Skip to main content

Critical International Political Economy and Mechanisms/Pathways of Influence

  • Chapter
  • First Online:
The Trajectory of Global Education Policy

Part of the book series: International and Development Education ((INTDE))

  • 537 Accesses

Abstract

In recent decades, various perspectives on how education policymaking is transnationally influenced have gained currency, as discussed in Chap. 1. However, for my analysis of the policy formation and global trajectory of the Education with Community Participation (EDUCO) program, I draw on critical international political economy. In this chapter, in addition to explaining this theoretical perspective, I also elaborate on the particular forms of influence to which I will be attentive in my analysis of the processes through which EDUCO was created and then went global. These forms of influence are derived from the work of Dale (J Educ Pol 14(1):1–17, 1999) and Samoff (Foreign aid to education: Managing global transfers and exchanges. In L. Chishom & G. Steiner-Khamsi (Eds.), South-south cooperation in education and development (pp. 123–156). New York: Teachers College Press, 2009) and relate to mechanisms and pathways that impact national education policymaking.

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

Chapter
USD 29.95
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
eBook
USD 84.99
Price excludes VAT (USA)
  • Available as EPUB and PDF
  • Read on any device
  • Instant download
  • Own it forever
Hardcover Book
USD 109.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

Notes

  1. 1.

    Hay (2002) refers to the approach just described as the constructivist institutional approach to examining global political economy.

  2. 2.

    For more on critical theory generally, see Rasmussen (1996); for more on the critical political economy approach as applied in relation to education reform, see Dale and Robertson (2012) and Robertson and Dale (2009).

  3. 3.

    See Section “The Future of Global Education Policy Research” in Chap. 1 for more on the work of Verger et al. (2016).

  4. 4.

    Barnett and Finnemore (2005) are, in turn, building on Max Weber.

  5. 5.

    Note, however, that semiotics is not the only way that international forces can influence national-level policymakers. The range of forms of influence examined in this study will be discussed in a later section of this chapter.

  6. 6.

    I do not discuss Dale’s (1999) notion of imposition because this idea is elaborated in a more nuanced fashion through the mechanisms defined by Samoff (2009). For the same reason, I do not include dissemination or cross-national achievement tests, as suggested by Samoff (2009).

  7. 7.

    See Klees (2016) for a critical discussion of human capital theory, which has been dominant in guiding thinking about education since the 1970s.

  8. 8.

    These goals, as reiterated in 2000, were (a) to expand and improve comprehensive early childhood care and education, (b) to ensure that all children complete free and compulsory primary education of good quality, (c) to ensure learning needs are met through equitable access to appropriate programs, (d) to ensure equitable access to basic education for adults, with 50 percent improvement in adult literacy, (e) to eliminate gender disparities in primary and secondary education, and (f) to improve quality of education and ensure excellence so that recognized and measurable learning outcomes are achieved by all, especially in literacy, numeracy, and essential life skills (UNESCO 2000).

  9. 9.

    In spite of the lofty goals, both critics and proponents acknowledge limitations with these processes (Dijkstra 2005; Gottschalk 2005; IMF and World Bank 2005; Vavrus and Seghers 2010). For an example of the sector-wide approach in practice, see Edwards and Brehm (2015).

  10. 10.

    On the topic of socialization, a broader discussion could be had about the influence of obtaining university degrees outside one’s home country. It is not uncommon for elites to travel abroad for the purpose of higher education—frequently to the United States, the United Kingdom, and Australia, though increasingly to other countries. Furthermore, to the extent that both policymakers and representatives of international organizations tend to study such fields as economics and public policy (where a narrow range of ideas and perspectives are taught regarding the right way to do development), these actors have shared epistemic perspectives and shared concerns, orientations, and priorities for policy. Of course, it is not necessary to travel abroad to access or to be trained in mainstream economic thought, as neoclassical economics is commonly found in universities around the world. Moreover, for the purpose of this chapter, a separate mechanism is not included here related to “education abroad” because it is seen as being too broad and too disconnected from the focus on policymaking.

References

  • Au, W., & Lubienski, C. (2016). The role of the Gates Foundation and the philanthropic sector in shaping the emerging education market: Lessons from the US on privatization of schools and education governance. In A. Verger, C. Lubienski, & G. Steiner-Khamsi (Eds.), World yearbook of education 2016: The global education industry (pp. 27–43). New York: Routledge.

    Google Scholar 

  • Ball, S. J., & Exley, S. (2011). Making policy with ‘good ideas’: Policy networks and the ‘intellectuals’ of new labour. Journal of Education Policy, 25(2), 151–169.

    Article  Google Scholar 

  • Barnett, M., & Finnemore, M. (2004). Rules for the world: International organisations in global politics. Ithaca: Cornell University Press.

    Google Scholar 

  • Barnett, M., & Finnemore, M. (2005). The power of liberal international organizations. In M. Barnett & R. Duval (Eds.), Power in global governance (pp. 161–184). Cambridge: Cambridge University Press.

    Google Scholar 

  • Béland, D. (2005). Ideas and social policy: An institutionalist perspective. Social Policy & Administration, 39(1), 1–18.

    Article  Google Scholar 

  • Bonal, X. (2002). Plus ca change …the World Bank global education policy and the post-Washington consensus. International Studies in Sociology of Education, 12(1), 3–22.

    Article  Google Scholar 

  • Broad, R. (2006). Research, knowledge, and the art of ‘paradigm maintenance’: The World Bank’s development economics Vice-Presidency (DEC). Review of International Political Economy, 13, 387–419.

    Article  Google Scholar 

  • Brown, A., Foster, M., Norton, A., & Naschold, F. (2001). The status of sector wide approaches. London: Overseas Development Institute.

    Google Scholar 

  • Cafruny, A., Talani, S., & Pozo Martin, G. (Eds.). (2016). The Palgrave handbook of critical international political economy. New York: Palgrave Macmillan.

    Google Scholar 

  • Campbell, J. (1998). Institutional analysis and the role of ideas in political economy. Theory and Society, 27(3), 377–409.

    Article  Google Scholar 

  • Carney, S. (2008). Negotiating policy in an age of globalization: Exploring educational ‘policyscapes’ in Denmark, Nepal, and China. Comparative Education Review, 53(1), 63–88.

    Article  Google Scholar 

  • Cox, R. (2002). The political economy of a plural world: Critical reflections on power, morals and civilization. New York: Routledge.

    Book  Google Scholar 

  • Dale, R. (1999). Specifying globalization effects on national policy: Focus on the mechanisms. Journal of Education Policy, 14(1), 1–17.

    Article  Google Scholar 

  • Dale, R. (2001). Constructing a long spoon for comparative education: Charting the career of the ‘New Zealand model’. Comparative Education, 37(4), 493–500.

    Article  Google Scholar 

  • Dale, R., & Robertson, S. (2002). The varying effects of regional organizations as subjects of globalisation of education. Comparative Education Review, 46, 10–36.

    Article  Google Scholar 

  • Dale, R., & Robertson, S. (2012). Global education policies. In N. Yeates (Ed.), Understanding global social policy (pp. 201–228). Chicago: University of Chicago.

    Google Scholar 

  • Dijkstra, G. (2005). The PRSP approach and the illusion of improved aid effectiveness: Lessons from Bolivia, Honduras and Nicaragua. Development Policy Review, 23(4), 443–464.

    Article  Google Scholar 

  • Edwards, D. B., Jr. (2013). International processes of education policy formation: An analytic framework and the case of Plan 2021 in El Salvador. Comparative Education Review, 57(1), 22–53.

    Article  Google Scholar 

  • Edwards, D. B., Jr., & Brehm, W. (2015). The emergence of Cambodian civil society within global educational governance: A morphogenetic approach to agency and structure. Journal of Education Policy, 30(2), 275–293.

    Article  Google Scholar 

  • Edwards, D. B., Jr., Brehm, W., & Storen, I. (forthcoming). The national politics of educational advocacy in the context of global governance: International funding and support for civil society engagement in Cambodia. Compare: A Journal of Comparative and International Education.

    Google Scholar 

  • Flyvbjerg, B. (1998). Rationality and power: Democracy in practice. Chicago: University of Chicago.

    Google Scholar 

  • Forman, S. (2002). Multilateralism as a matter of fact: U.S. leadership and the management of the international public sector. In S. Patrick & S. Forman (Eds.), Multilateralism and U.S. foreign policy: Ambivalent engagement (pp. 437–460). London: Lynne Rienner.

    Google Scholar 

  • Ginsburg, M., Cooper, S., Raghu, R., & Zegarra, H. (1990). National and worldsystem explanations of educational reform. Comparative Education Review, 34(4), 474–499.

    Article  Google Scholar 

  • Global Partnership for Education. (2015). Guidelines for education sector plan preparation. Paris: International Institute for Educational Planning.

    Google Scholar 

  • Gottschalk, R. (2005). The macro context of PRSPs: Assessing the need for a more flexible macroeconomic policy framework. Development Policy Review, 23(4), 419–442.

    Article  Google Scholar 

  • Grek, S. (2015). Seeing from the top: PISA and the new governing panoramas in Europe. Compare: A Journal of Comparative and International Education, 45(3), 479–481.

    Article  Google Scholar 

  • Haas, P. (1992). Introduction: Epistemic communities and international policy coordination. International Organization, 46(1), 1–35.

    Article  Google Scholar 

  • Hall, P. (1993). Policy paradigms, social learning, and the state: The case of economic policymaking in Britain. Comparative Politics, 25(3), 275–296.

    Article  Google Scholar 

  • Hay, C. (2002). Globalisation as a problem of political analysis: Restoring agents to a ‘process without a subject’ and politics to a logic of economic compulsion. Cambridge Review of International Affairs, 15(3), 379–392.

    Article  Google Scholar 

  • Hay, C., & Marsh, D. (1999). Introduction: Towards a new (international) political economy? New Political Economy, 4(1), 5–22.

    Article  Google Scholar 

  • IMF & World Bank. (2005). Review of the poverty reduction strategy approach: Balancing accountabilities and scaling up results. Washington, DC: IMF and World Bank.

    Google Scholar 

  • Jessop, B. (2001). Institutional re(turns) and the strategic-relational approach. Environment and Planning A, 33, 1213–1235.

    Article  Google Scholar 

  • Jones, P. (2007a). Education and world order. Comparative Education, 43(3), 325–337.

    Article  Google Scholar 

  • Jones, P. (2007b). World Bank financing of education: Lending, learning, and development (2nd ed.). New York: Routledge.

    Google Scholar 

  • Jones, P., & Coleman, D. (2005). The United Nations and education: Multilateralism, development and globalization. New York: Routledge.

    Book  Google Scholar 

  • Klees, S. (2016). Human capital and rates of return: Brilliant ideas or ideological dead ends? Comparative Education Review, 60(4), 644–672.

    Article  Google Scholar 

  • Klees, S., & Edwards, D. B., Jr. (2014). Knowledge production and technologies of governance. In T. Fenwick, E. Mangez, & J. Ozga (Eds.), World yearbook of education 2014: Governing knowledge: Comparison, knowledge-based technologies and expertise in the regulation of education (pp. 31–43). New York: Routledge.

    Google Scholar 

  • Klein, N. (2007). The shock doctrine: The rise of disaster capitalism. New York: Picadur.

    Google Scholar 

  • La Londe, P., Brewer, T., & Lubienski, C. (2015). Teach for American and teach for all: Creating an intermediary organization network for global education reform. Education Policy Analysis Archives, 23(47), 1–28. Available at: http://dx.doi.org/10.14507/epaa.v23.1829.

  • Lazetic, P. (2010). Managing the Bologna process at the European level: Institution and actor dynamics. European Journal of Education, 45(4), 549–562.

    Article  Google Scholar 

  • McLennan, G. (1984). State and society in contemporary Britain. Cambridge: Polity Press.

    Google Scholar 

  • Meyer, J., Boli, J., Thomas, G., & Ramirez, F. (1997). World society and the nation-state. American Journal of Sociology, 103(1), 144–181.

    Article  Google Scholar 

  • Mintrom, M. (1997). Policy entrepreneurs and the diffusion of innovation. American Journal of Political Science, 41(3), 738–770.

    Article  Google Scholar 

  • Moutsios, S. (2009). International organisations and transnational education policy. Compare, 39(4), 467–479.

    Article  Google Scholar 

  • Moutsios, S. (2010). Power, politics and transnational policy-making in education. Globalisation, Societies and Education, 8(1), 121–141.

    Article  Google Scholar 

  • Mundy, K., & Ghali, M. (2009). International and transnational policy actors in education: A review of the research. In G. Sykes, B. Schneider, & D. Plank (Eds.), Handbook of education policy (pp. 717–734). New York: Routledge.

    Google Scholar 

  • Mundy, K., & Murphy, L. (2001). Transnational advocacy, global civil society? Emerging evidence from the field of education. Comparative Education Review, 45(1), 5–126.

    Article  Google Scholar 

  • Novelli, M., Higgins, S., Ugur, M., & Valiente, O. (2014). The political economy of education systems in conflict-affected contexts: A rigorous literature review. Department for International Development. Available at: http://r4d.dfid.gov.uk/

  • Rambla, X., Verger, A., Edwards Jr., D. B., Bonal, X., & Fontdevila, C. (forthcoming). Meeting development goals: Evidence from the civil society education fund. Development in Practice.

    Google Scholar 

  • Rasmussen, D. (1996). Critical theory and philosophy. In D. Rasmussen (Ed.), The handbook of critical theory (pp. 11–38). Oxford: Blackwell.

    Google Scholar 

  • Reimers, F. (1991). The impact of economic stabilization and adjustment on education in Latin America. Comparative Education Review, 35(2), 319–353.

    Article  Google Scholar 

  • Robertson, S. (2012). Researching global education policy: Angles in/on/out. In A. Verger, N. Novelli, & H. Kosar-Altinyelken (Eds.), Global education policy and international development: New agendas, issues and polices (pp. 33–52). New York: Bloomsbury.

    Google Scholar 

  • Robertson, S., & Dale, R. (2009). The World Bank, the IMF, and the possibilities of critical education. In M. Apple, W. Au, & L. Gandin (Eds.), The Routledge international handbook of critical education (pp. 23–35). New York: Routledge.

    Google Scholar 

  • Samoff, J. (1996). Chaos and certainty in development. World Development, 24(4), 611–633.

    Article  Google Scholar 

  • Samoff, J. (1999). Education sector analysis in Africa: Limited national control and even less national ownership. International Journal of Educational Development, 19, 249–272.

    Article  Google Scholar 

  • Samoff, J. (2007). Institutionalizing international influence. In R. Arnove & C. Torres (Eds.), Comparative education: The dialectic of the global and the local (3rd ed., pp. 47–78). Lanham: Rowman & Littlefield.

    Google Scholar 

  • Samoff, J. (2009). Foreign aid to education: Managing global transfers and exchanges. In L. Chishom & G. Steiner-Khamsi (Eds.), South-south cooperation in education and development (pp. 123–156). New York: Teachers College Press.

    Google Scholar 

  • Samoff, J., & Stromquist, N. (2001). Managing knowledge and storing wisdom? New forms of foreign aid? Development and Change, 32, 631–656.

    Article  Google Scholar 

  • Sayer, A. (1992). Method in social science: A realist approach. London: Routledge.

    Google Scholar 

  • Scott, J., & Jabbar, H. (2014). The hub and the spokes. Educational Policy, 28(2), 233–257. First published date: January-30-2014.

    Google Scholar 

  • Srivastava, P., & Oh, S. (2010). Private foundations, philanthropy, and partnership in education and development: Mapping the terrain. International Journal of Educational Development, 30, 460–471.

    Article  Google Scholar 

  • Steiner-Khamsi, G. (2006). The economics of policy borrowing and lending: A study of late adopters. Oxford Review of Education, 32(5), 665–678.

    Article  Google Scholar 

  • Sutton, M., & Arnove, B. (Eds.). (2004). Civil society or shadow state? State/NGO relations in education. Charlotte: Information Age.

    Google Scholar 

  • Tarlau, R. (forthcoming). State theory, grassroots agency, and global policy transfer: The life and death of Colombia’s Escuela Nueva in Brazil (1997–2012). Comparative Education Review.

    Google Scholar 

  • Torres, C. A. (1989). The capitalist state and public policy formation. Framework for a political sociology of educational policy making. British Journal of Sociology of Education, 10(1), 81–102.

    Article  Google Scholar 

  • UNESCO. (2000). Dakar framework for action. Paris: UNESCO.

    Google Scholar 

  • Van Fleet, J. (2011). A global education challenge: Harnessing corporate philanthropy to educate the world’s poor. Washington, DC: Center for Universal Education. Brookings.

    Google Scholar 

  • Vavrus, F., & Bartlett, L. (Eds.). (2009). Critical approaches to comparative education: Vertical case studies from Africa, Europe, the Middle East, and the America. New York: Palgrave Macmillan.

    Google Scholar 

  • Vavrus, F., & Seghers, M. (2010). Critical discourse analysis in comparative education: A discursive study of “partnership” in Tanzania’s poverty reduction policies. Comparative Education Review, 54(1), 77–103.

    Article  Google Scholar 

  • Verger, A. (2012). Framing and selling global education policy: The promotion of public-private partnerships for education in low-income contexts. Journal of Education Policy, 27(1), 109–130.

    Article  Google Scholar 

  • Verger, A., & Novelli, M. (Eds.). (2012). Campaigning for “education for all”: Histories, strategies and outcomes of transnational advocacy coalitions in education. Rotterdam: Sense Publishers.

    Google Scholar 

  • Verger, A., Edwards, D. B., Jr., & Kosar-Altinyelken, H. (2014). Learning from all? The World Bank, aid agencies and the construction of hegemony in education for development. Comparative Education, 50(4), 1–19.

    Article  Google Scholar 

  • Verger, A., Fontdevila, C., & Zancajo, A. (2016a). The privatization of education: A political economy of global education reform. New York: Teachers College Press.

    Google Scholar 

  • Verger, A., Lubienski, C., & Steiner-Khamsi, G. (Eds.). (2016b). World yearbook of education 2016: The global education industry. New York: Routledge.

    Google Scholar 

  • Weiler, H. (1988). The politics of reform and nonreform. Comparative Education Review, 32, 251–265.

    Article  Google Scholar 

  • World Bank. (2000). Poverty reduction strategies: A sourcebook. Washington, DC: World Bank.

    Google Scholar 

  • World Bank. (2003). Towards country-led development: A multi-partner evaluation of the comprehensive development framework. Washington, DC: World Bank.

    Google Scholar 

Download references

Author information

Authors and Affiliations

Authors

Copyright information

© 2018 The Author(s)

About this chapter

Cite this chapter

Edwards, D.B. (2018). Critical International Political Economy and Mechanisms/Pathways of Influence. In: The Trajectory of Global Education Policy. International and Development Education. Palgrave Macmillan, New York. https://doi.org/10.1057/978-1-137-50875-1_3

Download citation

  • DOI: https://doi.org/10.1057/978-1-137-50875-1_3

  • Published:

  • Publisher Name: Palgrave Macmillan, New York

  • Print ISBN: 978-1-137-50874-4

  • Online ISBN: 978-1-137-50875-1

  • eBook Packages: EducationEducation (R0)

Publish with us

Policies and ethics