Executive Summary - The European House
Transcription
Executive Summary - The European House
Universities Peers 15,4 Schools Teachers Companies α 30,6 32,3 Individual γ β Technology Society 31,8 Nonprofits State 8,5 9,2 Media The present research was carried out by The European House - Ambrosetti on behalf of HP Italy. the research benefited from contributions from an advisory board comprising : ― ― ― ― ― ― ― ― ― Esko Aho (former Prime Minister of Finland; Senior Fellow, Harvard University) Paolo Borzatta (Senior Partner, The European House - Ambrosetti) Claudio Bassoli (Private & Public Sector VP Enterprise Group, HP Italy) Sergio Colella (Vice President and General Manager Enterprise Services, HP Italy) Valerio De Molli (Managing Partner, The European House - Ambrosetti) Giacomo Frizzarin (Director, Public Administration, HP Italy) Enrico Giovannini (Full Professor of Economic Statistics, "Tor Vergata University" of Rome; former Italian Minister of Labor and Social Policy; former Chairman, ISTAT Italian National Institute of Statistics) Francesco Profumo (Professor and former Dean, Turin Polytechnic; former Italian Minister for Education, University and Research) Stefano Venturi (Managing Director and Corporate Vice President, HP Italy) the following people also contributed to the advisory board on behalf of hp italy: ― ― ― ― ― Mauro Colombo (Consulting Solution Manager, HP Italy) Lorenzo Gonzales (EG Strategist EMEA, HP Italy) Enrico Martines (Development and Training Director, HP Italy) Antonio Menghini (Industry leader, Public Sector HP Enterprise Services, HP Italy) Monica Vetrò (Consulting Sales Manager, HP Italy) the working group for the european house ― ― ― ― ― ― ― - ambrosetti included : Lorenzo Tavazzi (Director, Scenarios and Intelligence Department; Project Leader) Pio Parma (Project Coordinator) Rossana Bubbico Vanessa Conti Umberto Marengo Michelangelo Quaglia Simonetta Rotolo 2 we thank the following people for their external contribution and suggestions : ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― Anna Maria Ajello (Chairman, INVALSI - Italy's National Institute for the Evaluation of the Education System) Valentina Aprea (Councillor for Education, Lombardy Region) Anna Ascani (Member of the Chamber of Deputies of the Italian Parliament, Member of VII Commission "Culture, Science and Education" - Democratic Party) Dianora Bardi (Vice President, “Impara Digitale” Association; teacher, Liceo Scientifico "F. Lussana" in Bergamo) Peter Baur (Deputy Head of Unit 'Higher Education and Innovation, Entrepreneurship, EIT' at the European Commission Directorate-General for Education and Culture) Giovanni Biondi (Chairman, INDIRE - National Institute of Documentation, Innovation and Educational Research) Frieda Brioschi (President, “Impara Digitale” Association; Founder and former President, Wikimedia Italy) Ilaria Capua (Member of the Chamber of Deputies of the Italian Parliament, Scelta Civica, Vice-President of VII Commission "Culture, Science and Education") Alessandra Cenerini (President, Association of Italian Teachers – ADI Scuola) Daniele Checchi (Full Professor of Labor Economics, University of Milan) Paolo Coppola (Member of the Chamber of Deputies of the Italian Parliament and Member of the IX Commission “Transport, Post and Telecommunications” Democratic Party) Luca De Biase (Editor and Director of Nòva24, Il Sole 24 Ore; Chairman, AHREF Foundation) Rajeeb Dey (CEO & Founder, Enternship.com; co-Founder Startup Brit, UK) Gianluca Dettori (Founder and Chairman, DPixel) Paolo Donzelli (Manager - Studies and projects for digital innovation-Public Administration Department digitization and technological innovation; Manager, Italian Digital Agenda) Fiona Fanning (Secretary General of CEPIS - Council of European Professional Informatics Societies) Ernesto Galli Della Loggia (Professor of Contemporary History, Italian Institute of Human Sciences; Columnist, "Il Corriere della Sera”) David Gann (Professor of Innovation and Technology Management and founder of the Innovation and Entrepreneurship Group, Imperial College London, UK) Andrea Gavosto (Director, Giovanni Agnelli Foundation) Salvatore Giuliano (Dean, ITIS “Majorana” in Brindisi; founder, "Book in Progress” project) Claudio Gentili (Director of Education, Confindustria) with Antonio Balsamo, Silvia Matranga e Carmela Mazza (Confindustria Education) Roberto Gulli (Chairman, Pearson Italy) John Higgins (Director-General, DIGITALEUROPE) Randall S. Jones (Head of Japan - South Korea Desk, OECD - Organisation for Economic Co-operation and Development) Maria Letizia Melina (Director General for studies, statistics and information systems, Department for the planning and management of human resources, financial and instrumental, Ministry of Education, University and Research) Giovanni Menduni (Associate Professor, Politecnico di Milano; former ICT and environmental sustainability area manager, Municipality of Florence) Alfonso Molina (Scientific Director, Mondo Digitale Foundation; President Delegate of the group for the coordination of multi-sectoral Network on Educational Robotics 3 ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― ― in Italy) Roberto Moriondo (Director of the "University, Research and Innovation" Department, Piedmont Region) Mauro Nori (Director-General, INPS - Italy's National Institute for Social Security) Michele Pellizzari (Professor of Economics, University of Geneva, Switzerland; former Economist, OECD - Organisation for Economic Co-operation and Development) Furio Pesci (Associate Professor of the History of Pedagogy, University "La Sapienza" of Rome; Chairman of the Scientific Committee, Italian Montessori Foundation) Federico Pizzarotti (Mayor, Municipality of Parma) Xavier Prats Monné (Deputy Director-General for Education and Culture, European Commission) Giulio Occhini (Director-General, AICA - Italian Association for Informatics and Automated Calculus) Luigi Proserpio (Professor and chairman of BETA, Bocconi Education and Teaching Alliance, Bocconi University of Milan) Giovanni Puglisi (President, Italian National Commission for UNESCO; former Vice Chairman, CRUI - Conference of Rectors of Italian Universities) Agostino Quadrino (CEO and Editorial Director, Garamond) Stefano Quintarelli (Member of the Chamber of Deputies, member of the XIV Commission “EU Policies” and of the Committee for Communication and External Information - Scelta Civica) Agostino Ragosa (former Director General, Italian Agency for the Digital Agenda) Gianfranco Rebora (Professor, University "Carlo Cattaneo - LIUC" of Castellanza) Roberto Reggi (Under-Secretary of State for Education, Italian Ministry of Education, University and Research; former Mayor, Municipality of Piacenza) André Richier (Policy Officer at Key Enabling Technologies and Digital Economy Unit, DG Enterprise and Industry, European Commission) Gianfelice Rocca (President, Assolombarda; former Vice President for Education, Confindustria) Marco Rossi Doria (Senator, former Under-Secretary of State, Italian Ministry of Education, University and Research) Paolo Schgör (ECDL & EUCIP Certifications Manager, AICA - Italian Association for Informatics and Automated Calculus) Debora Serracchiani (President, Friuli-Venezia Giulia Region) Lucilla Sioli (Head of "Knowledge Base" Unit, European Commission's DirectorateGeneral Communications Networks, Content and Technology) Andrea Sironi (Rector and Full Professor of Finance, Bocconi University of Milan) Marco Steinberg (Founder, Snowcome; former Director of Strategic Design, Finnish Innovation Fund SITRA, Finland) 4 The European House - Ambrosetti takes full responsibility for the contents of this report. The research does not necessarily reflect the views of the interviewees or the members of the Advisory Board © HP Italia and The European House - Ambrosetti – 2014 5 10 key points of the study 1. Education aims at developing and teaching knowledge and mental, social and behavioral faculties of an individual. Economic theory and the information available recognize the fundamental role played by human capital in determining the performance levels of a national economy: life-long learning for an individual is, therefore, a key question in the development of every country. 2. Modern societies are undergoing an epoch-making transitional phase from the "industrial" societies of the 20th century to the "digital" societies of the 21st. This transition calls for a profound transformation in the modalities, content and roles the various players occupy within the education system. 3. In light of the characteristics of our modern age, an effective educational system must have as its priorities: —— Providing individuals with the tools and ability to understand themselves, society and the context around them and - above all - be able to decide how to manage their own lives; —— Guaranteeing the "democratization of education" through minimizing distinctions on all levels (family context, social, physical or psychological conditions, etc.); —— Creating the (cultural and operational) conditions to assure employability of individuals throughout their entire lives; —— Guaranteeing that competences, values and knowledge are internalized (and, at the same time, that they are relevant to the current context); —— Preparing citizens who are truly "aware"; —— Creating a broad-based culture of the value of education that promotes greater recognition of the importance of human capital. 4. The educational model for the 21st century must provide for a substantial paradigm shift aimed at fostering: a) elaboration of knowledge and transmission of competences ("experimental learning"); b) continuous learning capable of making the most of all formal and informal experiences (ubiquitous learning); c) central role of the student in the learning process through multi-channel teaching which takes advantage of peer-to-peer relationships; d) constant interactivity in lessons to promote enhanced student interest and involvement; d) greater personalization of academic and study programs, together with greater responsibility and independence. 6 5. Technology is an enabling factor in the innovation of educational models. Widespread application of digital instruments can revolutionize teaching methods, the way content is produced and shared, the time and places for learning and individual learning paths. 6. On an international level, the most advanced societies are implementing integrated strategies to adopt technologies in the educational system - first and foremost in pre-university education that is the central nexus point - through: a) the creation and upgrading of network infrastructures; b) the supply of digital equipment to those working in the schools; c) the application of tools and services for the sharing and creating of teaching content; d) the creation of training programs for teachers who adopt new learning models. 7. The Italian education system has widespread problems, including: a) low results in international tests (Italy is 22nd out of the 34 OECD countries taking part in the OECD PISA test); b) low literacy rates (46% of the population between 25 and 64 years of age do not have a secondary school diploma); c) significant geographical differences in terms of management and performance of the school system (strong divide between Central/Northern and Southern Italy); d) low skill levels of university graduates (the average skill levels of Italian university graduates are equivalent to Japanese and Finnish high school graduates); e) low levels of lifelong learning (in 2013, only 6.2% of Italians between 15 and 64 years of age took part in life-long learning, compared with the EU28 average of 10.4%). 8. The problems in the education system impact on the (economic and social) competitiveness of Italy, with the risk of progressive marginalization compared with more dynamic situations on an international level. Some of the "indicators" include: high levels of youth unemployment and impoverishment of human capital; low social mobility; lack of attractiveness of Italy and its economy; limited general digital skills and low level of "digital citizenship"; low level of innovation and marginal role of the digital economy. 9. Over the last decade, Italy has implemented a series of innovation and digitalization processes in the education system (e.g., the National Digital School Program introduced in 2007). These processes encountered obstacles that have limited their impact: lack of transparent tools for evaluating teacher and school performance; low level of innovation in teaching models and syllabuses, also because of the high average age of teachers (more than 60% of tenured teachers are over age 50); low investment in education; inadequacy of school buildings and hightech equipment (55% of the buildings are pre-1974 and over 50% of classrooms do not have an Internet connection); lack of a long-term perspective regarding the processes of change. 10. The transition in the Italian education system, starting from pre-university level, must be guided by a long-term vision that is supported in a consistent way by public bodies and shared social commitment. Key elements for success are the presence of strong pressure and awareness of education-related issues, introduction of more dynamic and incentive-based assessment systems, and investment into modernizing school architecture. 7 Guidelines and proposals for Italy guideline 1 Make education a process that extends throughout an individual's entire life through the development of a national life-long learning system, creating incentives for companies that offer professional training and institutionalizing a national account system for life-long learning and use of schools as local centers for life-long learning. guideline 2 Render the organization of the education system more efficient through: i) increased autonomy for schools in recruiting teachers and experimenting with new teaching models; ii) development of a national school assessment system; iii) creation of a national educational network for sharing content; iv) establishment in schools (or groups of schools) of a Chief Innovation Officer to promote introduction of new technologies and teacher training. guideline 3 Ensure upgrading and professional development of teachers and restore them to a central role in society, while basing the teacher recruiting process on criteria of competitiveness and merit to supersede the current system based on seniority (introduction of new tools to assess knowledge, competences and psychological attitudes, including among the entry requirements - a good knowledge of English, computer basics, pedagogy, etc.) and setting up wage-based incentive mechanisms. guideline 4 Create student-focused learning environments, by remodeling school environments to foster cooperative and interactive learning, promoting teaching methods based on developing competences through inserting into the syllabus new subjects (e.g., computer sciences, coding, financial education, entrepreneurship) by involving outside stakeholders and introducing student assessment systems utilizing peer-to-peer methods and standardized tests. guideline 5 Help families to have a more inclusive and informed role by offering more transparent and accessible information to guide education choices, while at the same time stimulating competition between schools (through voucher systems or subsidies) and providing for fiscal incentives for donations to educational institutions ("education bonus"). 8 proposal 1 Promote a new architectural approach for educational environments (both new and remodeled schools) suitable for experimental learning, according to the following criteria: i) adaptability and flexibility of learning spaces for formal and informal education and inclusive of tools and infrastructure for the digital school; ii) sustainability (low maintenance costs, energy efficiency, quality of location, etc.); iii) multi-function usage of school spaces with "open" fruition throughout the day via integrating traditional school activities with social ("civic center") and business activities (schools as collective learning centers for adult education courses). In preparation, a coordinated system of governance and management of financial resources must be established. proposal 2 Test a concept - with the goal of using it as a reference model for the process of modernizing Italian schools - that integrates modern teaching methods, technological solutions (within the classroom, the school and between schools) and new architectures of educational environments on the basis of the following guiding principles: i) integrability of technological solutions with open standards (allowing the use and potential sharing of equipment currently in-place in Italian schools); ii) continuous evaluation of the testing with active and real-time feedback mechanisms for teachers and school administrators; iii) management of the transition period using an open network model organized in "hubs" with a "tutor" role for schools that are further along in testing; iv) forward thinking taking advantage of modern Big Data analytic methods available today to understand future employment and professional requirements in the society. The "EduSTART" project ("School TArgeted to Reshape our Tomorrow") — starting from a group of three pilot regions according to a scalable and flexible approach, is designed to create a secure, open platform for sharing and gathering of content, the integration of modern teaching methods with new technologies and new educational environments, and the creation of a system to train teachers and assess the testing process. proposal 3 Create a "National Education Prize" to be awarded annually by the President of the Republic of Italy to the highest-performing schools, teachers and principals, through: i) management and financing from (primarily) private sources; ii) selection by an independent, non-partisan jury composed of preeminent individuals; iii) awarding on the basis of criteria set in advance and which respond to priority themes regarding the improvement of education in Italy; iv) creation of a prize of a substantial sum to a limited number of the best schools (e.g., five) and teachers and principals (e.g., ten). 9 Education for the 21st century: the driver of a new renaissance and competitiveness for Italy Executive Summary The starting point: how Italy’s education system performs in an international comparison South Korea Finland 540 Japan Canada 520 The Netherlands Belgium New Zealand Germany Australia United Kingdom Sweden France 500 United States 480 Italy Norway 460 1960 1970 1980 1990 2000 2010 Normalized test results (index number) of students in selected countries (Source: Ripley A., “The smartest kids in the world and how they got that way”, 2013) 10 Modernizing the Italian educational system is a strategic priority for the nation 1. Economic theory recognizes the fundamental role played by human capital in determining the performance levels of a national economy. In fact, available evidence shows that countries with better political and social systems also have high levels of human capital. 7% GDP growth, average 2000-2013 Singapore R = 0.5148 6% 5% South Korea 4% 3% United States 2% 1% Finland Japan Denmark 0% -1% Canada United Kingdom Germany France Italy 470 480 490 500 510 520 530 540 550 560 PISA test score, average 2000-2012 Figure 1 – Correlation between PISA - OECD test (average 2000-2012) and economic growth (average growth rate 2000-2013) (Source: The European House - Ambrosetti based on OECD and IMF data, 2014) Therefore, life-long learning for an individual - and thus the quality and efficacy of the educational system - is a key question for the economic and social development of every country. Italy, in this, must undertake a delicate transition phase. 2. As of today, 46% of Italians between 25 and 64 years of age do not have a secondary school diploma, a percentage nearly double the OECD average (27%). For young adults 25 to 34 years old, this figure is also very high: 30%, compared with the OECD average of 19%. 3. This situation has direct impact on the qualification level of the workforce. Fewer than two workers out of ten have a university degree (17.9% of the working population, compared with 29.4% in Singapore, 33.7% in France or 38.2% in Finland). 46 25-64 30 24 14 14 16 18 19 OECD average 15 United Kingdom United States 27 France 10 26 Denmark 8 12 Finland South Korea 2 11 Canada 12 18 Germany 20 30 Italy 25-34 Figure 2 – Percentage of the population aged 25-34 and 25-64 that does not have a secondary school diploma, 2013 (Source: The European House - Ambrosetti based on OECD data, 2014) 11 EXECUTIVE SUMMARY 4. The school-leaving rate is one of the highest in Europe (especially in the south of Italy), double, for example, that in France or Germany. This is particularly evident—and an indication of a more general problem of real social integration—when foreign residents are taken into consideration. Education of 18-yearold of non-Italian nationality resident in Italy is 57.8% (2012), over 21 percentage points below those of Italian nationality of the same age. 5. Italy manifests significant gaps—including major geographical variations—also in the competences acquired by the population: —— In the most recent PISA test (2012), Italy ranked 22nd out of 34 survey participants, with a gap of over 15 points from the average. —— The results of Italians with a secondary school diploma are in line with those of Japanese or Finns with just a middle school education. 6. Life-long learning is also lacking in Italy: —— In 2013, 6.2% of Italians between the ages of 15 and 64 took part in learning experiences, compared with an EU28 average of 10.4%; —— Overall, in the last twelve years, life-long learning in Italy was more than 30% lower than European levels. 7. The problems in the educational system have direct impact on the (economic and social) competitiveness of Italy, with the risk of progressive marginalization compared with more dynamic situations on an international level. Some of the “indicators” include: —— The phenomenon of youth unemployment has taken on alarming proportions: in 2013, 25% of Italians between the ages of 15 and 29 were not involved in school, work or professional training activities (compared with 11% in Germany), with a social cost estimated at 2% of GDP. —— Education is struggling to be an effective social escalator. A proxy for this phenomenon is intergenerational income elasticity. In Italy, 50% of the income of children depends on that of their parents. In Denmark or Finland it is 15%. —— The innovation rate is low. According to the latest (2014) European Commission European Innovation Scoreboard, Italy ranks (as it has for over ten years) within the “moderate innovator” group. —— High-growth sectors of the knowledge economy, which require specific training and constant updating of acquired competences, are penalized. —— The importance of the “digital economy” is also low: less than 5.0% of GDP, two points below the European average and significantly distant from the level (9%) of France and the United Kingdom. In addition, the digital skills of approximately 50% of the workforce are inadequate, 12 points above the EU28 average. ― Similarly, the level of participation and digital citizenship (e-citizenship) is limited: –– 34% of Italians declare they have never used the Internet, 13 percentage points higher than the European average (21%). –– The extent of the population interacting electronically with the Public Administration is 21%, half that of the European average. Structural problems that slow modernization 8. Italy has widespread problems on various levels of the educational system. In particular, the national school system—the nexus of an individual’s learning experience—manifests a series of structural problems, the main ones being: Standards and incentive systems for teachers. 12 EXECUTIVE SUMMARY —— The lack of an established mechanism providing for the entry of new teachers into the system has created a situation in which Italian teachers are among the oldest among OECD countries. More than 61% of the Italian teaching force is over 50 years old, compared with the OECD average of 35.7%. —— Teachers are selected through nationwide competitive exams which are predominantly content-based and do not take into account sufficiently the teaching aptitude of candidates. —— There is no system which provides significant incentive for career advancement among teachers who meet set performance levels or demonstrate marked managerial ability. —— There are no formal programs to guarantee opportunities for real on-going training and refresher courses. Lack of innovation in teaching models and out-dated curricula. An OECD survey reports that over 50% of Italian teachers say they prefer traditional teaching models based on classroom lectures and low level of student participation. Low (and diminishing) level of investment. In Italy, total spending on education is 4.7% of GDP, compared with an average of 6.3% in OECD countries, with a total impact on public expenditure of 8.9%, compared with the OECD average of 13%. 61.9 OECD average Finland 39.9 Italy 36.7 Germany 35.7 Denmark 33.6 United States United Kingdom 31.8 France 27.5 30.7 Japan 26.4 South Korea 21.3 Canada 49.7 Figure 3 – Percentage of teachers over 50 years of age (Source: The European House - Ambrosetti based on OECD data, 2014) Inadequacy of school buildings and high-tech equipment. —— Of the over 44,000 school buildings: 55% are over 30 years old and have not been upgraded to new energy efficiency standards, 47% have not been declared building code compliant and 36% require extraordinary maintenance work. —— In terms of high-tech equipment, over 50% of Italian classrooms do not have an Internet connection and there is one laptop with Internet connection for every 125 students, compared with the European average of 14. Inefficient evaluation and orientation tools. Italy lacks a comprehensive and transparent national system for assessing academic results, students and teachers which could stimulate positive competition and differentiation of criteria for allocation of funds, and allow families and students to make more informed choices. 9. Over the last fifty years, the Italian educational system, in particular pre-tertiary schooling, has undergone a series of structural reforms. A number of initiatives have also been launched recently to update teaching content and models, restructure the system 13 EXECUTIVE SUMMARY on a more autonomous basis and stimulate the spread of digital technologies. These processes encountered obstacles that have limited their impact: —— Lack of a long-term view of change; —— Self-referential nature of the school system; —— Widespread resistance to transparent assessment; —— Lack of effective incentive measures for teachers; —— Gap in technological skills in the education sector; —— Economic constraints; —— Lack of involvement of stakeholders (families, workplace, etc.). Our proposal for a vision of education in the 21 st century 10. Education aims at developing and teaching knowledge and mental, social and behavioral faculties of an individual. Its goals and methods are closely tied to the historic and cultural context. 11. It is a collaborative process which places the individual at the center and is fed by the on-going interaction between numerous formal and informal players. Therefore, for the best results to be obtained, existing relations must be optimized (in terms of quality and intensity) among all the system’s players (“stakeholders”). Family School Peers Individual University Media/social media World of work PUBLIC INSTITUTIONS Figure 4 – Players in the Italian educational system (Source: The European House - Ambrosetti, 2014) 12. Education must impact in a combined and organic manner—on the basis of timeframes and modes differentiated according to the stage of life—on a series of elements that permeate the individual on various levels: —— allowing for the formation and sedimentation of knowledge and competences 14 EXECUTIVE SUMMARY with a view to the future and not the present; —— communicating values and principles (such as responsibility, respect, integrity, etc.); —— promoting the development of individual attitudes; —— shaping the behavior of the individual in a positive way. 13. In light of the characteristics of our modern age and the special aspects related to Italy, an effective educational system must have as its priorities: —— Providing individuals with the tools and ability to understand themselves, society and the context around them and—above all—be able to decide how to manage their own lives. —— Guaranteeing the “democratization of education” by minimizing distinctions on all levels (family context, social, physical or psychological conditions, etc.). —— Creating the (cultural and operational) conditions to assure employability of individuals throughout their entire lives. —— Guaranteeing that competences, values and knowledge are internalized (and, at the same time, that they are relevant to the current context). —— Preparing citizens who are truly “aware”. —— Creating a broad-based culture of the value of education that promotes greater recognition of the importance of human capital. Values (principles) Skills/aptitudes (natural abilities) Literacy Problem solving Responsibility Creativity Active citizenship Numeracy and math Lateral thinking Respect Curiosity Positive motivation Entrepreneurship Integrity Sociability Team working Care Flexibility Intercultural engagement Communication (also in foreign languages) Harmony Adaptability Sense of initiative Digital interaction Dignity of labor Self-regulation (control, confidence) … Leadership Perseverance … … Science and technology Logic Foreign languages … Learning to learn Behaviors … Acquisition Competences Activation Knowledge Using Country social system Family background EDUCATION SYSTEM Figure 5 – Elements in the education of an individual (Source: The European House - Ambrosetti, 2014) 14. An ecosystem for continuous individual improvement must be created. This requires an effective governance system: —— at a central level, the infrastructures required, goals and guidelines must be defined to orient the vision for education; —— at a local level, an adequate level of autonomy (schools, local government, etc.) must be guaranteed within the context of implementing the above-mentioned guidelines. 15. The vision for education in the 21st century we propose is: 15 EXECUTIVE SUMMARY Education must be a multichannel and interactive system which allows the individual to exploit all formal and informal experiences (“ubiquitous learning”) that form the knowledge, behaviors, skills and self-empowerment necessary to life, promoting continuous personalized and experiential learning paths and actively connecting formal schooling with societal stakeholders (family, peers, companies, media). 16. For this vision to be realized, a major contribution is offered by digital and information technologies which represent an enabling factor for new teaching modes and new models of interaction. Five Guidelines for Italy Guideline 1 Make education a process that extends throughout an individual’s entire life 17. The learning process of each individual is not limited to the years spent within the system of compulsory schooling and university. Italy should develop and establish a national life-long learning system, also drawing on the most successful experiences in other countries. Management of this system could be entrusted to an “Institute for Life-Long Learning” which would implement synergic activities, including: —— Devising incentive mechanisms for companies to provide professional upgrading and training on the basis of a shared worker development program. —— Institutionalizing a national account system for life-long learning to centrally manage individual learning records and provide compensation/contributions for eligible learning expenses. —— Utilizing available school spaces and capabilities as local centers for life-long learning. It is fundamental that these functions aim at putting individuals in the position of always being able to “understand their own time” and not be limited only to providing training on new tools (computers, techniques, etc.) for job retraining. Guideline 2 Render the organization of the educational system more efficient 18. The organization—quality and functionality—of the educational system is something absolutely key to any development initiative. Efficiency must be re-established by acting on a number of integrated levels: —— Full implementation of school autonomy must be granted, as already provided by law involving administrative, educational organizational aspects, extending it to the selection of teachers (including direct recruiting) and to experimentation of new teaching methods with specific assessment. —— A comprehensive and transparent national system for school assessment must be developed with public rankings accessible to families and stakeholders. On a technological level, this system should also take advantage of the opportunities offered by Big Data analytics. 16 EXECUTIVE SUMMARY —— A “national education network” should be created (including the necessary technological platforms) to allow schools, teachers and students to share learning content and best practices in a secure, protected environment. —— To foster the gradual introduction of new technologies and create new generations of “agents of change”, it is suggested that the role of Chief Innovation Officer be introduced into the educational system. This role should be created on a district level or for a network of schools, but selected on a nationwide basis (for example, choosing candidates from among those with a research doctorate) and subject to a series of pre-training activities and training throughout his/her professional career. Guideline 3 Ensure upgrading and professional development of teachers and restore them to a central role in society 19. Teachers are the central players in the educational system. It is necessary to guarantee the conditions that allow them to carry out their sensitive role in the best possible way. For this reason: —— A competitive, merit-based recruiting process should be set up on the basis of evaluation of knowledge, competences and psychological attitudes. Given the high average age of teachers and future retirement of current teachers over the next twenty years, it is fundamental that suitable tests for evaluating the capacity levels of would-be teachers be drawn up, through detailed definition of new entry requirements (e.g., knowledge of English, computer basics, pedagogical theory, etc.). —— It is recommended that pre-service training and professional updating programs be made compulsory. —— A more incentive-based pay system for teachers should be created allowing substantial differentiation on the basis of responsibilities, management skills and teaching performance (measured also through reputational mechanisms). —— Italy should set as a goal enhancing the social prestige of the teaching profession. One tool for this could be the promotion of open communities—both physical and on the Net—in which high-skilled teachers can act as “mentors” of other teachers and students. Further aid could come from the world of communications and media with, for example, launching of reality shows and innovative formats which communicate in a positive way the value of the profession and provide role models. Guideline 4 Create student-focused learning environments 20. To more effectively respond to changes in society and its needs, innovations must be made in the approach to education. For this: —— Promoting student-centered teaching methods that are based on creating competences and which allow for more personalized, interactive and cooperative learning paths is crucial. —— At the same time, there must be an analogous renewal of content, by updating school curricula and including new subjects relevant to contemporary society (computer sciences and coding, digital literacy, entrepreneurship, financial education, etc.). —— The dialogue between school and business must be strengthened not only through teaching of subjects that prepare young people for the workplace, but 17 EXECUTIVE SUMMARY also introduction in the last years of secondary school of job orientation activities (training periods, apprenticeships, etc.). —— More rigorous student evaluation systems should be introduced, balancing peerto-peer assessment and standardized tests. —— The architecture of school environments (classrooms, common areas, technologies utilized, etc.) must be reshaped on the basis of new learning models and their potential use as venues for life-long learning courses. Guideline 5 Assist families in having a role that is more inclusive and aware 21. Families play a primary role in education. It is essential that the school-parent partnership be reinforced through: —— Greater involvement of families in setting school programs. —— Making information about school characteristics (curricula, extra-curricular activities, teaching methods, etc.) easily available, thus allowing for more informed choices. —— Providing tools to access the best educational institutions, thus increasing competition among schools, for example a voucher system or other educationrelated subsidies. —— Introducing fiscal incentives for donations to educational institutions (“education bonus”), including reviewing existing laws beforehand to make these instruments actually possible. Three operational proposals to stimulate change Proposal 1 Promote a new architectural approach for educational environments It is proposed to adopt, starting from new buildings or those under renovation, new architecture for educational environments that is suitable for experimental learning, through the development of new concepts based on the following criteria: –– Adaptability and flexibility of learning spaces for formal and informal education and inclusive of tools and infrastructure for the digital school. –– Sustainability (low maintenance costs, energy efficiency, quality of location, etc.). –– Multi-function usage of school spaces with “open” fruition throughout the day via integrating traditional school activities with social (“civic center”) and business activities (thus attracting private investment). In particular, it is suggested that school buildings be made places for collective learning, also open afternoons and evenings for adult education classes (learning by doing). To meet this goal, it is also proposed that a coordinated system of governance and management of resources be created, including through a dedicated fund with annual targets for maintenance and new building, and a rigorous monitoring system, to guarantee that the funds are earmarked and allocated on the basis of long-term priorities and to optimize all channels (both public and private) from which resources can be obtained. 22. The reasoning behind this proposal is to: —— Respond to the need to modernize the structure of educational environments in Italy (while at the same time responding to the emergency of rendering them 18 EXECUTIVE SUMMARY safe) that are not suitable for meeting the challenges of new teaching and learning models. —— Take advantage of the opportunities to rationalize and optimize public spending for school construction, including in light of the local government reforms currently underway. Proposal 2 Launch experimentation in schools of an innovative comprehensive education model (“EduSTART” project 1) It is proposed to test a concept—with the goal of using it as a reference model for the process of modernizing Italian schools—that integrates modern teaching methods, technological solutions (within the classroom, the school and between schools) and new architectures of educational environments on the basis of the following guiding principles: –– Integrability of technological solutions with open standards (allowing the use and potential sharing of equipment currently in-place in Italian schools). –– Continuous evaluation of the testing with active and real-time feedback mechanisms for teachers and school administrators. –– Management of the transition period using an open network model organized in “hubs” with a “tutor” role for schools that are further along in testing. –– Forward thinking taking advantage of modern Big Data analytic methods available today for data regarding current and future job market trends to understand employment and professional requirements in the society. 23. The proposal aims to present—and test—a model for innovation of the Italian educational system that makes it possible to go beyond the current problem areas, specifically: —— In recent years, a number of experimental initiatives have been launched but without a comprehensive vision of an innovation model and without any systematic assessment of results; —— Teachers are not sufficiently supported in their role with instruments and models that are developed (and verified) according to a “bottom-up” logic (from periphery to center); —— The educational system remains self-referential and struggles to involve other stakeholders (students, families, businesses, etc.). Broad outlines of the “EduSTART” project The project is based on the use of new, innovative “digital embedded” teaching models and currently-available solutions and technologies that can be integrated with equipment already in use in schools according to the principles of inter-operability and re-use of existing resources. The vision is to create a school that is “open and interconnected”. The key element is the paradigm of a new education model based on the “network effect” in which the “connected elements” are not just schools, but also teachers, students and families, and whose value increases exponentially with each new element: a system that enables both the democratization of education and a system of continuous improvement. Testing has been designed according to a scalable and flexible approach, with continuous assessment processes. The goal is to launch the test in academic year 2015-16 in three pilot 1 "START" stands for "School TArgeted to Reshape our Tomorrow". 19 EXECUTIVE SUMMARY regions: Friuli-Venezia Giulia, Lombardy and Piedmont have already declared their interest in taking part. Initially, the project will focus on middle and secondary schools, with a target of 12-15 scholastic institutions per region, this number increasing progressively. The perspective, in general, is to integrate the entire “education supply chain”, including also elementary school and university levels. The EduSTART project aims at offering teachers, students, school administrators and families innovative services and instruments with value added, in three main ways: –– acceleration of the adoption of ICT solutions in schools through a technology that is lowcost and easy-to-use and -manage; –– creation of a secure, open platform for sharing, communicating and gathering content and services developed specifically, co-produced or acquired on-line; –– ability to analyze so-called Big Data which aim at providing concrete decision-making support to stakeholders in the educational system. The technological architecture behind the EduSTART project calls for the connection to the system of any type of device through the connection available at the moment, according to the BYOD (“Bring Your Own Device”) principle. As suggested in guideline 2, specialized professionals - Chief Innovation Officers - could be introduced into schools (or groups of schools) to promote and follow this transition and train school personnel. The project is designed to be part of current initiatives of the Italian Ministry of Education, Universities and Research for the development of digital content and platforms within the educational system. Therefore, it will be possible to make use of synergies with alreadyexisting programs and initiatives on the digital front, or related to digital technologies in the schools. Proposal 3 Create a National Education Prize It is proposed that a “National Education Prize” be created to be awarded annually in Italy to the highest-performing schools, teachers and principals, according to the following criteria: –– It should be run and financed (predominantly) by the private sector, including crowdfunding schemes and tax deductions for donations. –– It should have an independent, non-partisan jury composed of preeminent individuals. –– It should be awarded on the basis of criteria set in advance and which respond to priority themes regarding the improvement of education in Italy. –– It calls for the awarding of a prize of a substantial sum to a limited number of the best schools (e.g., five) and teachers and principals (e.g., ten). –– It will have the recognition of the President of the Republic of Italy. 24. The logic behind this proposal is based on two elements: —— Stimulating change in the Italian educational system means promoting strong social pressure; —— One instrument for generating this pressure is the creation of “events” that have high-visibility and -impact for public opinion that are able to catalyze debate and trigger emulation. Strategic goals for Italy regarding education 25. Modernization of the national educational system must include the definition of a strong, long-term vision of education which, in turn, is connected to and coherent with the broader vision of the future of Italy. This will serve to: 20 EXECUTIVE SUMMARY —— Provide national control to guide and coordinate with clear-cut roles, functions and powers. —— Rationalize and optimize existing and future initiatives. —— Define and implement shared rules, standards and priorities that are binding, irrespective of changes in government. —— Bring together the special interests of the public and private sector, both on a national and local level. —— Bring together the expertise from a range of sectors (legislative, technological, etc.) required to successfully manage the transition. 26. This vision must be substantiated by quantitative goals, consistent with national priorities, to be met over the medium/long-term (no less than a period of 5-7 years), for example: inclusiveness, efficiency, life-long learning, competence acquisition and “democratization” of education, and innovation. These goals, detailed by area, must be shared with all stakeholders and communicated to the general public. Dimension 5/7-year target Impact Inclusiveness Halve the drop out ratio and NEET number +360,000 young people (18-20 y.o.) completing compulsory education Decrease in NEETs by 1.17 mln Effectiveness 85% of population with at least secondary or tertiary education 100% secondary school finalists and pre-finalists involved in work training initiative +975,000 people (25-34 y.o.) with at least secondary education ≈900,000 students taking part in apprenticeships Life long learning Lining up with EU’s average +1.6 mln people 25-64 y.o. attending training activities each year Competence acquisition and “democratization” of education Lining up with PISA and PIAAC best performers +28 points in the average PISA score Innovation 100% interconnectivity of schools +2,500 schools connect to the internet +42 points in the average PIAAC score Figure 6 – Examples of strategic goals for education in Italy. N.B.: the estimate of impacts is based on figures from 2014 (Source: The European House - Ambrosetti, 2014) FROM AN INDUSTRIAL TO A DIGITAL SOCIETY: AN OUTLINE OF CHANGES IN THE EDUCATIONAL MODELS 27. Contemporary societies are undergoing profound change. New needs and expectations are emerging which modern governments are called upon to meet, including through structural and organizational innovations. The educational system has a priority role in this process. 28. Today, digital and communications technologies represent an element of integration for daily life. Continuous interaction with ICT technologies is sociologically and culturally changing our way of living and interacting. 29. In the vanguard of social-cognitive change are digital natives, i.e., those generations 21 EXECUTIVE SUMMARY born and raised in the mid-1990s in a context in which these technologies were already diffuse. Their mode of learning, knowing and communicating is structurally different. 30. Alongside digital natives, two other phenomena—driven by globalization and technological acceleration—are shaping the contemporary context: —— The consolidation of multi-ethnic and multi-cultural societies which require greater levels of flexibility and integration of national structures on all levels, not least of which the educational system; —— The development of the digital economy, with high-technology and highknowledge level sectors which, in an increasing and transversal way (commixing with traditional sectors), contribute to creating the Gross Domestic Product, thus transforming traditional value chains and requiring new competences and specializations. 6.7% of population in Italy – 4.1 mln – New cognitive characteristics – New modes of social relations – Different ways of organizing life Knowledge and digital economy Multiculturalism and multiethnicity 786,000 foreign students (x 3 over the last 10 years) Technological advancements Globalization Digital natives 4.8% of Italy’s GDP – Brain circulation – Global values and beliefs – Diversity as an asset – – – – – Brain- and creativity- intensive Interdisciplinary competences New skills for the job New models of production and labor High mobility of productive factors Figure 7 - Digital natives, digital economy and multi-ethnicity in Italy (Source: The European House Ambrosetti based on a number of sources, 2014) 31. The traditional education model, especially in relation to the school environment, is based on a number of fundamental principles: —— Knowledge transfer is one-way, systematic and sequential, with long time frames. —— Teachers have a central role as the primary channel and “authority” of teaching in the classroom. —— Teaching and learning content pre-set on the basis of formal systems. —— Learning process comprised of sequential phases (lesson, individual study, practice exercises, final verification). 32. This model, based on rigid, standardized characteristics, is no longer adequate for satisfying the requests of a society and work environment which require greater flexibility, autonomy, risk-taking and quick-response. A substantial paradigm shift is needed: 22 EXECUTIVE SUMMARY —— From the transmission of knowledge to the elaboration of knowledge and transmission of competences. —— From classroom learning to continuous learning capable of making the most of all experiences and situations (“ubiquitous learning”). —— From teacher-based to student-based. —— From one-way, linear learning to a multi-channel network system in which peer involvement is taken full advantage of. —— From a model based on standardization to a model based on differentiation based on responsibility and autonomy. —— From rigid, formalized systems to immediately-accessible “plug-in” systems. New demand for: effectiveness, efficiency, inclusiveness, sustainability Industrial society – Linear and formal learning – Single-channel – Mono-culture – “Standardized” education – Teacher as an authority – “On-site” learning – Knowledge transfer – Predefined contents – Uniformity and semiautonomy – “Formalized” system Digital society – Participatory teaching (collaborative learning) – Multi-channel – Multi-culture – Customization – Teacher as facilitator – Ubiquitous learning – Competences building – Co-produced contents – Responsibility and autonomy – “Plug-in” system Innovation of: – Pedagogical approaches – Educational models and paradigms – Didactics – Teaching tools – Organizational methods – Contents Figure 8 - Characteristics of educational models in industrial and digital societies (Source: The European House-Ambrosetti, 2014) 33. The knowledge and capabilities of the digital native generation (and new generations in arrival) concretize the use of new digital instruments in educational and training environments: —— Spaces and time can be made more flexible, allowing for alternative solutions to traditional teaching and learning activities. —— Each student can pursue learning according to his/her own rhythm. —— It makes study more collaborative since technologies allow for the creation of learning communities and teacher-mediated peer-learning. 34. The evolution of the educational model—within the overall national perspective— requires various levels of strategic objectives of increasing levels of importance: —— Increase the efficacy and efficiency of education (its overall quality and use of resources). —— Satisfy the new needs of the 21st century society by enabling the transition process underway. —— Create competitive advantages through maximum usage of human capital and economic and scientific supply chains along the education value chain. 23 EXECUTIVE SUMMARY Create competitive advantages Produce the best human capital to be exploited for the advantage of country-systems Satisfy the needs of the 21st century society Reduce the digital gap Develop and upgrade skills Integrate Create a “value chain” of the Education to be exported (technologies, methods, etc.) Improve the level of learning (quality and quantity) Generate efficacy and efficiency Reduce differences (social class, gender, etc.) Bring out the excellences Figure 9 - Strategic goals connected with the modernization of the educational system (Source: The European House - Ambrosetti, 2014) The European vision for education in the future 35. As decreed in the 2000 Lisbon Treaty, education is one of the basic pillars of Europe because it contributes to the building of European identity and represents a factor of economic and social development. 36. Currently, the EC’s strategic goals are: —— Make life-long learning and mobility a reality. —— Improve the quality and efficacy of education and training. —— Promote equity, social cohesion and active citizenship. —— Encourage creativity and innovation at all levels of education and training. 37. In line with these, the EU has provided Member States with series of recommendations: —— Reform and modernize education and training systems to be able to better take on the challenges of today and tomorrow. —— Provide support for students, graduate students, trainees, teachers, instructors and university professors so that they can study, teach or acquire an experience. —— Facilitate adjustment to change and entry into the job market, especially through professional training and education. —— Promote collaboration between governments, universities, educational institutes, training centers and business. 38. To take on the problems that prevent schools and universities from transmitting adequate digital competences, the “Opening up Education”2 action plan was launched with three priority goals: —— Create innovation opportunities for organizations, teachers and students. —— Promote use of open educational resources to guarantee that teaching materials created using public funding are accessible to all. —— Improve ICT infrastructures and connectivity in schools. The action plan is divided into 24 initiatives and aims at obtaining: 2 The action plan was launched following a recent study by the European Commission which indicated there are currently 900,000 vacancies in the technology sector due to a lack of digital competences. 24 EXECUTIVE SUMMARY —— Open learning environments and the use of technologies in the classroom. —— Cost savings and better learning results through greater use of Open Educational Resources (OER). —— Organizational changes in schools, universities and training institutes supported by new technologies and high-quality OER. —— Better ICT infrastructures and connectivity in schools. —— Greater request for interactive content and learning tools in response to these educational needs. Lessons learned from educational innovation across the world 39. On a global level, the most dynamic countries have decided to invest in the educational system, which is seen as a strategic driver for the future growth of the economy and society. 40. From analysis of international cases (Canada, South Korea, Denmark, Finland, France, Germany, Japan, the United Kingdom, Singapore and the United States) what emerges is that there is no single model of success, nor is there an organizational/functional reference configuration. On the other hand, there are a number of “invariants” (in terms of strategic choices and approaches) which link educational system modernization processes. 41. First of all, the modernization of education is the result of an articulated process that involves government, teachers, families, students and society as a whole: —— The education ministry, local authorities and related institutional bodies (for example, assessment and research institutes). —— Teachers and their trade unions, especially bodies responsible for training. —— Students and families who are actively informed and involved as part of a broadbased culture that recognizes education as a value. —— Business, associations and the non-profit sector which have the ability to introduce (and finance) innovation. 42. Another recurring element is the presence of a long-term (and in some cases very longterm) strategy that is pursued in a coherent, determined way by public bodies, while bringing together a system of resources and best practices. 43. Within this context, all the countries examined as references are implementing—albeit in ways that differ significantly from country to country—integrated programs for the adoption of technologies in the educational system through: —— the creation and upgrading of network infrastructures; —— the supply of digital equipment to those working in the schools; —— the application of tools and services for the sharing and creating of teaching content; —— the creation of training programs for teachers who adopt new learning models. 25 26 27 Information design Press www.accurat.it www.quirici.it EXECUTIVE SUMMARY 29