AN OVERVIEW OF EDUCATIONAL PLANNING APPROACHES: By; Shida Mohamedi Undergraduate student
TABLE OF CONTENTS
AN OVERVIEW OF EDUCATIONAL PLANNING APPROACHES:INTRODUCTIONPgs.
Definition of planning…………………………………………..…...…...1 Definition of Educational planning…………………………………...
….1 Five key Educational planning questions……………………...
…..….….1 Definition and Concept of Approach……………..………………..
……..2
MAIN BODY HUMAN RESOURCE DEVELOPMENTAPPROACH (HRDA)………..…....3
Definition and Concept of HRDA………………………….……….3 The need for HRDA in educational
Planning…………....…….…....4 The arguments for HRDA in Educational
Planning…………….......5 The Implications of HRDA in Educational
Planning…………....….6 The Critics of HRDA………………………………………….…....6
SOCIAL DEMAND APPROACH (SDA)………………………...….……........7 Definition and Concept of SDA…………………….………...
….....7 The Implications of SDA in Educational
Planning……………........8 The Critics of SDA…………………………………………….…...9
MANPOWER APPROACH (MA)…………………………………………...….9 Definition and Concepts of MA…………………………………..…9 The needs for the application of MA in
Educational Planning….….10 Procedural stages for MA
projection…………………………...…..10 The implications of MA in Educational
Planning…………….....….11 The critics of MA……………………………………………..….…11
COST BENEFITS AND COST EFFECTIVE APPROACH (CBA&CEA)….12 Definition and Concepts of CBA………………………………….12 Steps for CBA projection………………….………………….……13 Definition and Concept of CEA………….………………………..14 Advantages to both CBA and CEA……………….……………….15 Critics to both CBA and CEA………………….………………….15
CONCLUSION
REFERENCES
Adesina (1990) defines planning as a way of projecting our
intentions, that is, a method of deciding what we want to
accomplish. Ejiogu (1990) holds that to plan, means to
project, forecast, design or make or chart our course.
From these views, it can be summarized that planning refers
to the act of deciding in advance what is to be done, how
and when to do it, where and who is to do it in order to
achieve the goals or objectives of the system. For example,
when arrangements are made as to how many students are to be
in a class, how many classes will be needed to accommodate
all the available children seeking admission into our school
system, we say we have planned the educational system.
Educational planning is the application of rational,
systematic analysis to the process of educational
development with the aim of making education more effective
and efficient in responding to the needs and goals of its
students and society. (Philip H. Coombs, 1970).This process
of intelligently trying to organize education so as to
respond to the needs of its recipients is what can be termed
educational planning.
Planning is a continuous process, concerned not only with
where to go but with how to get there and by what best
route. Its work does not cease when a plan gets on paper and
has won approval. Planning, to be effective, must be
concerned with its own implementation.
Otherwise in educational planning, the following are the
five key planning questions;
What should be the priority objectives and
functions of the educational system and of each of
its sub-systems (including each level, each
institution, each grade, each course, and each
class)?
What are the best of the alternative possible ways
of pursuing these various objectives and
functions? (This involves a consideration of
alternative educational technologies, their
relative costs, time require- ments, practical
feasibility, educational effectiveness, etc.
How much of the nation’s (or community’s)
resources should be devoted to education at the
expense of other things?
Who should pay? How should the burden of
educational costs and sacrifices be distributed as
between the direct recipients of education and
society at large, and among different groups in
society
How should the total resources available to
education (whatever the amount may be) be
allocated among different levels, types and
components of the system (e.g. primary, secondary,
higher education ; technical, general education,
teachers’ salaries, building and equipment
textbooks, free meals, scholarships, etc.) ?
According to Gbadamosi (2005) the objectives of Educational
Planning must cut across various dimensions such as
political, legal, economic, social, cultural, demography,
scientific and technological.
The word approach according to Cambridge dictionary means “to
come near or nearer to something” or ”someone in space,
time, quality, or
amount”(dictionary.cambridge.org/dictionary/british)
According to oxford dictionary, the word “approach” means “start to
deal with a situation or problem) in a certain way”.
Suru (2013) defined the word approach as a means and method
of dealing with and an course to be followed in
accomplishing an activity.
Therefore approach is the process of focusing a certain
problem in a certain way.
In education planning, an approach is a basis in which
methods of planning are selected and on which implementation
techniques if the plans are basis.
Although education is recognized as a form of investment in
human and social capital that yield economic benefits and
contributes to a country’s future development by increasing
productivity capacity of the people. In situation of
scarcity of resources, planners must face conflicting
priority between education investment and investment in
other social services. For example a planner may face
competing priority of investment between education and
health service. Under this situation one need to make a
better choice between these alternatives of investment.
Therefore expenditure on education should be justified in
relation to potential contribution of education to economic
growth and future social benefits. Now the questions are,
how does education compare with other forms of national
investment? Which makes the greater contribution to the
future economic growth? Investment in human capital or
investment in physical capital? Are all forms of education
equally productive? Is education a profitable form of
investment for a individual as well as for the society? If
so do the students and pupils or their families take this
into account when making educational and occupational
choices? To respond to these questions planners may justify
the decisions to invest in education sector base in one of
the following four major types of educational planning
approaches:-
Human resource development approach;
Leonard Nadler from George Washington University is regarded
the father of Human Resource Development. He is the first to
write about this field and encourage a systematic approach
to learning within organizations. In the first edition of
his 1970 book, Developing Human Resources, Nadler explains
that the function of HRD is to ensure an organization
develops a learning culture and a learning strategy to
achieve its mission and goals. In essence this is still
accepted today.
Human Resource Development is a new field that only began
emerging as a discipline about thirty years ago. Today in
many large organizations we have HRD managers that are
managers who manage the learning of employees within
organizations.
Harbisou, (1973) argued that human development approach is
the process of building the knowledge, skills, the working
ability and the innate capacities of all people in a
society. He continue by saying that capital and natural
resources are passive factors of production, while human
beings are the active agents who accumulates capital,
exploit natural resources, build social economic and
political organization and carry forward national
development, that means human resources contribute the
ultimate basis of the wealth of nation.
Human resources development is, therefore, regarded as
facilitating the development of national human capacities to
achieve sustainable, inclusive, equitable development and,
at the same time, enhance well-being of individuals.
A comprehensive, cross-sector and integrated human resources
development approach that is sensitive to gender
considerations and attuned to specific needs of vulnerable
population should be adopted, incorporating multiple vital
areas, such as population, health, nutrition, water,
sanitation, housing, communications, education and training,
science and technology, and employment.
In education planning the need of the human resource
development are as follows:
Employment-Unemployment Situation; though in general the
number of educated unemployment is on the rise, there is
acute shortage for a variety of skills. This emphasis is the
need for more effective recruitment and retaining people.
Technological Change; The myriad changes in production
technologies, marketing methods and management techniques
have been extensive and rapid. Their effect has been
profound on the job contents and job contexts. These changes
cause problems relating to redundancies, retaining and
redeployment.
Organizational Change; In the turbulence environment marked
by cyclical fluctuations and discontinuities, the nature and
pace of changes in organizational environment, activities
and structures affect manpower requirements and require
strategic considerations.
Demographic Change; The changing profile of the work force
in terms of age, sex, literacy, technical inputs and social
background has implications for HRP.
Skill Shortage; Unemployment does not mean that the labor
market is a buyer’s market. Organizations generally become
more complex and require a wide range of specialist skills
that are rare and scare. Problems arise when such employees
leave.
Otherwise human resource development has the following
arguments to educational planning:
For any economic growth and development to occur, there
must be investment to education which may increase
efficiency of technology because high technology
results in increased production.
The skills and the motivations for productive behavior
in the use and application of technology are imparted
through formal education
An investment in education is an investment in the
productivity of the population; therefore education is
major component of human resource increased production.
The implications of human resource development approach in
educational planning:
Educational planning using human resource development
approach is directed towards providing education to all
members of the society.
Education provided should be the one that provide
relevant knowledge, skills and altitudes required by
the population for its socio-economic development.
The rationale is that government should create public
education and declare free compulsory education in the
welfare of a state.
Therefore, with the above implication, decision to plan
education system can be made on the basis of human resource
development for economic and social development.
The criticisms against application of human resource
development approach, argue that although investment in
education promotes socio-economic development but;
Education tends to create a docile and adaptive
workforce who serves the needs of the existing power
structure of the society and might become
detrimental to the continued economic growth of the
society, therefore education tends to create
submissive and obedient individuals who are
subjected to passing examination only to serve the
existing power relationship.
There is a growing number of unemployed educated
people that is to say the number of unemployed
educated is much more than uneducated unemployed.
Thus there is large number of educated graduate
chasing jobs because of imperfection of the labor
market while few number of uneducated chasing for
jobs in the labor market.
Education has created rural-urban migration of the
educated rural population instead of improving
productivity in the rural setting. It means that
less educated youths have remained in the rural
areas and they more productive compared to more
educated youths who are running away from the
productive land to seek new jobs in the urban
setting.
Human resource development approach neglected
factors such as job satisfaction and reward
structures for the workers. It means that apart from
education, other factors such as job satisfaction
and reward structure tend to contribute equal to
workers productivity in working environment.
What is therefore required are integrated investment
policies, because is positive evidence suggesting that
education interacting with other factors, produce due impact
of productivity, or attitudes in increased productivity.
The social demand approach;
Social demand approach was used in the Robbins Committee
Report on Higher Education in Britain. In India too, this
approach is a popular one while opening new schools and
colleges.
Campbell (2002) defines social demand approach as a service
demanded by the community just like any other goods and
services and regards educational planning as a process of
forecasting demands and providing sufficient places to
satisfy the demands.
It is most commonly used to mean the aggregate ‘popular’
demand for education, that is, the sum total of individual
demands for education at a given place and time under
prevailing cultural, political and economic circumstances.
If there are fewer classrooms and places than there are
serious candidates to occupy them, one can say that social
demand exceeds supply. There is good evidence of a demand-
supply gap when educational authorities and political
leaders receive mount in complaints from irate parents whose
children cannot get into school.
Social demand approach sees education as a public social
service a necessity and inalienable right of all citizens
who desire it and consider education as an obligation and
not as privilege.
On the other hand the implication of social demand approach
in education planning is as follows:
It provide the educational planner with a precise
target of the number of places to be provided, but
only by assuming that a lot of factors remain
constant that is for stance the standard of entry
remain constant that the price of education in terms
of level of fees and scholarship.
It lead to projection of the expected demand of
education at various level giving opportunity every
school age children to access education service
The emphasis on social demands tends to screen and
obscure the elements of costs embedded in expansion
of educational opportunities. It means that
government will provide free education at primary
level because large community is unable to burden
that responsibility.
Encourages mass education and mass literacy.
It is an instrument for building egalitarian
societies.
It democratizes educational opportunities in the
society.
Adesina, (1991) observed that policy makers and
governments find the social demand approach easy to
defend since the philosophy of the approach is the
satisfaction of the educational needs of the people.
According to Musaazi (1985), the social demand
approach can show the planner the resources that can
be allocated to each level of education as long as
certain existing trends continue and if private
demand is to be satisfied.
Although social demand approach used to plan for educational
expansion particularly in developing countries where
relevant data to justify the application for human resource
development approach are scanty, there are criticisms which
can be reveled against the approach. Some of the criticisms
are as follows:
it ignores the larger national problem of resource
allocation and implicitly assumes that no matter how
many resources go to education this is their best use
for national development as a whole;
it ignores the character and pattern of manpower needed
by the economy and can readily result in producing too
many of some types and not enough of others.
it tends to over-stimulate popular demand, to
underestimate costs, and to lead to a thin spreading of
resources over too many students, thereby reducing
quality and effectiveness to the point where education
becomes a dubious investment.
Community demand for education can easily be
manipulated by the public authority that is the level
of demand can be controlled by the factors like system
of financing education, variation in the shape of the
education structure and the situation of the labor
market.
It may result into conservative approach to the process
of educational planning because in a situation of rapid
expansion lead to the falling of education standards
that means there will be large number of school
graduates in the labor market, and result to mass
unemployment.
The fact that it does not show whether there is an
alternative optimum allocation of resources.”
The social demand approach ignores the types and kind
of manpower that is needed by the economy and that
which can readily result in the production of too many
people skilled in one area and not enough in another.
For example, with the UPE, too many people with general
education of the level of primary education were
produced even though much manpower was required in
specialized fields such as medicine, engineering etc.
The social demand approach tends to over-estimate
popular demand and to underestimate costs. Few
countries are in position to afford the cost of
providing education to all and sundry.
Mass education may tend to give rise to low quality
education.
The approach is not usually cost effective as it tends
to require a large chunk of the National budget.
Fails to consider the vacancies and capacity of the
labor market (occupational and industrial) to absorb
the graduates of the educational system.
Never the less, irrespective of criticism against this
approach, planning for expansion of education system in most
developing countries is justified on the increased social
demand for education.
The manpower approach
The term “Manpower” denotes the attempt to develop a
nation’s human resources to meet the demands of her economy.
The Manpower requirements approach is applied purposely to
aspects of skilled manpower in the labor force. This
approach emphasizes the need for planners to reflect on the
manpower needed areas of the society using this as a basis
for planning the educational system. (Nwankwo, 1981,
Thompson, 1981).
Economic growth, however, requires not only physical
resources and facilities but also human resources to
organize and use them. Thus the development of human
resources
through the educational system is an important pre-requisite
for economic growth and a
good investment of scarce resources, provided the pattern
and quality of educational output is geared to the economy’s
manpower needs. Education planning should be skill based, expected man
power. Based on demand - supply principle.
Manpower approach is an educational planning approach that
has it that planning should consider human resource in all
fields required for country. Education planning should be
skilled based, expected man power, Based on demand supply
principle, need based.
The focus of this approach is to forecast the manpower needs
of economy. This is to say that it stresses output from the
educational system to meet the manpower needs at some future
date.
The application of the manpower planning approach in
educational planning depends on these factors:
An appraisal and analysis of the existing employment
conditions and the system of education,
Planning the system of education vis-à-vis the
manpower needs of the economy.
Using the financial resources (which are limited) in
an optimum way so as to fulfill the demands of the
employment sector without incurring wastage on
account of unemployment.
Making an appraisal of the number of students
enrolled, the number of existing teachers and their
qualifications, enrolment in teacher education
institutions (availability of future teachers), as
well as the existing number of school buildings,
equipments, infrastructure and other facilities.
The requirements of the employers regarding
occupational and/ or professional qualifications for
employees, their levels of training and abilities
should also be assessed.
The manpower planning approach takes note of the fact that
the teaching profession requires approximately 60% of the
highly qualified human resources of a country which competes
with the demand for manpower in other economic sectors.
Man power Requirement approach has procedural stages as
follows (Manpower projection):
A projection is made on the level of output for the
target year
Projection of the expected level of output for
workers are prepared
First and second stage are combined and used in the
third stage of project the total number of workers
required
The occupational composition in the expected labor
force is derived, and
The finally, the educational level appropriate to
each occupation (available job opportunities) are
identified.
The implications of manpower demand approach are as follows:
The approach ensures that only the right quantity and
caliber of manpower needed for national development are
produced.
The approach is economic oriented by minimizing waste
of resources.
It emphasizes the acquisition of appropriate
educational qualification as pre requisite for
employment.
It ensures high quality education
Manpower could usefully call attention to extreme gaps
and imbalances in the education output pattern that
need remedy. 2. It helps to reduce the labor cost as
excess staff can be identified and thereby overstaffing
can be avoided.
It gives educators useful guidance on ho roughly
educational qualifications of the labor force ought to
be developed in the future. That is, the relative
proportion of people who would have primary education,
secondary education and various amount of post-
secondary training.
Higher productivity- productivity level increases when
resources are utilized in best possible manner. Higher
productivity is the result of minimum wastage of time,
money, efforts and energies. This is possible through
the staffing and its related activities ( Performance
appraisal, training and development, remuneration)
There are limitations in the application of the man power
requirements approach. According to Okeke, B.S. (1989),
those limitations are:
Give educational planners a limited guidance. This
is because it hasn’t said anything about primary
education yet primary education is the bedrock of
any education.
Manpower requirements approach ignores the
principles of cost-benefit techniques. That is, it
does not compare the cost of the manpower to be
produced and the benefits to be divided from such
manpower.
The manpower requirements approach ignores social
demands for education. That is, it does not consider
the aggregate popular demand for education. Rather,
it merely considers the shortage of manpower which
needed to be provided.
This approach is more relevant in the higher levels
of education, since it tends to neglect primary
school level.
It takes time to produce results (i.e. manpower
production)
It neglects other skill areas not immediately
required by the economy.
It gave the educational planners only limited
guidance. It had nothing to say about primary
education (which was not considered to be ‘work
connected’) though by implication it suggested
curbing the expansion of primary education until the
nation got richer.
The employment classifications and manpower ratios
(e.g. the desirable ratio of engineers to
technicians, doctors to nurses) used in most
manpower studies in developing countries, as well as
the assumed educational qualifications corresponding
to each category of job, were usually borrowed from
industrialized economies and did not fit the
realities of less developed ones. The actual work of
a building trades worker or agricultural specialist
or health officer in Africa or Asia, for example,
was likely to be quite different.
Another difficulty was the impossibility of making
reliable forecasts of manpower requirements far
enough ahead to be of real value to educational
planning, because of the myriad economic,
technological and other uncertainties involved.
Cost benefits and cost effectiveness approach;
Cost benefit, Historically the concept of cost benefit
approach date back to 1848 article by Jules Dupuit, and the
French economist and late was formalized in subsequent work
by Alfred Marshall.
Cost benefit approach is a systematic approach to estimating
the strength and weakness of alternative that justify
transaction activities or functional requirement for a
business (Boardman N.E 2006).
In that way cost benefit approach refer to an approach of
evaluation tool that is designed to assist choosing among
alternative course of an action or polices when a resources
is limited.
The purpose of cost benefit analysis is to provide a guide
for rational resources allocation by assessing the future
benefit of an investment against the cost incurred in the
present. For educational planners, this type of analysis
made difficult by the non economic cost and benefit in
education and also by the extensive time-lag that exist
between educational investment and realized benefits. In
developing countries where resources are limited and
investment demand are greater, cost analysis provides a
useful framework for comparing returns from educational
investment with those fro other types of investment.
The implication of cost benefit approach is that the
approach uses economic tools that involve comparing costs
and benefits of education. Planning education using the
approach, one has to think education in terms of their cost
and benefit. A program will be selected if benefit exceeds
cost (Dr. Babyegeya, 2002)
The steps that comprise a generic cost benefit analysis in
organization especially in educational planning are as
follows:
To list alternative projects or program which may be
running in the education planning, example the list
of course or subject which may be taught in the
school or university
To list stakeholders who are the programs may be
running by them, here are the peoples who will be
involved so as to achieve the intended goals of the
institution. Example in education planning those
people can be society around teachers and students.
To select measurement and measure all cost benefit
element in this stage the measurement is very
necessary simply because it help to determine if the
program run in the progress.
To predict outcome of cost and benefit over relevant
time period some as to be able to overcome greater
loss to the future
To convert all costs and benefit into a common
currency, this can help to avoid the changes of the
value of the asset invested if in the future may
occur inflation
To apply discount rate. It is one of the necessary
step during education planning because help in
serving of the capital for other alternative use.
To calculate net present value of the project
option, this is also the necessary step in education
planning so as to determine the real value of the
project invested.
The advantage of the cost benefit approach in education
planning was that it help to predict whether the benefit of
a policy out weight its cost and by how much relative to
other alternative. It identifies choice that increases
welfare from utilization perspective in term of economic
efficiency and social welfare.
Therefore cost benefit approaches in education have been
used in case where the education outcomes are market
oriented such as in vocational education or in consideration
of higher income produced by more or better education.
Cost effectiveness, The history of cost effectiveness was
traced back in the 1950’s by the United States department of
defense as a device for adjusting among the demands of the
various branches of the armed service for the increasing the
cost of the weapon systems with different levels of
performance and overlapping missions (Hitch and McKean
1960). By the 1960 it has become widely used as a tool for
analyzing the efficiency of alternative government programs
outside of the military, although its applications to
educational decisions have been made slower to develop
indeed. In the early 1990’s the use of the tool in
considering educational resources allocation is restricted
largely to the united states and has not emerged decision
approach to resource allocation in other countries.
Therefore cost effectiveness approach is the approach of the
evolution tool that is designed to assist in choosing among
alternatives courses of action or policies when resources
are limited (Woodhall, 1992). Most of educational decisions
face cons trance in the availability of budgetary and other
resources, therefore limited evaluation to the educational
consequences of alternative alone without considering their
cost provides an inadequate basis for decision making. Some
alternative may be more costing than other for some result
meaning that society must sacrifice more resources to obtain
a given end. It is desirable to choose that alternative that
are east cost for reaching particular objectives or that
have the largest impact per unit of the cost
The purpose of cost effectiveness analysis in education is
to ascertain which program or combination of program can
achieve particular objectives at the lowest cost. The
underline assumption is that different alternatives are
associated with different costs and different educational
results. By choosing those with the least cost for the given
outcome, society can use its resource more effectively.
Those resources that are served through using more cost
effective approaches can be devoted to expanding program or
to other important educational and social endeavors.
The following are the advantages of to both cost benefit and
cost effectiveness approaches to educational planners:
Help to choose the best plan or program for
implementation from among the alternative plans or
programs
Help to select project for implementation on the
comparison between the cost incurred and anticipated
benefits or effectiveness.
Help to direct the scarce resources and activity toward
the government highest priorities areas
Provide strategic to achieve value for money in
delivering better education services to the community.
Critics to cost analysis for educational planning:-
Giving differential reflect differences in the natural
ability, motivation, social background, sex occupation
and non formal education, workers as well as
differences in education. Therefore earring
differential can not be used as the measure of the pure
benefit of education.
Education does not make workers more productive but
simply act as a filter or screening device that enable
employer to identify those with superior natural
ability. Earning differential therefore reflect this
screening or certification function of education and
employers tend to demand higher and higher educational
qualifications which leads to a wastage of resources.
Earning differentials do not adequately measure
differences in the productivity if workers due to
imperfection in the labor markets. So the difference in
eanings does not provide a measure of direct economic
benefits of education because often times, more
qualifications are likely to enhance the rate of
unemployment due to the imperfection of labor market.
Besides of the direct benefits education generates
indirect or spillover benefits education that is to say
education may raise the productivity of the people
other than the educated worker him or her self and
those benefits are not shown up in the earning
differentials. Nor are non-economic benefits reflected
in earnings differentials.
Rate-of-return calculations assumes full employment of
educated workers where as many developing countries are
experiencing unemployment of the university graduates
and secondary leavers.
This implies a systematic comparison of the magnitude of the
cost and benefit of some form of investment in order to
access its economic profitability
Conclusively, Educational planner must look, for instance,
at the state of the society, where it wants to go, and what
it will require, the nature of the students, their needs,
aspirations and practical prospects, the state of knowledge
itself and the state of the educational art and technology,
the innate ability of the educational system to examine
itself critically and to take intelligent action to improve
its own performance. The major considerations for
educational planning in any country includes; educational
status and the head count, supply and demand of teachers,
educational financing, school buildings, Curriculum
development, educational materials and expansion models.
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