East Asian societies that do well on international tests of pupil achievement e.g. the Programme for International Student Assessment (PISA), and Trends in International Mathematics and Science Study (TIMSS). The 2010 Schools White Paper in England and the ongoing review of the National Curriculum extensively cite practices in Hong Kong to support their policies. Also, agencies now bidding to get contracts to examine the New Baccalaureate have to demonstrate that they will follow the best practices of high performing nations.

Some of these claims seem far removed from the reality that the Principal Investigator had experienced both as an academic, and as someone heavily engaged in policy making in Hong Kong. What is more worrying is that these claims are largely unchallenged in England. The claims are accepted partly because people generally have limited knowledge of foreign education systems, and comparative educators have tended to avoid engagement in the public debates relating to ongoing policy making about how schools should be reformed. The purpose of this study is to help address that situation.

We plan to focus on how policy makers in England portray features of Hong Kong's education system to promote domestic reforms. We examine the nature of these features in Hong Kong by finding out what the relevant laws or rules are, and by interviewing people who are directly involved with these education features. This will allow us to find out the extent to which the claims made in England are valid and accurate. It will also allow us to contribute to the ongoing debates in comparative education as to the influence of global and local factors on education reform.

Planned Impact

Major education reforms have been proposed based on claims as to what works in 'high performing' education systems. For example, recent proposals in England premised on what 'works' in East Asia have included a reform of the National Curriculum and examination systems, a restructuring of teacher education towards more accelerated and school-based systems, and an increase in school autonomy. If implemented, these reforms will have a major impact on various stakeholders, including examination boards, teacher educators, schools, parents, and pupils. Other stakeholders include those more directly engaged in policy making, viz. government officials, political parties, civic groups, and other groups involved in policy advocacy.

At the same time, the public debate is dominated by an international network of consultancies and think tanks (e.g. the McKinsey consulting company, and the Pearson education group) that promote education reform based on their interpretation of comparative data drawn from international tests of pupil achievement.
However, the process of external policy referencing is akin to a black hole because stakeholders lack familiarity with the various 'high performing' systems that are cited. In addition, the international data on which reform is advocated is vast, and open to multiple interpretations. Consequently, the capacity of stakeholders to evaluate the advocated proposals is very limited. Therefore, by subjecting the process of policy advocacy and borrowing to critical scrutiny, we will demonstrate the extent to which the claims made are valid inferences from the evidence.

The need for such scrutiny is indicated in the recent response to a journal article written by the Principal Investigator (Morris 2012) which queried many of the claims about overseas education systems made by 2010 Education White Paper in England. This is currently the most downloaded article in the journal published this year. This interest has led the British Education Research Association to commission the Principal Investigator to write an opinion piece for their publication Research Intelligence. In addition, key stakeholders - such as assessment agencies, who believe that their role will be substantially affected by the implementation of the advocated reforms - have also expressed an interest in the writings of the Principal Investigator, and have requested talks/ seminars by him, and sought advice from him.

Our study therefore has the potential to inform academic debates in both comparative education and national policy analysis. It will also make a significant contribution to the various stakeholders who contribute to, and are affected by, education reform, but do not have the expertise to evaluate or assess the claims that underpin these reforms.

To maximise the impact of our research, we will set up reference and contact groups. The reference group will provide input in the research process and the dissemination of the findings. It will meet twice during the life of the project, and comprise academics, members of high commissions, political advisers (especially those involved in select committee work), and key journalists. The contact group will comprise potential beneficiaries. As the project progresses, we will identify the significant findings and the main beneficiaries, and communicate the former to the latter.

We will engage with stakeholders in two stakeholders' workshops. The first will be held mid-point into the project, and obtain feedback from stakeholders on the initial findings, the impact on them, as well as the project itself. At the second, we will disseminate the overall findings, and seek the views of the stakeholders as to how the findings can be used to benefit them and other stakeholders. In addition, we will also offer to present our findings to interested stakeholders at their organisation, and will publicise our findings through releases, summaries, and reports to the media.

Publications

10 25 50
 
Description With regard to new knowledge generated, the main findings relate to the way the Government uses comparisons with other nations which perform well on International tests such as PISA to drive educational policies in this country. Thus for example the move to ensure schools have greater autonomy by creating more academies and Free Schools is premised on the claim that this is a feature of high performing education systems in East Asia. Claims such as these are promulgated by the Government itself and various consultancies (especially McKinsey) who specialise in identifying 'international best practices' and cross national agencies such as the OECD, which has become a major source of policy advocacy. The tendency to rely on such sources of 'evidence' has been facilitated by the hollowing out of the professional civil service which previously undertook such comparisons and/or interpreted them. Amongst the key findings are:
(i) the data the government draws on is portrayed as a form of evidence-based policy making, but in practice the process is highly selective and designed to support their own ideological preferences;
(ii) many of the claims as to the features of high performing systems elsewhere are in marked contrast to how local stakeholders perceive the features of their own education systems;
(iii) the overall direction/goals of education policy in England is in marked contrast to that of high performing East Asian systems;
(iv) there are major differences in the processes/approach used to implement educational reforms in East Asia compared to England, and these are largely ignored in the literature which focusses on the products of reform;
(v) the many claims which are made as to why educational systems are successful are based on very weak assumptions and not able to establish causality: they rely on a combination of assertions, inferences and correlations;
(vi) the industry which claims to identify 'best practice' from comparative data has developed a complex and sophisticated set of strategies to promote its claims which effectively mask their capacity to establish causality;
(vii) the real strength in Hong Kong (our main site for researching policy-referencing) lies in its curriculum development processes and support for implementation, and this has been overlooked by policy makers.

An important new research question that has been opened up concerns the architecture and process of education policy making in England, the changes to these over the years, and the implications of these changes for education policy making. This is an area of research that the team would like to explore next. We are also working on a project designed to analyse in detail the ways in which the global policy advocacy industry, which now dominates education policy making operates.

A very good relationship was established with the partner at Hong Kong Institute of Education (now Educational University of Hong Kong), Principal Investigator Professor Bob Adamson. This relationship has continued through jointly written journal articles and conference presentations. The England and Hong Kong teams are exploring the possibility of future collaborations.

In terms of capacity building, the project involved two doctoral students at IOE and one EdD student at the University of Bristol, each of whom were engaged on related research topics. All three have successfully completed their doctorates, and the project provided an invaluable opportunity for them to both utilise new sources of data and develop their research skills. The research theme which this project explored is now continuing within IOE as a number of doctoral students have been attracted by the project, and are focussing on research related to policy borrowing in other contexts, specifically, Germany, Sweden and the Gulf States.

The England and Hong Kong teams presented the findings at a symposium at the Houses of Parliament hosted by Barry Sheerman MP, and discussed the results with members of the opposition, the leaders of the recent Review of the National Curriculum and HEFCE. We have also published the results and provided seminars/talks in Singapore, Hong Kong, the US, Canada, Macao, Cambridge and London. We are continuing to publish from the findings of the project.
Exploitation Route The results have implications for the ways in which education policy is promoted and justified.
Sectors Education

 
Description In Hong Kong, Singapore, Brazil and Scotland the findings of the project have contributed to the on-going public debates as to how pupils are assessed in general and the value of the role of cross national testing specifically. In England the study contributed to the discussion and decision that that Universities would not be included in the Assessment of Higher Education Learning Outcomes (AHELO) programme developed by the OECD. The results of the study have been used in professional training programmes for leaders of educational assessment systems from around the world run by Cambridge Assessment. In addition, the England Principal Investigator Professor Paul Morris participated in an advisory committee and advised on and was cited numerous times in the UNESCO report 'Rethinking schooling for the 21st Century: the state of education for peace, sustainable development and global citizenship in Asia' (2017)(http://unesdoc.unesco.org/images/0026/002605/260568e.pdf). In 2018, he was also appointed as a member (academics and researchers) of the Department for Education National Advisory Committee for International Early Learning and Child Wellbeing (IELS) in England.
First Year Of Impact 2015
Sector Education
Impact Types Policy & public services

 
Description Advised on and Cited numerous times in the following UNESCO Report: 'Rethinking Schooling for the 21st Century:The State of Education for Peace, Sustainable Development and Global Citizenship in Asia'. (2017) http://unesdoc.unesco.org/images/0026/002605/260568e.pdf
Geographic Reach Asia 
Policy Influence Type Participation in a guidance/advisory committee
URL http://unesdoc.unesco.org/images/0026/002605/260568e.pdf
 
Description Appointed as a member (Academics and researchers) of the Department for Education's ' National Advisory Committee for the International Early Learning and Child well Being study (IELS) in England'.
Geographic Reach Multiple continents/international 
Policy Influence Type Participation in a guidance/advisory committee
 
Description Possible influence with regard to the decision that England should not participate in the Assessment of Higher Education Learning Outcomes (AHELO): In 2015, I was consulted by the Higher Education Funding Council for England (HEFCE) with regard to whether England should participate in AHELO. I advised that participation would have serious consequences for the nature and purpose of Higher Education in England, based on the extrapolation of the impact of tests at the secondary level seen on education. The outcome was a decision that England should not participate in AHELO.
Geographic Reach National 
Policy Influence Type Contribution to a national consultation/review
 
Description British Association for Educational Research 2014 Annual Conference, 23-25 September 2014, Institute of Education, London 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? Yes
Geographic Reach International
Primary Audience Other academic audiences (collaborators, peers etc.)
Results and Impact Approximately fifty people attended the panel, incluidng prominent UK researchers working in the fied of policy referencing.

Following his presentation, Principal Investigator Paul Morris was invited to visit and give a lecture at Humboldt University in Berlin in April 2015 .
After their presentation, Euan Auld and You Yun were both asked to contribute a blog on their subject for the Institute of Education blog (http://ioelondonblog.wordpress.com/).
You Yun's blog can be found here: http://ioelondonblog.wordpress.com/2014/10/10/you-say-you-want-a-cultural-revolution-policy-borrowing-from-the-east/
Year(s) Of Engagement Activity 2014
URL http://beraconference.co.uk/programme-at-a-glance/
 
Description British Association of International and Comparative Education 2014 Conference: Power, Politics and Priorities for Comparative and International Education, 8-10 Sep 2014, University of Bath 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? Yes
Geographic Reach International
Primary Audience Other academic audiences (collaborators, peers etc.)
Results and Impact Approximately 200 people attended Principal Investigator Paul Morris's keynote address 'International comparison and politics: looking East- UK, Shanghai and Hong Kong'. A total of about 100 people were presentation at Euan Auld and Paul Morris's presentation ('How to have your cake and eat it too: strategies for reconciling complexity with the demand for 'what works' in comparative education') , You Yun's presentation ('A 'New Orientalism': Images of schooling in East Asia as a source of policy borrowing in England'), and Katherine Forestier's presentation ('Hong Kong's success in PISA: an analysis of local stakeholder perspectives').


After his presentation, Euan Auld was asked by Rabeak Malik to do a presentation via teleconferencing for her institution in Pakistan, the Institute of Development and Economic Alternatives (IDEAS), Lahore.
Euan Auld was also invited by Kenneth King to contribute to the next edition of NORRAG (Network for international policies and cooperation in education and training) News, with an article focussing on the UN post 2015 goals and global governance. While not directly related to the ESRC-RGC project, this is an extension of the ideas developed in the project, pushing the approach to policy making into the 'developing' world. The article is due in late November 2014.
Year(s) Of Engagement Activity 2014
URL http://baice.ac.uk/2013/2014-baice-conference-details/
 
Description Conference of the Comparative Education Society of Asia conference 2014, 16-18 May 2014 Hangzhou, China. 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? Yes
Geographic Reach Regional
Primary Audience Other academic audiences (collaborators, peers etc.)
Results and Impact Approximately 200 people attended Principal Investigator Paul Morris's keynote address. The discussion centred on how UK policy makers imagined education in East Asia.

Following the keynote address, Paul Morris was invited to visit and give lectures at Beijing Normal University and Seoul University.
Year(s) Of Engagement Activity 2014
URL http://10times.com/cesa-hangzhou
 
Description International comparative education conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact The paper '"Did it just get darker in here?": casting shadows, searching for prospects', was presented by project Research Officer Euan Auld on 9 Mar 2016, at the annual international Comparative and International Education Conference 2016 in Vancouver. It was attended by up to 50 people.
Year(s) Of Engagement Activity 2016
URL http://cies2016.org/
 
Description Lunch meeting with Barry Sheerman MP 
Form Of Engagement Activity A formal working group, expert panel or dialogue
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Policymakers/politicians
Results and Impact Members of the reserach team, Principal Investigator Professor Paul Morris, Co-Investigator Dr Christine Han, and Research Officer Euan Auld had a lunch meeting with Barry Sheerman MP in Bloomsbury on Mon 1 Dec 2014. Mr Sheerman had been interviewed by the research team, and had expressed interest in their work. The team explained the research findings to Mr Sheerman over lunch, following which Mr Sheerman invited the team to present their research at the Houses of Parliament as his guest (this was subsequently conducted on 25 Mar 2015).
Year(s) Of Engagement Activity 2014
 
Description Presentation to MPs / policymakers, academics and educational practitioners at the Houses of Parliament (Room C 1PS), hosted by Barry Sheerman MP 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Policymakers/politicians
Results and Impact The panel presentation 'Making education policy in England: the value of the PISA international test results' was conducted on Wed 25 Mar 2015, 2pm - 4pm, at the Houses of Parliament, Room C 1PS, hosted by Barry Sheerman MP. The presenters comprised members of the project team, and invited speakers. The schedule was as follows:
Welcome and Introduction - Barry Sheerman, MP, Chairman
'PISA and Education Policy' - Prof Paul Morris, UCL Institute of Education
'What drives East Asian success in PISA?' - Dr John Jerrim, UCL Institute of Education
'PISA: perspectives from the Far East' - Dr Christine Han, UCL Institute of Education, and Katherine Forestier, Hong Kong Institute of Education
'Reading for pleasure and reading attainment: the difficult route from data to policy prescriptions' - Prof Gemma Moss, University of Bristol
'Advocacy and persuasion: the construction of 'best practice' from PISA data' - Euan Auld, Research Officer, UCL Institute of Education

Members of the audience included:
Academics (e.g. Prof Mary James, University of Cambridge; Prof John Elliott, University of East Anglia; Prof Bob Cowan, UCL Institute of Education; Dr Bethan Marshall, King's College London; Dr David Pepper, King's College London; Dr Daisy Powell, University of Reading; Associate Prof Edward Vickers with two colleagues from Kyushu University, Japan)
Education related organisations (Lesley Duff, Director of Research, NFER; Dr Tom Benton, Cambridge Assessment; Alison Wood, Assessment and Qualifications; Kate Kemp, Pearson;
Civil Servants (e..g. Emily Knowles, Department for Education)
Journalists (e.g. Yojana Sharma, correspondent for the South China Morning Post and Asia Editor for University World News)

The presenters were subsequently interviewed by a Yojana Sharma, correspondent for the South China Morning Post, and an article was published in the paper based on this:
Sharma, Yojana (2015) 'Western schools envious of East Asian scores on global exam may change teaching methods', South China Morning Post, 13 April 2015, available: http://www.scmp.com/lifestyle/family-education/article/1763278/western-schools-envious-east-asian-scores-global-exam-may.
Year(s) Of Engagement Activity 2015