Common Origin Different Paths. Transform
Common Origin Different Paths. Transform
net/publication/267232244
READS
45
2 AUTHORS:
Mikołaj Herbst
Anna Wojciuk
The research leading to these results received funding from the European Union's Seventh
Framework Programme (FP7/2007-2013) under the grant agreement “Growth-Innovation-
Competitiveness: Fostering Cohesion in Central and Eastern Europe” (GRNCOH)
1We are grateful to Gábor Halász, Miroslava Federicova, Daniel Munich and Dóra Prekopa for their helpful
comments and detailed information on the education systems of the four countries.
1
Mikołaj Herbst
EUROREG, University of Warsaw
Anna Wojciuk
Educational Research Institute
Abstract
The goal of this work is to better understand the existing variation in educational outcomes between
the Czech Republic, Hungary, Poland and Slovakia by comparing the institutional changes in the
education systems. The motivation comes from the strongly divergent achievements of these
countries in PISA tests, in which Poland has recently outperformed the other counties of the region.
We attempt to demonstrate that the educational reforms implemented during the transformation
period introduced very different institutional arrangements in the four countries, although their
systems shared many common characteristics at the beginning of 1990s.
Differences between the national approaches to educational reforms are particularly reflected in the
modes of education decentralization, level of school autonomy, measurement of outcomes, funding
mechanisms, tracking of students to different educational paths and regulations regarding teachers.
Compared to the other three countries, Poland appears to have the most balanced division of
competencies between various levels of educational governance, which seemingly makes the efforts
of central agencies, local governments and school principals more complementary as compared to
the other countries discussed. Delayed student tracking and the implementation of standardized
examinations at three different stages of schooling has kept the Polish education system relatively
uniform, and based on common standards, even though most managerial responsibilities have been
transferred to the local level.
2
Content
1. Introduction ..................................................................................................................................... 4
2. Aims, conceptual framework and methods .................................................................................... 4
3. The origin and the outcomes .......................................................................................................... 5
3.1 Education systems in the four coutries in the context of transition ......................................... 5
3.2. Outcomes of education - recent state and dynamics ............................................................. 8
4. Approaches to educational reforms .............................................................................................. 12
4.1 Organization of schooling and tracking – recent state............................................................ 12
4.2. Decentralisation of education provision ................................................................................ 16
4.3. Education Funding .................................................................................................................. 22
4.4. Means of over quality control ................................................................................................ 24
Curriculum and national standards of education provision ...................................................... 24
Supervision ................................................................................................................................ 26
Standardized tests ..................................................................................................................... 27
4.5. Teachers as subjects of educational policy ............................................................................ 29
5. Summary........................................................................................................................................ 32
3
1. Introduction
In the last decade educational debates have shown a growing interest in the link between the
specific institutional settings adopted in different systems and the quality of education. This
discussion has been nurtured i.a. by the new phenomenon of cross-country comparisons of
educational outcomes. Earlier, the systems were compared in terms of inputs but, as numerous
studies show, inputs do not translate directly into outcomes, understood as the knowledge and skills
acquired by students (Hanushek 1986, 2002 and 2003, Gundlach et al. 2001, Woessmann 2002 and
2003, Leuven et al. 2007, West and Woessmann 2006, Fuchs and Woessmann 2004). International
student assessment programmes, such as PISA, TIMMS, and PIRLS have made it possible to measure
the educational outcomes, track the trends and open up a broad perspective of cross-country
comparisons. They provide data for evidence-informed policy and policymakers are increasingly
interested in finding out what the sources of the success or failure of particular systems are.
The comparative analyses of the educational systems often have methodological deficiencies. For
example, in the widely discussed McKinsey report (McKinsey et al. 2010), cases are selected on the
basis of outcome. The authors focus on successful systems, different in all other ways, and draw far
reaching conclusions as to what features and reforms characterise the winners in the race. Yet, the
validity of these results is questionnable – we simply do not know whether the worse performing
systems did not adopt similar arrangements (Wojciuk, 2012). A more legitimate way to look for the
sources of successful changes would be to take systems which were similar at some historical point
in time and later became more divergent. The reasons for the growing differentiation in results can
then be investigated. We propose a Most Similar Systems Design analysis of educational reforms in
four Central European countries: the Czech Republic, Hungary, Poland and Slovakia. We believe this
type of analysis will allow us to identify the institutional changes which are likely to be at the origin of
the increasing divergence of educational outcomes (measured by PISA outcomes) in a group of
otherwise similar schooling systems.
4
the decentralisation of public services and its effects on learning outcomes. Within the
decentralization issue we will devote particular attention to the issue of school accountability. The
debate on accountability is at the core of contemporary educational research interests, and the
approach to accountability is particularly diversified between the selected systems. Our hypothesis is
that it may have a significant impact on education outcomes. The other important issue discussed in
the paper is tracking, as the systems vary considerably in terms of the initial point at which they
allow selection of children. Finally, our broader aim is to enrich research on political transition and
will therefore be of interest to other systems, facing similar dilemmas and challenges.
1. What did the systems look like at the beginning of 1990s, after the end of communism, which
was a strong factor of policy convergence between the countries?
2. What were the general peculiarities of transition in each of the countries? Did education play
a significant role in the transformation? If yes, what was this role? (e.g. transformation shock
absorber)
3. What were the key institutional and legal changes: in governance structure (including
privatization), curriculum, accountability and rules concerning financing? What were the
common patterns and differences in the reforms?
4. What were the trends in inputs?
5. What were the trends in outputs (including equity of access and learning outcomes)?
6. Which countries were successful in educational reforms as measured by outputs, in both
equity and skills?
7. What are the most likely institutional explanations for the amelioration of output in the
educational systems?
The comparative analysis of four educational systems will be conducted on the sample of countries
selected according to the MSSD setting. The Czech Republic, Hungary, Poland, and Slovakia faced a
similar political and economic situation in early 1990s (with the Czech Republic and Hungary having a
somewhat higher GDP than Poland and Slovakia). Their educational systems were based on the
socialist model, common to many countries in the former eastern block. The countries are located in
the same region of Europe, they share a lot of similarities in their history, and finally they adopted
similar strategic goals after the fall of communism: transition to democracy and a market economy,
and institutional orientation towards the West with accession to NATO and the EU. Yet the detailed
choices of the four countries in particular policy fields were quite different. Education is one policy
area, in which reforms, although sharing a common general direction, established different
institutional arrangements. We argue that this may have influenced learning outcomes.
At the end of communist rule all three education systems: Czechoslovakian, Hungarian and Polish,
were facing similar criticisms, namely: excessive unification, i.e. a centrally imposed curriculum,
5
unified textbooks, rigid bureaucratic control, the dehumanization of pedagogical practice, and the
blocking of local initiatives (Halász 1993). In fact, the systems were very similar. Compulsory
schooling consisted of two tiers – primary and secondary. Primary school duration was 8 or 9 years
and secondary school lasted for 3-5 years, the latter being divided into general, secondary vocational
and basic vocational tracks, of which the first two concluded with a final examination, obligatory for
school leavers intending to enter tertiary education. Until the end of communist rule all schools in
the considered countries were maintained and managed by central governments (with some
competencies reserved for regional agencies subordinate to the government). They were funded
from central budgets, and had little or no autonomy with respect to both managerial and
pedagogical tasks. External evaluation of schools relied on the reports from visiting, state appointed
inspectors. The only national examination was taken by students at the end of secondary school.
Although centrally administered, this examination was however conducted and graded within
schools in all three countries.
In all countries considered, the vocational path used to dominate over general upper secondary
education at the beginning of the 1990s. The structure of upper secondary schooling corresponded
to the needs of socialist economies - as perceived by the central planners in the respective countries.
However, the 1990s brought a breakdown in the old economic system with most of the state owned
companies going bankrupt. All four economies experienced a deep recession after 1989, followed by
fast growth of GDP in the subsequent period. Although the timing of the breakdown and recovery
was different in particular countries, the general dynamics of economic growth, described by the u-
curve, was similar (see Figure 1).
Figure 1. GDP in the Czech Republic, Hungary, Poland and the Slovak Republic in 1989-1997.
1989=100
120
110
100
PL
90 CZ
80 HU
SK
70
60
1989
1990
1991
1992
1993
1994
1995
1996
1997
Source: based on Heston, Summers et al. 2011 (The Conference Board Total Economy Database)
One of the adverse effects of the economic transition in the CEE countries was rising unemployment,
following the shrinking number of jobs in industry, and (particularly in Poland) in agriculture. As a
natural consequence came an exodus from vocational schooling. During the 1990s all four countries
6
experienced a peaking demand for general secondary and tertiary education. The central planning
for enrolment in different vocational profiles was suspended and the number of candidates for
vocational training fell dramatically. The links between state owned industry and vocational schools
broke down. While at the beginning of the 1990s the scholarization rate in schools offering basic
vocational training reached 40%, 20 years later (in 2008), vocational training attracted only 16% of
students in the corresponding age cohort in Hungary, 18% in Slovakia, 26% in the Czech Republic, and
15% in Poland (OECD 2010).
A specific feature of the transition in CEE countries’ education systems has been the dynamic
increase in demand for higher education (HE), although there have been some differences in this
matter between particular countries. At the beginning of the 1990s the four countries displayed a
similar enrolment rate in HE. Around 10% of young people at school-leaving age opted for university
studies. In the case of Poland 11.1% of 18-24 year-olds were enrolled in higher education institutions
(HEI), in Czechoslovakia 10%, while in Hungary somewhat fewer – 8.6% (Baldi, Khalaf et al. 2000). In
subsequent years student enrollment in Poland rose very rapidly, in the mid-1990s already doubling
the number from 1990. The student population in Hungary grew nearly as fast as in Poland, while
tertiary school enrollment in the Czech Republic and Slovakia rose at a much lower rate (see Figure
2). Slovakia did not double its student numbers until 2004.
Figure 2 Number of tertiary students in the Czech Republic, Hungary, Poland and the Slovak Republic
in 1990-2005. 1990=100
600
500
400
HU
300 PL
200 CZ
SK
100
0
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
Source: own calculation based on data from the statistical offices of Hungary, Poland, Slovakia and
the OECD database.
The shift towards general schools and the growing demand for tertiary education was related to the
transitional shock on the labour market. Faced with sudden restructuring and uncertainty as to the
skills on demand, general education gave better chances of employment and higher wage prospects
than specialized training. Vocational training programmes started to be seen as inadequate. Enrolling
in HE also delayed the moment of entering the labour market, making it possible to wait out the
difficult economic period. OECD analyses (OECD 2013) show that the estimated private returns to
higher education in all four countries discussed are much higher than the OECD average (see Figure
3).
7
Figure 3. Internal rate of return to tertiary education relative to upper secondary education in 2009
(net present value)
30,0
25,0
20,0
15,0 Male
10,0 Female
5,0
0,0
Czech Poland Hungary Slovak OECD
Republic Republic average
With respect to education management, the new governments relaxed the central bureaucratic
control and extended the autonomy of schools and local self-governments. New curricula, more
liberal regulations on school choice, allowing the market to exert pressure on schools, and the
establishment of parent committees in schools, were all means to weaken the state monopoly in
education. All four countries already started to extend school autonomy at the beginning of the
transformation process, in the early 1990’s: Czechoslovakia in 1990, Poland in 1991 and Hungary in
1993.
Recently, the most hotly debated is PISA (Programme for International Student Assessment),
administered every three years by the OECD. The examination is administered to a representative
sample of 15-years old students in each country and refers to three kinds of cognitive skills: reading,
mathematics and science. TIMMS (Trends in International Mathematics and Science Study)
administered by the IEA (International Association for the Evaluation of Educational Achievements) is
an international assessment of the mathematics and science knowledge of 4th and 8th graders,
conducted every 4 years. PIRLS (Progress in International Reading Literacy Study) conducted twice (in
2006 and 2011) also by the IEA, is a comparative study of reading achievement in 4th graders. PIAAC
(Programme for the International Assessment of Adult Competencies), conducted by OECD for the 1 st
time in 2012, measures the key cognitive and workplace skills of adults aged 16 to 65 needed for
individuals to participate in society and for economies to prosper.
8
Table 1. Participation of the four countries in PISA, TIMSS, and PIRLS programmes.
Of the four assessment programmes listed in Table 1 we will focus on PISA. First, because it examines
15 years old students, while PIRLS tests pupils very early in their educational career (4 th grade).
Although TIMSS includes testing in both 4th and 8th grade, many participating countries (including the
Czech Republic, Poland, and Slovakia) only conduct the assessment for younger pupils. Second,
Poland participated in only one edtion of TIMSS. Third, in contrast to most other countries, which
applied TIMSS in the fourth grade of primary schools, Poland decided to measure the skills of pupils
in the third grade, which makes the results hardly comparable between countries.
Recent (2012) average PISA scores for the Czech Republic, Hungary, Poland and Slovakia are shown in
Figure 4. As presented in the left panel, Poland is the only one of the four countries with a
significantly higher result than the OECD average of 500 points, in all three parts of the test. Czech
students’ performance in science and mathematics is better than their acheviement in reading, and
in general close to the OECD mean. Both Hungary and Slovakia score below average in all tests.
Hungarian students show particularly low achievement in mathematics (477 points), while Slovakia
scored low in reading (463).
9
Fig 4. Average PISA 2012 scores in 2012 (left panel) and the % change in average score over 2000-
2012 (reading), 2003-2012 (mathematics), and science (2006-2012) in the four countries.
600 10,0%
mathematics 2003-2012
500 8,0%
reading 2000-2012
400 6,0% science 2006-2012
PL
4,0%
300 HU
2,0%
200 CZ
0,0%
100 SK
PL HU CZ SK
-2,0%
0
-4,0%
math reading science
2012 2012 2012 -6,0%
The differences in change of the national average scores between 2012 and the year in which the
given test was administered for the first time are even more striking. As shown in the right panel of
Figure 4, Poland’s score in mathemetics improved by 5.7% between 2003 and 2012. The average
achievement in the other three countries decreased over the same period (by between 2.7% and
3.3%). The change of performance in reading and science followed the same pattern. The relative
performance of Polish students improved (by 8.1% and 5.6% respectively), while the scores of the
Czech Republic, Hungary, and Slovakia went down. The only exception from this rule was the
Hungarian result in reading, which slightly – by 1.7% - increased over the period 2000-2012.
Although the average country scores provide valuable insight into the performance of students in
different systems, there are serious concerns about limiting the accountability in education to
measuring the average achievement. It is frequently argued that policies improving the average
performance may be harmful to low achievers, as the didactic effort is focused on their more
talented fellows. To address this issue, some analyses of PISA results emphasize the share of low
performing students in student populations of particular countries as an important indicator of
education quality. For example, the European Commission (2013) focused on the share of students at
proficiency level 1 according to the PISA scale2. Figure 5, resulting from this study, shows the
proportion of students at proficiency level 1 in mathematics and the percentage change in low
achiever numbers between the 2009 and 2012 editions of PISA3. The dashed vertical line denotes the
2
The PISA 2012 scores are divided into six proficiency levels ranging from the lowest, level 1, to the highest,
level 6. In mathematics, pupils that only reach level 1 “can answer questions involving familiar contexts where
all relevant information is present and the questions are clearly defined. They are able to identify information
and to carry out routine procedures according to direct instructions in explicit situations. They can perform
actions that are obvious and follow immediately from the given stimuli.” However, there are not able to
complete tasks at higher levels.
3
As explained in the study, the average annual change is an artificial approximation based on performance
differences between in the 2009 and 2012 data.
10
minimum progress needed for the EU as a whole to reach the ET 2020 (Strategic Framework for
European Cooperation in Education and Training) benchmark of “below 15%”. The dashed horizontal
line represents the benchmark itself.
As it turns out, among the four countries of interest, two (the Czech Republic and Poland) managed
to decrease the share of low achieving students between 2009 and 2012, while in the two others
(Hungary and Slovakia) the number of low achievers grew substantially. Poland is the only one of the
four countries (and one of three in the EU), which has already met the ET 2020 benchmark with
respect to reducing the number of students poorly performing in mathematics. The Czech Republic
seems to be on the way to achieving the 15% requirement, while Hungary and Slovakia are rather far
from it.
Figure 5. Percentage of low achieving students (mathematics): level and annual change
Another way to examine the equity of education systems is to focus on the variation in outcomes
between schools. The four countries vary considerably with respect to this issue. According to PISA
2012 results in mathematics, Hungary has 4th highest between-school variation among the OECD
countries. Slovakia has the 7th highest, the Czech Republic holds 15th place, with slightly lower level
variation than Slovakia. Poland is a very different case, as it has one of the lowest between-school
variations among the OECD countries, with only 10 countries where schools vary less in the average
performance of students. A similar rule applies to the degree to which between-school differences
are explained by students’ socio-economic status. According to PISA 2012 data, when participating
countries are ordered by the falling impact of socio-economic status on student achievement in
mathematics, Hungary holds the 5th place, the Slovak Republic 10th place and the Czech Republic -
15th place, while Poland is significantly below the OECD average, in 40th place.
As an alternative to the PISA score, school quality in different countries can be examined from the
perspective of labour market outcomes. Although the formative role of school, especially at higher
11
tiers, goes far beyond the preparation of students to enter the labour market, the ability of school
graduates to find employment is still widely considered as one of the possible criterion to assess the
effectiveness of the education system. Commonly, the unemployment rate among recent school
graduates is much higher than for older cohorts. Data shown by Piopiunik and Ryan (2012) confirms
this rule with respect to CEE countries.
The unemployment rate in the age group 15-24 has been recently (2010) very high in Slovakia
(33.6%), Hungary and Poland (26.6% and 23.7% respectively). Czech youth faces somewhat smaller
difficulties while looking for employment, although the 18% unemployment rate should still be
considered as high. When expressed as a ratio to the unemployment rate in the 25-54 age group,
youth unemployment is very similar across the compared countries (see Table 2). The highest ratio is
observed in the Czech Republic and Poland (2.86), and the lowest – in Slovakia (2.63). Therefore,
although the situation of school graduates on the labour markets in the four countries is quite
different, the diveristy comes rather from the characteristics of the national labour markets
themselves, and not from the differences in the effectiveness of education systems.
Table 2. Unemployment rates by age groups (2010) in the Czech Republic, Hungary, Poland and
Slovakia
12
schools is peculiar to the Czech system. The students (or their parents) can choose the schools they
attend. Class size ranges from a minimum of 17 up to 30, with an average of 20 pupils (in 2010/11).
In the Slovak Republic, as from 1998, compulsory education starts at the age of 6 and lasts 9 or 10
years, or until the student reaches the age of 16. It consists of primary school organized as a single
structure, with a first stage (4 years) and a second stage (5 years). Before 1998 primary education
lasted 8 years, as in the Czech Republic. After five years of primary schooling (four years before the
school year 2009/10), students have the option to apply to an 8 year academic school – gymnasium.
Secondary education is provided by several types of school (usually lasting 4 years). General
secondary education is offered by so called grammar schools (lasting 4 to 8 years), preparing
students for higher education. Students choosing technical/vocational education can also continue in
higher education if they complete a school-leaving examination. Secondary education finishes either
with a school-leaving examination after 4 years (providing a Secondary School Leaving Certificate) or
with an apprenticeship exam after 2 or 3 years. About one quarter of all students finish their
secondary education with an apprenticeship certificate.
In Hungary education starts at the age of 6-7 and, under the Public Education act of 2011, is
compulsory until the age of 16. Four-years in elementary school is followed by four-years in lower
secondary school. After grade 4, 6 or 8 students can apply to enter gymnasium secondary school
programs. Extended 8 and 6 year gymnasium programs (starting after grade 4 or 6) were to be
abandoned but the reform has not been implemented and they are still available for students. These
programs are usually attended by high achieving students or those with higher social status, whose
parents make an effort to place their children in a gymnasium at an earlier age. However, the most
popular secondary programs are 4 year vocational secondary schools, 4 year gymnasiums and 4 year
vocational schools.
In Poland, primary school starts at the age of 7 but a reform lowering the school starting age is in the
processs of implementation. As from 2015, all children will start primary school at the age of 6, and
one year of preparation (at school or preschool) will be compulsory for all 5 year olds. Compulsory
education lasts until the age of 18. Primary school lasts for 6 years after which pupils are enrolled in
lower secondary school (gymnasium), which lasts another 3 years. Polish law defines two separate
obligations for students: compulsory schooling and compulsory education. The compulsory schooling
rule obligates all children to graduate from primary and lower secondary school. This usually happens
at the age of 16. However, education is compulsory till the age of 18 – which in practice means it has
to be continued after completing the lower secondary tier in some form of upper secondary or
vocational school. The vocational secondary path typically lasts for 4 years, general secondary school
– 3 years, and basic vocational training – 2 years. The former two paths end with a standardized final
examination, which entitles students to enroll in tertiary school.
The average time spent yearly in class by students in all four countries remains below the OECD
average. The Polish and Slovak education systems are characterized by a more loaded curriculum
(more hours of instruction) during primary schooling (ISCED 1), compared to the Czech Republic and
Hungary. In turn, Czech and Slovak students work more at the ISCED 2 stage, compared with Hungary
and Poland (see Table 3). By averaging data for the two tiers we can see that Slovak schools provide
the most hours of instruction per year, while Hungarian students receive the least.
13
Table 3. Average number of hours per year of total compulsory instruction time (2011)
The four countries differ significantly in terms of the average number of students per teacher. The
disparities are particularly visible at the primary tier. The Czech Republic and Slovakia have a
significantly higher student-teacher ratio at this level, compared to Hungary and Poland, and their
indicators are above the OECD average. In turn, in Polish and Hungarian primary schools the student-
teacher ratio is very low (11 and 10.7 respectively), which reflects the relatively small average class
size in these two countries (see Table 4)4. The differences are less pronounced at higher tiers of
schooling, although the Slovak student-teacher ratio is consistently high across all schooling levels
and corresponds to the OECD mean.
While the general organization of education systems in the four countries may seem similar, the
attitude towards tracking students into various schooling paths is very different, particularly between
Poland and the other three systems.
The Czech system is very selective, characterised by early tracking and streaming of students based
on academic abilities. While in the OECD the average age of tracking is 14, in the Czech Republic it
occurs at the age of 11, when about 13% of the cohort is attracted to the elitist multi-year (8)
gymnasia (see Figure xx). The next opportunity to track is at the age of 13, when another part of the
cohort moves to the multi-year (6) gymnasia. The majority of children from a low socio-economic
background do not transfer to gymnasia, in contrast to children from higher socio-economic
backgrounds whose parents consciously choose schools on the basis of quality and peers. Another
4
In the case of Poland it may also be reflection of statutory teaching time per teacher (see section on teachers)
14
policy, which has a potentially negative effect on equity, relies on enrolling low-achieving children
(about 5% of each cohort) into special schools with reduced curricula. After finishing the lower
secondary level in basic schools, students choose either an academic track (22% of all secondary
students5), a secondary technical track (45% of the age cohort) or a vocational track (35%). Schools
select children according to their own rules. The Czech Republic has one of the lowest proportions of
students in general education among OECD countries. As Strakova et al. (2006) claim, both TIMMSS
and PISA studies show that the Czech Republic is one of the countries exhibiting the largest
divergence among the results of students attending different tracks in their final year of lower
secondary studies and showing a large between-school variation. The distribution of students in
particular upper-secondary tracks is largely explained by their socio-economic status.
The Slovak system is also highly stratified, with children being allocated early into different types of
schools based upon their perceived ability, and later being sorted into five tracks. The first selection
can occur even at the age of 10, and is focused on identifying students who can be particularly
academically-oriented. About 8% of students move to gymnasia at the age of 10 or 12 after passing a
relevant exam. However, for most of the children tracking occurs at the end of the 5 th grade. Slovakia
has recently delayed this moment, moving it from grade 4. Overall, approximately 25% of each
cohort (typically the best students) attend gymnasia (grammar school) and 55% the advanced
vocational track, which also allows them to continue education at the tertiary level after gaining
upper secondary qualifications. Vocational Secondary Schools do now allow students to enter the
tertiary level of education. Furthermore, students are later sorted within given tracks according to
their ability. Socio-economic background has a major impact on the track the student enters (OECD,
2007: 82). Zelmanova et al. (2006) found, on the basis of PISA 2003 data analysis, that girls and high
socio-economic status students are much more likely to be selected to gymnasia than boys and low
socio-economic status students. Moreover, students attending gymnasia scored more than 100
points higher than students in other schools. Slovak authorities have recently implemented a policy
aiming at reducing stratification, in order to encourage the integration of Technical Secondary
Schools and Vocational Secondary Schools.
Hungary faces major challenges as far as between-school variation is concerned. Although the
general quality of education in the country has increased, the implemented reforms have had a
negative impact on equity (Halász 2002: 9). Before 1990 the basic education ended at grade 8, but
during the transition time the growing number of secondary schools started to enroll students even
after grade 4 and 6. The Hungarian government considered restoring the original length of primary
schooling (until grade 8) or even extending it. Currently, however, student tracking is still possible
already after grade 4. The Hungarian system of education is one of the most unequal among the
countries participating in the PISA study. Schools are free to select and admit only those students
that suit them. Horn et al. (2006), basing their analysis on PISA 2003 data, show the dramatic
disparities in student performance among the three tracks in Hungary: academic, vocational
secondary and vocational. The authors show that the achievement gap is related to differences in the
socio-economic status of students’ families. The superior performance of the academic track is likely
to result from the high ability and high status students that it selects, while the advantage of
secondary vocational over vocational is likely to result from “skimming-off” the best ability but lower
5
This includes not only those tracked to 4 years long gymnasia, but also those who had been selected into
multiyear gymnasia at younger ages.
15
status students. Vocational training schools get the least talented, and of the lowest status group. In
contrast to Poland, the PISA study of 15-year-old students in Hungary concerns students who have
already been selected into three different tracks. Horn et al. (2006) claim that the huge differences in
student performance in Hungary are due to the early tracking.
Figure 6. Organization of schooling in the Czech Republic, Hugary, Poland, and the Slovak Republic.
The green line represents the end of compulsory education. The red line represents the stage when
initial tracking into schools of different profiles occurs
Compared to the other three countries, the Polish approach to tracking is very restrictive. Until 1998
(before the introduction of lower secondary schools) initial tracking took place after completing
primary school (thus after grade 8). After introducing the separate middle tier of schooling, common
compulsory education now lasts till grade 9, and initial tracking follows graduation from lower
secondary school. It is not possible to enroll in upper secondary school before graduation from the
lower secondary level, so there is no opportunity to track students before they conclude grade 9.
Naturally, it is still possible to sort students into schools of different quality. Recently, some experts
have raised concerns that the introduction of lower secondary schools, contrary to the intentions of
policy makers, has contributed to the early sorting of students, particularly in large cities.
16
year of transition numerous non-state schools were established, although there was a constant
debate about the path of transition, with many criticisms of market oriented changes. Questions
were raised as to whether private and church schools should receive public subsidies, whether the
government should impose a quota on the number of pupils in individual schools, if cross-regional
enrollment should be restricted and, if not, who should cover the cost of education. Between 1990
and 1992 75% to 90% of education leaders were replaced, both those holding administrative
positions and school principals. As early as in 1989 the communist School Inspectorate and district
level schooling offices had their staff completely replaced. Even so, at the begining of the 1990s
school principals were still governmental employees, employed by the schooling offices.
In the 1990’s decentralization gradually progressed in the Czech Republic. Between 1992 and 1998
all schools gained legal independence, which resulted in the transfer of numerous competencies,
responsibilities and burdens to the school level. School principals were empowered to hire/fire
teachers and staff, allocate wages and maintain schools. This change took place mainly at the
expense of the District School Offices (DSO’s), an intermediate level of central governance which had
earlier been in charge of many administrative tasks. As stated by Munich(2014), decentralization
replaced the unified, routinized administrative management performed by DSO with the individual
efforts of school principals, who had no experience with this kind of task. This came at the expense of
their involvement in pedagogical tasks. DSOs were gradually divested of powers over primary
schools and finally in 2000 they were dissolved. Many competencies regarding primary education
were transferred to local authorities. This included: the distribution of funds received from the
central government (municipalities are also allowed to use local fee-based revenues), maintenance
of school buildings, capital investments, as well as nominating and dismissing school principals
chosen in an open competition. Formally, municipalities also gained some competencies with respect
to supervising the quality of instruction, but most of them do not have the resources to supervise
schools. Between 1993 and 2003 municipalities became the funding bodies for all primary schools.
The abolishment of District School Offices also meant the decentralization of secondary schooling.
From 2001 secondary schools became subordinated to the self-governing regions. The regions
manage schools through regional school committees, being a part of regional administration.
According to Munich (2014) this reform has exposed schools to local politics to much greater extent
than in the times of District School Offices.
Following the reforms in 1995, around two thirds of decisions concerning primary schools were
already being taken on the school level (in secondary schools to a slightly lesser degree).
Municipalities were in charge of only 7% decisions, and DSOs of approximately 20% of decisions in
primary schools. Bacik (1995) claims that in the mid 1990s the school autonomy provided by the new
laws was not in fact fully exercised, as most of the decisions on the school level were taken on the
basis of central guidelines issued by the Ministry and with consent of the District School Offices. This
process deepened further in the course of the late 1990s and 2000s. Further decentralisation of
administration was introduced when 14 self-governing regions started functioning in 2001. This
reform added a new level to the already existing structure of administration, composed of 86
districts and 6 200 municipalities. After 2006, centrally imposed curricula were also abolished and
schools gained further autonomy in deciding about instruction. Compared to other OECD countries,
the Czech system grants particularly large share of competencies to schools, and a considerable
share to municipalities, leaving little to the central governement. The 2001 change in school
17
governance had major implications for the functioning of the system. Until 2001, primary school
principals were hired by municipalities in an open competition, then every 4 years they were
evaluated by the School Offices. Now they are hired by municipalities for a period of 6 years. Firing
can be performed by municipalities only under so-called “serious circumstances”, which relate to
non-compliance with legal regulations, and do not include poor quality of instruction. The
decentralization process therefore consisted of three pillars: first, the growing managerial role of
school principals; second, the transfer of responsibilities from central government to local
municipalities: and third, the abolition of centrally imposed curricula, which will be discussed further
in this paper. This transformation was not accompanied with the provision of adequate monitoring
nor with feedback tools.
The education system of the Slovak Republic prior to 2003 can be described as partly centralized. In
contrast to the three other countries, no responsibility for education was devolved to the local
government, although many municipalities were making ad hoc contributions to school equipment
and repair even in the 1990s. The Ministry of Education was the central body of the state
administration for primary and secondary schools. The school departments in Regional and District
Offices were in charge of education at the middle level of governance and were subject in this
respect to the Ministry. From 1996 they were in charge of i.a. establishing and dissolving schools,
distributing central funds among primary and secondary schools, hiring school principals, and
maintaining the buildings. They were also in charge of supervising schools’ compliance with legal
obligations. Since the decentralization in 2003, when Regional and District Offices were dissolved,
self-governing regional and municipal authorities (or, in the case of non-public schools - churches,
natural persons and legal entities) started administering both primary and secondary education,
including the establishment and dissolution of schools, appointment of school principals and
ensuring the material conditions for the schools’ operation. Local authorities also became
empowered to control school spending. In turn, the state remained responsible for defining generally
binding rules for the system. It determined (directly and via its agencies, like the National Institute
for Education or the National Institute for Certified Educational Measurement - NÚCEM) the
principles of pedagogical supervision, designing educational policies and curriculum (Mentel and
Pokorny 2012). The education system in Hungary was decentralized following the general reform of
the administrative structure in 1990 (Act on Local Governments). Self-governing municipalities
replaced local councils and became responsible for maintaining primary schools. In turn, the 19
county self-governments and county level cities became responsible for secondary and vocational
schools. The Ministry of Education and Culture remained in charge of the basic curriculum and core
standards, quality, financial arrangements and developmental programs. The reforms of 1998
established a new Ministry of Education, which overtook the competencies of the old service, and
also took charge of vocational training, formerly managed by different sectorial Ministries.
In the early 1990s, among other responsibilities regarding primary education, local governments
hired and fired school principals, defined the number of teachers and other staff, and supervised
schools with respect to finances and fulfillment of legal regulations. As a result of insufficient funding
from the central budget as well as the severe demographic problems that were already being
experienced, municipalities increasingly tried to lower the burden, e.g. by contracting educational
services to external providers.
18
Since the central government did not have adequate tools for keeping schools accountable for the
implementation of curriculum (as the system of inspection was abolished in 1986), it decided to
make municipalities responsible for the quality of instruction. The vast autonomy in curriculum
development given to schools increased the differentiation between schools, sometimes producing
adverse effects. Although schools which did not have capacity to produce quality curricula could
adopt one of the options offered by the Ministry, some schools designed and implemented teaching
programs of questionable value (Vágó 2000). Therefore the between-school variation, which already
existed in Hungary before the discussed reforms, further increased. Some authors argue that
decentralisation of education in Hungary deserves criticism, as it focused mainly on abolishing the
existing structures of centralised control, without introducing alternative arrangements which would
ensure the consistency of the system (Halász 1993, 2002: 9).
Recently, the government of Victor Orbán has undertaken reforms, which reverse earlier
decentralization policies. In 2011, all principals were forced to resign and then reapply for their post.
In this process many of them lost their jobs permanently. As a second step, by January 1st 2012, all
schools in municipalities numbering less than 3000 inhabitants (4169 schools) were automatically
overtaken by the central authority. Larger municipalities could remain responsible for the
maintenance and real estate but most of them decided anyway to transfer this responsibility to the
state. Currently, almost all the competencies are centralized, with the state deciding about hiring and
firing, as well as managing the whole educational process. In 2012 the government established the
Klebelsberg Institution Maintenance Center, which is a liason between the Ministry and school
administrations, and which manages more than 4000 schools, with 1.2 milion students and 120,000
teachers. The Center has almost 200 district offices, one in each járás (a re-established 100 year old
administrative unit). In other words, all teachers and school principals became employed directly by
state authorities and their wages are paid by the central government. Salaries are fixed and depend
only on the teacher’s position within the official promotion system. The supervisory role of the state
has been significantly strengthened at the expense of municipalities. The state agency (Klebelsberg
Institution Maintenance Center and its district offices) is running the whole system in a centralized
manner.
Similarly to the other countries discussed, Poland profoundly decentralized its education system
during the 1990s. In terms of its remit, scale of expenditure and its role in the community, education
is now undoubtedly the most important area of activity for Polish local governments. This duty was
handed over to them in the early 1990s, not long after the reinstatement of local government in
Poland, despite fears, particularly in educational circles, that the inexperienced local institutions
would prove incapable of meeting such a complex challenge. The decision stemmed partly from the
fact that the main aim of reform in public administration was to create strong and independent local
governments. This reform was aimed at breaking with the communist heritage of the Polish
centralized state and to build a rational and democratic administrative system. It was also intended
to increase the efficiency and effectiveness of public services by passing responsibility to local
governments for defining aims, financing and managing them (Levitas 1999, 409).
The first educational role taken on by local governments was the running of pre-schools. This became
the statutory duty of municipalities (gminy) from 1991, thus from the moment of reinstating local
governments in Poland. As from 1993, municipal councils began, on a voluntary basis, to take on the
management of primary schools. Before this became a statutory duty in 1996, municipal councils
19
were already in charge of 32% of primary schools. A further stage in decentralization reforms of the
education system was the hand-over of post-primary schools to local government control. To begin
with, between 1996 and 1999, only large cities made use of this opportunity as part of a pilot
programme. However, in 1999 two reforms were introduced – in administration and schooling. As
part of the first reform, a county level (powiat) of local government was established and the 49
voivodships were reorganized into 16 new regions. It now became the statutory duty of counties to
run basic vocational schools, technical colleges as well as general and profiled high schools.
Meanwhile, the education reform involved creating middle (lower secondary) schools as an
intermediate level between primary and upper-secondary education. The management of middle
schools automatically became a statutory duty of municipal governments. The current competencies
of local governments in Poland with respect to education provision are very wide: planning the
budgets of pre-schools and schools, setting teacher wages (within country-level regulations),
adjusting the school network, transporting pupils to school, maintaining and improving the facilities,
as well as organizing and financing extra-curricular activities.
Given the common origin and common political motivations, the mode and scope of decentralization
in each of the four countries are surprisingly diverse. In each case decentralization was a political
process, embedded in the particular dynamics and circumstances of a broader transition, rather than
a reform designed within educational circles. The four countries ended up with a quite different
division of responsibilities among institutions and various levels of administration (even if we ignore
the recent re-cetralization moves in Hungary). This diversity is well illustrated in Figure 7, depicting
the percentage of education related decisions (with respect to lower secondary education) taken at
each level of government. As it turns out, the Czech Republic went very far along decentralization
path and left particularly few competencies (1%) to its central government. The Czech degree of
decentralization is very high not only in relation to the four countries discussed, but also compared
to all OECD countries. At the same time it remains one of the countries with highest percentage of
decisions being made directly at school level (68%), and has a noteworthy scope of competencies
(28%) assigned to local governments. Interestingly, the Slovak Republic, which naturally had a
common education system with the Czech Republic until 1993, eventually followed a different path
and transferred much less responsibility to municipalities (7%), while preserving much more at the
central level (33%). As the data on the graph refer to the year 2011, division of responsibilities in the
Hungarian education system closely resembles the Czech system, with two thirds of decisions being
made by school principals, an important role being played by municipalities and little influence
exerted from central government. However, as described earlier, a profound recentralization of
Hungarian education in currently taking place. Out of the four countries Poland seems to have the
most balanced division of tasks between different tiers of government. Roughly 50% of decisions are
left to school principals, while municipal authorities and central government are both responsible for
about 25% of tasks. Interestingly, although the Polish education system is more centralized in terms
of decision making than the Czech, Slovakian, and pre 2012 Hungarian systems, it still leaves more
power to local governments and school principals than is the case in the average OECD country. It
shows once again that the degree of decentralization in CEE countries is very high. The
decentralization of education in these countries was clearly a part of the bigger political plan of
cutting the post-communist central administration, which explains both the dynamics and profundity
of this process.
In all four countries questions have been raised as to whether the local governments and schools
20
have sufficient competencies and capacities to properly fulfill the numerous and complex tasks
assigned to them. The smaller the units, the more likely some of them may lack the resources to
provide education of good quality. As local governments in all countries (except Hungary after 2011)
contribute financially to maintaining the education system, it is also important to look at the fiscal
strength of school governing municipalities as an important indicator of their capabilities.
The degree of fiscal federalisation in Slovakia is quite low. Less than 20% of public expenditure is
made at the sub-central level. Local governments have a somewhat stronger position in the Czech
Republic and Hungary, where approximately one quarter of public expenditure is made by territorial
self-government. The ratio is, however, substantially higher for Poland, where local and regional
expenditure accounts for 32% of total government spending.
Figure 7. Percentage of decisions taken at each level of government in public lower secondary
education (2011).
As shown in Table 5, both the local administration and primary school network in the Czech Republic,
Slovak Republic and – to a somewhat smaller degree – in Hungary, are very fragmented. In the
former two countries the average municipal population is below 2000, and most municipalities have
less than 500 inhabitants. Even if not every municipality runs a primary school, the average school is
very small (between 111 pupils in the CR and 141 in Hungary). In contrast, Polish municipalities are
21
rather large (15,500 inhabitants on average). The mean municipality in Poland maintains between 4
and 5 primary schools. The primary school network is rather dispersed, but the average school has
159 students, more than in any of the remaining three systems.
*OECD Government at a Glance 2013, OECD Education at a Glance 2013, national statistics
Formally, school principals have some autonomy in determing the actual salaries of the teachers
he/she employs, but they have very limited resources to exercise this power. Schools are eligible for
extra grants for students with special needs and socio-economically disadvantaged students. Private
schools get up to 100% of their recurring costs reimbursed (90% in the case of secondary schools). In
the Slovak Republic, between 1996 and 2002, all operating and investment costs were covered by
the State Budget (Ministry of Education). The funds for primary schools were distributed by the
district offices and those for secondary schools by regional offices of state sectorial administration.
As a result of the decentralization reforms in 2003, all primary and secondary schools, both public
and private, are now financed by the state according to the number of students attending a given
school each year. They also receive additional funding from the municipalities and regions. The
transfer from the central budget includes a wage part and an operational part. Public schools may
also receive special-purpose grants and subsidies for reconstruction and modernisation from the
central budget. School budgets are developed by school principals and controlled by local authorities
(municipalities and self-governing regions) and then supervised by the State School Inspection,
representing central government.
22
In Hungary after 1989, local and central budgets became separate, and municipalities had to take
partial responsibility for funding schools. The financial resources were distributed among schools via
their maintaining bodies (local governments or private actors), who were responsible for setting
school budgets. The amount of state funding was determined by a formula taking into account the
number of students in a given grade, eduactional program and school type. The formula did not
differentiate between rural and urban pupils. In the mid 1990s, centrally distributed grants covered
around 50% of school expenditure, and the remaining 50% had to be provided by maintaining bodies
from their own revenues. The algorithm to divide the state funds treated public and non-state owned
schools equally. The education law amendment, introduced in 1996, guaranteed state funding for
not less than 80% of actual local expenditure on schools. After the reforms in 2012, the Klebelsberg
Institution Maintenance Center became responsible for all teachers’ salaries and most of the
infrastructural expenses of schools; therefore the system has been recentralized also in terms of
finances.
In Poland the decentralisation of primary schooling (in 1996) made it necessary to change the
funding model. The duty was too costly for municipalities to finance from their ‘own revenues’,
including local taxes and fees, real estate rent and sale, and local government shares in personal
income tax (PIT) as well as corporate income tax (CIT). Although between 1996 and 2010
municipalities’ share in PIT rose from 15% to 36.94%, still, due to disproportion in the tax base, most
of them would be unable to cover the costs of education provision (Herbst, Herczyński et al.
2009).From 1996, a two-stage funding system for education provision was introduced, within which
funds are transferred to local governments by the Ministry of Finance (based on a formula worked
out by the Ministry of Education), and local governments are responsible for the direct financing of
schools. However, in order to strengthen the role of local governments in the funding chain, it was
decided that the transfer of funds from the central budget to local budget should be in the form of a
so-called ‘educational part of the general subvention’. As the general income of the local government
budget, this instrument (despite its name) is not earmarked for any definite service, and local
authorities have full autonomy regarding how it is distributed between schools, services, or even
transferred outside the education system. The formula determining the amount transferred from the
central budget to local governments relies on the per student rule, but it includes different weights
for different categories of students and different tiers of education. There is also a component
reflecting teachers’ formal qualifications, as qualifications have influence on teachers’ wages, being
the most important cost of education provision. After 1999, further decentralisation of education
(including the transfer of responsibility for secondary education to local authorities at the county
level) necessitated reform of the algorithm used to distribute the educational part of the general
subvention between local governments. The new algorithm had to encompass the funding of three
levels of education6 - primary, middle-school and upper-secondary school as well as a range of
additional services (so-called out-of-school). The educational part of the general subvention (called in
short ‘education subvention) is not sufficient to reimburse all expenditures made by local
governments on schools and other educational facilities. As estimated by Herbst, Herczyński, and
Levitas (2009), the subvention covers approximately 70% of costs, while the remaining 30% come
from the own revenues of municipalities. Local governments (and particularly municipalities) in
6 Pre-school is still not included in the educational part of the general subvention and up till now has been
financed from other local government income. However, the Ministry of Education is currently
considering including funding for the education of four and five-year-olds in the subvention.
23
Poland have different sources of own revenues, the most important and stable of which is the share
in personal and corporate income tax collected on their territories. Every municipality in Poland
receives 39.34% of PIT and 6.71% of CIT collected from its residents and companies registered on its
territory.
In Slovakia the Ministry and its agencies were fully responsible for designing the curriculum until
2007. There were at least three alternative national curricula designed by the state government, and
schools were allowed to choose between them. The Ministry issued a list of approved teaching
methods and textbooks, from which teachers could select. Teachers could modify up to 30% of the
adopted curriculum, which was aimed at supporting their creativity and adjusting the content to the
needs and interests of students. The reform in 2008 introduced a two-level model of curriculum,
comprising the national component (developed by the National Institute for Education and the
National Institute of Vocational Education) and a part developed by individual schools (Mentel and
Pokorny 2012). Based on the national curriculum, schools can therefore develop their own
programmes. The reform brought a radical change with respect to both the general shape of the
curriculum, and the distribution of responsibilities between the state and schools. In terms of
curriculum content (in the state part), the requirements referring to factual knowledge were
replaced with definitions of key competencies. The traditional teaching subjects were integrated into
more general “areas of education”. In 1989 the curriculum in Hungary was centralized with strict
national standards, but following the Education Act of 1985, schools were already allowed to apply
‘particular curricular solutions’ if authorized. These school-level modifications gained popularity in
the early 1990s. The idea was to allow more autonomy at school level, but also to assure the
24
necessary level of coherence. Major changes in the curriculum were adopted in 1993, when a two-
level regulation system was implemented, replacing the former detailed curricular programs. The
National Core Curriculum (NCC), issued in 1995, was designed by progressive educators strongly
influenced by international trends. Great attention was paid to cross-curricular areas:
communication, health education, information and telecommunication technology, technical-
practical skills, environmental protection etc. The NCC defined ten broad areas of knowledge (like
‘Man and Society’), substituting the traditional division of school subjects. The required
achievements were defined by outcomes at the end of grades 4, 6, 8 and 10. These arrangements left
a lot of space for schools to develop various local curricular approaches. Only the lower and upper
limits of hours devoted to specific knowledge areas were defined on the national level. In order to
support the decentralized mechanism, nationally acredited experts evaluated the curricula
developed on the school-level. The local curricula also had to be accepted by municipalities
governing particular schools. By 1998 this reform was completed and a large share of responsibility
for the curriculum was effectively shifted to the level of municipalities and schools. Yet, after 14
years of decentralization, this process was slightly moderated. The 1998 reform gave back to the
Minister some limited control over quality assurance, establishing the office and regional units of
OKEV – the National Center for Evaluation and Examination of Public Education, which was set up to
serve as a direct administration tool for evaluation, supervision and quality assurance. Later, in 2000,
following the controversies around the NCC, the Frame Curricula (FC) were created to supplement
the NCC. They reintroduced specific subjects within the ten broad knowledge areas along with annual
timetables. The NCC still existed, but the FC took more of a regulatory burden. The general structure
of a two-level system with schools having broad curricular autonomy was maintained. Schools which
offered high quality programs different from the FC could keep them, if they obtained special
accreditation.
Until 2012 the Hungarian Ministry of Education managed the National Textbook Register, including
all textbooks from which teachers could choose. However, since the changes in 2012, the
government approves only one textbook per grade/subject. The autonomy of teachers has been
substantially reduced and currently (in 2014) teachers can only decide on roughly 10% of the
curriculum, the rest being regulated by the central government. The Hungarian experience till 2012
can thus be characterized as far-reaching decentralization of the curriculum, encouraging very
diversified approaches within a very general framework. However, in contrast to the other countries
discussed, Hungary started early on to reverse some of the previous decisions which proved
disfunctional, and started reintroducing a high degree of central control over the curriculum.
In Poland both public and non-public schools are obliged to follow the Core Curriculum developed by
the Ministry of Education (MEN). Until 2009/10 the curriculum precisely specified the content of
teaching. After the reform in primary and lower secondary schools and since 2012/2013 in high
schools, the curriculum defines learning outcomes, basic content knowledge and the skills students
should acquire. Thus teaching content has become less specifically defined. The common core does
not define the sequence of teaching, nor the time necessary for teaching each fragment of the
curriculum; nor does it specify the hierarchy of particular topics, giving more autonomy to the
teachers. However, besides the core curriculum, schools are obliged to follow the Frame Teaching
Programme set by MEN, which specifies the minimum required number of teaching hours by subject
for each education stage (grades 1-3, 4-6, 7-9, and 10-12).
25
Supervision
Evaluation and regulatory mechanisms were introduced in the Czech Republic after 1995, when the
government established the School Inspectorate. This is a review body with offices in all 86 districts,
responsible for monitoring schools and school facilities in terms of adherence to safety rules,
financial accounting, and fulfillment of mandatory reporting duties. Inspections do not cover the
quality of instruction and do not use any student testing tools. The only means of obtaining
information on teaching standards is arranging ex ante visits to schools by observers from the
Inspectorate. Schools are inspected on average every 3-4 years. The Inspectorate cooperates closely
with the Ministry of Education, Youth and Science. Inspections are coupled with evaluations
conducted by local authorities, yet the latter, especially smaller authorities, have neither the
resources nor know-how to properly exercise this task. The results of inspections are published on a
regular basis. Schools are expected to conduct self-evaluations but there is no one clear scheme for
doing so. The regions, municipalities and schools have autonomy to implement evaluations and
assessements.
In the Slovak Republic evaluation and assessment takes place at all levels of the system. However,
the current system is not coherent and the activities performed by numerous stakeholders are not
mutually compatible (Mentel and Pokorny 2012, 6; 22). Slovakia inherited from Czechoslovakia the
State School Inspection in charge of quality of pedagogy. School Inspection evaluated the quality of
teaching through class observation. In addition, the Departments of Education of Regional and
District School Offices could assess the quality of the education process, although they did not use
any common framework or rules in performing evaluations. The system was highly centralized but
clear evaluation standards were missing (Berčík et al. 2002, 282). The issue of school evaluation
became more regulated following the 2008 School Act, defining the principles and aims of education
and creating conditions for the inspection and evaluation of quality within the educational system.
Since then, the evaluations are performed by the agencies of the Ministry (the State School
Inspection and National Institute for Certified Educational Measurement -NÚCEM), school managing
bodies and schools themselves. The State School Inspection is responsible for external school
evaluation and it formally covers such issues as pedagogical quality, school management facilities
and general maintenance. However, in practice the evaluation is most often focused on whether the
school fulfills all its legal obligations, and has little to do with educational quality.
Overall, it seems that in Slovakia the autonomy of schools and maintaining bodies prevailed over the
country-wide norms and standards. The existing control mechanisms are used mainly for statistical
purposes, and have little impact on the way schools function in reality. Hungary has adopted an
internal evaluation and quality control model, which prevails over the external model. The Ministry
of Education maintains registers of professionals (examiners and experts) who are allowed to
conduct evaluations of schools and examinations of students. Currently there are three types of
control: pedagogical/professional (conducted by experts/inspectors appointed by the state
authorities, legal (by the national educational authorities), and authority supervision (by a general
purpose regional government authority). Teachers, school principals and schools are subject to
supervision. The system of evaluating teachers is currently being designed with the support of the EU
funds. Its main assumptions are that it is going to be an external, regular and compulsory system,
that it will combine formative and summative elements, and that it will have an impact on salaries.
The system of evaluating school principals is strongly linked (mainly, but not exclusively, through the
26
research tools used) both with teacher evaluations and school evaluations, and also includes a self-
assessment component.
Poland changed its system of schools supervision in 2009. The reform aimed at moving from the then
purely bureaucratic, legally centered, rigid control exercised by school inspectorates (government
territorial agencies) to supervision based on evaluation of teaching, providing schools with useful
feedback on the quality of its work. The old system of supervision was exercised by government
agencies and was not equipped with any efficient tools for assessing teaching standards in schools.
The supervisors visiting schools focused on checking the adequacy of school documents with legal
requirements and the fulfillment of reporting obligations. The reform initially aimed at closing school
inspectorates and replacing them with new institutions, yet ultimately the new system is based on
the old institutional infrastructure. In the new system, schools are obliged to conduct, internal
evaluations on a regular basis, and work with the external evaluators, who come to schools for 2-3
day visits to conduct a broad qualitative study. The external evaluations include interviews with all
the stakeholders and collecting a large quantity of data about school work. The reports from
evaluations are public.
The major challenges for the new system are, firstly, the competencies of evaluators, who at the
same time should be researchers and tutors, and from whom school principals would like to get
feedback and learn. Secondly, school principals who are accustomed to the old type of supervision
are often not ready to work cooperatively with an external evaluator. For these reasons the
implementation of new supervision is still a long process, and its success or failure will depend on the
quality of evaluations and on the attitudes of school principals. The new system maintains the purely
legal control of school functioning, which is exercised by inspectors representing the same local
school inspectorates which conduct evaluations. The development and implementation of the new
system was financed from EU funds.
Standardized tests
In the Czech Republic there are no central examinations, no nation-wide system of testing, nor other
standardized tools monitoring student achievements. Therefore municipalities, which are in charge
of quality of instruction, do not have easy access to sources of information about teaching in their
schools. The Czech government is considering the possibility of introducing a full-cohort national
standardised test in grades 5 and 9 (in Czech language, a foreign language and mathematics), but the
term for it has not been fixed yet. In the absence of standardized testing at the end of lower
secondary school, acceptance to upper secondary school (particularly to the general secondary path)
depends on the completion of compulsory education and passing the entrance examination set by a
chosen school. The upper secondary track, with the exception of schools offering only basic
vocational training, ends with the final assessment of students (Maturita examination). However, its
content varies in different schools, so universities do not rely on its results and organise their own
entrance exams.
In the Slovak Republic there are two basic types of student assessment: an internal assessment
performed by teachers which is the schools’ responsibility, and an external assessment exercised
through standardized tests developed by NÚCEM. Until 2003, certificates at the end of primary
school were awarded on the basis of continuous assessment performed by teachers, with no final
examinations. Students were admitted to the secondary full-time schools if they completed entrance
27
examinations. Secondary school ended with a compulsory final examination (matura), which had to
be passed in order to access a higher education institution. From 2003 Slovakia began experimenting
with national testing of pupils at the end of lower secondary school. The test was fully implemented
from 2009 onwards. The country organises only one national test during compulsory education
(grade 9), testing student performance in two main subjects – the language of instruction and
mathematics (Eurydice 2009). The aim of the test is to obtain information about students’
performance at the end of compulsory education in order to provide schools with feedback on
student performance. In turn, the Maturity examination, concluding the upper secondary stage of
education, consists of an internal and external part (the latter takes form of a written test created
and evaluated by NÚCEM). The external part of the Maturity examination measures student
performance with respect to the language of instruction (Slovak, Hungarian or Ukrainian),
mathematics and a foreign language. External testing in both instances is of moderate stake, but
achieving a very good result may allow enrollment in the next educational tier without entry
examinations. NÚCEM is responsible for conducting both 9th grade testing and the external part of
maturity examinations. Slovakia does not make school test results public. The government also
intends to introduce standardized tests at the end of primary education.
Hungary has quite a long tradition of testing as a tool for monitoring, evaluation and quality control
in public education. Testing had purely diagnostic function and was run on representative samples of
students. From as early as 1986, after the adoption of the Education Act, Hungary started conducting
experiments in testing at the end of ISCED 1 and 2 levels. In the first decade of 2000, the country
started introducing a broader set of national tests with the objective of monitoring and evaluating
schools. In 2001 a new test was introduced in lower secondary schools. The evolution of testing in
Hungary was strongly influenced by international surveys, such as PISA, PIRLS and TIMSS. The results
fostered discussion about the curriculum and teaching methods, and strengthened concern about
the quality of education. This debate led Hungary to introduce new types of national tests aimed at
monitoring individual student skills and knowledge on a standardized and regular basis. Currently
Hungary organises four compulsory national tests in grades 4, 6 and 8 and 12, encompassing maths
and literacy. The system gives all schools feedback concerning their performance, and the individual
student identifier allows partents to access information about their children. Optional in 2001, this
new evaluation system became compulsory for all schools in 2006. From 2008, all local authorities
(maintaining bodies) had to use it when monitoring schools in their charge. However, in practice this
tool was applied very rarely. Currently, the Klebelsberg Institution Maintenance Center and its
district offices could use this tool but it remains to be seen what practice will be established with
regard to competence measurement.
Hungary and Poland are two of the small group of EU countries (including Denmark, Iceland and
Sweden) publishing the results of tests for each school.
Poland introduced standardized, externally evaluated tests after grades 6 and 9 in 2002 and a
standardized maturity examination after grade 12 in 2005. The examination at the end of primary
school (6th grade) serves only as an evaluation of student performance and does not determine their
future academic career. In particular, it should not be used by lower secondary schools to determine
a candidate’s eligibility. In practice however, student sorting at the beginning of lower secondary
school has recently become a serious issue in big cities, where parents can choose between different
schools. In turn, the 9th grade tests are definitely high stake, as they determine which upper
28
secondary school will be accessible for a given student. Upper secondary schools accept candidates
based on their performance in the 9th grade test, although they are allowed to organize an additional
examination in some cases (e.g. for bilingual classes). Following the introduction (in 2005) of a
standardized maturity examination in upper secondary schools, most higher education institutions
abolished entrance examinations and rely on the test results for the determinining student
admissions. However some of them still perform additional entrance interviews.
In Slovakia pre-service teacher training is provided by Faculties of Education at HEI, within a four-
year programe for first stage primary school and a five-year programe for second stage primary
school. Secondary school teachers are trained in five-year, subject-specific programs in HEI, leading
to a final state examination. The school principal is responsible for teacher appraisal (an internal
one), but the actual possibilities of rewarding the best teachers are in practice very limited. The
legislation does not determine the forms and methods of teacher appraisal, therefore each school
chooses the appraisal methods and criteria independently. However, in contrast to the Czech
Republic and Hungary, the Slovak government provides national regulations on the promotion of
teachers, which link it with personal development plans. The career system is based on the further
education of teachers (external appraisal) and it establishes successive qualification levels (beginner
teacher, independent teacher, teacher with 1st and 2nd certification level). HEI and other teacher
education institutions provide certificates for subsequent levels. Salaries are determined by grids
prepared by the Ministry. They may be supplemented with personal bonuses. However, Slovakia
29
faces the problem of negative selection to the teaching profession, mainly due to low salaries.
In Hungary the system of teachers’ promotion was reformed firstly in 1996, when obligatory in-
service training every 7 years was introduced. The teacher appraisal model became strongly
decentralized, with school regulations determining the criteria for appraisal. A new teacher career
development model was established in 2013. Teachers’ careers are now rated according to a 5 stage
model: Trainee (0-2/4 years), Teacher I (3-8 years), Teacher II (9-14 years), Master teacher (over 14
years) and Researcher teacher. Teachers have to take a qualifier exam in order to be upgraded in the
model. Teachers’ wagegs are closely connected to the formal stage of their career. Although Polish
teachers are not considered as civil servants, they are distinct from other employees. Since 1982 the
legal basis for teacher employment is provided by the Teacher’s Charter Act. This sets the minimum
qualification requirements for teachers (a Masters degree supplemented with pedagogical training),
the statutory working and teaching time, the wage components and minimum wage at each of the
four stages of a professional career. It also defines the procedure for professional promotion. Very
importantly, the Teacher’s Charter regulates the conditions under which a teacher may be dismissed,
and provides some social benefits for teachers. Overall, it provides teachers with much more
protection than the standard employment regulations offer to representatives of different
professions. The Teacher’s Charter is heavily criticized by local governments, who are responsible for
school management including teachers’ hiring and dismissal. The local authorities argue that teacher
employment is overregulated and makes effective management of the school network impossible.
They also raise the issue of teachers’ working time. The Teacher’s Charter sets a weekly, statutory
number of teaching hours equal to 18 (for most teachers in primary and secondary education), which
is one of the lowest values among OECD countries. According to local governments, this makes the
costs of schooling in Poland unnecessarily high. In response to the critique, central government
experts argue that, given the scope of decentralization in Polish education, the regulations
embedded in the Teacher’s Charter are necessary to ensure common standards and quality of
schooling in different localities.
One of the major concerns regarding teacher status in Poland over the 1990s was that low salaries
may cause negative selection to the teaching profession, leading to cumulative, adverse effects on
the quality of education. At the time, the average teacher’s wage was below the national average
wage calculated for all professions. In 2000, the government adopted a program of teacher wage
increases. Between 2000 and 2011 the average teacher’s wage in Poland increased by 63% (in
constant prices).
According to recent data, teachers’ wages in Poland (compared to another three discussed countries)
are more attractive relative to the expected salary for workers with tertiary education on the
domestic labor market. The average Polish teacher earns 77% of the expected wage, while the Czech
teacher – only 54% ,and the Slovak teacher – 44% (see figure 8).
30
Figure 8. Ratio of teacher salaries to average earnings for full-time, full-year workers with tertiary
education aged 25 to 64
1,60
1,40
1,20
1,00
0,80
0,60
0,40
0,20
0,00
France
Chile
England
Korea
Australia
Italy
Hungary
Spain
Netherlands
Czech Republic
Portugal
Canada
Denmark
Poland
Estonia
Finland
Luxembourg
Israel
Ireland
Sweden
Scotland
Norway
Iceland
New Zealand
Austria
Slovak Republic
Germany
Slovenia
United States
Belgium (Fl.)
OECD average
Belgium (Fr.)
source: OECD EaG 2013 and MEN (for Poland) [change decimal points]
Another teacher related regulation differentiating the four countries refers to the net teaching time
during the school year. According to OECD data, Czech and Slovak teachers are much more loaded
with direct teaching that their collegues in Hungary and Poland. This applies particularly to teachers
in Czech and Slovak primary schools, who perform 40% more teaching hours than their Hungarian
counterparts and 6% more than it is the case in the average OECD country. Teaching time is very low
in Poland, particularly when comparing regulations concerning ISCED 2 and ISCED 3 education stages
(lower and upper secondary schools). The typical workload of a teacher in a Polish lower secondary
school is 83% of that in a Slovak school, and 77% of the OECD average. Such a low teaching time is a
consequence of the Teacher’s Charter, which sets a statutory weekly teaching time for most teachers
employed in public schools in Poland equal to 18 hours, which is one of the lowest values in Europe.
Table 6. Teachers’ working time (net teaching) in public instutions over the school year
31
5. Summary
Our intention was to highlight the instutional differences in the education systems of the four Central
European countries: the Czech Republic, Hungary, Poland and Slovakia in order to better understand
the differences in learning outcomes as measured by international assessment programmes, such as
PISA. The four countries differ with respect to achievements in PISA, with Poland outperforming the
other three countries in terms of recent scores in all subjects, the change between 2000 and 2012, as
well as the between-school variation.
We applied a qualitative, comparative approach based on a Most Similar Systems Design. We believe
that our work provides a valuable contribution to the debate on the effectiveness of education
systems and that it is complementary to quantitative analyses. Econometric studies may better
indentify and isolate the causal relationships, but frequently they lead to the comparison of very
different systems without controlling for the differences in institutional arrangements. In this paper
we have provided an in-depth comaparative analysis of four education systems which shared many
characteristics at the beginning of the 1990s, but chose different development paths in subsequent
years.
Some of the findings of our analysis are summarized in Table 7. Most importantly:
All 4 countries have profoundly decentralized their education systems since 1990. The Czech
Republic, Hungary and Poland introduced their major reforms in the mid-1990s, while in
Slovakia decentralization was delayed and limited in scope. In Poland and Hungary most
competencies were transferred to local governenments, while in the Czech Republic schools
were given substantial autonomy. Poland preserved most quality-related competencies at
the central level.
In all countries an important role in the system is performed by local governments.
However, in the Czech Rep., Slovakia and Hungary the local administration is very
fragmented. Polish municipalities have much more administrative and financial capacity to
manage schools as compared to the other three countries.
The education systems of the four countries differ with respect to student tracking. While in
the Czech Republic, Slovakia and Hungary early tracking is allowed (after grade 4 or 5), all
Polish students are obliged to graduate from lower secondary school (grade 9) before they
are tracked into an academic or vocational path.
Slovakia, Hungary, and Poland (but not the Czech Republic) perform standardized tests at
school. Slovakia administers only one test (grade 9), while Hungary and Poland measure
student skills several times during the school career. In all three countries the test results are
meant to be used as a diagnostic tool for schools, but only in Poland and Hungary they may
also be used for school accountability. In contrast to Slovakia, in Hungary and Poland the
average outcomes of every school are made available, in Poland publicly, in Hungary for
experts. Of all countries, Poland is the only one in which standardized tests have effectively
replaced the entrance examinations to the next education tier.
The teaching profession is subject to regulation in all coutries. Poland controls teacher
training, regulates salaries, precisely defines the promotion scheme and sets statutory
teaching time). The Czech Republic, Slovakia and Hungary seem to have less control over
32
teachers’ professional promotion. Teachers’ wages (relative to other professions requiring a
university degree) are more attractive in Poland than in the other three countries. In turn,
statutory teaching time in Poland (18 hours per week) is the lowest among all the countries
considered and one of the lowest among OECD members.
The core curricula for schools are defined by the central governments of the four countries,
but the systems differ in the level of autonomy assigned to schools. The core curriculum in
the Czech Republic and Hungary is very general and schools are allowed to implement very
different teaching programs. However, in Hungary the curriculum started to be recentralized
in 2011. Poland and Slovakia have retained most control over the school curriculum over the
whole study period.
All four countries are still developing solutions in terms of school evaluation, being
dissatisfied with the existing methods. It seems that none of the systems have yet equipped
themselves with a complete/comprehensive school evaluation framework. This aspect of
modernizing the system is being financed by the EU.
Although it is impossible, based on the analyzed material, to draw definite conlusions on the causal
effects of particular institutional solutions on the outcomes of education, it turns out that the
differences in the arrangements are substantial. Taking into account that 30 years ago the four
systems were organized in a very similar manner, it proves that decision makers have taken different
paths while making reforms. The common characteristic of the transformation was the decentralizing
effort, which has recently been reversed in the case of Hungary. Similarly, in the Czech Republic
criticisms were raised, that the decentralization of the system went too far in a very short period of
time, and was not properly designed. The empowerment of school principals and local authorities
was not accompanied with monitoring and feedback arrangements, which eventually caused
teachers’, principals’ and schools’ accountability for educational performance to deteriorate. School
principals were overburdened by administrative duties at the expense of management over of
quality of instruction.
Poland seems to have the most balanced division of competencies between various levels of
educational governance, combining the managerial capabilities of central agencies, local
governments and school principals. Delayed student tracking (by introducing lower secondary
schools) and the implementation of standardized examinations at three different stages of the
student career has kept the Polish education system more uniform and based on common standards,
even though most managerial responsibilities have been transferred to the local level. Finally,
compared to the other three countries, the Polish government addressed the problem of the
unattractiveness of the teaching profession (common to all four systems) relatively early on.
Although systematically increasing teachers’ wages and keeping statutory teaching time at a low
level probably had little impact on PISA outcomes in the period 2000-2012, it may yield some positive
effects in the near future.
33
Table 7. Summary of findings
Decentralization Profound decentralization, mostly Delayed decentralization, Following 1990 education was Crucial role of local
to school level. Important role of with major reforms in 2003. deeply decentralized, governments, fully responsible
municipalities, which are Most managerial including hiring principals and for education provision.
fragmented and lack know-how. competencies transferred to teachers, school maintenance Important competencies
local and school level. and control over curriculum. regarding quality of education
Central government After 2011 the government preserved at central level.
preserved control over initiated recentralization.
curriculum
Tracking Early tracking possible. Students Early tracking possible. Early tracking possible. No tracking allowed until
may flow to elite schools after Students may flow to elite Students may flow to elite graduation from lower
th
grade 5. About 13% of the cohort schools after grade 4. About schools after grade 4. secondary school (9 grade).
is already transferred to such 8% flow to such schools at Profound disparities in Low variation in achievement
schools at the age of 11. the age of 10-12. student performance among between schools.
the tracks.
Control over Framework Educational Programs Prior to 2007 schools chose In the late 1990s a large share Detailed core curriculum and
curriculum for different levels and types of between alternative of responsibility for the minimum teaching time per
education are developed by the curricula prepared by the curriculum was effectively subject set by the Ministry of
Ministry, but they are very central government. placed with municipalities. In Education. Schools are free to
general and in practice schools Recently the local curricula 2000, following the choose their methodological
have substantial autonomy in are built of two components controversies around this approaches, but they must
designing their own education – the core component, set programmatic autonomy, the follow the core curriculum and
programs. The Framework defines by the central agency, and Frame Curricula (FC) were frame timetable.
the objectives of basic education, the local component, supplemented to the NCC.
the key competencies to be They reintroduced specific
34
acquired, the general content of developed by the school. subjects within the ten broad
subjects and learning outcomes. knowledge areas along with
annual timetables. After 2011
the curriculim was
recentralized.
Standardized tests In the Czech Republic there are no Slovakia organises only one As from 2006 there are four Standardized tests at the end of
standardized tests. The maturity national test during compulsory national tests in 6th and 9th grade introduced in
examination at upper secondary compulsory education (grade grades 4, 6, 8 and 12. This 2002. Standardized
level is administered and graded 9), testing only the two main compulsory measurement is examinations after 12th grade
within school. subjects – the language of not used by the maintaining (maturity test) - since 2005. The
instruction and bodies for the accountability 9th and 13th grade examination
mathematics. The test purposes, however schools are high stake, as their
results for particular schools regularly receive detailed outcomes determine admission
are not published. feedback about their to schools of a higher tier (high
performance. school and university
respectively)
Teachers’ wages Wages unattractive relative to Very unattractive wage and Low teaching time. Low Very low statutory teaching
and teaching time other professional groups. High high number of net teaching average wage – relative both time. Average teacher wage low
number of net teaching hours. hours. Decentralized teacher to other OECD countries and by OECD standards, but more
Decentralized teacher promotion promotion scheme. other professions requiring a attractive than in other
scheme university degree in Hungary. countries in the region.
Teacher promotion Substantial rises over last 15
mechanism and salaries are years. Competencies regarding
fully centralized. teacher promotion divided
between schools, local
government, and cetral gov.
35
References:
Bacik, Frantisek (1995) Decision-making Processes in the Education System of the Czech Republic,
Prague: Institute of Education Research and Development.
Berčík, Peter, Ladislav Haas, Anita Lehocká and Peter Zvara (2002) Education Management and
Finance in Slovakia, in: Kenneth Davey (ed.) „Balancing National and Local Responsibilities”, Local
Government and Public Service Iniciative, Budapest.
Eurydice (2007) School Autonomy in Europe Policies and Measures, European Commission.
Eurydice (2009) National Testing of Pupils in Europe: Objectives, Organisation and Use of Results,
European Commission.
Fazekas, Karoly, Janos Kollo and Julia Varga (2009) Green Book for the Renewal of Public Education in
Hungary.
Fiszbein, Ariel ed. (2001) Decentralizing Education in Transition Societies. Case Studies from Central
and Eastern Europe, World Bank Institute.
IIPO (2005) Educational System in Slovak Republik, Institute of Information and Prognoses of
Education, Bratislava
Fullan (1991) The New Meaning of Change. Teacher Collage, Columbia University
Halász, Gábor (1993) „The Policy of School Autonomy and the Reform of Educational Administration
Hungarian Changes in an East European Perspective” in: International Review of Education /
Internationale Zeitschrift für Erziehungswissenschaft / Revue Internationale de l'Education, Vol. 39,
No. 6, Education, Democracy, and Development (Nov., 1993), pp. 489-497.
Halász, Gábor (2002) Educational Change and Social Transition in Hungary, Budapest: National
Institute of Public Education.
Halász, Gábor (2013) The New Governance Model of Education in Hungary and its Implications for
the Evaluation of the Quality of School Leadership, presentation for the OECD Review on Evaluation
and Assessment Frameworks for Improving School Outcomes, Oslo, Norway, 11-12 April 2013.
Herbst, M., Herczyński, J. and T. Levitas (2009), Finasowanie oświaty w Polsce. Diagnoza, dylemety,
możliwości, Warszawa: WN Scholar
Horn D., I. Balazsi, Sz. Takacs and Y. Zhang (2006), Tracking and Inequality of Learning Outcomes in
Hungarian Secondary Schools, in: Prospects, vol. XXXVI, No. 4.
Nagy J., Szebenyi, P (1990). Curriculum Policy in Hungary. Hungarian Institute of for Educational
Research, Budapest
36
Kreitzberg, P. (1998). Educational transition in Estonia, 1987-1996. In. Paul Beresford-Hill (ed.).
Education and Privatisation in Eastern Europe and the Baltic Republics. Oxford Studies in
Comparative Education.
Mentel A., Pokorny M. eds. (2012) OECD Review of Evaluation and Assessment Frameworks for
Improving School Outcomes. Country Background Report for the Slovak Republic, NUCEM: Bratislava.
Mourshed, M., Chijioke, Ch. i Barber, M. (2010) How the world’s most improved school systems keep
getting better, McKinsey & Company.
Munich, D. (2014) Interview on the institutional arrangements in Czech education system, performed
by M.Herbst in April-May of 2014
OECD (2013) OECD Reviews of Evaluation and Assessment in Education: Czech Republic
OECD (2013) OECD Reviews of Evaluation and Assessment in Education. Synergies for Better
Learning. An International Perspective on Evaluation and Assessment.
Piopiunik, M., Ryan, P. (2012) Improving the transition between education/training and the labout
market: What can we learn from various national approaches? EENEE Analytical Report No. 13
Strakova, Jana, Vladislav Tomasek, J. Douglas Willms (2006) Educational Inequalities in the Czech
Republic, in: Prospects, vol. XXXVI, No. 4.
The Education System in the Czech Republic (2012) The Ministry of Education, Youth and Science of
the Czech Republic.
Vágó, I. (2000). Az oktatás tartalma. (The content of education). In. Jelentés a magyar közoktatásról -
2000. (Report on school education – 2000), National Institute of Public Education: Budapest.
Vrabcova, Daniela, Pavel Vacek and Jan Lašek (2008) Educational Policies that Address Social
Inequality, Country Report: Slovak Republic, Hradec Králové University.
Zelmanova, Olga, Paulina Korsnakova, Lucia Tramonte, J. Douglas Willms (2006) Education Inequality
in Slovakia: The Effects of Early Selection in: Prospects, vol. XXXVI, No. 4.
37