THE WORLD BANK AND THE GLOBAL GOVERNANCE OF EDUCATION IN A CHANGING WORLD ORDER
Karen Mundy and Antoni Verger
How to cite:
Mundy, K. and A. Verger. 2015. The World Bank and the global governance of education in a changing world
order. International Journal of Educational Development. 40: 9–18
Abstract
The World Bank’s involvement in education policy and reform has grown substantially since the 1960s. For an
organization that originally had no mandate to work on education, the Bank has become perhaps the most
powerful and hegemonic of the international organizations operating in the education for development field. The
Bank is the largest single international funder of education for development in low‐income countries, and its
technical and knowledge‐based resources tower over those of other international institutions.
This article develops a heuristic framework for understanding agenda‐setting processes in international
organizations (IOs), and applies it to analyze how the World Bank work in education has evolved with the passage
of time. The framework focuses on three dynamics as keys to understanding the Bank and education: the political
opportunities created by geo‐political and ideological shifts among the most powerful member governments; the
IOs relationships with borrowing (or “client”) countries; and finally the internal dynamics and organizational
culture of the IOs own bureaucracy as it aims to reproduce itself and manage shifts in the previous two dynamics.
These three dynamics and their interaction are explored over four key periods: from the 1960s to the beginning
of the 1980s, when the debt crisis exploded in many developing nations; from 1981 to mid‐nineties, a period
marked by structural adjustment lending and the reorganization of the Bank’s education sector activities around
basic education; from the mid‐nineties to 2008, when the Post‐Washington consensus emerged; and from 2008
to present, a period characterized by significant shifts in power in the world system and an accompanying rise of
strategic uncertainty at different levels within the Bank.
Introduction
Over the past 50 years, the World Bank has arguably become the epicenter for the global governance of social
policy within emerging economies and low‐income societies. The Bank is the largest single international provider
of development finance to governments. Its staffing and internal resources tower over those of other
international institutions, and it is regarded by other providers of international development assistance as a key
source of policy evidence and policy advice. For these reasons, the World Bank has often been viewed as holding
“a near monopoly on the business of development” (Marshall, 2008, p. xv). Yet like all international institutions,
the Bank is both a global governor in its own right, and a member of a larger system of interstate and trans‐
national relationships.
In this article, we explore the evolution of the World Bank’s policies and practices in the field of education to
1
understand how the Bank has come to exert authority in the settlement of global education agendas. Education
has long been a significant sectoral focus for the Bank’s lending portfolio (smaller but comparable in volume to its
efforts in health). Globally, the Bank is the largest single international source of education finance, with a multi‐
billion dollar budget for education operations. It is also host to several pooled trust funds for education, including
funds for education in conflict‐affected states, and it is the host of a global “vertical fund” for education, the
Global Partnership for Education (formerly the Fast Track Initiative).
As we shall argue, the Bank’s formal policies on education are the iterative outcomes of three central dynamics:
organizational dynamics, the political opportunities created by geo‐political and ideological shifts among its most
powerful member governments, and the Bank’s relationships with its borrowing (or “client”) member
governments (on whose willingness to borrow the Bank depends). This article explores how these three dynamics
interact in the constitution of the Bank’s educational activities and policies in four key periods: from the 1960s to
the beginning of the 1980s, when the debt crisis exploded in many developing nations; from 1981 to mid‐nineties,
a period marked by structural adjustment lending; from mid‐nineties to 2008, when the Post‐Washington
consensus emerged; and from 2008 to present, characterized by a loss of strategic focus and uncertainty at
different levels within the Bank.
Conceptual Framework
Three approaches from the field of international relations have dominated the study of international
organizations (IOs): realism, institutionalism and constructivism. In conventional realist theories, IOs are seen as
instruments at the service of the interests of powerful states; accordingly, it is assumed that IOs’ policies change
and evolve as a consequence of the will of their (most powerful) members. Taking this state centric approach a
step further, neo‐liberal institutionalism conceives IOs as rational institutions created by states to reinforce
cooperation and reduce transaction costs in an increasingly interdependent world (Rittberger & Zangl, 2006).
Constructivism, for its part, is more oriented towards unpacking agency and social relations within IOs and
between IOs and a broader world polity. This theoretical perspective goes beyond a state‐centric approach to IOs,
and focuses on the role played by international bureaucracies and other non‐state actors, as well as the cultural
and ideational factors that shape political outcomes in the global arena (Barnett & Finnemore, 2004).
Constructivists observe that even when IOs are created to serve member‐states, with the passage of time, they
evolve into autonomous sources of power. As bureaucracies, IOs often have sufficient autonomy to interpret and
redefine their own broad mandate and, at the same time, to influence country members’ decisions and
preferences. Organizational culture is a key concept for constructivists when understanding the dynamics of
policy change and reproduction in IOs. It can be defined as the “shared ideologies, norms and routines that shape
staff members’ expectations about how agendas are set, mandates are operationalized, projects are
implemented and evaluated, and what staff behavior will be rewarded or punished in promotions and
demotions” (Nielson, Tierney, & Weaver, 2006, p. 109).
In this paper, we adopt the notion advanced by Nielson, Tierney and Weaver (2006) of bridging the rationalist‐
constructivist divide. The rationalist approach contributes to a more sophisticated understanding of principal and
agent relationships that influence IOs’ outcomes, and can complement the constructivist framework. To
operationalize such an approach, three central dynamics need to be analyzed. These dynamics can be analyzed
independently, although they are mutually constitutive and, in ontological terms, they are intertwined in the
2
everyday activities at the Bank.
(1) The first dynamic is the relationship between the Bank and its most powerful member states. As an
organization the Bank was set in motion by the winners of World War II, and has since been dominated
by the liberal polities and industrialized economies of the OECD. As might be expected within a
rationalist/realist paradigm, the Bank has had to respond to these states and to their changing demands
and priorities (Abbott & Sindal, 2005). However, the rise of new world powers is shifting the constellation
of powerful states within the Bank, while the emergence of global civil society advocates, critical of Bank
activities, has also added a new complexity to the Bank’s external authorizing environment. In this new
universe, a “second level” of political responsiveness evolves when civil society pressures powerful
governments to mandate new norms for World Bank activities (O’Brien, Goetz, Scholte, & Williams, 2000;
Putnam, 1988).
(2) At the same time, the Bank bureaucracy has enjoyed considerable autonomy and room for manoeuvre.
The Bank’s most powerful member governments have not always converged in their views about
development. At important moments they have faced uncertainty about the best ways forward. This
creates an important opportunity for autonomy that is amplified by the fact that among development
IOs, the Bank has a unique degree of financial autonomy (derived from its call on initial capital
commitments from rich world members) and legitimacy (derived from its claims to scientific rationality
and political neutrality) (cf. Finnemore, 1996).
Such autonomy has been used at two levels within the Bank. Starting with Robert McNamara, Bank
presidents have played an important role in reshaping both the Bank’s mandate as well as the wider
global policy agenda for international development. Policy entrepreneurship also thrives at a second
level: among technical staff within specific policy fields. Bank staff operate within a context characterized
by ingrained organizational imperatives and norms (such as the longstanding dominance of the discipline
of economics in decision‐making and the “pressure to lend”). Nonetheless, in social policy fields like
education, for example, or pension reform, staff often use Bank resources to build both internal (to the
Bank) and transnational policy networks and epistemic communities that influence global agenda setting
(see Haas, 2004; Verger, 2012; Ornstein, 2008; Broad, 2006; Weaver, 2008; Finnemore, 1996). Thus, the
second set of dynamics we will explore are the complex patterns of institutional autonomy, organizational
culture and bureaucratic path dependency that have shaped the character of the Bank’s education sector
work.
(3) Finally, we explore the Bank’s relationships with middle and low‐income borrowing countries. From the
Bank side, lending conditionality has been a central but evolving mechanism for managing this
relationship; the Bank increasingly utilizes soft power mechanisms (like benchmarking, technical
assistance, dissemination of ideas) as a way of framing and influencing the preferences of member
countries (Stone & Wright, 2007; Marshall, 2008; World Bank, 2005). It should not be assumed however,
that the Bank’s relationship with borrowing countries is only driven by the Bank. To survive, the Bank
must lend and countries must be willing to borrow. Complex patterns of decision‐making, involving both
rational dimensions on the part of borrowing countries (such as the existence of financing alternatives
and other strategic considerations), and cultural features (such as the match between national policy
models and the policy models promoted by the Bank’s policy entrepreneurs) shape the Bank’s
3
relationships with borrowers.
The combination of these three dynamics constitutes a heuristic framework that fosters structured analysis of the
evolution of the World Bank’s work throughout this paper.
The World Bank and Education: Origins of a Mandate
Formed as a kind of credit union among sovereign states in the period after World War II, the International Bank
For Reconstruction and Development (IBRD), known today as the World Bank, initially focused on economic
reconstruction and development in Europe. The Bank gradually emerged as a global governor in social policy
fields during the 1960s, when the organization became a central provider of development finance to newly post‐
colonial states. Under Robert McNamara’s presidency (1968‐1981), the Bank adopted its early focus on poverty
reduction and increasingly framed its work in social policy around a poverty reduction mandate (Vetterlain, 2012,
p. 43).
Dynamics among the Bank’s principals fed the development of the Bank’s role as a social policy actor. For the last
60 years, agenda‐setting at the World Bank has been dominated by Northern countries, which hold the largest
number of voting shares. While the Bank’s fixed capital base provides it with some autonomy, the historical
record suggests that it has been most strongly affected by the policy preferences of the United States (US), which
holds the power of veto and appoints the Bank’s president (Woods, 2000; Wade, 2002). Though other
governments have at times worked together to influence the Bank (for example, Japan in the 1990s (see Wade,
1996), American hegemony has been a constant. In the 1960s, concern from the US and its allies over the
advance of communism into newly independent post‐colonial nations led to the creation of a new highly
concessional financing facility for low‐income countries inside the World Bank, the International Development
Association (IDA). In this broader geo‐political context, McNamara emerged as a successful policy entrepreneur,
selling the Bank’s role in promoting poverty reduction and the delivery of basic needs as essential to the
maintenance of stability in the world system (Vetterlain, 2012). The Bank’s capital base increased fourfold under
McNamara’s leadership.
Under McNamara, the Bank’s approach to poverty revolved around the idea of redistributing the outputs of
growth, through investment projects that targeted the productive capacities of the poor (Kapur, Lewis, & Webb,
1997). Lending in fields such as integrated rural development for small farmers, water supply, and urban services
and infrastructure provided a clever bridge between the Bank’s early infrastructure focus and the new poverty
agenda. Poverty reduction was also carefully framed as part of the Bank’s evolution as a source of expertise on
economic growth and development. In the 1960s and 70s, the Bank became the largest employer of development
economists and pioneered the development of country economic reviews and other types of development policy
research based in the discipline of economics (Ayers, 1983; Finnemore, 1996).
Education did not figure as importantly as other social sectors in the Bank’s activities during the 1960’s, in part
because education was not viewed by Bank leadership as directly linked to its focus on improving the material
assets of the poor (Stern, 1997, p. 603; Kapur, Lewis, & Webb, 1997). The Bank’s first foray into education was
the training components of larger infrastructure initiatives in the 1960s. However as more and more newly
independent nations joined the Bank, the demand for loans to education increased. In the seventies, a new
Department of Education was created inside the Bank. Education sector efforts led by this new department were
4
framed within theories of manpower planning, endorsed by the dominant country economics teams who
controlled lending priorities within the Bank (Heyneman, 2003). Projects therefore focused on technical
vocational education and providing more ‘practical’ curriculum in secondary education, as a way to train skilled
workers and help governments fill skills shortages (Heyneman, 2003; Jones, 1992). Education projects also
focused on infrastructure for education systems: the building of schools, laboratories, workshops, and libraries
(Jones, 1992). Neither the Bank nor its client governments were interested in loans for recurrent costs such as
teachers’ salaries or even textbooks (Heyneman, 2003).
The McNamara period saw education established as a legitimate sector of Bank activity, one that had
considerable attraction for borrowing countries. But perhaps because the link between investing in education and
economic growth had not yet been well established, education sector lending during this period rose at only a
slightly greater rate than overall bank lending (Mundy, 2002, p. 486). The Bank’s Education spending remained
less than 5% of total lending (see Figure 1). It was only towards the end of McNamara’s reign, when a new
generation of “human capital” economists were hired at the Bank, that the link between investments in health
and education and the increase in the productivity of workers became widely recognized within the institution
(World Bank, 1980; Kapur, Lewis, & Webb, 1997, pp. 326‐327).1
Figure 1. Education as percent of World Bank total lending
Source: Authors with data from the WB education lending ?igures database
(http://go.worldbank.org/PMV1NRBOM1)
10
8
%
6
4
2
0
Structural Adjustment and Basic Education: Surprising Bedfellows and a New Economic Argument
The 1980s and early 1990s saw the World Bank develop a distinctive policy agenda for education, which married a
new focus on basic education to its broader engagement in mitigating the debt crisis in low and middle‐income
countries. Drawing heavily on the economic theories of human capital, the education sector within the Bank was
able to produce a strong internal rationale for the rapid expansion of Bank lending in education (see Figure 1
above), in a way that intersected with its approach to structural adjustment lending during this era.
1
Human capital theory, as developed within the public economics, states that there is a direct relationship between investments in
education (usually measured as years of schooling) and the productivity of workers (reflected both on the workers’ income and in their
countries’ economic growth) (Schultz, 1971).
5
In the beginning of the eighties, the spectre of massive public debt in the developing world was making it
increasingly difficult for the Bank to justify further lending to governments. Among the Bank’s most powerful
shareholders, there was little appetite for debt relief, and the Bank was increasingly drawn into joint cause with
the IMF as it developed techniques to address debt through fundamental restructuring of national economies and
governments. The Reagan administration actively promoted a harsh version of neoliberal orthodoxy within the
Bank and the IMF, and under the US appointed President, Tom Clausen and the Bank’s American chief economist,
Anne Krueger, the focus on poverty in the Bank’s corporate level discourse declined (Vetterlain, 2012). Structural
adjustment policies targeted the downsizing of public expenditure, the liberalization of markets, and the
privatization of public utilities as key measures towards achieving macro‐economic stabilization. The Bank
emerged at the center of a neo‐classical resurgence in development economics, more responsible than perhaps
any other organization for elaborating what has come to be called the “Washington consensus” agenda for low
and middle income countries (cf. Miller‐Adams, 1999; Williamson, 1993).
It was in this context that the Bank hired a prominent human capital economist previously based at the London
School of Economics, George Psacharopoulos (Heyneman, 2012). Psacharopoulos’ research on wage differentials
by level of education in developing countries suggested that investing in primary education produces higher net
returns on public investment than tertiary education. The technique he helped to popularize in the education
domain, “rate of return analysis” (RoR), fell onto fertile ground within the Bank, long dominated by the discipline
of economics. For the first time education sector staff had a standard technique for “cost‐benefit” estimations of
World Bank investments in education (Heyneman, 2003).
RoR analysis fit in well with the neo‐classical resurgence occurring within the Bank, and particularly with the
argument that elite capture of state resources forms the primary barrier to economic restructuring and growth.
RoR analysis provided a clear strategy on education policy priorities, arguing for a concentration of public
investment in primary education. It also encouraged the privatization of higher education levels, where
government subsidies were understood as regressive because they primarily supported the attendance of
economically well off students (Colclough, 1996). Around the world, governments in the throes of debt crises
were advised by the Bank to restructure their education sectors following a rather simple “short policy menu” (cf
Heyneman, 2003), which emphasized privatization of tertiary level institutions (cuts to student subsidies, loan
schemes and taxes on graduates, etc.) while also encouraging investments in primary education that included
greater decentralization of educational systems, increased parental contributions to the basic costs of buildings,
books and materials, and openness to private provision. 2 As captured in the 1986 “Financing Education in
Developing Countries”, and the 1995 Policy Paper “Priorities and Strategies in Education” the Bank’s education
policy discourse became firmly rooted in the Bank’s overarching response to the debt crisis among its client
member states (World Bank, 1986; 1988a; 1995).3
An increasing volume of Bank lending in the structural adjustment era was delivered in larger loans conditioned
on policy changes – differing from the project‐like investments of the previous period. Certain aspects of
2
See the Bank’s 1988 education in Sub‐Saharan Africa report and its 1995 Policy and Strategies for Education (World Bank 1988 and 1995).
Additional momentum for education sector lending was garnered through the Bank’s “discovery” of the East Asian economic miracle in a
series of research publications which found that investment in basic education, alongside the development of export oriented markets, had
produced rapid economic growth (Mundy, 2002; Wade, 1996).
3
6
structural adjustment loans had clear bearing on education – for example caps on governments spending or
conditionalities focused on cuts to the size of the civil service. At the same time, wherever a need for structural
adjustment emerged in the context of fiscal insolvency (from Africa in the late 1980s, to Mexico and former Soviet
states in the early 1990s, and to Asia post 1997), the Bank also offered borrowing countries new “sector
adjustment loans” with policy conditionalities aimed at the restructuring of public sector education spending.
Common policy recommendations built upon the Bank’s epistemic anchor in neo‐classical economics to form
what Colclough (1996) has described as the Edlib (education liberalization) agenda. This included lowering
subsidies to tertiary level education and introducing user fees at this level; and encouraging efficiency‐driven
reforms in kindergarten to Grade 12 level schooling through the use of contract teachers, lowering of repetition
rates, and parental “participation” in school level costs (IEG, 2011a; World Bank, 2004; Alexander, 2002;
Hinchcliffe, 1993; Jimenez, 1987; Mingat & Tan, 1984; World Bank, 1988b; 1986; 1995). During this period, Bank
investment in secondary vocational schools declined significantly in favour of less expensive non‐formal
vocational training (Middleton, 1988), and Bank work on literacy and adult education further deteriorated
(Nordtveit, 2012). Borrowing countries, increasingly reliant on international financial institutions for liquidity, had
limited ability to contest this new policy agenda.
One of the paradoxes of this period came precisely because the Bank’s short policy menu in education focused on
primary schooling as the most reasonable public sector investment in education. By the early 1990s, a powerful
push back against structural adjustment was emerging within civil society and among UN organizations, which
pressed the Bank to implement “structural adjustment with a human face” (see Cornia, Jolly, & Stewart, 1988).
Bank education sector staff capitalized on this opportunity. On the basis of rates of return analysis, they skilfully
argued to the Bank Executive Directors and the Bank’s internal country economists that spending in social sectors
like education had to be protected and refocused on services that mostly benefit the poor – particularly primary
schooling, while at the same time playing to internal expectations among its own economists for a smaller and
more efficient public sector (Jones, 1992, 2006). Bank education sector staff also mobilized politically, linking up
with leaders at UNICEF and UNESCO to host the World Conference on Education for All in Jomtien in 1990 which
created an important external source of legitimacy and attention for the Bank’s role in education at a time when
the Bank was under fire and UNESCO itself was faltering under increased political tension (Chabbott, 2003).
In summary, an opportunistic technical cadre within the Bank found a way of framing a Bank mandate in
education that could be legitimated in the terms of the economic orthodoxy of the period, but also in terms of
pro‐poor sentiments, building on the context of the Washington Consensus which was actively promoted by the
American administration with support from other OECD members. Despite the criticisms of its excessive
simplicity, the Bank emerged from this era as the IO with the most consistent strategy and message in the field of
educational development. As can been seen in Figures 2 and 3 below, the era of structural adjustment lending
contributed to substantial increases in Bank lending activity in education. It also gave an enormous lift to Bank
lending to basic education,4 which came to dominate all other education subsectors (Mundy, 2002).
4
Basic education is defined by the Bank as the sum of 3/4*General education + Pre‐primary education + Primary education +
1/2*Secondary education + 3/4*Public administration‐education.
7
Million dollars
Figue2. Education New Commitments (2011 constant dolars)
Source: Authors with data from the WB education lending Aigures database
4000
3500
3000
2500
2000
1500
1000
500
0
IDA
IBRD
IBRD+IDA
Figure 3. WB (IBRD+IDA) new education commitments per level (as % of total
education commitments)
Source: Authors with data from the WB education lending Aigures database
100
80
60
40
20
0
90‐91
92‐93
94‐95
96‐97
BAS
98‐99
PRIM
00‐01
02‐03
SEC
04‐05
TER
06‐07
08‐09
10‐11
12
VOC
The Bank and the Global Development Consensus (1996‐2008)
The period from the mid‐1990s into the first decade of the new millennium saw the Bank face a series of new
challenges in its broader authorising environment. Private financing for development was on the upsurge,
challenging the Bank’s lending in middle‐income countries. Civil society advocacy against structural adjustment
policies reached its zenith,5 forcing the Bank into a much stronger campaign to legitimate its practices and
activities. At the same time, the decade following the end of the Cold War, saw the Bank’s most powerful
member states, the G‐8 countries, develop a strong consensus about international development, leading to the
rise of grant based financing for development at the end of the 1990s captured at its peaks at the Gleneagles G‐8
summit in 2005.
5
Former officials from the Bank were also part of this wave of critiques – most notably Joseph Stiglitz ‐ senior vice‐president and chief
economist between 1997 and 2000 (see Stiglitz, 2003).
8
The new compact on development that began to emerge among OECD governments after 1996 committed them
to an expanded program of debt relief, increased levels and harmonization of bilateral aid, and a focus on a
handful of top development priorities, including universal education (OECD/DAC, 1996). In 2000, the IMF, OECD,
World Bank, and UN also promised closer coordination, more attention to country ownership of development,
and a tighter focus on specific development priorities (again including education) in a document entitled “A Better
World for All” (IMF, OECD, World Bank, & UN, 2000). Both agreements fed into the Millennium Development
Summit and Millennium Development Declaration, which aligned the United Nations and its agencies, the Bretton
Woods institutions, and OECD governments behind a unifying framework (United Nations General Assembly,
2000). This new consensus about international poverty and inequality set out a global "Third Way" between the
Washington consensus and a more pro‐poor approach to development, capable of responding to rising
international protests against globalization and the aftermath of the East Asian economic crisis of the late 1990s
(Stiglitz, 2003; Therien, 2002; 2005; Ruggie, 2003; Noel, 2005).
Under James Wolfensohn (World Bank president from 1995‐2005), the Bank emerged as central to this new
development consensus. Wolfensohn quickly announced that the Bank would revitalize its focus on poverty
alleviation, and restructure its practices to become more “client centred.” The establishment of the Heavily
Indebted Poor Country Initiative in 1996 under the IMF and World Bank (enhanced in 1999), created the largest
single impetus for expanded national social sector spending in a generation (Hinchcliffe, 2004). In this context, the
Bank’s structural adjustment lending was replaced by “poverty reduction strategy operations” which now
provided policy based tranches of financing for country‐led poverty reduction strategies. Such strategies, which
became a central policy tool in the context of the Bank but also many other aid agencies, combined
macroeconomic Washington consensus era reforms with enhanced attention to human development, social
protection, and governance in what became known as the “post‐Washington consensus” (Tarabini & Jacovkis,
2012). Wolfensohn’s efforts also included a plan to diversify the Bank’s business by becoming “a Knowledge
Bank” through renewed emphasis on policy relevant evidence and the provision of technical advice to
governments (Stone & Wright, 2007).
Education emerged quite centrally within the new post‐Washington agenda. Although the education‐poverty
relationship remained quite weakly conceptualized within the Bank (Bonal, 2007), it was attractive to the Bank
precisely because it straddled both equity ‐ and productivity ‐ conceptualizations of development, while limiting
commitment to stronger redistributive measures that might conflict with neo‐classical economic theories. Thus,
according to the Bank:
The expansion of educational opportunity, which can simultaneously promote income equality and growth,
is a win‐win strategy that in most societies is far easier to implement than the redistribution of other
assets, such as land or capital. In short, education is one of the most powerful instruments known for
reducing poverty and inequality and for laying the basis for sustained economic growth, sound governance
and effective institutions (World Bank, 2002, p. v).
In keeping with this broad framing, many of the Bank’s core ideas from its 1990s education policy statements
remained consistent in this period, reflecting the continued dominance of neo‐classical economic orthodoxy
within the Bank. In the Bank’s expanded focus on “good governance” prescriptions for education systems took on
an economistic and orthodox colouring. Thus, ideas grounded on public choice and new public management like
the decentralization of central state control over basic services, school‐based management, local accountability,
9
and the introduction of direct incentives to productivity among user groups emerged across the Bank’s K‐12
operations. This type of policy ideas received perhaps their strongest and most forceful articulation in the 2004
World Development Report “Making Services Work of the Poor” (World Bank, 2004; Weaver, 2008; Lincove,
2006; IEG, 2011b; Gershberg, 2012). Similarly, in higher education where the Bank sought to expand its lending
and diversify its business, much of the earlier logic of the Bank’s short policy menu remained intact: most projects
retained a preference for private sector provision and cost recovery and advocated the use of competition based
incentives to enhance university performance, adding to this agenda new third party “quality assurance”
mechanisms (Robertson, 2009).
The Bank was able to retain its central role in basic education during the 2000s, especially in primary education,
the education subsector most tightly linked to Wolfensohn’s resurgent vision of the Bank’s poverty mandate and
most closely aligned to the Millennium Development goals. In education, as in health, the Bank successfully
promoted a vision of itself as a platform for pooled funding from OECD donor countries, utilizing sector‐wide
approaches to education anchored with coherent sector plans. The Bank also became a host for sector trust funds
from bilateral and private sector donors.6 At the Dakar world conference on education in 2000, Wolfensohn
announced that the Bank would allow no country with a coherent education sector plan to be left behind in
achieving universal primary education for want of finance. To meet this pledge the Bank became the host of a
new multilateral fund for basic education in 2002, called the “Education for All Fast Track Initiative.”
Wolfensohn’s policy entrepreneurship and responsiveness to the broader demands from Bank members, resulted
in the growth of education sector lending grow both as a share of total World Bank lending (almost doubling to
reach over 8% of lending) and in real terms, especially in basic education (see Figures 2 and 3 above).
At the same time, the Bank had to rethink its education activities in the face both of more widely available grant
financing (for low income countries) and private lending (for middle income countries) as well as the sharpened
external critique of its practices from NGO advocates. Bank lending for education declined substantially in the last
years of the 1990s, particularly among middle income borrowers eligible under the IBRD (see Figure 2 above).
This was, in part, the consequence of increasing private flows of finance for eligible borrowers, but it also
reflected a push back against the Education for All agenda (concentrated on primary education) from countries
convinced that higher‐level skills were most valuable in the global knowledge economy. Bank lending to IDA
countries also dipped in the late 1990s, recovering rapidly after 2001 but in a context of increased availability of
grant‐based aid.
To respond to this decline in demand, the Bank sought to diversify the appeal of its education sector funding to
different types of borrowers, focusing on more on client driven lending. Under Director of Education, Maris
O’Rourke, it tried to solve the “problematic trends” of decreasing lending to middle income countries by
promoting operations in emerging economies, including in Eastern Europe (Jones, 2006). Diverting from its
“simplified policy” of the 1990s, the Bank offered more expansive policy statements recognizing the need for
greater public spending on Higher Education within the context of a global knowledge economy (World Bank &
UNESCO 2000; Samoff & Carrol 2004). Yet despite the move toward client driven lending with fewer sectoral
6
Many bilateral donors began to set up sector specific trust funds to support education research and analytical activities including for
example, the Russians, Dutch and Irish, providing a flexible source of funding for “knowledge bank” initiatives in education (IEG, 2011a).
Larger multi‐donor trust funds in education focused on conflict‐affected states (Sudan and Haiti, for example) were also established inside
the Bank rather than in other potential IO venues. As the IEG evaluation of Bank hosted trust funds notes, the overall value of trust funds
between 2003 and 2008 exceeded IDA commitments in the same period (IEG, 2011a).
10
conditionalities, ex post conditions such as indicative benchmarks and numerical objectives were expanded, as
another way of incentivizing specific country behaviour (World Bank, 2005).7
Throughout this period of rapid growth in the Bank’s authority and scope in the education sector, it is important
to note that internal policy entrepreneurship by Bank education sector staff was not always successful, and
depended heavily upon wider political opportunities in the Bank’s authorizing environment. Two contentious
issues in global education policy illustrate how a complex interplay of internal and external factors came to
determine World Bank policies and activities in education during this period: free and universal access to primary
education, and the private provision of schooling.
In the case of fee‐free education, the Bank’s policies from the late 1980s to the late 1990s had encouraged
parental participation (contributions) to basic education, both to offset gaps in national budgets and to encourage
(according to the Bank’s 1995 Policies and Strategies) greater parental commitment and engagement in schools.
However, in 2001, the Bank changed its longstanding support for parental “participation” in school financing
under direct pressure from US based NGO advocacy organizations. As O’Brien, Goetz, Scholte and Williams
(2000), and others have shown, when social movements try to influence the Bank policies, they quite often do so
by putting pressure on the US Treasury first. In this instance a powerful transnational campaign to end user fees
in education and health, grounded on the case of Tanzania, resulted in a decision by Congress to include language
in the foreign aid appropriations bill that required the U.S. Treasury to instruct the US Executive Director at the
Bank to oppose any multilateral development loan that included user fees in basic education and health (Alonso i
Terme, 2002; Mundy, 2006). The Bank responded quickly, issuing a policy statement officially opposing school
fees in 2001. Soon after the Bank developed a program with UNICEF to promote school fee abolition in low‐
income countries (Katten & Burnett, 2004; Vavrus & Kwauk, 2011).
Increasing the share of private education service providers, and promoting the channelling of public funds to
private providers, is another policy with longstanding support from among the Bank’s economists and education
sector specialists. Research and advocacy for this approach flourished alongside the Bank’s endorsement of
“universal free education/education for all.” As documented in Mundy & Menashy (2012) and Verger (2012),
private provision of schooling was characterized as inherently desirable in many of the Bank’s policy statements
and research publications (see World Bank, 1999; 2005; Patrinos, Barrera‐Osorio, & Guaqueta, 2009). An
influential epistemic community supportive of private provision emerged within the Bank, anchored by a joint
program of research and events between the Bank’s Economics of Education group and a new group devoted to
financing private education at the International Finance Corporation (the Bank’s private sector lending
arm)(Verger, 2012; Mundy & Menashy, 2014a; Mundy & Menashy, 2014b). In‐house policy entrepreneurs hosted
regular workshops on private provision and brought leading providers of private schooling and key US based
advocates of privatization (where the trend towards private provision has grown) into the Bank’s ambit. Yet
despite these efforts, loans that support private sector provision decreased in the Bank’s lending portfolio during
the 2000s (Mundy & Menashy, 2012), as suggested in Figure 4 below. It seems that many client governments
were simply not interested in taking public sector loans to support private provision. Drawing on Weaver (2008)
we can hypothesize that this disjuncture between talk, decisions and actions became a functional response of the
7
A good example of this can be found in the Bank’s PRSP Handbook, which provided prescriptive arguments and policy benchmarks in
education that were quite clearly in tension with the participatory and bottom‐up processes putatively intended to accompany PRSPS
(Robertson et al., 2007).
11
World Bank as it attempted to manage conflicting external agendas arising from the demands of client
governments, and the internal institutional preferences derived from pre‐existing cultural norms and routines.
Figure 4. Percentage of Education Projects with Privatization Components
Source: authors with data from the WB Education Projects Database
(see http://go.worldbank.org/6LRTJRJK30)
60%
50%
40%
30%
20%
10%
0%
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
In summary, the character of the Bank as a global governor of education changed substantively in the 1996‐2008
period. The Bank proved adept at capturing and leading on major parts of the OECD development consensus as it
related to primary education, and at the same time, managed to diversify its policy prescriptions while retaining a
strong focus on financing efficiencies and private provision in its approach to education. While the Bank’s internal
culture – especially its reliance on neo‐classical economic orthodoxies – led to a degree of consistency in its
formal policy setting, and in some dimensions of its lending programs, the “short policy menu” for education of
the structural adjustment era clearly gave way to a wider and more diverse approach to education in its actual
operations. Here the demands and preferences of borrowing countries played an important role in shaping some
surprising disjunctures between the Bank as a setter of a global education agenda, and its role as the single
largest global financer of educational reforms.
After Wolfensohn and the Global Financial Crisis: Bank Hegemony Challenged?
Although it is dangerous to speculate, we can use our heuristic focus on the three drivers of change in World Bank
policy to explore how geo‐political and ideological shifts among the Bank’s most powerful member governments
and in its borrowing (or “client”) countries are likely to interact with the Bank’s distinctive organizational culture
in the period after 2008. The Bank has a new, reform‐minded President, Jim Yong Kim. It is widely seen as no
longer enjoying the stable coalition of principals who share a common agenda (see for example, recent coverage
in the media: El‐Erian, 2014); and its work has been profoundly shaped by the 2008 financial crisis and will likely
be affected by rising international insecurity. In this section we ask how such changes internally and in the Bank’s
wider authorizing environment are affecting or likely to affect its work in the education sector.
In relation to the Bank’s longstanding relationship with its most powerful members, the Bank presently operates
in a climate of what Rodrik describes as “leaderless globalization” (Rodrik, 2012). The G7 governments that have
12
historically been the Bank’s most powerful principals, including the United States, continue to face significant
economic fall‐out from the 2008 financial crisis: they themselves are plagued by high debt and low growth. At the
same time, they have been hit by a wave of complex security issues that threaten global stability and the global
economy, including recent events in Eastern Europe, the Middle East, and the growth of Islamic fundamentalist
militantism. We can speculate that finance for global development is unlikely to emerge high on the policy
agendas of G7 countries, though if it does it will likely be linked to areas that directly address these collective
geopolitical challenges.
At the same time, rising powers, such as China, India, Brazil, and countries in the Middle East (among others), are
increasingly powerful on the global stage. They also became influential development actors: annual concessional
flows from emerging economies to low‐income countries was roughly estimated to be between US$12–15 billion
by 2011, equivalent to about 10 percent and 15 percent of the aid provided by developed countries (World Bank,
2013a). To date the Bank has made much of the opportunity to work with these emerging powers, relying on the
innate economic pragmatism of emerging economies, which value access to an expanded, relatively open and
globally integrated world economy, and which in some cases (such as China) remain reliable borrowers of Bank
finance (Cammack, 2011). The Bank has also gained considerable support from the G20 governments from its
responsiveness in rapidly disbursing funds after the financial crisis. However, observers note that it is important
to remember that these countries are primarily focused on expanding their spheres of geo‐political influence on a
bilateral basis. They have sharply different approaches to economic, political and social development and share a
limited appetite for international regimes that constrain national sovereignty (including in such putatively
domestic spheres as education); and they are not satisfied with their representation within the Bank (Güven,
2012; Economist, 2014).
Going forward the Bank will have to address the concerns of rising powers, such as China and India, who are in
transition from being “clients” of the Bank to “powerful principals” and who along with Russia and India have
expressed dissatisfaction with the pace of reforms in the Bretton Woods institutions (Bracht, 2013). As illustrated
by the creation of a new international development Bank by the BRICS (Brazil, Russia, India, China and South
Africa) at their annual summit in 2013, as well as by the growth of bilateral aid from the BRICS, emerging
economies are beginning to destabilize the Bank’s hegemony as a development policy setter and lender. The Bank
will have to work hard to shape a thicker set of developmental preferences that are endorsed and supported by
its emerging market members (Cammack, 2011).
In relation to its lower income and lower middle‐income borrowing members, the Bank faces an equally
perplexing set of challenges. As recent analyses suggest, many of the Bank’s high performing IDA borrowers are
set to graduate into the league of middle‐income countries. The Bank is under some pressure to redirect its IDA
portfolio and find successful new ways of working with a shrinking group of IDA eligible borrowers, which are
often conflict‐affected or politically fragile (contexts where the Bank’s experience has been quite weak) (Severino
& Moss, 2012). The Bank is in better shape on the IBRD side, with its more secure funding base derived from the
proceeds of previous loans. But the IBRD, which focuses lending on middle‐income countries, faces its own
challenges. The rising majority of the world’s poor live in middle income countries, creating a natural market for
new Bank lending. Yet middle‐income governments are among the Bank’s most discerning and demanding
borrowers, and they are not interested in one size fits all policy prescriptions (Güven, 2012).
13
Organizationally the Bank is in a state of flux. Over a relatively short period (2005‐2012) it has had three
presidents, most recently, Jim Yong Kim, a reform minded medical doctor who has a background in the health
sector development. Unlike many previous Bank presidents, Kim is neither an economist nor someone with
business/financial sector experience. Kim has introduced a new World Bank Group Strategy (2013b), which
commits the Bank to two main goals: ending extreme poverty, and promoting shared prosperity and income
growth among the bottom 40 percent of the population in every country. The strategy promises to reposition the
Bank as a “solutions Bank” focused on the science of delivery, results, and the dissemination of global best
practices; and to align the work of all three arms of the Bank (IDA/IBRD, the International Financial Corporation,
and the Multilateral Investment Guarantee Agency), as well as the multiplying number of donor funded “trust
funds” that the Bank manages, around a clearer set of solutions that better leverages the development impact of
both public and private actors.
Kim has also instituted a complete organizational restructuring of the Bank’s bureaucracy, including the creation
in 2014 of fourteen global practices groups (through a process in which all senior managers resigned and
reapplied for positions) and significant cuts to staffing and the Bank’s administrative budget. This restructuring
responds to two key problems. First are complaints from donor members and others that the Bank is bloated –
for example, the claim by the World Bank Alumni Association, that the Bank “has a very cumbersome inefficient
internal structure. It is highly reliant on consultants, in large measure because it has mismanaged its core cadre of
experts, and excessively decentralized to the point that the budget is a serious and growing constraint” (quoted in
Samerasekera, 2012; see also Behar, 2012; Lowrey, 2014; Talley, 2014). Second, the reforms try to reposition the
Bank as a purveyor of expertise, especially of expertise on poverty alleviation relevant to middle income countries
– responding to the fact that the Bank has not been able to secure a clear role for itself as a knowledge bank and
to increasing competition from other expertise providing organizations, such as private consulting firms and other
international organizations, including regional banks (Nehru, 2012).
Trends in the education sector suggest how the Bank is scrambling to manage these different dynamics. As part of
the Bank’s response to the financial crisis (2008‐2010), its education lending activity spiked in 2008‐2009, rising
from 24,702 to 58,747 million US$ “through a combination of additional financing of ongoing projects and
approval of large projects in Brazil, Indonesia, Mexico, and Pakistan” (IEG, 2011b, p. xi). Nonetheless, Bank
spending on education has fallen off significantly as a share of total Bank lending since it peaked in 2004/5 (Figure
1, above), reflecting a drop in demand for education sector lending. As shown below Sub‐Saharan‐African
countries have disappeared from the top list of Bank education borrowers – in part because many very low‐
income countries prefer grant based financing for basic education, such as that provided by the Global
Partnership for Education (which the Bank hosts) (see Beardmore & Middleton, 2012). Thus the financial crisis
secured a trend that tilts Bank education lending towards large emerging economies, and away from basic
education to secondary and tertiary levels of education which are in particular demand among emerging market
economies (see Table 1, below and Figure 3).
Table 1. Top 10 borrowers in education projects (million $)
Source: authors, with data from the WB Projects & Operations Database
‐ Projects identified include non‐education projects with education components ‐
1.
2.
1987‐1995
India ‐ 2314.9
Mexico ‐ 2009
1.
2.
1996‐2007
India ‐ 3918.23
Pakistan ‐ 2394.8
1.
2.
2008‐2012
Brazil ‐ 5284
Poland ‐ 2631
14
3.
4.
5.
6.
7.
8.
9.
10.
Brazil ‐ 1134.1
China ‐ 923.9
Indonesia ‐ 871.3
Pakistan ‐ 753.7
Argentina ‐ 622.5
Korea ‐ 496.6
The Philippines ‐ 321
Kenya ‐ 249.3
3.
4.
5.
6.
7.
8.
9.
10.
Indonesia ‐2019.84
Brazil ‐ 1907.9
Mexico ‐ 1865.2
Bangladesh ‐ 1385.7
Colombia ‐ 1057.2
Uganda ‐ 921.14
Ghana ‐ 852
Ethiopia ‐ 846.5
3.
4.
5.
6.
7.
8.
9.
10.
India ‐ 2356
Turkey ‐ 2000
Indonesia ‐ 1821.66
Pakistan ‐ 1771
Mexico ‐ 1320.75
Colombia ‐ 1001.5
Costa Rica ‐ 700
Bangladesh ‐ 695
To manage the shifts in external demand for its services, a high profile series of consultations led to the drafting
and Board adoption of a new Bank education sector strategy in 2011 (Verger et al. 2014). Focused on “learning
for all,” the new policy poises the Bank to break with an earlier pattern of funding project inputs, and embraces
policy based lending that is intended to spur the Bank’s new results focus by creating incentives for learning
outcomes (World Bank, 2011a). In its new strategy, the Bank promises to focus on whole system reform (allowing
clients to define different sub‐sectoral investments), while also committing itself to enlarging its role as purveyor
of policy knowledge and expertise. Central to this is the creation of standardized benchmarks and policy tools for
system development in such areas as teachers’ management, national learning assessments, decentralization and
accountability, and private provision of services, under its new SABER initiative (Systems Approach for Better
Educational Results).
The translation of the ambitious ‘systemic reform for learning’ agenda at the country level may be more
challenging than ever, and could feed what the Bank’s Independent Evaluation Group has noted is a longer term
of decreasing effectiveness in education operations (IEG, 2011b). 8 According to Nelson (1999) and to the IEG
(2011b) the larger scope of Bank operations in education with respect to the time frame for results and staffing
incentives, on the one hand, and the increasing degree of complexity in projects’ design in relation to the level of
borrower’s political commitment and capacity, on the other, create significant problems in implementation and
therefore in the delivery of quantifiable results. The Bank has had great difficulty in improving learning outcomes
despite a concerted effort over more than a decade to focus on investments that will enhance learning (see for
evidence the evaluation of the Bank’s support to primary education, IEG, 2004). Going forward it will be very
interesting to see whether the Bank can sell the idea of borrowing to enhance learning outcomes for the bottom
40% in middle income countries (we suspect the more likely alternative is a continued rise in demand among
middle income countries for loans to expand higher education and post secondary skills training). It will be equally
important to monitor the Bank’s effectiveness in translating its learning and results focused education agenda
into results in the shrinking (increasingly conflict affected) group of IDA eligible countries. These are contexts in
which the Bank’s highly planned and government focused approach to reform has not proven nimble and
responsive. As a lender to governments, the Bank is not well positioned to provide intermediate solutions (such
as direct funding of non‐state service providers) that are needed as stop‐gaps while engaging in system re‐
building (see Pritchett, 2014 for a controversial review of this issue).
A strong bid for a scientifically based, simplified framework is the somewhat predictable outcome of the Bank’s
organizational culture and history, and it fits well with President Kim’s call for the Bank to invest in the “science of
8
According to a recent IEG review, only fifty‐seven percent of education sector board projects had satisfactory Bank performance ratings, a
29 percent decline from FY05–07. Bank performance ratings at the institutional level, without education, would increase to 79 percent.
(IEG, 2011b)
15
delivery”. But it is an open question whether this highly linear conceptualization of educational development,
married as it is to a focus on leveraging system change through the creation of new types of incentives within
borrowing country systems, will prove attractive to (and effective for) an increasingly diverse and discerning
group of borrowers.
Conclusions
On the basis of its substantial lending capacity, persuasive knowledge production and transnational political clout,
the World Bank has become a key global governance actor in the education for development field. The World
Bank entered into the education business in a quite tangential way and without a proper mandate, but education
has ended up representing a significant portion of the Bank’s lending portfolio. Furthermore, its education policy
agenda has become wider and increasingly more complex with the passage of time: it started by providing basic
material inputs to education systems, and now is focusing on improving learning outcomes through ambitious
systemic reforms.
To understand the evolution of the World Bank education agenda, we have harnessed an approach to
understanding international organizations borrowed from the field of political science. In this approach three
main dynamics interact and are the focus for our analysis: geopolitical factors and the way most powerful states
use the IO to promote their interests and preferences; the influence exerted by IO bureaucracies (both at their
apex and within among their technical divisions); and the way the Bank tries to condition and/or is forced to
respond to client‐countries demands.
The case of education illustrates how changing external dynamics became opportunities for internal
entrepreneurs to develop a strong, simplified agenda for educational reform that bridged core precepts of
neoliberalism and the Washington consensus. These same staff also proved adept at marrying this agenda, which
argued for the concentration of public investment in primary education, to both aspects of the Bank’s structural
adjustment agenda and to the emergence of a global development consensus focused on poverty reduction and
human development in the late 1990s.
Yet while specific parts of this agenda, such as system decentralization and the introduction of performance
incentives has spread into most Bank lending programs, some aspects of the agenda have clearly been rejected by
borrowers and (often after civil society contestation) by some powerful members. Thus for example, the Bank
had to reverse its policies on school fees in elementary education and has had difficulty convincing client
countries to borrow for programs that expand private and commercially provided educational services. Clearly,
borrowing governments play an important role in conditioning the character of Bank activities, and their
preferences are at least partly responsible for disjunctures between Bank’s agenda‐setting role and its practical
engagement in the financing of educational development.
This article has also raised questions about the future of the Bank in the global governance of education. Until
quite recently one could confidently identify the Bank as the pre‐eminent global governor of educational policies,
particularly influential in emerging and low‐income country contexts. Today, the Bank’s influence in education is
less certain, for at least four reasons: the changing composition of its most powerful members; the growing
diversity of preferences among Bank borrowers (many of whom prefer membership in the OECD “club” over Bank
16
prescriptions); the rigidity and linearity of Bank prescriptions for educational systems (which are of questionable
value in the varied political economies of rapidly transforming emerging economies); and the fact that the Bank’s
IDA facility must now address the complex needs of conflict affected and politically fragile states, very different
from the concentration on “high performing” countries that has anchored its IDA lending over the past decade.
Future research on the Bank’s role as a global governor in the education sector will need to pay attention to each
of these trends to understand what promises to be future decades of instability in the education for development
field, during which the Bank’s hegemony in education for development is likely to be challenged.
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International Journal of Educational Development 40 (2015) 9–18
Contents lists available at ScienceDirect
International Journal of Educational Development
journal homepage: www.elsevier.com/locate/ijedudev
The World Bank and the global governance of education in a changing
world order
Karen Mundy a, Antoni Verger b,*
a
b
University of Toronto, Canada
Universitat Autònoma de Barcelona, Spain
A R T I C L E I N F O
A B S T R A C T
Keywords:
World Bank
International organizations
Global governance
Agenda-setting
Education policy
The World Bank’s involvement in education policy and reform has grown substantially since the 1960s.
For an organization that originally had no mandate to work on education, the Bank has become perhaps
the most powerful and hegemonic of the international organizations operating in the education for
development field. The Bank is the largest single international funder of education for development in
low-income countries, and its technical and knowledge-based resources tower over those of other
international institutions.
This article develops a heuristic framework for understanding agenda-setting processes in
international organizations (IOs), and applies it to analyze how the World Bank work in education
has evolved with the passage of time. The framework focuses on three dynamics as keys to
understanding the Bank and education: the political opportunities created by geo-political and
ideological shifts among the most powerful member governments; the IOs relationships with borrowing
(or ‘‘client’’) countries; and finally the internal dynamics and organizational culture of the IOs own
bureaucracy as it aims to reproduce itself and manage shifts in the previous two dynamics. These three
dynamics and their interaction are explored over four key periods: from the 1960s to the beginning of the
1980s, when the debt crisis exploded in many developing nations; from 1981 to mid-nineties, a period
marked by structural adjustment lending and the reorganization of the Bank’s education sector activities
around basic education; from the mid-nineties to 2008, when the Post-Washington consensus emerged;
and from 2008 to present, a period characterized by significant shifts in power in the world system and
an accompanying rise of strategic uncertainty at different levels within the Bank.
ß 2014 Elsevier Ltd. All rights reserved.
1. Introduction
Over the past 50 years, the World Bank has arguably become the
epicentre for the global governance of social policy within
emerging economies and low-income societies. The Bank is the
largest single international provider of development finance to
governments. Its staffing and internal resources tower over those
of other international institutions, and it is regarded by other
providers of international development assistance as a key source
of policy evidence and policy advice. For these reasons, the World
Bank has often been viewed as holding ‘‘a near monopoly on the
business of development’’ (Marshall, 2008, p. xv). Yet like all
international institutions, the Bank is both a global governor in its
* Corresponding author. Tel.: +34 935814654.
E-mail address: antoni.verger@uab.cat (A. Verger).
http://dx.doi.org/10.1016/j.ijedudev.2014.11.021
0738-0593/ß 2014 Elsevier Ltd. All rights reserved.
own right, and a member of a larger system of interstate and transnational relationships.
In this article, we explore the evolution of the World Bank’s
policies and practices in the field of education to understand how
the Bank has come to exert authority in the settlement of global
education agendas. Education has long been a significant sectoral
focus for the Bank’s lending portfolio (smaller but comparable in
volume to its efforts in health). Globally, the Bank is the largest
single international source of education finance, with a multibillion dollar budget for education operations. It is also host to
several pooled trust funds for education, including funds for
education in conflict-affected states, and it is the host of a global
‘‘vertical fund’’ for education, the Global Partnership for Education
(formerly the Fast Track Initiative).
As we shall argue, the Bank’s formal policies on education are
the iterative outcomes of three central dynamics: organizational
dynamics, the political opportunities created by geo-political and
ideological shifts among its most powerful member governments,
10
K. Mundy, A. Verger / International Journal of Educational Development 40 (2015) 9–18
and the Bank’s relationships with its borrowing (or ‘‘client’’)
member governments (on whose willingness to borrow the Bank
depends). This article explores how these three dynamics interact
in the constitution of the Bank’s educational activities and policies
in four key periods: from the 1960s to the beginning of the 1980s,
when the debt crisis exploded in many developing nations; from
1981 to mid-nineties, a period marked by structural adjustment
lending; from mid-nineties to 2008, when the Post-Washington
consensus emerged; and from 2008 to present, characterized by a
loss of strategic focus and uncertainty at different levels within the
Bank.
2. Conceptual framework
Three approaches from the field of international relations have
dominated the study of international organizations (IOs): realism,
institutionalism and constructivism. In conventional realist theories, IOs are seen as instruments at the service of the interests of
powerful states; accordingly, it is assumed that IOs’ policies change
and evolve as a consequence of the will of their (most powerful)
members. Taking this state centric approach a step further, neoliberal institutionalism conceives IOs as rational institutions
created by states to reinforce cooperation and reduce transaction
costs in an increasingly interdependent world (Rittberger and
Zangl, 2006).
Constructivism, for its part, is more oriented towards unpacking
agency and social relations within IOs and between IOs and a
broader world polity. This theoretical perspective goes beyond a
state-centric approach to IOs, and focuses on the role played by
international bureaucracies and other non-state actors, as well as
the cultural and ideational factors that shape political outcomes in
the global arena (Barnett and Finnemore, 2004). Constructivists
observe that even when IOs are created to serve member-states,
with the passage of time, they evolve into autonomous sources of
power. As bureaucracies, IOs often have sufficient autonomy to
interpret and redefine their own broad mandate and, at the same
time, to influence country members’ decisions and preferences.
Organizational culture is a key concept for constructivists when
understanding the dynamics of policy change and reproduction in
IOs. It can be defined as the ‘‘shared ideologies, norms and routines
that shape staff members’ expectations about how agendas are set,
mandates are operationalized, projects are implemented and
evaluated, and what staff behaviour will be rewarded or punished
in promotions and demotions’’ (Nielson et al., 2006, p. 109).
In this paper, we adopt the notion advanced by Nielson et al.
(2006) of bridging the rationalist-constructivist divide. The
rationalist approach contributes to a more sophisticated understanding of principal and agent relationships that influence IOs’
outcomes, and can complement the constructivist framework. To
operationalize such an approach, three central dynamics need to
be analyzed. These dynamics can be analyzed independently,
although they are mutually constitutive and, in ontological terms,
they are intertwined in the everyday activities at the Bank.
(1) The first dynamic is the relationship between the Bank and its
most powerful member states. As an organization the Bank was
set in motion by the winners of World War II, and has since been
dominated by the liberal polities and industrialized economies
of the OECD. As might be expected within a rationalist/realist
paradigm, the Bank has had to respond to these states and to
their changing demands and priorities (Abbott and Sindal, 2005).
However, the rise of new world powers is shifting the
constellation of powerful states within the Bank, while the
emergence of global civil society advocates, critical of Bank
activities, has also added a new complexity to the Bank’s external
authorizing environment. In this new universe, a ‘‘second level’’
of political responsiveness evolves when civil society pressures
powerful governments to mandate new norms for World Bank
activities (O’Brien et al., 2000; Putnam, 1988).
(2) At the same time, the Bank bureaucracy has enjoyed
considerable autonomy and room for manoeuvre. The Bank’s
most powerful member governments have not always
converged in their views about development. At important
moments they have faced uncertainty about the best ways
forward. This creates an important opportunity for autonomy
that is amplified by the fact that among development IOs, the
Bank has a unique degree of financial autonomy (derived from
its call on initial capital commitments from rich world
members) and legitimacy (derived from its claims to scientific
rationality and political neutrality) (cf. Finnemore, 1996).
Such autonomy has been used at two levels within the Bank.
Starting with Robert McNamara, Bank presidents have played
an important role in reshaping both the Bank’s mandate as well
as the wider global policy agenda for international development. Policy entrepreneurship also thrives at a second level:
among technical staff within specific policy fields. Bank staff
operate within a context characterized by ingrained organizational imperatives and norms (such as the longstanding
dominance of the discipline of economics in decision-making
and the ‘‘pressure to lend’’). Nonetheless, in social policy fields
like education, for example, or pension reform, staff often use
Bank resources to build both internal (to the Bank) and
transnational policy networks and epistemic communities that
influence global agenda setting (see Haas, 2004; Verger, 2012;
Ornstein, 2008; Broad, 2006; Weaver, 2008; Finnemore, 1996).
Thus, the second set of dynamics we will explore are the
complex patterns of institutional autonomy, organizational
culture and bureaucratic path dependency that have shaped
the character of the Bank’s education sector work.
(3) Finally, we explore the Bank’s relationships with middle and
low-income borrowing countries. From the Bank side, lending
conditionality has been a central but evolving mechanism for
managing this relationship; the Bank increasingly utilizes soft
power mechanisms (like benchmarking, technical assistance,
dissemination of ideas) as a way of framing and influencing the
preferences of member countries (Stone and Wright, 2007;
Marshall, 2008; World Bank, 2005). It should not be assumed
however, that the Bank’s relationship with borrowing countries
is only driven by the Bank. To survive, the Bank must lend and
countries must be willing to borrow. Complex patterns of
decision-making, involving both rational dimensions on the
part of borrowing countries (such as the existence of financing
alternatives and other strategic considerations), and cultural
features (such as the match between national policy models
and the policy models promoted by the Bank’s policy
entrepreneurs) shape the Bank’s relationships with borrowers.
The combination of these three dynamics constitutes a heuristic
framework that fosters structured analysis of the evolution of the
World Bank’s work throughout this paper.
3. The World Bank and education: origins of a mandate
Formed as a kind of credit union among sovereign states in the
period after World War II, the International Bank For Reconstruction and Development (IBRD), known today as the World Bank,
initially focused on economic reconstruction and development in
Europe. The Bank gradually emerged as a global governor in social
policy fields during the 1960s, when the organization became a
central provider of development finance to newly post-colonial
states. Under Robert McNamara’s presidency (1968–1981), the
Bank adopted its early focus on poverty reduction and increasingly
framed its work in social policy around a poverty reduction
mandate (Vetterlain, 2012, p. 43).
Dynamics among the Bank’s principals fed the development of
the Bank’s role as a social policy actor. For the last 60 years, agendasetting at the World Bank has been dominated by Northern
countries, which hold the largest number of voting shares. While
the Bank’s fixed capital base provides it with some autonomy, the
historical record suggests that it has been most strongly affected by
the policy preferences of the United States (US), which holds the
power of veto and appoints the Bank’s president (Woods, 2000;
Wade, 2002). Though other governments have at times worked
together to influence the Bank (for example, Japan in the 1990s, see
Wade, 1996), American hegemony has been a constant. In the
1960s, concern from the US and its allies over the advance of
communism into newly independent post-colonial nations led
to the creation of a new highly concessional financing facility
for low-income countries inside the World Bank, the International
Development Association (IDA). In this broader geo-political
context, McNamara emerged as a successful policy entrepreneur,
selling the Bank’s role in promoting poverty reduction and the
delivery of basic needs as essential to the maintenance of stability
in the world system (Vetterlain, 2012). The Bank’s capital base
increased fourfold under McNamara’s leadership.
Under McNamara, the Bank’s approach to poverty revolved
around the idea of redistributing the outputs of growth, through
investment projects that targeted the productive capacities of the
poor (Kapur et al., 1997). Lending in fields such as integrated rural
development for small farmers, water supply, and urban services
and infrastructure provided a clever bridge between the Bank’s
early infrastructure focus and the new poverty agenda. Poverty
reduction was also carefully framed as part of the Bank’s evolution
as a source of expertise on economic growth and development.
In the 1960s and 1970s, the Bank became the largest employer
of development economists and pioneered the development of
country economic reviews and other types of development policy
research based in the discipline of economics (Ayres, 1983;
Finnemore, 1996).
Education did not figure as importantly as other social sectors in
the Bank’s activities during the 1960s, in part because education
was not viewed by Bank leadership as directly linked to its focus on
improving the material assets of the poor (Stern, 1997, p. 603;
Kapur et al., 1997). The Bank’s first foray into education was the
training components of larger infrastructure initiatives in the
1960s. However as more and more newly independent nations
joined the Bank, the demand for loans to education increased. In
the seventies, a new Department of Education was created inside
the Bank. Education sector efforts led by this new department were
framed within theories of manpower planning, endorsed by the
dominant country economics teams who controlled lending
priorities within the Bank (Heyneman, 2003). Projects therefore
focused on technical vocational education and providing more
‘practical’ curriculum in secondary education, as a way to train
skilled workers and help governments fill skills shortages (Heyneman, 2003; Jones, 1992). Education projects also focused on
infrastructure for education systems: the building of schools,
laboratories, workshops, and libraries (Jones, 1992). Neither the
Bank nor its client governments were interested in loans for
recurrent costs such as teachers’ salaries or even textbooks
(Heyneman, 2003).
The McNamara period saw education established as a legitimate sector of Bank activity, one that had considerable attraction
for borrowing countries. But perhaps because the link between
investing in education and economic growth had not yet been
well established, education sector lending during this period
rose at only a slightly greater rate than overall bank lending
%
K. Mundy, A. Verger / International Journal of Educational Development 40 (2015) 9–18
11
10
9
8
7
6
5
4
3
2
1
0
Fig. 1. Education as percent of World Bank total lending.
Source: Authors with data from the WB education lending figures database (http://
go.worldbank.org/PMV1NRBOM1).
(Mundy, 2002, p. 486). The Bank’s Education spending remained
less than 5 percent of total lending (see Fig. 1). It was only towards
the end of McNamara’s reign, when a new generation of ‘‘human
capital’’ economists were hired at the Bank, that the link between
investments in health and education and the increase in the
productivity of workers became widely recognized within the
institution (World Bank, 1980; Kapur et al., 1997, pp. 326–327).1
4. Structural adjustment and basic education: surprising
bedfellows and a new economic argument
The 1980s and early 1990s saw the World Bank develop a
distinctive policy agenda for education, which married a new focus
on basic education to its broader engagement in mitigating the
debt crisis in low and middle-income countries. Drawing heavily
on the economic theories of human capital, the education sector
within the Bank was able to produce a strong internal rationale for
the rapid expansion of Bank lending in education (see Fig. 1 above),
in a way that intersected with its approach to structural
adjustment lending during this era.
In the beginning of the eighties, the spectre of massive public
debt in the developing world was making it increasingly difficult
for the Bank to justify further lending to governments. Among the
Bank’s most powerful shareholders, there was little appetite for
debt relief, and the Bank was increasingly drawn into joint cause
with the IMF as it developed techniques to address debt through
fundamental restructuring of national economies and governments. The Reagan administration actively promoted a harsh
version of neoliberal orthodoxy within the Bank and the IMF, and
under the US appointed President, Tom Clausen and the Bank’s
American chief economist, Anne Krueger, the focus on poverty in
the Bank’s corporate level discourse declined (Vetterlain, 2012).
Structural adjustment policies targeted the downsizing of public
expenditure, the liberalization of markets, and the privatization
of public utilities as key measures towards achieving macroeconomic stabilization. The Bank emerged at the centre of a
neo-classical resurgence in development economics, more responsible than perhaps any other organization for elaborating what
has come to be called the ‘‘Washington consensus’’ agenda for
low and middle income countries (cf. Miller-Adams, 1999;
Williamson, 1993).
It was in this context that the Bank hired a prominent human
capital economist previously based at the London School of
Economics, George Psacharopoulos (Heyneman, 2012). Psacharopoulos’ research on wage differentials by level of education in
1
Human capital theory, as developed within the public economics, states that
there is a direct relationship between investments in education (usually measured
as years of schooling) and the productivity of workers (reflected both on the
workers’ income and in their countries’ economic growth) (Schultz, 1971).
12
K. Mundy, A. Verger / International Journal of Educational Development 40 (2015) 9–18
developing countries suggested that investing in primary education produces higher net returns on public investment than tertiary
education. The technique he helped to popularize in the education
domain, ‘‘rate of return analysis’’ (RoR), fell onto fertile ground
within the Bank, long dominated by the discipline of economics.
For the first time education sector staff had a standard technique
for ‘‘cost–benefit’’ estimations of World Bank investments in
education (Heyneman, 2003).
RoR analysis fit in well with the neo-classical resurgence
occurring within the Bank, and particularly with the argument that
elite capture of state resources forms the primary barrier to
economic restructuring and growth. RoR analysis provided a clear
strategy on education policy priorities, arguing for a concentration
of public investment in primary education. It also encouraged the
privatization of higher education levels, where government
subsidies were understood as regressive because they primarily
supported the attendance of economically well off students
(Colclough, 1996). Around the world, governments in the throes
of debt crises were advised by the Bank to restructure their
education sectors following a rather simple ‘‘short policy menu’’ (cf
Heyneman, 2003), which emphasized privatization of tertiary level
institutions (cuts to student subsidies, loan schemes and taxes on
graduates, etc.) while also encouraging investments in primary
education that included greater decentralization of educational
systems, increased parental contributions to the basic costs of
buildings, books and materials, and openness to private provision.2
As captured in the 1986 ‘‘Financing Education in Developing
Countries’’, and the 1995 Policy Paper ‘‘Priorities and Strategies in
Education’’ the Bank’s education policy discourse became firmly
rooted in the Bank’s overarching response to the debt crisis among
its client member states (World Bank, 1986, 1988a, 1995).3
An increasing volume of Bank lending in the structural
adjustment era was delivered in larger loans conditioned on
policy changes – differing from the project-like investments of the
previous period. Certain aspects of structural adjustment loans had
clear bearing on education – for example caps on governments
spending or conditionalities focused on cuts to the size of the
civil service. At the same time, wherever a need for structural
adjustment emerged in the context of fiscal insolvency (from Africa
in the late 1980s, to Mexico and former Soviet states in the early
1990s, and to Asia post 1997), the Bank also offered borrowing
countries new ‘‘sector adjustment loans’’ with policy conditionalities aimed at the restructuring of public sector education
spending. Common policy recommendations built upon the
Bank’s epistemic anchor in neo-classical economics to form what
Colclough (1996) has described as the Edlib (education liberalization) agenda. This included lowering subsidies to tertiary level
education and introducing user fees at this level; and encouraging
efficiency-driven reforms in kindergarten to Grade 12 level
schooling through the use of contract teachers, lowering of
repetition rates, and parental ‘‘participation’’ in school level costs
(IEG, 2011a; World Bank, 2004; Alexander, 2002; Hinchliffe, 1993;
Jimenez, 1987; Mingat and Tan, 1984; World Bank, 1988b, 1986;
World Bank, 1995). During this period, Bank investment in
secondary vocational schools declined significantly in favour of
less expensive non-formal vocational training (Middleton, 1988),
and Bank work on literacy and adult education further deteriorated
(Nordtveit, 2012). Borrowing countries, increasingly reliant on
2
See the Bank’s 1988 education in Sub-Saharan Africa report and its 1995 Policy
and Strategies for Education (World Bank, 1988a, 1988b, 1995).
3
Additional momentum for education sector lending was garnered through the
Bank’s ‘‘discovery’’ of the East Asian economic miracle in a series of research
publications which found that investment in basic education, alongside the
development of export oriented markets, had produced rapid economic growth
(Mundy, 2002; Wade, 1996).
international financial institutions for liquidity, had limited ability
to contest this new policy agenda.
One of the paradoxes of this period came precisely because
the Bank’s short policy menu in education focused on primary
schooling as the most reasonable public sector investment in
education. By the early 1990s, a powerful push back against
structural adjustment was emerging within civil society and
among UN organizations, which pressed the Bank to implement
‘‘structural adjustment with a human face’’ (see Cornia et al.,
1988). Bank education sector staff capitalized on this opportunity. On the basis of rates of return analysis, they skilfully argued to
the Bank Executive Directors and the Bank’s internal country
economists that spending in social sectors like education had to
be protected and refocused on services that mostly benefit the
poor – particularly primary schooling, while at the same time
playing to internal expectations among its own economists for a
smaller and more efficient public sector (Jones, 1992, 2006). Bank
education sector staff also mobilized politically, linking up with
leaders at UNICEF and UNESCO to host the World Conference
on Education for All in Jomtien in 1990 which created an
important external source of legitimacy and attention for the
Bank’s role in education at a time when the Bank was under fire
and UNESCO itself was faltering under increased political tension
(Chabbott, 2003).
In summary, an opportunistic technical cadre within the
Bank found a way of framing a Bank mandate in education that
could be legitimated in the terms of the economic orthodoxy of
the period, but also in terms of pro-poor sentiments, building
on the context of the Washington Consensus which was actively
promoted by the American administration with support from
other OECD members. Despite the criticisms of its excessive
simplicity, the Bank emerged from this era as the IO with the
most consistent strategy and message in the field of educational
development. As can been seen in Figs. 2 and 3, the era of
structural adjustment lending contributed to substantial
increases in Bank lending activity in education. It also gave an
enormous lift to Bank lending to basic education,4 which came to
dominate all other education subsectors (Mundy, 2002).
5. The bank and the global development consensus (1996–
2008)
The period from the mid-1990s into the first decade of the new
millennium saw the Bank face a series of new challenges in its
broader authorizing environment. Private financing for development was on the upsurge, challenging the Bank’s lending in
middle-income countries. Civil society advocacy against structural
adjustment policies reached its zenith,5 forcing the Bank into a
much stronger campaign to legitimate its practices and activities.
At the same time, the decade following the end of the Cold War,
saw the Bank’s most powerful member states, the G-8 countries,
develop a strong consensus about international development,
leading to the rise of grant based financing for development at
the end of the 1990s captured at its peaks at the Gleneagles G-8
summit in 2005.
The new compact on development that began to emerge among
OECD governments after 1996 committed them to an expanded
programme of debt relief, increased levels and harmonization
of bilateral aid, and a focus on a handful of top development
4
Basic education is defined by the Bank as the sum of 3/4*General
education + Pre-primary education + Primary education + 1/2*Secondary education + 3/4*Public administration-education.
5
Former officials from the Bank were also part of this wave of critiques – most
notably Joseph Stiglitz - senior vice-president and chief economist between
1997 and 2000 (see Stiglitz, 2003).
Million dollars
K. Mundy, A. Verger / International Journal of Educational Development 40 (2015) 9–18
4000
3500
3000
2500
2000
1500
1000
500
0
IDA
IBRD
IBRD+IDA
Fig. 2. Education new commitments (2011 constant dolars).
Source: Authors with data from the WB education lending figures database.
100
80
60
40
20
0
90-91
92-93
94-95
96-97
BAS
98-99
PRIM
00-01
02-03
SEC
04-05
TER
06-07
08-09
10-11
12
VOC
Fig. 3. WB (IBRD + IDA) new education commitments per level (as percentage of
total education commitments).
Source: Authors with data from the WB education lending figures database.
priorities, including universal education (OECD/DAC., 1996). In
2000, the IMF, OECD, World Bank, and UN also promised closer
coordination, more attention to country ownership of development, and a tighter focus on specific development priorities (again
including education) in a document entitled ‘‘A Better World for
All’’ (IMF et al., 2000). Both agreements fed into the Millennium
Development Summit and Millennium Development Declaration,
which aligned the United Nations and its agencies, the Bretton
Woods institutions, and OECD governments behind a unifying
framework (United Nations General Assembly, 2000). This new
consensus about international poverty and inequality set out a
global ‘‘Third Way’’ between the Washington consensus and a
more pro-poor approach to development, capable of responding to
rising international protests against globalization and the aftermath of the East Asian economic crisis of the late 1990s (Stiglitz,
2003; Thérien, 2002, 2005; Ruggie, 2003; Noel, 2005).
Under James Wolfensohn (World Bank president from 1995–
2005), the Bank emerged as central to this new development
consensus. Wolfensohn quickly announced that the Bank would
revitalize its focus on poverty alleviation, and restructure its
practices to become more ‘‘client centred.’’ The establishment of
the Heavily Indebted Poor Country Initiative in 1996 under the
IMF and World Bank (enhanced in 1999), created the largest
single impetus for expanded national social sector spending in a
generation (Hinchliffe, 2004). In this context, the Bank’s structural
adjustment lending was replaced by ‘‘poverty reduction strategy
operations’’ which now provided policy based tranches of
financing for country-led poverty reduction strategies. Such
strategies, which became a central policy tool in the context of
the Bank but also many other aid agencies, combined macroeconomic Washington consensus era reforms with enhanced attention to human development, social protection, and governance
in what became known as the ‘‘post-Washington consensus’’
(Tarabini and Jacovkis, 2012). Wolfensohn’s efforts also included a
plan to diversify the Bank’s business by becoming ‘‘a Knowledge
Bank’’ through renewed emphasis on policy relevant evidence
and the provision of technical advice to governments (Stone and
Wright, 2007).
Education emerged quite centrally within the new postWashington agenda. Although the education–poverty relationship
13
remained quite weakly conceptualized within the Bank (Bonal,
2007), it was attractive to the Bank precisely because it straddled
both equity – and productivity – conceptualizations of development, while limiting commitment to stronger redistributive
measures that might conflict with neo-classical economic theories.
Thus, according to the Bank:
The expansion of educational opportunity, which can simultaneously promote income equality and growth, is a win–win
strategy that in most societies is far easier to implement than the
redistribution of other assets, such as land or capital. In short,
education is one of the most powerful instruments known for
reducing poverty and inequality and for laying the basis for
sustained economic growth, sound governance and effective
institutions (World Bank, 2002, p. v).
In keeping with this broad framing, many of the Bank’s core
ideas from its 1990s education policy statements remained
consistent in this period, reflecting the continued dominance of
neo-classical economic orthodoxy within the Bank. In the Bank’s
expanded focus on ‘‘good governance’’ prescriptions for education
systems took on an economistic and orthodox colouring. Thus,
ideas grounded on public choice and new public management like
the decentralization of central state control over basic services,
school-based management, local accountability, and the introduction of direct incentives to productivity among user groups
emerged across the Bank’s K-12 operations. This type of policy
ideas received perhaps their strongest and most forceful articulation in the 2004 World Development Report ‘‘Making Services
Work of the Poor’’ (World Bank, 2004; Weaver, 2008; Lincove,
2006; IEG, 2011b; Gershberg et al., 2012). Similarly, in higher
education where the Bank sought to expand its lending and
diversify its business, much of the earlier logic of the Bank’s short
policy menu remained intact: most projects retained a preference
for private sector provision and cost recovery and advocated the
use of competition based incentives to enhance university
performance, adding to this agenda new third party ‘‘quality
assurance’’ mechanisms (Robertson, 2009).
The Bank was able to retain its central role in basic education
during the 2000s, especially in primary education, the education
subsector most tightly linked to Wolfensohn’s resurgent vision of
the Bank’s poverty mandate and most closely aligned to the
Millennium Development goals. In education, as in health, the
Bank successfully promoted a vision of itself as a platform for
pooled funding from OECD donor countries, utilizing sector-wide
approaches to education anchored with coherent sector plans. The
Bank also became a host for sector trust funds from bilateral and
private sector donors.6 At the Dakar world conference on education
in 2000, Wolfensohn announced that the Bank would allow no
country with a coherent education sector plan to be left behind in
achieving universal primary education for want of finance. To
meet this pledge the Bank became the host of a new multilateral
fund for basic education in 2002, called the ‘‘Education for All Fast
Track Initiative.’’ Wolfensohn’s policy entrepreneurship and
responsiveness to the broader demands from Bank members,
resulted in the growth of education sector lending grow both as a
share of total World Bank lending (almost doubling to reach over
8 percent of lending) and in real terms, especially in basic
education (see Figs. 2 and 3).
6
Many bilateral donors began to set up sector specific trust funds to support
education research and analytical activities including for example, the Russians,
Dutch and Irish, providing a flexible source of funding for ‘‘knowledge bank’’
initiatives in education (IEG, 2011a). Larger multi-donor trust funds in education
focused on conflict-affected states (Sudan and Haiti, for example) were also
established inside the Bank rather than in other potential IO venues. As the IEG
evaluation of Bank hosted trust funds notes, the overall value of trust funds between
2003 and 2008 exceeded IDA commitments in the same period (IEG, 2011a).
14
K. Mundy, A. Verger / International Journal of Educational Development 40 (2015) 9–18
At the same time, the Bank had to rethink its education
activities in the face both of more widely available grant financing
(for low income countries) and private lending (for middle income
countries) as well as the sharpened external critique of its practices
from NGO advocates. Bank lending for education declined
substantially in the last years of the 1990s, particularly among
middle income borrowers eligible under the IBRD (see Fig. 2). This
was, in part, the consequence of increasing private flows of finance
for eligible borrowers, but it also reflected a push back against the
Education for All agenda (concentrated on primary education) from
countries convinced that higher-level skills were most valuable in
the global knowledge economy. Bank lending to IDA countries also
dipped in the late 1990s, recovering rapidly after 2001 but in a
context of increased availability of grant-based aid.
To respond to this decline in demand, the Bank sought to
diversify the appeal of its education sector funding to different
types of borrowers, focusing on more on client driven lending.
Under Director of Education, Maris O’Rourke, it tried to solve the
‘‘problematic trends’’ of decreasing lending to middle income
countries by promoting operations in emerging economies,
including in Eastern Europe (Jones, 2006). Diverting from its
‘‘simplified policy’’ of the 1990s, the Bank offered more expansive
policy statements recognizing the need for greater public
spending on Higher Education within the context of a global
knowledge economy (World Bank, 2000; Samoff and Carrol,
2003). Yet despite the move towards client driven lending with
fewer sectoral conditionalities, ex post conditions such as
indicative benchmarks and numerical objectives were expanded,
as another way of incentivizing specific country behaviour (World
Bank, 2005).7
Throughout this period of rapid growth in the Bank’s authority
and scope in the education sector, it is important to note that
internal policy entrepreneurship by Bank education sector staff
was not always successful, and depended heavily upon wider
political opportunities in the Bank’s authorizing environment. Two
contentious issues in global education policy illustrate how a
complex interplay of internal and external factors came to
determine World Bank policies and activities in education during
this period: free and universal access to primary education, and the
private provision of schooling.
In the case of fee-free education, the Bank’s policies from the
late 1980s to the late 1990s had encouraged parental participation
(contributions) to basic education, both to offset gaps in national
budgets and to encourage (according to the Bank’s 1995 Policies
and Strategies) greater parental commitment and engagement in
schools. However, in 2001, the Bank changed its longstanding
support for parental ‘‘participation’’ in school financing under
direct pressure from US based NGO advocacy organizations. As
O’Brien et al., 2000, and others have shown, when social
movements try to influence the Bank policies, they quite often
do so by putting pressure on the US Treasury first. In this instance a
powerful transnational campaign to end user fees in education and
health, grounded on the case of Tanzania, resulted in a decision by
Congress to include language in the foreign aid appropriations
bill that required the U.S. Treasury to instruct the US Executive
Director at the Bank to oppose any multilateral development loan
that included user fees in basic education and health (Alonso i
Terme, 2002; Mundy, 2006). The Bank responded quickly, issuing a
policy statement officially opposing school fees in 2001. Soon after
the Bank developed a programme with UNICEF to promote school
fee abolition in low-income countries (Katten and Burnett, 2004;
Vavrus and Kwauk, 2012).
Increasing the share of private education service providers, and
promoting the channelling of public funds to private providers,
is another policy with longstanding support from among the
Bank’s economists and education sector specialists. Research
and advocacy for this approach flourished alongside the Bank’s
endorsement of ‘‘universal free education/education for all.’’ As
documented in Mundy and Menashy (2012) and Verger (2012),
private provision of schooling was characterized as inherently
desirable in many of the Bank’s policy statements and research
publications (see World Bank, 1999, 2005; Patrinos et al., 2009). An
influential epistemic community supportive of private provision
emerged within the Bank, anchored by a joint programme of
research and events between the Bank’s Economics of Education
group and a new group devoted to financing private education at
the International Finance Corporation (the Bank’s private sector
lending arm) (Verger, 2012; Mundy and Menashy, 2014a, 2014b).
In-house policy entrepreneurs hosted regular workshops on
private provision and brought leading providers of private
schooling and key US based advocates of privatization (where
the trend towards private provision has grown) into the Bank’s
ambit. Yet despite these efforts, loans that support private sector
provision decreased in the Bank’s lending portfolio during the
2000s (Mundy and Menashy, 2012), as suggested in Fig. 4. It seems
that many client governments were simply not interested in
taking public sector loans to support private provision. Drawing
on Weaver (2008) we can hypothesize that this disjuncture
between talk, decisions and actions became a functional response
of the World Bank as it attempted to manage conflicting external
agendas arising from the demands of client governments, and the
internal institutional preferences derived from pre-existing
cultural norms and routines.
In summary, the character of the Bank as a global governor of
education changed substantively in the 1996–2008 period. The
Bank proved adept at capturing and leading on major parts of the
OECD development consensus as it related to primary education,
and at the same time, managed to diversify its policy prescriptions while retaining a strong focus on financing efficiencies and
private provision in its approach to education. While the Bank’s
internal culture – especially its reliance on neo-classical
economic orthodoxies – led to a degree of consistency in its
formal policy setting, and in some dimensions of its lending
programmes, the ‘‘short policy menu’’ for education of the
structural adjustment era clearly gave way to a wider and more
diverse approach to education in its actual operations. Here the
demands and preferences of borrowing countries played an
important role in shaping some surprising disjunctures between
the Bank as a setter of a global education agenda, and its role as
the single largest global financer of educational reforms.
60%
50%
40%
30%
20%
10%
0%
7
A good example of this can be found in the Bank’s PRSP Handbook, which
provided prescriptive arguments and policy benchmarks in education that were
quite clearly in tension with the participatory and bottom-up processes putatively
intended to accompany PRSPS (Robertson et al., 2007).
Fig. 4. Percentage of Education projects with privatization components.
Source: Authors with data from the WB Education Projects Database (see http://
go.worldbank.org/6LRTJRJK30).
K. Mundy, A. Verger / International Journal of Educational Development 40 (2015) 9–18
6. After Wolfensohn and the global financial crisis: bank
hegemony challenged?
Although it is dangerous to speculate, we can use our heuristic
focus on the three drivers of change in World Bank policy to
explore how geo-political and ideological shifts among the Bank’s
most powerful member governments and in its borrowing (or
‘‘client’’) countries are likely to interact with the Bank’s distinctive
organizational culture in the period after 2008. The Bank has a
new, reform-minded President, Jim Yong Kim. It is widely seen
as no longer enjoying the stable coalition of principals who share
a common agenda (see for example, recent coverage in the
media: El-Erian, 2014); and its work has been profoundly shaped
by the 2008 financial crisis and will likely be affected by rising
international insecurity. In this section we ask how such changes
internally and in the Bank’s wider authorizing environment are
affecting or likely to affect its work in the education sector.
In relation to the Bank’s longstanding relationship with its most
powerful members, the Bank presently operates in a climate of
what Rodrik describes as ‘‘leaderless globalization’’ (Rodrik, 2012).
The G7 governments that have historically been the Bank’s most
powerful principals, including the United States, continue to face
significant economic fall-out from the 2008 financial crisis: they
themselves are plagued by high debt and low growth. At the same
time, they have been hit by a wave of complex security issues that
threaten global stability and the global economy, including recent
events in Eastern Europe, the Middle East, and the growth of
Islamic fundamentalist militantism. We can speculate that finance
for global development is unlikely to emerge high on the policy
agendas of G7 countries, though if it does it will likely be linked to
areas that directly address these collective geopolitical challenges.
At the same time, rising powers, such as China, India, Brazil,
and countries in the Middle East (among others), are increasingly
powerful on the global stage. They also became influential
development actors: annual concessional flows from emerging
economies to low-income countries was roughly estimated to
be between US$12–15 billion by 2011, equivalent to about
10 percent and 15 percent of the aid provided by developed
countries (World Bank, 2013a). To date the Bank has made much
of the opportunity to work with these emerging powers, relying
on the innate economic pragmatism of emerging economies,
which value access to an expanded, relatively open and globally
integrated world economy, and which in some cases (such as
China) remain reliable borrowers of Bank finance (Cammack,
2011). The Bank has also gained considerable support from the
G20 governments from its responsiveness in rapidly disbursing
funds after the financial crisis. However, observers note that it is
important to remember that these countries are primarily
focused on expanding their spheres of geo-political influence
on a bilateral basis. They have sharply different approaches to
economic, political and social development and share a limited
appetite for international regimes that constrain national
sovereignty (including in such putatively domestic spheres as
education); and they are not satisfied with their representation
within the Bank (Güven, 2012; The Economist, 2014).
Going forward the Bank will have to address the concerns of
rising powers, such as China and India, who are in transition from
being ‘‘clients’’ of the Bank to ‘‘powerful principals’’ and who along
with Russia and India have expressed dissatisfaction with the pace
of reforms in the Bretton Woods institutions (Bracht, 2013). As
illustrated by the creation of a new international development
Bank by the BRICS (Brazil, Russia, India, China and South Africa) at
their annual summit in 2013, as well as by the growth of bilateral
aid from the BRICS, emerging economies are beginning to
destabilize the Bank’s hegemony as a development policy setter
and lender. The Bank will have to work hard to shape a thicker set
15
of developmental preferences that are endorsed and supported by
its emerging market members (Cammack, 2011).
In relation to its lower income and lower middle-income
borrowing members, the Bank faces an equally perplexing set of
challenges. As recent analyses suggest, many of the Bank’s high
performing IDA borrowers are set to graduate into the league of
middle-income countries. The Bank is under some pressure to
redirect its IDA portfolio and find successful new ways of working
with a shrinking group of IDA eligible borrowers, which are often
conflict-affected or politically fragile (contexts where the Bank’s
experience has been quite weak) (Severino, 2012). The Bank is in
better shape on the IBRD side, with its more secure funding base
derived from the proceeds of previous loans. But the IBRD, which
focuses lending on middle-income countries, faces its own
challenges. The rising majority of the world’s poor live in middle
income countries, creating a natural market for new Bank lending.
Yet middle-income governments are among the Bank’s most
discerning and demanding borrowers, and they are not interested
in one size fits all policy prescriptions (Güven, 2012).
Organizationally the Bank is in a state of flux. Over a relatively
short period (2005–2012) it has had three presidents, most
recently, Jim Yong Kim, a reform minded medical doctor who
has a background in the health sector development. Unlike many
previous Bank presidents, Kim is neither an economist nor
someone with business/financial sector experience. Kim has
introduced a new World Bank Group Strategy (2013b), which
commits the Bank to two main goals: ending extreme poverty,
and promoting shared prosperity and income growth among the
bottom 40 percent of the population in every country. The strategy
promises to reposition the Bank as a ‘‘solutions Bank’’ focused on
the science of delivery, results, and the dissemination of global best
practices; and to align the work of all three arms of the Bank (IDA/
IBRD, the International Financial Corporation, and the Multilateral
Investment Guarantee Agency), as well as the multiplying number
of donor funded ‘‘trust funds’’ that the Bank manages, around a
clearer set of solutions that better leverages the development
impact of both public and private actors.
Kim has also instituted a complete organizational restructuring
of the Bank’s bureaucracy, including the creation in 2014 of
fourteen global practices groups (through a process in which all
senior managers resigned and reapplied for positions) and
significant cuts to staffing and the Bank’s administrative budget.
This restructuring responds to two key problems. First are
complaints from donor members and others that the Bank is
bloated – for example, the claim by the World Bank Alumni
Association, that the Bank ‘‘has a very cumbersome inefficient
internal structure. It is highly reliant on consultants, in large
measure because it has mismanaged its core cadre of experts, and
excessively decentralized to the point that the budget is a serious
and growing constraint’’ (quoted in Samerasekera, 2012; see also
Behar, 2012; Lowrey, 2014; Talley, 2014). Second, the reforms try
to reposition the Bank as a purveyor of expertise, especially of
expertise on poverty alleviation relevant to middle income
countries – responding to the fact that the Bank has not been
able to secure a clear role for itself as a knowledge bank and to
increasing competition from other expertise providing organizations, such as private consulting firms and other international
organizations, including regional banks (Nehru, 2012).
Trends in the education sector suggest how the Bank is
scrambling to manage these different dynamics. As part of the
Bank’s response to the financial crisis (2008–2010), its education
lending activity spiked in 2008–2009, rising from 24,702 to 58,747
million US$ ‘‘through a combination of additional financing of
ongoing projects and approval of large projects in Brazil, Indonesia,
Mexico, and Pakistan’’ (IEG, 2011b, p. xi). Nonetheless, Bank
spending on education has fallen off significantly as a share of total
16
K. Mundy, A. Verger / International Journal of Educational Development 40 (2015) 9–18
Table 1
Top 10 borrowers in education projects (million $).
1987–1995
1996–2007
2008–2012
1. India – 2314.9
2. Mexico – 2009
3. Brazil – 1134.1
4. China – 923.9
5. Indonesia – 871.3
6. Pakistan – 753.7
7. Argentina – 622.5
8. Korea – 496.6
9. The Philippines – 321
10. Kenya – 249.3
1. India – 3918.23
2. Pakistan – 2394.8
3. Indonesia – 2019.84
4. Brazil – 1907.9
5. Mexico – 1865.2
6. Bangladesh – 1385.7
7. Colombia – 1057.2
8. Uganda – 921.14
9. Ghana – 852
10. Ethiopia – 846.5
1. Brazil – 5284
2. Poland – 2631
3. India – 2356
4. Turkey – 2000
5. Indonesia – 1821.66
6. Pakistan – 1771
7. Mexico – 1320.75
8. Colombia – 1001.5
9. Costa Rica – 700
10. Bangladesh – 695
Source: Authors, with data from the WB Projects & Operations Database – projects
identified include non-education projects with education components.
Bank lending since it peaked in 2004/2005 (Fig. 1), reflecting a drop
in demand for education sector lending. As shown below SubSaharan-African countries have disappeared from the top list of
Bank education borrowers – in part because many very lowincome countries prefer grant based financing for basic education,
such as that provided by the Global Partnership for Education
(which the Bank hosts) (see Beardmore and Middleton, 2012). Thus
the financial crisis secured a trend that tilts Bank education lending
towards large emerging economies, and away from basic education to secondary and tertiary levels of education which are in
particular demand among emerging market economies (see
Table 1 and Fig. 3).
To manage the shifts in external demand for its services, a high
profile series of consultations led to the drafting and Board
adoption of a new Bank education sector strategy in 2011 (Verger
et al., 2014). Focused on ‘‘learning for all,’’ the new policy poises the
Bank to break with an earlier pattern of funding project inputs, and
embraces policy based lending that is intended to spur the Bank’s
new results focus by creating incentives for learning outcomes
(World Bank, 2011). In its new strategy, the Bank promises to focus
on whole system reform (allowing clients to define different subsectoral investments), while also committing itself to enlarging its
role as purveyor of policy knowledge and expertise. Central to
this is the creation of standardized benchmarks and policy tools
for system development in such areas as teachers’ management,
national learning assessments, decentralization and accountability, and private provision of services, under its new SABER initiative
(Systems Approach for Better Educational Results).
The translation of the ambitious ‘systemic reform for learning’
agenda at the country level may be more challenging than ever,
and could feed what the Bank’s Independent Evaluation Group has
noted is a longer term of decreasing effectiveness in education
operations (IEG, 2011b).8 According to Nelson (1999) and to the
IEG (2011b) the larger scope of Bank operations in education with
respect to the time frame for results and staffing incentives, on the
one hand, and the increasing degree of complexity in projects’
design in relation to the level of borrower’s political commitment
and capacity, on the other, create significant problems in
implementation and therefore in the delivery of quantifiable
results. The Bank has had great difficulty in improving learning
outcomes despite a concerted effort over more than a decade to
focus on investments that will enhance learning (see for evidence
the evaluation of the Bank’s support to primary education, IEG,
2004). Going forward it will be very interesting to see whether the
Bank can sell the idea of borrowing to enhance learning outcomes
for the bottom 40 percent in middle income countries (we suspect
the more likely alternative is a continued rise in demand among
middle income countries for loans to expand higher education
and post secondary skills training). It will be equally important to
monitor the Bank’s effectiveness in translating its learning and
results focused education agenda into results in the shrinking
(increasingly conflict affected) group of IDA eligible countries.
These are contexts in which the Bank’s highly planned and
government focused approach to reform has not proven nimble
and responsive. As a lender to governments, the Bank is not well
positioned to provide intermediate solutions (such as direct
funding of non-state service providers) that are needed as stopgaps while engaging in system re-building (see Pritchett, 2013 for a
controversial review of this issue).
A strong bid for a scientifically based, simplified framework is
the somewhat predictable outcome of the Bank’s organizational
culture and history, and it fits well with President Kim’s call for
the Bank to invest in the ‘‘science of delivery’’. But it is an open
question whether this highly linear conceptualization of educational development, married as it is to a focus on leveraging system
change through the creation of new types of incentives within
borrowing country systems, will prove attractive to (and effective
for) an increasingly diverse and discerning group of borrowers.
7. Conclusions
On the basis of its substantial lending capacity, persuasive
knowledge production and transnational political clout, the World
Bank has become a key global governance actor in the education
for development field. The World Bank entered into the education
business in a quite tangential way and without a proper mandate,
but education has ended up representing a significant portion of
the Bank’s lending portfolio. Furthermore, its education policy
agenda has become wider and increasingly more complex with the
passage of time: it started by providing basic material inputs to
education systems, and now is focusing on improving learning
outcomes through ambitious systemic reforms.
To understand the evolution of the World Bank education
agenda, we have harnessed an approach to understanding
international organizations borrowed from the field of political
science. In this approach three main dynamics interact and are
the focus for our analysis: geopolitical factors and the way most
powerful states use the IO to promote their interests and
preferences; the influence exerted by IO bureaucracies (both at
their apex and within among their technical divisions); and the
way the Bank tries to condition and/or is forced to respond to
client-countries demands.
The case of education illustrates how changing external
dynamics became opportunities for internal entrepreneurs to
develop a strong, simplified agenda for educational reform that
bridged core precepts of neoliberalism and the Washington
consensus. These same staff also proved adept at marrying this
agenda, which argued for the concentration of public investment
in primary education, to both aspects of the Bank’s structural
adjustment agenda and to the emergence of a global development
consensus focused on poverty reduction and human development
in the late 1990s.
Yet while specific parts of this agenda, such as system
decentralization and the introduction of performance incentives
has spread into most Bank lending programmes, some aspects of
the agenda have clearly been rejected by borrowers and (often
after civil society contestation) by some powerful members. Thus
for example, the Bank had to reverse its policies on school fees in
elementary education and has had difficulty convincing client
countries to borrow for programmes that expand private and
commercially provided educational services. Clearly, borrowing
8
According to a recent IEG review, only fifty-seven percent of education sector
board projects had satisfactory Bank performance ratings, a 29 percent decline from
FY05–07. Bank performance ratings at the institutional level, without education,
would increase to 79 percent (IEG, 2011b).
K. Mundy, A. Verger / International Journal of Educational Development 40 (2015) 9–18
governments play an important role in conditioning the character
of Bank activities, and their preferences are at least partly
responsible for disjunctures between Bank’s agenda-setting role
and its practical engagement in the financing of educational
development.
This article has also raised questions about the future of the
Bank in the global governance of education. Until quite recently
one could confidently identify the Bank as the pre-eminent global
governor of educational policies, particularly influential in
emerging and low-income country contexts. Today, the Bank’s
influence in education is less certain, for at least four reasons: the
changing composition of its most powerful members; the
growing diversity of preferences among Bank borrowers (many
of whom prefer membership in the OECD ‘‘club’’ over Bank
prescriptions); the rigidity and linearity of Bank prescriptions for
educational systems (which are of questionable value in the
varied political economies of rapidly transforming emerging
economies); and the fact that the Bank’s IDA facility must now
address the complex needs of conflict affected and politically
fragile states, very different from the concentration on ‘‘high
performing’’ countries that has anchored its IDA lending over the
past decade. Future research on the Bank’s role as a global
governor in the education sector will need to pay attention to
each of these trends to understand what promises to be future
decades of instability in the education for development field,
during which the Bank’s hegemony in education for development
is likely to be challenged.
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