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Brief on EFA MDA Guideline
National Training Workshop on Mid-Decade Assessment for EFA 25 – 26 January 2007 Islamabad, PAKISTAN
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Introduction Endorsed in principle during the Regional Thematic Working Group on EFA meeting in Bangkok on 27 July 2006. Provide a framework for the analysis of relevant indicators for the six EFA Goals through the use of disaggregated data to identify disparities In addition to the traditional statistics at national level; Marginalized and excluded groups at the sub-national level. Should help countries to take charge of their national EFA assessment. For those involved in preparing the National EFA MDA Assessment, such as: Policy Analysts, Statistical Analysts; Report Writers.
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Analysis Framework Considers the full cycle of education planning and implementation. From the perspective of each goal:
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General Principle on Gender
Disaggregated by Sex where as possible Report must be Gender Sensitive
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Indicators for the Six EFA Goals
The guidelines proposes three subsets of indicators that address the complete policy cycle: Policy and System Indicators Core Indicators Additional Indicators
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Indicators for the Six EFA Goals
Policy and System Indicators Nationally Specific A review of the institutional settings in place, to support the achievement of a particular EFA goal Designed to allow countries to provide substantive, qualitative responses on topics such partnerships, capacities and policies.
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Indicators for the Six EFA Goals
Core EFA MDA Indicators Approximately 50, requiring quantitative data sets at as many levels of disaggregation as possible All countries are expected to report on these Core Indicators.
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Indicators for the Six EFA Goals
Additional Indicators For countries with refined EMIS data sets available, or have conducted MICS, DHS or other surveys recently Not mandatory for all countries To provide a more comprehensive analysis for each goal.
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Organization of the Guideline
A statement of the EFA Goal and extended narrative description of the goal and its elements A set of Guiding Questions to help clarify the goal and its explicit and implicit significance and implications for assessment at national and sub-national levels. An indication of the core data sets required, identifying the minimum data needs that has to be available and how these data can be disaggregated. It includes possible sources of these data. A set of Policy and System Indicators to assess the policy context, process and conditions in which each particular goal and implemented programme exists
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Organization of the Guideline
A set of core EFA MDA indicators for the purpose of sub-regional and regional comparison A set of additional EFA MDA indicators for consideration in undertaking the national assessment, covering areas of input, process, outcomes and impact which are all critical for a complete analysis of each particular goal Reference Information Other relevant tools and mathematical calculation of some of the core EFA indicators
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Examples from EFA Goal 5: 1. Statement of the EFA Goal
Measuring Progress towards EFA Goal 5: Eliminating gender disparities in primary and secondary education by 2005, and achieving gender equality in education by 2015, with a focus on ensuring girls’ full and equal access to and achievement in basic education of good quality What is meant by “gender” and “gender equality”? Is it an issue which runs across all the EFA goals? The need to ensure a ‘gender lens’ in all aspects of EFA MDA From gender parity to gender equality Each EFA goal has an individual chapter: Early Childhood Care and Education, Achieving Universal Primary/ Basic Education, Life Skills and Life-Long Learning, Literacy, Gender Parity and Equality, Quality Education Examples for this presentation will be taken from the Gender Parity and Equality Chapter A statement of the EFA Goal and extended narrative description of the goal and its elements. Gender example: Gender refers to “the roles and responsibilities of men and women that are created in our families, our societies and our cultures. The concept of gender also includes the expectations held about the characteristics, aptitudes and likely behaviours of both women and men” (source: UNESCO Gender Toolkit). It is clearly distinguished from sex, which describes the biological differences between men and women. “Gender equality” means that “women and men have equal conditions for realizing their full human rights and for contributing to, and benefiting from, economic, social, cultural and political development”. It is therefore the equal valuing by society of the similarities and the differences and their roles they play (source: UNESCO Gender Toolkit).
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2. Set of Guiding Questions
Goal Statement Guiding Questions (a selection) – Is sex disaggregated data also complemented by other disparity indicators (e.g. urban/rural, ethnicities, disabilities, language, etc.)? – Are there any specifically targeted policies or strategies to eliminate gender disparities in education? – Where do you find gender disparities in basic education? Are they in terms of enrollment, drop-out, repetition, survival, transition from primary to secondary education?, In all or in some? Eliminating gender disparities in primary education secondary education by 2005, and – Is sex disaggregated data also complemented by other disparity indicators (e.g. urban/rural, ethnicities, disabilities, language, etc.)? – Are there any specifically targeted policies or strategies to eliminate gender disparities in education? – Where do you find gender disparities in basic education? Are they in terms of enrollment, drop-out, repetition, survival, transition from primary to secondary education?, In all or in some? – How is gender equality understood in the ministry of education/government? – Are there a specific unit/departments or person responsible for enforcing and/or monitoring the progress towards gender equality in education in the ministry of education or in the government? -Is gender training provided to all teaching professionals? to ministry of education staff? Does the principal treat male and female teachers the same? – Has there been any gender scan carried out on the curriculum, textbooks,and supplementary teaching/learning materials? achieving gender equality in education by 2015, focus on ensuring girls‘ full and equal access to ensuring girls’ achievement in basic education of good quality – How is gender equality understood in the ministry of education/government? – Are there a specific unit/departments or person responsible for enforcing and/or monitoring the progress towards gender equality in education in the ministry of education or in the government? -Is gender training provided to all teaching professionals? to ministry of education staff? Does the principal treat male and female teachers the same? – Has there been any gender scan carried out on the curriculum, textbooks, and supplementary teaching/learning materials? A series of guiding questions that will help clarify the goal and its explicit and implicit significance and implications for assessment at national and sub-national levels. In each chapter of these guidelines, the elements contained in each of the six goals have been broken down for individual analysis and interpretation. Individual consideration of the elements of each goal should assist in providing a clearer picture of what needs to be achieved in order to “attain” the goal. If each element of the goal is achieved, does this mean that the goal has been attained? And what does it mean if not all elements of the goal are attained? These are issues that should be considered when assessing how to achieve the EFA goals. The purpose of these questions is to provide a basis for deeper reflection on the issues surrounding the Goal and to revive the broader discussion from Dakar around which these Goals were reported. It is not intended for the EFA MDA Report to answer these questions. Rather, they are seen as a guide in influencing national debate in building up to the preparation of the national report. These should provide a clearer picture of what needs to be achieved in order to ‘attain’ the goal If each element of the goal is achieved, does this mean that the goal has been attained? What does it mean if not all elements of the goal are attained?
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3. The core data sets required
Identify the minimum data needs that has to be available How this data can be disaggregated Possible Sources of these data Both qualitative and quantitative indicators Beyond the EFA 18 core indicators Disaggregated by sex and other relevant categories Core Data Sets Required Disaggregation Data Sources Teachers/ Administrators Sex Geographical Region Urban/ Rural Public/ Private Level of Training (certificate, degree, etc.) Annual School Census EMIS Education Staffing Database Identify the minimum data needs that has to be available How this data can be disaggregated Possible Sources of these data Both qualitative and quantitative indicators beyond the EFA 18 core indicators should be included and disaggregated by sex and other relevant categories, in order to provide a complete picture of the gender situation An indication of the core data sets required, which identifies the minimum data needs that has to be available and how these data can be disaggregated. It also includes the possible sources of these data.
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4. A set of Policy and System Indicators
1. Definition and Purpose: Review existing education legislation, policy and reforms in light of the provisions within CEDAW Identify exemplary aspects of legislation or policy, or aspects that need to be revised or addressed 5.1 Policy / System Indicators 5.1.1 What legislative, policy and institutional reform exist that are in conformance with the Convention on the Elimination of All Forms of Discrimination against Women (CEDAW)? A set of system/process indicators to assess, on more qualitative terms, the policy context, process and conditions in which each particular goal and implemented programme exists CEDAW has clearly spelled out how gender discrimination is manifested in society and how these can be overcome and eliminated. This indicator allows countries to review their existing education legislation, policies and reforms in light of provisions within CEDAW. Responses to this question allows the report to identify those specific aspects of legislation or policy that are either exemplary in terms of their promotion of gender equality, or that need to be revised or addressed because they are either gender discriminatory or allow for exploitation based on gender. Interpretation Education policy or legislation may inadvertently result in gender stereotypes being reinforced or discriminatory practices being maintained. Without addressing underlying policies and frameworks, little can be done in the long term to address gender discrimination. It is important that concrete examples are included and that general comments or sweeping statements be supported with specific references, for both positive and negative examples of conformity with provisions within CEDAW. Means of Verification Referring to actual policies and legislation is essential. It is also important that opportunities for stakeholder inputs and comments and review (possibly through a presentation of the draft response to a stakeholder team). 3. Means of Verification Refer to actual policies and legislation Opportunities for stakeholder inputs, comments and reviews, possibly through a presentation of the draft response to a stakeholder team Interpretation Need to address underlying policies and frameworks to address gender discrimination in the long term Concrete examples must be included, general comments must be supported with specific references for both negative and positive examples of conformity with CEDAW
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5. Core EFA MDA indicators
Definition and Purpose The GPI for Primary NIR is used to assess gender differences by appropriate age of intake. Method of Calculation and Data Required Gender Parity Index for NIR in Primary Education= 5.2 Indicators Disaggregation Data Source 5.2.5 Gender Parity Index for: NER in Primary Education Sex Geographical Region Urban/Rural Other social and economic disaggregation such as Ethnicity, Caste Language Disabilities Annual School Census Population Censuses Household and specialised surveys Each country is strongly encouraged to consider ALL these indicators whenever possible and applicable to national context Possible Data Source National EMIS Nationally representative surveys such as MICS or DHS Sub-national surveys Interpretation <1 indicates a difference in favor of males >1 indicates a difference in favor of females 0.97 to 1.03 indicates gender parity Limitations and Constraints Disaggregated data by gender must be available
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Proposed Core Indicators
Gender Parity Index for: Literacy GER in ECCE GIR in Primary Education NIR in Primary Education GER in Primary Education GER in Secondary Education NER in Primary Education NER in Secondary Education Survival rate to Grade 5 Transition rate to Secondary Education
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Proposed Core Indicators
Percent of Female Enrolment in Primary education Secondary education Vocational and technical education Percent of Female Teachers in Percent of repetition of girls and boys in primary and secondary levels
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6. Additional EFA MDA indicators
Follow the same format as the core indicators, but: Data for these indicators may not be readily available in some countries, but may be critical to assess national goals and targets Why include them? To provide countries with the tools necessary to assess EFA in their own national context To address, to the extent possible, the major obstacles and issues to achievement of EFA
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7. Reference Information: What is a gender lens?
An operational gender lens is: A list of questions, a checklist, or list of criteria routinely used when elaborating training, research, work plans etc. It is created in a participatory manner by those who will use it It is recorded in pictures where literacy is low It usually contains less than 10 points, focusing on the distinct realities of girls/women and boys/men Many include: planning, implementing, monitoring and evaluating Participation, needs and realities of women Participation, needs and realities of men Gender Equality Gender Lens to Measure the Child- Friendliness of Schools Gender Lens to Create Curriculum and Textbooks free of Gender Bias Measuring the Gender-Responsiveness of MoE Departments
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How this can be used in the national EFA MDA report
As a technical reference Guideline to identify and describe key issues in EFA Goals which to be describe in the report To provide standard indicators to have information which are common to describe sub/regional situation with regards to the implementation and achievements
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Further improvement Collaborative efforts Drawing the experience from fields Continuous improvement Not only to use for MDA but also for developing a systematic monitoring system
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Further improvement 1. Overall structure and content
2. National Assessment Report Outline On indicators: 3. General comments on existing core indicators, particularly with reference to disaggregation and interpretation 4. Specific recommendations for additional core indicators with justification and information on: Definition and purpose Disaggregation Interpretation Limitations and constraints Source of the supporting information
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Further improvement 5. General comments on existing additional indicators and specific references for additional indicators with justification and information on: Definition and Purpose Method of calculation Interpretation Source of the supporting information 6. General comments on existing Policy and Systems Indicators and specific references for additional indicators with justification and information on: Definitions and Purpose 7. Considerations for terms to be included in a glossary
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