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One of the several methodologies (such as operations research, systems analysis, systems dynamics) which employ systems
approach to understanding complex phenomenon and problems. GST focuses on the system's structure instead of on the system's
function. It proposes that complex systems share some basic organizing principles irrespective of their purposes, and that these
principles can be modeled mathematically. Introduced by the Austrian biologist Ludwig von Bertalanffy (1901-72) and by the UK
economist Kenneth Boulding (1910-93) around the year 1955.
General system theory: Toward a conceptual framework for science and technology education for all
In this paper we suggest using general system theory (GST) as a unifying theoretical framework for “science and technology
education for all.” Five reasons are articulated: the multidisciplinary nature of systems theory, the ability to engage complexity, the
capacity to describe system dynamics and change, the ability to represent the relationship between the micro-level and macro-level
of analysis, and the ability to bring together the natural and human worlds. The historical origins of system ideas are described, and
the major concepts of system theory are mapped; including the mathematical, technological, and philosophical constructs. The
various efforts to implement system thinking in educational contexts are reviewed, and three kinds of learning environments are
defined: expert presentation, simulation, and real-world. A broad research agenda for exploring and drawing-out the educational
implications of system thinking and learning is outlined. The study of both real-world and simulated learning environments is
advocated.
Science education for all general system theory system thinking learning technology complexity simulation real world
What is evaluation?
Evaluation is the process by which you make a judgement about the worth of something.
Some definitions of evaluation…
“The process by which we decided the value of worth of something. For health promotion, this process involves
measurement and observation and comparison with some criterion or standard” (Hawe, Degeling and Hall, 1990)
“Evaluation is the systematic assessment of the operation and/or the outcomes of a program or policy, compared
to a set of explicit or implicit standards, as a means of contributing to the improvement of the program or policy”
(Weiss, 1998)
Evaluation involves observing, documenting and measuring. It compares what happened with what you expected to happen.
It involves looking at the project and judging whether you are doing what you said you’d do, whether it’s going well, how you could
improve it, and whether it resulted in any unexpected developments.
Evaluating, or assessing the value or worth of something, it is an activity that involves making judgements. “Value” is not absolute –
people have different views about what is of value. This will influence what information about the project is important to collect. This
is explored late in “who could have an interest in your evaluation”.
Evaluation:
Evaluations are carried out using social research methods and practices to measure what changes the programme, projects and
policies have contributed to and to get a mature understanding of how it happened. Evaluation aims at increasing the knowledge
about one or several aspects of the intervention for learning, informing decision-making processes, and being accountable to
More precisely, UNODC uses the definition of evaluation developed by the United Nations Evaluation Group (UNEG). The key part
"An assessment, as systematic and impartial as possible, of an activity, project, programme, strategy, policy, topic, theme, sector,
operational area, or institutional performance. It analyses the level of achievement of both expected and unexpected results by
examining the results chain, processes, contextual factors and causality using appropriate criteria such as relevance, effectiveness,
In order to bring consistency to evaluation processes, the Development Assistance Committee of the Organisation for Economic
Cooperation and Development (OECD-DAC) developed the above standard set of evaluation criteria to be used in assessing all
types of interventions. These include relevance, effectiveness, efficiency, impact, and sustainability. UNODC together with
other United Nations entities, and following UNEG norms and standards, requires evaluations to consider how well its interventions
have addressed the principles of human rights and gender equality and to identify and analyse the specific results at these
levels. Therefore, human rights and gender aspects need to be considered as part of any UNODC evaluation.Design, partnership
and cooperation are also criteria that are required in UNODC evaluations.
UNEG's definition of evaluation further states that evaluation "should provide credible, useful evidence-based information that
enables the timely incorporation of its findings, recommendations and lessons into the decision-making processes of the
A. Relevance
The extent to which the aid activity is suited to the priorities and policies of the target group, recipient and donor.
In evaluating the relevance of a programme or a project, it is useful to consider the following questions:
2. Are the activities and outputs of the programme consistent with the overall goal and the attainment of its objectives?
3. Are the activities and outputs of the programme consistent with the intended impacts and effects?
_________________________________________________________
B. Effectiveness
In evaluating the effectiveness of a programme or a project, it is useful to consider the following questions:
2. What were the major factors influencing the achievement or non-achievement of the objectives?
_________________________________________________________
C. Efficiency
Efficiency measures the outputs - qualitative and quantitative - in relation to the inputs. Is is an economic term which signifies that
the aid uses the least costly resources possible in order to achieve the desired results. This generally requires comparing alternative
approaches to achieving the same outputs, to see whether the most efficient process has been adopted.
When evaluating the efficiency of a programme or a project, it is useful to conider the following questions:
3. Was the programme or project implemented in the most efficient way compared to alternatives?
_________________________________________________________
D. Impact
The positive and negative changes produced by a development intervention, directly or indirectly, intended or unintended. This
involves the main impacts and effects resulting from the activity on the local social, economic, environmental and other development
indicators. The examination should be concerned with both intended and unintended results and must also include the positive and
negative impact of external factors, such as changes in terms of trade and financial conditions.
When evaluating the impact of a programme or a project, it is useful to consider the following questions:
E. Sustainability
Sustainability is concerned with measuring whether the benefits of an activity are likely to continue after donor funding has been
When evaluating the sustainability of a programme or project, it is useful to consider the following questions:
1. To what extent did the benefits of a programme or project continue after donor funding ceased?
2. What were the major factors which influenced the achievement or non-achievement of sustainability of the programme or project?
Effective (adj.) – Adequate to accomplish a purpose; producing the intended or expected result.
Efficient (adj.) – Performing or functioning in the best possible manner with the least waste of time and effort.
Reliability is the degree to which an assessment tool produces stable and consistent results.
Accuracy is precision, correctness, rightness, exactness, exactitude, reliability, sufficiency, adhesion or coherence.
For example,
1. Digital clocks have a higher accuracy than the analogue clocks.
2. In the 20th century, the distance between the planets could not be calculated with as much accuracy, as it is today.
1. General: Freedom from error (correctness), or closeness to truth or fact, resulting from exercise of painstaking care or due
diligence. Accuracy depends on how the data is collected, and is usually judged by comparing several measurements
from the same or different sources.
2. Accounting: (1) A financial statement item is judged accurate when all account balances included in it are correct in (a)
value, (b) presentation, and (c) disclosure of material information. (2) An account balance is judged accurate when all
elements included in it (such as assets, costs, equities, liabilities, reserves) are correct in (a) value, and (b) classification.
(3) A class of transactions is judged accurate when all accounting events included in it are correct in (a) value, and (b)
description.
3. Engineering: Ratio of an error to the range of possible output (full scale output) values.
4. Forecasting: Degree of fit (matching) between the predictions and the actual data.
5. Testing: Degree of the closeness (to actual value) by which an instrument
measures or senses the value of a variable being measured or sensed.
Portability:
Portability is a characteristic attributed to a computer program if it can be used in an operating systems other than the one in which it
was created without requiring major rework. Porting is the task of doing any work necessary to make the computer program run in
the new environment. In general, programs that adhere to standard program interfaces such as the X/Open UNIX 95
standard C language interface are portable. Ideally, such a program needs only to be compiled for the operating system to which it
is being ported. However, programmers using standard interfaces also sometimes use operating system extensions or special
capabilities that may not be present in the new operating system. Uses of such extensions have to be removed or replaced with
comparable functions in the new operating system. In addition to language differences, porting may also require data conversion
Portability has usually meant some work when moving an application program to another operating system. Recently,
the Javaprogramming language and runtime environment has made it possible to have programs that run on any operating system
that supports the Java standard (from Sun Microsystems) without any porting work. Java applets in the form of
precompiled bytecode can be sent from a serverprogram in one operating system to a client program (your Web browser) in another
1. in general principle of management when and how the managers, administrator, leader and executive is being characterized in
management.
The Manager
Managers oversee specific operations within a company, such as a division or section. Certain projects have managers, called
project managers, who are largely if not entirely responsible for the day-to-day workings of that particular project. Managers often
have one or more employees that report directly to them, either connected to a particular project, or assigned to a specific division.
While managers can be an essential element in making a company work, in many instances, managers do not direct the policy or
The Executive
Executives guide the general policy and the overall mission of a company and are commonly assigned to the highest levels of the
organizational ladder. Executives often have broad latitude and authority to make decisions that affect large segments of a
company, if not the entire company. Whereas managers frequently often have a specific division or team they are assigned to direct
in a more or less hands-on fashion, executives may or may not be involved in the day-to-day operations of the company.
Administrator
Excellent Administrator Leadership Qualities
Professional organizations for education leaders put forth school leadership definitions that articulate key performance indicators.
For example, the National Policy Board for Educational Administration describes excellent administrators as “… tenacious change
agents who are creative, inspirational and willing to weather the potential risks, uncertainties and political fall-out to make their
schools places where each student thrives.” Leadership qualities of a good educational administrator further include determination,
self-confidence and high emotional intelligence.
Embraces Mission and Vision
An excellent school starts with a well-defined mission and vision statement developed in collaboration with key stakeholders,
including teachers, parents, students and community members. An excellent administrator articulates and institutionalizes the
school’s mission and vision. Excellent school leaders ensure that opportunity exists for each child to receive a top-notch education
along with preparation for college or a vocation.
Nimble administrators understand that mission and vision should be revisited periodically to keep pace with the changing needs and
expectations of students and schools. Above all, high-performing school administrators must personally embrace and role model an
authentic commitment to student success. Multiple measurements are used to evaluate effort, achievement and progress.
Possesses Ethical and Moral Core
Ethics, integrity and basic human decency are important personal characteristics of excellent administrators. Without a moral
compass, leaders can turn into cult figures or evil dictators like Adolf Hitler. School leaders must be honest, fair, trustworthy and
transparent.
Similarly, an excellent administrator is a good steward of the school’s budget and appropriately allocates funds. Resources are
properly used, managed and monitored. Record keeping and accounting are above reproach. School leaders with a solid reputation
earn public trust, which is needed to gain support for school-funding referendums.
Promotes Equity and Inclusion
Excellent administrators embrace diversity and welcome students from all backgrounds. Curriculum is taught from a culturally
inclusive lens that makes lessons meaningful to diverse students. Respect and tolerance permeate the culture of the school.
Students feel safe and secure when an effective leader is at the helm.
Excellent administrators ensure that student disciplinary codes are consistently enforced with an emphasis on positive behavioral
supports. Strong leaders have the courage to confront institutional bias or marginalization of certain student groups. Teachers and
staff must demonstrate cultural sensitivity and unbiased treatment of students as a condition of continued employment.
Values Professional Development
High-performing school leaders consistently strive for greatness and don’t allow excuses for why improvements aren’t possible.
They affirmatively recruit, hire, mentor and support teachers and staff. Professional development is strongly encouraged to help
teachers stay abreast of emerging technologies and pedagogy.
Qualities of a good educational administrator also include a passion for lifelong learning. Teachers aspiring to senior school
leadership jobs pursue graduate education, such as a specialist credential, master’s degree or doctorate in education. Other
learning activities include membership in professional organizations and participation in educational conferences each year.
Cultivates a Collaborative Workplace
Teachers and professional staff appreciate an excellent administrator who creates an interesting, fun and nurturing work
environment. High-performing schools are typically run by a school administrator who strives for outstanding teaching, learning and
innovation. Teachers are encouraged to work collaboratively.
Under the leadership of an excellent administrator, relationships between co-workers, teachers, students and parents are warm,
trusting and open. Problems are identified and resolved productively. School staff see themselves as valuable members of a team.
Engages Parents and Community Members
School leaders with a reputation for excellence are approachable, friendly and accessible. They are highly visible at school
functions and are active in the larger community. They seek out opportunities to personally meet and greet students and their
families. An open-door policy welcomes anyone who has a concern or suggestion, even angry or upset parents.
Parents are treated as partners in their students' educational progress. Families are kept well informed of school happenings and
are invited to volunteer. Regular updates are sent to parents noting attendance, test scores and missing assignments.
Exceeds Job Expectations
Excellent school administrators go above and beyond when executing their duties. They strive for maximum efficiency, high
productivity and ongoing improvements in curriculum, equipment and facilities. Every effort is made to follow proposed changes
to local, state or federal laws that may affect school policy or funding allocations.
Gains in student achievement are often tied to initiatives spearheaded by top leadership. For instance, new programs to narrow the
performance gap among students from different socioeconomic backgrounds can level the playing field as students prepare for
college. Exemplary leadership performance can bring recognition such as the National School Principal of the Year award by the
National Association of Secondary School Principals.
Exudes Passion and Commitment
Exceptional administrators share a passion for providing a quality education to all students attending the school. “Passion is the
ardor or the fire to develop and maintain an excellent school,” as defined by the National School Boards Association. Top
administrators inspire others to get on board and achieve stretch goals. Motivation runs deeper than a desire to simply comply with
state or federal testing benchmarks.
Commitment is evident in long hours spent attending school board meetings, speaking at school functions, attending conferences,
following up on major incidents and keeping up with professional literature. Some principals and superintendents see their role as a
calling to serve others. Balancing endless job responsibilities with their own personal and family commitments requires exceptional
time management and personal sacrifice.
Strives for Innovation
Effective educational leaders are analytical thinkers who base decisions on research, theory, evidence and best practices. Time
and money is not wasted on programs that are not impactful. Stakeholders are brought into the strategic-planning process to
analyze data, discuss emerging trends and forecast future needs. Assessment is an ongoing process that provides immediate
feedback on what students are learning and how they learn best.
Teachers and staff are encouraged to be leaders and innovators in their discipline. Hard work is expected but is also recognized and
rewarded. Innovation and professional networking is encouraged. Quantifiable goals and objectives consistently aim for above-
average outcomes.
Makes Tough Decisions
Excellent principals and superintendents have the courage and wisdom to make tough decisions when it comes to balancing the
budget, investing in new initiatives, managing a teachers’ strike, responding to a lawsuit against the school and other challenging
circumstances. Diplomacy, tact and decisiveness are essential personal characteristics when it comes to handling heated issues.
Other important qualities are empathy, patience, willingness to listen and fair mindedness.
An excellent school leader maintains composure and provides direction in times of a crisis or a serious weather emergency. If a
tragedy occurs at school, an excellent administrator possesses the confidence and composure to assess the situation, intervene
and share frequent updates. An exceptional administrator is comfortable speaking to the media and law enforcement after an
incident on school grounds.
An administrator is a person who ensures that an organization operates efficiently. Their specific duties depend on the type of
company, organization, or entity where they work. Above all, administrators need to be highly organized and have good
communication skills.
The term may also refer to somebody who a court appoints to wind up a deceased person’s estate. In such cases, the person died
without leaving a will, or it did not name an executor. Additionally, the court may appoint an administrator if the named executor
cannot or will not act.
An administrator could be somebody the court appoints to manage the affairs of a company. Specifically, to manage the affairs of a
business that has become insolvent. In other words, they manage a firm that has been put into administration.
We call a female administrator either an administratrix or administrator. Even though we rarely use the former term today, it is still
valid and correct.
An administrator is an organizer
In companies, administrators devise short- and long-term plans that establish a clear set of goals and objectives. In other words,
they aim to get the organization to where it wants to go.
To make sure these plans succeed, the administrator above all needs to understand the how, when, and who of the whole plan.
All administrators are in charge of administration. Administration refers to activities that deal with organizing and managing the work
of a business. Administration also exists in government, charities, and many other types of organizations.
Administrators’ roles are integral to the organization in which they work. Their functions typically comprise a wide set of duties,
including filing and management.
Most administrators work full-time hours in a single location. In smaller businesses, however, they may work part-time.
Forum Administrators manage the forum’s technical details. They may promote or demote members to or from
moderators, and manage the rules. They may also create sections and sub-sections, and perform any database
operations. Some forum administrators even act as moderators.
Network Administrators maintain the computer infrastructure, with emphasis on networking. They are in charge of the
on-site servers, software-network interactions, and network integrity and resilience.They are often involved in proactive
work which may include network monitoring and testing the whole network for weakness. Some install and implement
updates, as well as email and Internet filters.
Server Administrators are in control of a server. They oversee the performance and condition of the multiple servers of
an organization. A server administrator may be in charge of a game server. They design, install, administer and optimize
company servers and related components. Above all, their aim is to get the best performance possible.
System Administrators, or sysadmins, are responsible for the maintenance, configuration, and the reliable operation of
computer systems. They may be in charge of multi-user computers such as servers. They seek to make sure that the up-
time, resources, performance, and security of the computers meet the needs of the users. Furthermore, they need to
make sure they do all this without exceeding the budget.
LEADER
A leader is "a person who influences a group of people towards the ach ievement of a goal". A mnemonic for this
definition would be 3P's - Person, People and Purpose as illustrated by the following diagram.
1. Vision
Leading means having a vision and sharing it with others. Only when you get to inspire others, it is possible to share a common
goal towards which to direct the efforts and dedication of the entire team. What is your vision?You may also like: The 7 Great
The leader is at the service of the team, and not the other way around. Group members must have and feel the support of their
leader, the tools needed to do their jobs properly must be available to them, they must have recognition for their efforts and know
that there is a person paying attention in order to correct bad habits. That is all part of a leadership which serves the team, and not
the opposite.
4. Empathy
One of the basic qualities of any leader seeking success is precisely emotional intelligence, that ability – often innate – that makes
leaders put themselves in the place of others, understand their concerns and solve problems. Leaders know the secrets of their
businesses and therefore can empathize with customers and members of their teams: that empathy gets to inspire and establish
Read more: Top 11 Leadership Competencies That Will Make You Indestructible in 2016 (Infographic)
5. Creativity
The definition of leadership also has to do with creativity. Good leaders are able to create an environment that will encourage all the
members of their team to develop their skills and imagination, so that they can contribute to the common project and vision of the
company. If you want to lead successfully, respect the creativity of others and learn from the people around you; their ideas will
A good leader sets the bar high for their people, because they want to reach the goals and bring the best ou of their teams. Only a
demanding leader will achieve great results. In addition to this thoroughness, the leader must know how to listen, in order to know
the needs of the people, and then provide the necessary time and resources for them to do their job properly, and therefore meet
The leader must be at the forefront to lead and guide their team throughout the whole process until the goal is reached. But
besides being that “torchbearer”, leaders also know when to step back and make their team take the initiative. In this way, the team
gets the chance to develop, both personally and professionally. Pure management focuses on the tasks, real leadership focuses on
the people.
8. Team building
True leadership is about working in a team to reach a common goal. People management is one of the most difficult tasks faced by
leaders. Thanks to the positive attitude, essential in good leaders, and the trust in their workmates, people get better results. Team-
aware leaders take responsibility when something is wrong, and reward the group after a job well done.
The leader is the one responsible for taking the risks that others are not willing to take. They are confident enough to make a
decision, and if they make a mistake, the leader must have the courage to rectify, assume their guilt and take the right path, without
blaming it on the team. Good leaders know how to get ahead of their time, they see opportunities where others can’t and know
how to spread the enthusiasm for their vision to try to make it real.
10. Improving
True leadership seeks continuous improvement. Leaders have the ability to turn the people in their teams into stars, people who
have improved and developed their skills through the influence of their leader.
In short, the definition of leadership has nothing to do with the hierarchy or anyone’s position within the company; it has nothing to
do with imposing views but its about listening to those who know. Leadership is the attitude assumed by those looking for
something different, who are committed to achieving a goal and whose conviction they manage to transmit to others through
5 E ss e n t i a l Ch a ra c t e ris t ic s f o r G o o d L e a d ers
1. Courage: There are two kinds of courage: physical and moral. Leadership character requires moral courage. This means
standing up for one’s convictions and values while risking criticism, censure or ridicule. It can also mean risking loss of power,
position or reputation. Moral courage inspires respect for several reasons: it is viewed as being a selfless form of behavior; it is seen
as a sign of having overcome fear; and it implies that leaders take responsibility for their own actions.
2. Caring: Caring means showing sincere interest in and genuine concern for others. It includes consideration, compassion,
empathy, sympathy, and nurturing. Caring does not mean tolerating or ignoring shoddy performance, violations of company policies,
bad attitudes, or dishonesty. What it does mean is seeing humans as the most important resource in an organization – and the
resource with the most overall potential. Leaders who are caring will likely be rewarded with cooperative and supportive behavior in
return.
3. Optimism: This is the tendency to take the most hopeful and cheerful view and to expect the best outcome. Optimists see
opportunities, possibilities and silver linings in every situation. They often contend that, with hard work, focus, resilience and a bit of
luck, a positive outcome is possible. People are naturally drawn to leaders who are positive, upbeat and cheerful – who have a “We
4. Self-control: Leaders must choose what they will do and not do and then accept the consequences of their choices. This
includes personal discipline in behaviors and lifestyle. Self-control implies that as a leader you have sufficient drive and initiative, as
well as a clear vision and focus. Self-control keeps a person motivated and focused on goals, and it also contributes to momentum.
5. Communication: There are, of course, several methods of interpersonal communication – written, verbal, and nonverbal signs,
attitudes and body language, as well as communication through actions and appearance. Listening is also an important part of
communication. A leader’s communication casts a vision, establishes direction, shapes goals and objectives, reinforces key values
and clarifies tasks. Communication makes the emotional connection that is so critical in effective leadership.
Executive
The executive is the branch of democratic government that is constituted by the Cabinet, which is the President, Deputy President
and the Ministers, and also the Deputy Ministers.
The branch is responsible for the day-to-day administration and carrying out of national legislation and policies through the work of
its Departments. The executive operates at three levels of government: the national, provincial and local levels. All of these levels of
government have executive authority in their own spheres. Within the balance of powers, the executive is accountable to and is
being monitored by the legislative and the judiciary.
Effective executives
1. Effective executives know where their time goes. They work systematically at managing the little of their time that can be
brought under control.
2. Effective executives focus on outward contribution. They gear their efforts to results rather than to work. They start with the
question, “What results are expected of me?” rather than with the work to be done, let alone with its techniques and tools.
3. Effective executives build on strengths — their own strengths, the strengths of their superiors, colleagues, and
subordinates; and on the strengths of the situation, that is, on what they can do. They do not build on weakness. They do
not start out with the things they cannot do.
4. Effective executives concentrate on the few major areas where superior performance will produce outstanding results.
They force themselves to set priorities and stay with their priority decisions. They know that they have no choice but to do
first things first — and second things not at all. The alternative is to get nothing done.
5. Effective executives, finally, make effective decisions.
‘Executive’ has been defined both in its broad and narrow forms. In its broad form, it is taken to mean all the functionaries, political
power-holders (Political Executive) and permanent civil servants who undertake the execution of laws and policies and run the
administration of state.
In its narrow form, it is taken to mean only the executive heads (ministers i.e. the political Executive), who head the government
departments, formulate the policies and supervise the implementation of the laws and policies of the government. In the narrow
form, the civil service and its administrative functions are not included in the realm of the Executive.
Traditionally, only the narrow meaning used to be accepted by the political scientists. However, in modern times, the executive is
defined in its broader form and it covers both the Political Executive as well as the Civil Service.
Executive: Definition:
(1) “In a broad and collective sense, the executive organ embraces the aggregate or totality of all the functionaries and agencies
which are concerned with the execution of the will of the state as that will has been formulated and expressed in terms of law.”
Garner
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(2) “In its broadest sense, the executive department consists of all government officials except those acting in legislative or judicial
capacity. It includes all the agencies of government that are concerned with the execution of states will as expressed in terms of
law.” Gettell
These two definitions make it clear that executive includes the political executive (Ministers and Head of State) and the non-political
permanent executive (Civil Service or Bureaucracy). The political executive performs the function of making policies and ensuring
that all the laws are properly enforced by all the departments of the government.
The permanent executive i.e. bureaucracy/civil service runs the day-to- day administration and works in government departments. It
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It consists of the executive head of the state and other heads of the executive departments is ministers. Ministers are political
leaders. They are mostly elected representative of the people and responsible for all their decisions and policies before the public.
It acts as a temporary executive in the sense that it changes after every election. After completing one tenure, ministers have to
again contest elections. They can again become ministers only when the party to which they belong returns to power as the majority
party.
The ministers are amateurs, non-experts and non-professionals. Their function is to formulate policies and get these policies and
laws approved from the Legislature. Thereafter these policies and laws of the State are implemented by the civil servants, who work
under the control of Political Executive. The political executive heads the government. Each minister is head of a department or
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It consists of the civil servants (Bureaucracy) from the lowest to the highest levels. It carries out the day to day administration by
working in the government departments. The civil servants are politically neutral. They do not owe allegiance to any political party.
Their job is to carry out the laws and policies of the government without any political consideration. They are specially educated and
trained persons. They are experts and professionals. They give expert advice and opinion as well as collect, classify and present
data to the political executive on the basis of which the latter takes all decisions.
Once appointed, the civil servants remain in office till the attainment of the retirement age, usually up to the age of 55 or 60 years.
They get regular and fixed salaries and are hierarchically organised into higher and lower relationships.
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1. Enforcement of Laws:
The primary function of executive is to enforce laws and to maintain law and order in the state. Whenever a breach of law takes
place, it is the responsibility of the executive to plug the breach and bring the offenders to book. Each government department is
responsible for the implementation of the laws and policies concerning its work. For maintaining law and order in the state, the
2. Appointment-making Functions:
All major appointments are made by the chief executive. As for example, the President of India appoints the Chief Justice and other
Judges of the Supreme Court and High Courts. Ambassadors, Advocate General of India, Members of Union Public Service
Likewise, the President of the United States makes a very large number of key appointments. All the secretaries who head various
government departments, Judges of the Supreme Court and other Federal Courts, the Federal officials in the States etc., are
appointed by the US President. However, all such appointments require the approval of the US Senate (Upper House US Congress
i.e. Parliament).
The members of the civil service are also appointed by the Chief executive. This is, usually, done on the recommendation of a
service recruitment commission. In India, the Union Public Service Commission annually holds competitive examinations for All
It recruits on merit, candidates for appointment to these cadres. The appointments are done by the Chief executive in accordance
with the recommendations of the UPSC. Similar practice prevails in almost all the states. As such appointment-making is a function
of the executive.
3. Treaty-making Functions:
It is the responsibility of the executive to decide as to which treaties are to be signed with which other countries. The executive
negotiates the treaties in accordance with the procedure defined by international law and also in accordance with the provisions the
Each treaty is signed by a member of the executive. Most of the treaties also require ratification by the legislature of the State. It is
again the responsibility of the executive to secure legislative approval for the treaties signed by it.
One of the key functions of the state is to defend and preserve the unity and integrity of the country and protect it in the event of an
external aggression or war. It is the responsibility of the executive to undertake this work. To organise military for the defence of the
state, to prepare for and fight the war, if it becomes necessary, and to negotiate and sign peace settlement after every war, are the
such steps as are needed in the interest of the security and integrity of the state. The chief executive of the state is also the
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In this age of ever-increasing global interdependence, it has become one of the most important functions of a government to
formulate the foreign policy of the state and to conduct foreign relations. This function is also performed by the executive.
The executive formulates the goals of national interest and fixes the priorities. It first formulates the foreign policy of the nation and
then implements it for securing the defined goals of national interest. The executive appoints the ambassadors of the state to other
states.
6. Policy-making:
Modern welfare state has to carry out a large number of functions for securing the socio-economic-cultural development of its
people. It has to formulate policies, prepare short-term and long-term plans and implement these. All actions of the state are guided
2. Differentiate the goals and objectives of tech-voc education from the other eduction system in the philippines the TESDA, CHED
AND DepEd
Primary Education
Paaralang Elementarya or elementary education is the first part of the educational system, and it includes the first six years of
compulsory education from grade 1 to 6, with an optional 7th grade offered by some schools. Major subjects include maths, science,
English, Filipino and social sciences. Optional subjects include music, arts, physical education, and health. Private school students
may select subjects from a wider curriculum including religious instruction in the dogma of their choice.
Until 2004, primary students traditionally sat for the National Elementary Achievement Test (NEAT) administered by the Department
of Education, Culture and Sports (DECS). However, the scores obtained by students in the NEAT were not used as a basis for their
admission into Secondary school.
During 2004, when DECS was officially converted into the Department of Education (DepEd), and as a result of reorganization, the
NEAT was changed to National Achievement Test (NAT) by the Department of Education (DepEd). Students from both public and
private elementary schools take this exam to measure a school's competency. As of 2006, only private schools have entrance
examinations for Secondary school.
Middle Education
Middle school education is a part of Primary (or Elementary) Education
Secondary Education
Secondary education known as Paaralang Sekundarya comprises 4 grades that have changed little since the second world war.
The curriculum is prescribed for both private and state schools. Core subjects are as follows:
Vocational Education
Accredited mainly private institutions known as colleges offer technical and vocational education. Programs offered vary in duration
from a few weeks to two-year diplomas. On completion students may take centrally-administered examinations to obtain their
diploma or certificate.
Vocational colleges don’t usually require an entrance examination, only a record of high school education and an enrollment fee.
Tertiary Education
Most institutions of higher learning are regulated by the commission for higher education.
Colleges typically offer 1 or more specialized programs while universities must offer at least 8 different undergraduate degree
programs in a wide array of subjects and at least 2 graduate programs.
Public universities are all non-sectarian and offer a wide-range of programs, with English as a medium of instruction. Public
universities are government funded, with the largest, the University of the Philippines, receiving the substantial portion of the annual
budget.
There are also a number of private tertiary institutions, sectarian or non-sectarian as well as for-profit or not-for-profit. Most private
institutions are Catholic non-profit organizations.
Most universities offer 4 year degree programs with 2 semesters per year.
Education in the Philippines is provided by public and private schools, colleges, universities, and technical and vocational
institutions in the country. Funding for public education comes from the national government. For the academic year 2017–2018,
about 83% of K–12 students attended public schools and about 17% either attended private schools or were home-schooled.
With the "trifocalization" of the educational system in the country, three government agencies handle each level of education. At the
basic education level, the Department of Education (DepEd) sets overall educational standards and mandates standardized tests for
the K–12 basic education system, although private schools are generally free to determine their own curriculum in accordance with
existing laws and Department regulations. On the other hand, at the higher education level, the Commission on Higher
Education(CHED) supervises and regulates colleges and universities. Meanwhile, the Technical Education and Skills Development
Authority(TESDA) regulates and accredits technical and vocational education programs and institutions in the country.
By law, education is compulsory for thirteen years (kindergarten and grades 1–12) and is grouped into three levels: elementary
school (kindergarten–grade 6), junior high school (grades 7–10), and senior high school (grades 11–12). They may also be grouped
into four key stages: 1st key stage (kindergarten–grade 3), 2nd key stage (grades 4–6), 3rd key stage (grades 7–10) and 4th key
stage (grades 11–12). Children could enter kindergarten at age 5.
Institutions of higher education may be classified as either public or private college or university, and public institutions of higher
education may further be subdivided into two types: state universities and colleges and local colleges and universities.
3. Now consider yourself as a head of school how you can help in the improvement of implementation of K-12.
Teaching throughout their professional lives. In order for this to be accomplished, it is essential that bridges are built between the education faculty and
the content faculty involved in teacher preparation. We tend to know our own area. Discipline specialists know developments in science, but may not
know about current recommendations in science education.
The State of Minnesota Framework for Education of Teachers of Mathematics and Science was developed to communicate clearly common, statewide
goals for the preparation of teachers in mathematics and science. The framework describes five areas important to teacher preparation programs that
will transform teacher education: content, pedagogy, students, an environment for learning, and the process of professional development.
Within each of those five areas, the framework addresses four questions. First, "What are the knowledge and skills individuals need to acquire?"
Second, "What are the experiences that these individuals need to have in order to acquire those knowledge and skills?" Third, "What are the roles and
responsibilities of faculty throughout the university?'' And fourth, "What are the characteristics of a university that produce accomplished beginning
teachers?"
Teachers are the key to effective reform in science and mathematics education. The education of mathematics and science teachers is the responsibility
of an entire institution, and the successful transformation of science and mathematics education will require strong and sustained support from many
individuals over time. For example, convincing the dean of a college of science and technology to buy into the necessary changes for educating teachers
implies change within the entire college. The dean must understand that in the end, successful efforts to reform teacher preparation programs ultimately
will enhance the education of every student who attends the university.
When working with stakeholders from different communities, we must remember that everyone is an expert in a different area and has ideas that need to
be valued. One of the most important messages to take away from this conference is the need to establish communities of learners composed of all the
individuals involved in teacher preparation. The first step in building this community of learners is to establish an environment of trust and respect within
and between university colleges, departments, and the local K-12 teachers and administrators.
A Principal's Perspective on the K-12 School's Role in Preparing Teachers
Mary Ann Chung, Principal, Sunrise Valley Elementary, Fairfax County, Virginia
In the Fairfax County Public School system, each elementary school has lead teachers for science, social studies, and mathematics. Lead teachers
attend in-depth programs and then are supposed to provide turn-around training in
their own schools. But at the school level, principals still need to provide that precious resource of time. Turn-around training is not effective when it is
reduced to one after school in-service. Where do the teachers find the time to learn new teaching strategies, let alone the time to create visions? My
vision was to meet the professional development needs of teachers in my building within the time constraints of the school day.
At Sunrise Valley Elementary, the staff had worked together for a long time. There was a climate for readiness—to think about how to reduce the
pupil/teacher ratio and to provide opportunities for teachers to create visions and to grow as professionals. We developed strategies to create a
''community of learners" by way of a partnership with Marymount University, establishing a professional development academy at our school. Creating
this academy—a community of learners—has resulted in some wonderful achievements. For example, there is one intern for every teacher in our
building. That intern stays with the same teacher all year long, not just for six or twelve weeks, and has the opportunity to be totally immersed in the
school environment.
The teaching staff wanted professional development, and the interns helped make it possible. Once the interns became accustomed to the students and
the routines of the class and the content, they could supervise the classrooms, enabling teachers to have professional development activities right there
at the school site during their regular contract hours.
The interns are also learning. They are learning from the sophisticated questions experienced teachers ask in their own staff development sessions and
from the teachers as they apply their pedagogical content knowledge. The teachers have the opportunity to go back minute by minute, reflecting on their
practice. They think about why they did something when they answer the intern who asks, "How did you ever make that child do whatever?" or "I have
been working with Jimmy for two days, and he still has not learned fractions. How can I improve?" Both the intern and the teacher are constantly
reflecting and learning.
Education professors are out in the school every day. They come to the school in the afternoon to teach their university courses. They send a
coordinator or director of the elementary program out one day a week. We all meet together regularly, and the teachers and interns constantly assess
the program and make changes.
One of the comments interns have about the experience is that while they were in the university setting, they would be asked to design lesson plans, but
there was no audience, no way to test the plan, and no need to refine it. They were creating in a vacuum. Now they are in the school setting. When they
design a lesson, the interns learn both to implement and assess the plan. They also can reflect on how well it works.
There has been a lot of discussion online about the need to improve schooling in the United States. Ultimately, the solution will be found in specific
actions. The question is: What specific actions are needed? To get the conversation started, below is a list of ten action items. I hope this will
encourage readers to refine the list—better define some statements, replace others, etc. What are the top ten things we need to do to improve K-12
2. Make teacher education programs more robust and demanding, both in terms of content-area study and educational philosophy and process study.
4. Move away from standardized tests that drive curricula toward too-low norms.
5. Empower teachers with well-developed teaching resources; better use of technology to share curricular content across schools through open
educational resources (OERs), emulating what we did nationally with educational television in the 1960s-1970s.
6. Build collaborative relationships between schools and higher education; offer university-based high school courses and dual enrollment courses to
7. Re-emphasize civics education to give students a better understanding of their role as citizens.
8. Emphasize active learning—inquiry, research, application—rather than just knowledge transfer at all levels.
9. Build collaborations with local employers for internships and with social service organizations to integrate an expectation of community service into the
curriculum.
10. Ensure a well-defined general education curriculum (history, literature, writing, speaking, civics, arts) to complement a STEM/vocational emphasis.
EXAMPLE
TESDA, which stands for Technical Education and Skills Development Authority, is the government agency tasked to manage and supervise technical
education and skills development in the Philippines.
With the K to 12 program, Briones said students are given better options and opportunities to improve their education and quality of life.
“To those who will go to college, the chances are all up to their hard work since tuition is already free in state colleges and local universities,” she said.
In an earlier interview with Philippine News Agency (PNA), Assistant Secretary Nepomuceno Malaluan said the K to 12 program, in its third year of
implementation, is already in a good position in terms of the required infrastructures, materials and teacher training.
Malaluan said that a recent survey showed that SHS education has decreased the percentage of dropouts among high school students.
“Before less than 50 percent of fourth year high school graduates go to college, now 93 percent of the SHS graduates will continue to college, this shows
strong support from learners,” he said.
With regard to program implementation, Malaluan said DepEd needs to strengthen its collaboration with the community and private sector to improve on
the alignment of education with the companies’ employment requirements.
In April, some 1.252 million learners graduated from SHS. For the school year 2018 to 2019, DepEd welcomed some 2.813 million grade 11 and grade
12 learners based on their projected data. (PNA)
IDEAS
The goal of the new curriculum is to give Filipino students enough time to master skills and concepts so that they are ready for tertiary education when
Kindergarten was previously optional, and advocates of the K-12 programme argue that students who went to kindergarten are better prepared for
primary education than those who did not. In addition, the K-12 programme “provides for the use of the ‘mother tongue‘ language as the medium of
instruction for students in the basic and lower years to facilitate and expedite learning.”
This fabulous interactive map of all public schools in the country could be a useful tool in planning a recruitment strategy. It contains data on the school’s
budget, enrolment statistics, education indicators, number of teaching personnel, furniture, textbooks, classrooms, plus the water and power supply of
As mentioned, one of the ten points on the Education Agenda aims to address severe overcrowding in Philippine schools and the shortage of
classrooms.
In October of last year, the Department of Education signed an agreement “with two winning consortia which will undertake the construction of close to
10,000 classrooms.”
The department’s Public Private Partnership for School Infrastructure Project (PSIP) will give schools the physical space they need and “provides the
private sector the business opportunity to invest in the design, construction and maintenance of classrooms.”
Philippine Education Secretary Armin A. Luistro has said he hopes that by doing so, the classrooms would stand as a testament to Filipino capability and
efficiency. Progress is well underway; construction of more than 9,000 classrooms began in March of this year.
But making more room for students is only half the solution; someone has to teach them and as of early last month, the Department of Education still
An increase in student enrolment which caused the shortage of teachers was due to an increase in kindergarten students – a result of the new K-12
curriculum, as well as students who were formerly enrolled in private school transferring to public school because of tuition fee hikes.
Student enrolment in 2012/3 stood at 20.67 million: 1.77 million kindergarten students, 13.26 million elementary students, and 5.64 million high school
students.
For foreign education providers, this lack of qualified teachers could mean an opportunity to partner with institutions in the Philippines to develop a
A final point on the 10 Point Education Agenda calls for a re-introduction of vocational and technical education in high schools, which has been designed
to give Filipino students practical skills to gain employment after graduation – a key component in tackling the high youth unemployment rate in the
Philippines.
Some advocates are calling for the adoption of the German model of apprenticeship. The Manilla Bulletin reported:
“The Philippine Business for Education (PBEd) wants the country to incorporate Germany’s system of dual technical-vocational education into the K-12
It is hoped that adopting the German model would help address the skills mismatch between Filipino graduates and the jobs available. Ramon del
Rosario, chairman of the PBEd, has said now is the time to implement the apprenticeship system, because of the start of the K-12 curriculum: “It is a
good time because of the development of the senior high school curriculum and that will have a track towards technical vocational education.”
In May, the Technical Education and Skills Development Authority (TESDA) announced it had completed the K-12 technical vocational curriculum, and
everything was in place for the start of the new school year.
TESDA Secretary Joel Villanueva said, “Technical vocational education and training (TVET) will play a central role in the new education model that
prepares students for tertiary education, middle-skills development, employment and entrepreneurship.” Courses include automotive servicing,
horticulture, welding, consumer electronics, dressmaking/tailoring, carpentry, food processing and beauty care.
STATISTICAL
1.Give & explain the statistical test of the following:
Sometimes in a fieldwork it is only possible to collect small samples due to limitations of available individuals or of time: the Comparison of Two Means
allows you to reliably compare the two entire populations from which the samples are taken. It can tell you if the two samples (given as numerical non-
ranked data) are truly significant (in which case the two entire populations are truly different), or if the differences between the two samples simply
occurred by chance (in which case you cannot draw a conclusion as to the similarity/dissimilarity of the two entire populations).
If the sample is NOT normally distributed, or for ordinal (=ranked) data, use the Mann Whitney U-Test
The Comparison of Two Means is used when at least one of the samples has more than 30 values AND both samples are normally distributed.
Method:
1. The Null Hypothesis is that there is NO significant difference between the two samples
2. Calculate (D) = the difference between the means of the two samples (use only the positive value of the result)
3. Calculate (SE) = Standard Error of Difference, with the formula above, where (s) is the standard deviation of each sample, and (n) the number
4. If D / SE > 2, then the Null Hypothesis can be rejected with 95% certainty, which means there is only a 95% probability that the entire
populations from which the samples are taken are significantly different.
We have sampled only 10% of the student body in each school. School A has 400 students (sample = 40) and school B has 500 students (sample = 50).
Size of Sample (n) 40 Students 50 Students students that were sampled (ie: another sample might show otherwise), or is this difference rep
Mean IB Grade (x̄) 4.1 5.3 a significant difference between the results for all students in both schools?
D / SE = 4.74 (> 2)
We can therefore conclude, with 95% certainty, that the fact that there is a difference
sample is NOT a coincidence, and that the ENTIRE population of students in school
confidence interval for the difference between two means contains all the values of ( - ) (the difference between the two population means)
which would not be rejected in the two-sided hypothesis test of
If the confidence interval includes 0 we can say that there is no significant difference between the means of the two populations, at a given level of
confidence.
(Definition taken from Valerie J. Easton and John H. McColl's Statistics Glossary v1.1)
Tests of Significance for Two Unknown Means and Known Standard Deviations
Given samples from two normal populations of size n1 and n2 with unknown means and and known standard deviations and , the
test statistic comparing the means is known as the two-sample z statistic
The null hypothesis always assumes that the means are equal, while the alternative hypothesis may be one-sided or two-sided.
Tests of Significance for Two Unknown Means and Unknown Standard Deviations
In general, the population standard deviations are not known, and are estimated by the calculated values s1 and s2. In this case, the test statistic is
defined by the two-sample t statistic
.
Although the two-sample statistic does not exactly follow the t distribution (since two standard deviations are estimated in the statistic),
conservative P-values may be obtained using the t(k)distribution where k represents the smaller of n1-1 and n2-1. Another option is to estimate
the degrees of freedom via a calculation from the data, which is the general method used by statistical software such as MINITAB.
where t* is the upper (1-C)/2 critical value for the t distribution with k degrees of freedom (with k equal to either the smaller of n1-1 and n1-2 or
the calculated degrees of freedom).
Example
The dataset "Normal Body Temperature, Gender, and Heart Rate" contains 130 observations of body temperature, along with the gender of each
individual and his or her heart rate. In the dataset, the first column gives body temperature and the second column gives the value "1" (male) or "2"
(female) to describe the gender of each subject. Using the MINITAB "DESCRIBE" command with the "BY" subcommand to separate the two genders
provides the following information:
Descriptive Statistics
Is there a significant difference between the mean body temperatures for men and women? To test H0: - = 0 against Ha: -
0, compute the test statistic (98.105 - 98.394)/(sqrt(0.699²/65 + 0.743²/65)) = -0.289/0.127 = -2.276. Using the t(64) distribution, estimated in Table E in
Moore and McCabe by the t(60) distribution, we see that 2P(t>2.276) is between 0.04 and 0.02, indicating a significant difference between the means at
the 0.05 level (although not at the 0.01 level).
To compute a 95% confidence interval, we first note that the 0.025 critical value t* for the t(60) distribution is 2.000, giving the interval ((98.105 -
98.394) + 2.000*0.127) = (-0.289 - 0.254, -0.289 + 0.254) = (-0.543, -0.045). The value 0 is not included in the interval, again indicating a significant
difference at the 0.05 level.
Performing this test in MINITAB using the "TWOT" command gives the results
Two Sample T-Test and Confidence Interval
Pooled t Procedures
If it reasonable to assume that two populations have the same standard deviation, than an alternative procedure known as the pooled t procedure may
be used instead of the general two-sample t procedure. Since only one standard deviation is to be estimated in this case, the resulting test statistic will
exactly follow a t distribution with n1 + n2 - 2 degrees of freedom. The pooled estimator of the variance
Example
In the body temperature example above, the sample standard deviations for the male and female subjects are reasonable close. Using the MINITAB
subcommand "POOLED" with the two-sample t test gives the following results:
Two Sample T-Test and Confidence Interval
Theory
Among the most commonly used statistical significance tests applied to small data sets (populations samples) is the series of Student's tests.
One of these tests is used for the comparison of two means, which is commonly applied to many cases. Typical examples are:
Example 1: Comparison of analytical results obtained with the same method on samples A and B, in order to confirm whether both samples
contain the same percentage of the measured analyte or not.
Example 2: Comparison of analytical results obtained with two different methods A and B on the same sample, in order to confirm whether both
methods provide similar analytical results or not.
The outcome of these tests is the acceptance or rejection of the null hypothesis (H0). The null hypothesis generally states that: "Any
differences, discrepancies, or suspiciously outlying results are purely due to random and not systematic errors". The alternative hypothesis
(Ha) states exactly the opposite.
The means are the same, i.e. in Example 1: both samples contain the same percentage of the analyte; in Example 2: both methods provide
the same analytical results. The differences observed (if any) are purely due to random errors.
The means are significantly different, i.e. in Example 1: each sample contains a different percentage of the analyte; in Example 2: the
methods provide different analytical results (so at least one method yields systematic analytical errors).
An erroneous rejection of H0 (even though it is true) constitutes a Type 1 error, whereas an erroneous acceptance of H0 (even though it is false)
constitutes a Type 2 error.
All significance tests provide results within a predefined confidence level %(CL%). Confidence levels commonly used are 90%, 95% and 99%,
with most usual (at least in the field of chemical analysis) the 95%.
A CL 95% means that: In case of rejecting Ho, we are 95% or more certain that we did the right thing. In other words, we risk a probability of no
more than (100-95)/100 = 0.05 for a Type 1 error.
We can decrease or increase the confidence level of a significance test, but one has to consider the following pitfalls:
(a) By decreasing CL say to 90% (making thus the rejection of H0 easier) the probability of Type 1 error obviously increases.
(b) By increasing CL say to 99% (making thus the rejection of H0 harder) the probability of Type 2 error increases.
A CL 95% is generally considered as a fair compromise between these two different risks.
This test (as described below) assumes: (a) A normal (gaussian) distribution for the populations of the random errors, (b) there is no significant
difference between the standard deviations of both population samples.
The two means and the corresponding standard deviations are calculated by using the following equations (n A and nB are the number of
measurements in data set A and data set B, respectively):
texp value is compared with the critical (theoretical) tth value corresponding to the given degree of freedom N (in the present case N = nA + nB -
2) and the confidence level chosen. Tables of critical t values can be found in any book of statistical analysis, as well as in many quantitative
analysis textbooks. If texp>tththen H0 is rejected else H0 is retained.
How this test and the other significance tests are performed using a statistical analysis program
Nowadays, the rather tedious calculation of statistics (such as t exp) has been greatly simplified by using statistical analysis programs.
Furthermore, there is no need of using statistical tables containing critical values. Instead, after loading the data and executing the program, a
numerical value P is internally calculated (usually by mathematically complicated procedures) and it is finally displayed. This P is the probability
of Type 1 error (specific for the data given), and this is more than adequate information for the user to judge the acceptance or the rejection of
the null hypothesis.
For example, supposing that we have decided to work at CL 95% (i.e. we risk a probability of error of Type 1 not greater than 0.05), then:
(a) A value of P = 0.085 means that H0 must be accepted otherwise we risk an unacceptably high probability (more than 0.05) of error of Type
1.
(b) A value of P = 0.021 means that H0 must be rejected because the probability of error of Type 1 is quite low (less than 0.05).
Accordingly, if we had decided to work at CL 90%, in both cases (P = 0.085, P = 0.021) H 0 would have been rejected, whereas if we had decided
to work on CL 99%, in both cases H0 would have been accepted.
Applet
This applet provides a demonstration of the aforementioned Student's t test. The user can easily create two demo sets (A and B) of
measurements by left-clicking on the provided areas. All demo data values (45<x<55) are displayed (as dot/lines plots) in these areas in red
color.
By clicking "CALCULATE" the number of measurements (N), the means and the standard deviations (SD) for each set are displayed in the next
to the plots areas as shown below (the positions of the means and the +/-1 SD width are also shown in deep blue color):
whereas the texp and P values are shown in the t-test report text area:
In addition, this outcome is explicitly stated (although redundantly) in terms of positive or negative detection of any difference between the
means at CL 90%, 95% and 99%.
The user can study the effect of measurements spreading and of the number of measurements on the final outcome. Thus, for means differing
by the same amount, in case of low data spreading (small SD values) a significant difference may be reported, whereas in case of high data
spreading (high SD values) no significant difference is reported.
This applet can be used (by clicking on the radiobutton "user's data") for testing actual numerical values provided by the user, acting exactly like
a statistical analysis program performing this type of significance test.
ATTENTION:
IFor a full list of all applets click here.
Page maintained by Prof. C. E. Efstathiou
Terminology
Example 1: Fat for Frying Donuts
Step 1: ANOVA Test for Equality of All Means
Requirements for ANOVA
Perform a 1-Way ANOVA Test
Step 2: Tukey HSD for Post-Hoc Analysis
Estimating Differences of Means
Other Comparisons
Example 2: Stock Market
Example 3: CRT Lifetimes
Appendix (The Hard Stuff)
Why Not Just Pick Two Means and Do a t Test?
How ANOVA Works
Estimating Individual Treatment Means
η²: Strength of Association
References
What’s New
Terminology
The factor that varies between samples is called the factor. (Every once in a while things are easy.) The r different values or levels of the factor are
called the treatments. Here the factor is the choice of fat and the treatments are the four fats, so r = 4.
The computations to test the means for equality are called a 1-way ANOVA or 1-factor ANOVA.
Fat 1 64 72 68 77 56 95 72 13.34
Fat 2 78 91 97 82 85 77 85 7.77
Fat 3 75 93 78 71 63 76 76 9.88
Fat 4 55 66 49 64 70 68 62 8.22
Hoping to produce a donut that could be marketed to health-conscious consumers, a company tried four different fats to see which one was least
absorbed by the donuts during the deep frying process. Each fat was used for six batches of two dozen donuts each, and the table shows the grams of
fat absorbed by each batch of donuts.
It looks like donuts absorb the most of Fat 2 and the least of Fat 4, with intermediate amounts of Fat 1 and Fat 3. But there’s a lot of overlap, too: for
instance, even though the mean for Fat 2 is much higher than for Fat 1, one sample of Fat 1, 95 g, is higher than five of the six samples of Fat 2.
Nevertheless, the sample means do look different. But what about the population means? In other words, would the four fats be absorbed in
different if you made a whole lot of batches of donuts — do statistics justify choosing one fat over another? This is the basic question of a hypothesis test
or significance test: is the difference great enough that you can rule out chance?
If Fats 2 and 4 were the only ones you had data for, you’d do a good old 2-sample t test. So why can’t you do that anyway? because that would greatly
increase your chances of a Type I error. The reasons are given in the Appendix.
By the way, though usually you are interested in the differences between population means with various treatments, you can also estimate the
individual means. If you’re interested, see Estimating Individual Treatment Means in the Appendix.
You might wonder why you do analysis of variance to test means, but this actually makes sense. The question, remember, is whether the observed
difference in means is too large to be the result of random selection. How do you decide whether the difference is too large? You look at the
absolute difference of means between treatments (samples), but you also consider the variability within each treatment. Intuitively, if the
difference betweentreatments is a lot bigger than the difference within treatments, you conclude that it’s not due to random chance and there
is a real effect.
And this is just how ANOVA works: comparing the variation between groups to the variation within groups. Hence, analysis of variance.
1. You need r simple random samples for the r treatments, and they need to be independent samples. The sample sizes need not be the same,
though it’s best if they’re not very different.
2. The underlying populations should be normally distributed. However, the ANOVA test is robust and moderate departures from normality aren’t
a problem, especially if sample sizes are large and equal or nearly equal (Kuzma & Bohnenblust 2005 page 180).
3. The samples should all have the same standard deviation, theoretically. Because the ANOVA test is robust, Sullivan 2011 page C–21 (on CD)
says it’s good enough if the largest standard deviation is less than double the smallest standard deviation.
Miller 1986 (pages 90–91) is more cautious. When sample sizes are equal but standard deviations are not, the actual p-value will be slightly
larger than what you find in the tables. But when sample sizes are unequal, and the smaller samples have the larger standard deviations, the
actual p-value “can increase dramatically above” what the tables say, even “without too much disparity” in the standard deviations. “Falsely
reporting significant results when the small samples have the larger variances is a serious worry. The lesson to be learned is to balance the
experiment [equal sample sizes] if at all possible.”
A 1-way ANOVA tests whether the means of all groups are equal for different levels of one factor, using some fairly lengthy calculations. You could do all
the computations by hand as shown in the Appendix, but no one ever does. Here are some alternatives:
Excel’s Anova: Single Factor command is in the Tools » Data Analysis menu in Excel 2003 and below, or
the Data » Analysis » Data Analysis menu in Excel 2007. If you don’t see it there, follow instructions in Excel help to load the Analysis
Toolpak.
On a TI-83 or TI-84, enter each sample in a statistics list, then press [STAT] [◄] [▲] to select ANOVA, and enter the list names separated by
commas.
There are even Web-based ANOVA calculators, such as Lowry 2001b.
There are many software packages for mathematics and statistics that include ANOVA calculations. One of them, R, is highly regarded and is
open source.
When you use a calculator or computer program to do ANOVA, you get an ANOVA table that looks something like this:
SS df MS F p
Total 3654.5 23
Note that the mean square between treatments, 545.4, is much larger than the mean square within treatments, 100.9. That ratio, between-groups mean
square over within-groups mean square, is called an F statistic (F = MSB/MSW = 5.41 in this example). It tells you how much more variability there is
between treatment groups than within treatment groups. The larger that ratio, the more confident you feel in rejecting the null hypothesis, which was that
all means are equal and there is no treatment effect.
But what you care about is the p-value of 0.0069, obtained from the F distribution. The p-value has the usual interpretation: the probability of the
between-treatments MS being ≥5.41 times the within-treatments MS, if the null hypothesis is true, is p = 0.0069.
The p-value is below your significance level of 0.05: it would be quite unlikely to have MS B/MSW this large if there were no real difference among
the means. Therefore you reject H0 and accept H1, concluding that the mean absorption of all the fats is not the same.
An interesting extra parameter can be derived from the ANOVA table; see η²: Strength of Association in the Appendix below.
Now that you know that it does make a difference which fat is used, you naturally want to know which fats are significantly different. This is post-hoc
analysis. There are several different post-hoc analyses, and no one is superior on all points, but the most common choice is the Tukey HSD.
Step 2: Tukey HSD for Post-Hoc Analysis
If your ANOVA test shows that the means aren’t all equal, your next step is to determine whichmeans are different, to your level of significance. You
can’t just perform a series of t tests, because that would greatly increase your likelihood of a Type I error. So what do you do?
John Tukey gave one answer to this question, the HSD (Honestly Significant Difference) test. You compute something analogous to a t score for
each pair of means, but you don’t compare it to the Student’s t distribution. Instead, you use a new distribution called the studentized range or q
distribution.
Caution:Perform post-hoc analysis only if the ANOVA test shows a p-value less than your α. If p>α, you don’t know whether the
means are all the same or not, and you can’t go fishing for unequal means.
You generally want to know not just which means differ, but by how much they differ (theeffect size). The easiest thing is to compute the confidence
interval first, and then interpret it for a significant difference in means (or no significant difference). You’ve already seen this relationship between a test
of significance at the α level and a 1−α confidence interval:
If the endpoints of the CI have the same sign (both positive or both are negative), then 0 is not in the interval and you can conclude
that the means are different.
If the endpoints of the CI have opposite signs, then 0 is in the interval and you can’t determine whether the means are equal or
different.
You compute that confidence interval similarly to the confidence interval for the difference of two means, but using the q distribution which avoids the
problem of inflating α:
where x̅i and x̅j are the two sample means, ni and nj are the two sample sizes, MSW is the within-groups mean square from the ANOVA table, and q is
the critical value of the studentized range for α, the number of treatments or samples r, and the within-groups degrees of freedom dfW. The square-root
term is called the standardized error (as opposed to standard error).
Using the studentized range, developed by Tukey, overcomes the problem of inflated significance level that I talked about earlier. If sample sizes
are equal, the risk of a Type I error is exactly α, and if sample sizes are unequal it’s less than α: the procedure is conservative. In terms of confidence
intervals, if the sample sizes are equal then the confidence level is the stated 1−α, but if the sample size are unequal then the actual confidence level is
greater than 1−α (NIST 2012 section 7.4.7.1).
Usually the comparisons are presented in a table, like this one for the example with frying donuts:
How do you read the table, and how was it constructed? Look first at the rows. Each row compares one pair of treatments.
If you have r treatments, there will be r(r−1)/2 pairs of means. The “/2” part comes because there’s no need to compare Fat 1 to Fat 2 and then
Fat 2 to Fat 1. If Fat 1 is absorbed less than Fat 2, then Fat 2 is absorbed more than Fat 1 and by the same amount.
Now look at the columns. I’ll work through all the columns of the first row with you, and you can interpret the others in the same way.
1. The row heading tells you which treatments are being compared in this row, and the direction of comparison.
2. The next column gives the point estimate of difference, which is nothing more than the difference or the two sample means. The sample
means of Fat 1 and Fat 2 were 72 and 85, so the difference is −13: the sample average of Fat 1 was 13 g less fat absorbed than the
sample average of Fat 2.
3. Next is critical q, from the confidence interval formula. q(α,r,dfW) depends on the number of treatments and total number of data points,
not on the individual treatments, so it’s the same for all rows in any given experiment.
For this experiment, we had four treatments and dfW from the ANOVA table was 20, so we need q(0.05, 4, 20). Your textbook may have a
table of critical values for the studentized range, or you can look up q in an online table such as the one at the end of Abdi and Williams
2010, or find it with an online calculator like Lowry 2001a. Most textbooks don’t have a table of q, and the TI calculators can’t compute it.)
Different sources give slightly different critical values of q, I suspect because q is extremely difficult to compute. One value I found
was q(0.05,4,20) = 3.9597.
4. The standardized error is the square-root term from Tukey’sformula for confidence interval.
In an experiment with unequal sample sizes, the standardized error would vary for comparing different pairs of treatments. But in this
experiment, every treatment has six data points, and so the standardized error is the same for every pair of means:
√[(MSW/2)·(1/6+1/6)] = √[(100.9/2)·(2/6)] = 4.1008
5. The endpoints of the confidence interval, as usual, are the point estimate plus or minus the critical q times the standardized error.
Critical q times the standardized error is 3.9597×4.1008 = 16.2, and the difference of means in the first row is x̅1−x̅2 = −13, so the endpoints
of the confidence interval are −13−16.2 = −29.2 and −13+16.2 = 3.2.
Interpretation: You’re 95% confident that, on average, a batch of 24 donuts absorbs between 29.2 g less and 3.2 g more of Fat 1 than
Fat 2.
6. The last column applies the relation between confidence interval and significance test to say whether there’s a significant
difference between the two treatments.
The confidence interval for the difference between Fat 1 and Fat 2 goes from a negative to a positive, so it does include zero. That means
the two fats might have the same or different absorption, so you can’t say whether there’s a difference.
Caution: It’s generally best not to say that there is no significant difference. Even though that’s literally true, it’s easily misinterpreted
to mean that the absorption of the two fats is the same, and you don’t know that. It might be, and it might not be. Stick to neutral language.
On the other hand, when the endpoints of the confidence interval are both positive or both negative, then 0 is not in the interval and we
reject the null hypothesis of equality. In this table, only Fats 2 and 4 have a significant difference.
Interpretation: Fats 2 and 4 are not equally absorbed in frying donuts, and we’re 95% confident that a batch of 24 donuts absorbs
6.8 g to 30.2 g more of Fat 2 than Fat 4.
Other Comparisons
It’s possible to make more complicated comparisons. For instance, with a control group and two treatments you might compare the mean of the control
group to the average of the means of the two treatments. Any kind of linear comparison can be done using a procedure developed by Henry Scheffé. A
good brief explanation of Scheffé’s method is at NIST 2012 section 7.4.7.2.
Tukey’s method is best when you are simultaneously comparing all pairs of means. If you have pre-selected a subset of means to compare, the
Bonferroni method (NIST 2012 section 7.4.7.3) may be better.
A stock analyst randomly selected eight stocks in each of three industries and compiled the five-year rate of return for each stock. The analyst would like
to know whether any of the industries have a different rate of return from the others, at the 0.05 significance level.
You can use a normal probability plot to assess normality for each sample; see MATH200A Program part 4. The standard deviations of the three
samples are fairly close together, so the requirements are met.
SS df MS F p
Total 590.8508 23
The F statistic is only 2.08, so the variation between groups is only about double the variation within groups. The high p-value makes you fail to reject
H0 and you cannot reach a conclusion about differences between average rates of returns for the three industries.
Since you failed to reject H0 in the initial ANOVA test, you can’t do any sort of post-hoc analysis and look for differences between any
particular pairs of means. (Well, you can, but you know in advance that all of the intervals will include zero, meaning that you don’t know whether any
particular sector has a different return from any other sector or not.)
Lifetime, hr x̅ s
A company makes three types of high-performance CRTs. A random sample finds lifetimes shown in the table at right. At the 0.05 level, is there a
difference in the average lifetimes of the three types?
SS df MS F p
Within groups 36 9 4
(or “Error”)
Total 72 11
p<α, so you reject H0 and accept H1, concluding that the three types don’t all have the same mean lifetime.
Since you were able to reject the null hypothesis, you can proceed with post-hoc analysisto determine which means are different and the size of
the difference. Here is the table:
This result might surprise you: although the three means aren’t all equal, you can’t say that any two of the means are unequal. But when you look
more closely at the numbers, this doesn’t seem quite so unreasonable.
First, look at the p-value in the ANOVA table: 0.0442 is below 0.05, yes, but it’s not very far below. There’s almost a 4½% chance that we’re
committing a Type I error in rejecting H0. Next, look at the confidence interval μ A−μB. While the interval does include 0, it’s extremely lopsided
and almost doesn’t include 0.
Though we’re used to thinking of significance as “either it is or it isn’t”, there are cases where the decision is a close one, and this is one of those
cases. And the confidence intervals are computed by a different method than the significance test, using a different distribution. Here again, the decision
is a close one. So what we have is two close decisions, based on different computations, one falling slightly on one side of the line and the other falling
slightly on the other side of the line. It’s a good reminder that in statistics we’re dealing with probabilities, not certainties.
The following sections are for students who want to know more than just the bare bones of how to do a 1-way ANOVA test.
Remember that you have to set up hypotheses up before you know the data. Before you’ve actually fried the donuts, you have no reason to expect
any particular outcome. Specifically, until you have the data you have no reason to think Fats 2 and 4 are any more different than Fats 1 and 4, or any
other pair.
Why can’t you collect the data and then select your hypotheses? Because that can put significance on a chance event. For example, a golfer
hits a ball and it lands on a particular tuft of grass. The probability of landing on that particular tuft is extremely small, so there’s something different
about that particular tuft, right? Obviously not! It’s a logical fallacy to decide what to test after you already have the data.
So if you want to do a 2-sample t test in differences among four fats you would have to test every pair of fats: 1 and 2, 1 and 3 1 and 4, 2 and 3, 2 and 4,
3 and 4. That’s six hypotheses in all.
Well, why not do a 0.05 significance test on pair of means? Remember what a 0.05 significance level means: you’re willing to accept a 5% chance of
a Type I error, rejecting H0when it’s actually true. But if you test six 0.05 hypotheses on the same set of data, you’re much more likely to commit a Type I
error. How much more likely? Well, for each hypothesis there’s a 95% chance of escaping a Type I error, but the probability of escaping a Type I error
six times in a row is 0.956 = 0.7351. 1−0.7351 = 0.2649, so if you test all six pairs at the 0.05 level, you’re more likely than one chance in four to get
a false positive, finding a difference between two fats when there’s actually no difference.
Prob. of Type I Error
3 3 0.1426 0.0297
4 6 0.2649 0.0585
5 10 0.4013 0.0956
6 15 0.5367 0.1399
In general, if you have r treatments, there arer(r−1)/2 pairs of means to compare. If you test each pair at significance level α, the overall
probability of a Type I error is 1 − (1−α)r(r−1)/2. The table at right shows the effective α for various numbers of treatments when the nominal α is 0.05 or
0.01. You can see that testing multiple hypotheses increases your α dramatically. Even with just three treatments, the effective α is almost three
times the nominal α. This is clearly unacceptable.
Why not just lower your alpha? Because as you lower your α you increase your β, the chance of a Type II error. β represents the probability of a false
negative, failing to find a difference in fats when there actually is a difference. This, too, is unacceptable.
So you have to find a way to test all the pairs of means at the same time, in one test. The solution is an extension of the t test to multiple samples, and
it’s called ANOVA. (If you have only two treatments, ANOVA computes the same p-value as a two-sample t test, but at the cost of extra effort.)
How does the ANOVA procedure compute a p-value? This section shows you the formulas and carries through the computations for the example
with fat for frying donuts.
Remember, long ago in a galaxy called Descriptive Statistics, how the variance was defined: find the mean, then for each data point take the square of
its difference from the mean. Add up all those squares, and you have SS(x), the sum of squared deviations in x. The variance was SS(x) divided by the
degrees of freedom n−1, so it was a kind of average or mean squared deviation. You probably learned the shortcut computational formulas:
SS(x) = ∑x² − (∑x)²/n or SS(x) = ∑x² − nx̅²
and then
s² = MS(x) = SS(x)/df where df = n−1
In 1-way ANOVA, we extend those concepts a bit. First you partition SS(x) into between-treatments and within-treatments parts, SSB and SSW. Then you
compute the mean square deviations:
MSB is called the between-treatments mean square, between-groups variance, or factor MS. It measures the variability associated with the different
treatment levels or different values of the factor.
MSW is called the within-treatments mean square, within-group variance, pooled variance, or error MS. It measures the variability that
is not associated with the different treatments.
Finally you divide the two to obtain your test statistic, F = MSB/MSW, and you look up the p-value in a table of the F distribution.
(The F distribution is named after “the celebrated R.A. Fisher” (Kuzma & Bohnenblust 2005, 176). You may have already seen the F distribution in
computing a different ratio of variances, as part of testing the variances of two populations for equality.)
There are several ways to compute the variability, but they all come up with the same answers and this method in Spiegel and Stephens
1999 pages 367–368 is as easy as any:
SS df MS F
SSW = ∑(nj−1)sj²
SStot = SSB + SSW
where
r is the number of treatments.
nj, x̅j, sj for each treatment are the sample size, sample mean, and sample standard deviation.
N is the total sample size and x̅ = ∑x/N is the overall sample mean or “grand mean”. x̅ can also be computed from the sample means by
x̅ = ∑njx̅j/N
You begin with the treatment means x̅j={72, 85, 76, 62} and the overall mean x̅=73.75, then compute
SSB = (6×72²+6×85²+6×76²+6×62²) − 24×73.75² = 1636.5
MSB = 1636.5 / 3 = 545.4
The next step depends on whether you know the standard deviations s j of the samples. If you don’t, then you jump to the third row of the table to
compute the overall sum of squares:
∑x² = 64² + 72² + 68² + ... + 70² + 68² = 134192
SStot = ∑x² − Nx̅² = 134192 − 24×73.75² = 3654.5
Then you find SSW by subtracting the “between” sum of squares SSB from the overall sum of squares SStot:
SSW = SStot−SSB = 3654.5−1636.5 = 2018.0
MSW = 2018.0 / 20 = 100.9
Now you’re almost there. You want to know whether the variability between treatments, MS B, is greater than the variability within treatments, MSW . If it’s
enough greater, then you conclude that there is a real difference between at least some of the treatment means and therefore that the factor has a real
effect. To determine this, divide
F = MSB/MSW = 5.41
This is the F statistic. The F distribution is a one-tailed distribution that depends on both degrees of freedom, dfB and dfW.
At long last, you look up F=5.41 with 3 and 20 degrees of freedom, and you find a p-value of 0.0069. The interpretation is the usual one: there’s
only a 0.0069 chance of getting an F statistic greater than 5.41 (or higher variability between treatments relative to the variability within treatments) if
there is actually no difference between treatments. Since the p-value is less than α, you conclude that there is a difference.
Usually you’re interested in the contrast between two treatments, but you can also estimate the population mean for an individual treatment. You do use
a t interval, as you would when you have only one sample, but the standard error and degrees of freedom are different (NIST 2012 section 7.4.3.6).
To compute a confidence interval on an individual mean for the jth treatment, use
df = dfW
standard error = √(MSW/nj)
Therefore the margin of error, which is the half-width of the confidence interval, is
E = t(α/2,dfW) · √(MSW/nj)
Example: Refer back to the fats for frying donuts. Estimate the population mean for Fat 2 with 95% confidence? In other words, if you fried a great many
batches of donuts in Fat 2, how much fat per batch would be absorbed, on average?
Computation by Hand
Begin by finding the critical t. Since 1−α = 0.95, α/2 = 0.025. You therefore need t(0.025,20). You can find this from a table:
t(0.025,20) = 2.0860
Now you’re ready to finish the confidence interval. The margin of error is
E = t(α/2,df) · √(MSW/nj) = 2.0860×4.1008 = 8.5541
Therefore the confidence interval is
μ2 = 85 ± 8.6 g (95% confidence)
or
76.4 g ≤ μ2 ≤ 93.6 g (95% confidence)
Conclusion: You’re 95% confident that the true mean amount of fat absorbed by a batch of donuts fried in Fat 2 is between 76.4 g and 93.6 g.
TI-83/84 Procedure
Your TI calculator is set up to do the necessary calculations, but there’s one glitch because the degrees of freedom is not based on the size of the
individual sample, as it is in a regular t interval. So you have to “spoof” the calculator as follows.
Press [STAT] [◄] [8] to bring up the TInterval screen. First I’ll tell you what to enter; then I’ll explain why.
All this fakery achieves the desired result: the confidence interval matches the one that you would have if you computed it by hand.
Conclusion: You’re 95% confident that the true mean amount of fat absorbed by a batch of donuts fried in Fat 2 is between 76.4 g and 93.6 g.
η²: Strength of Association
Lowry 1988 chapter 14 part 2 mentions a measure that is usually neglected in ANOVA: η². (η is the Greek letter eta, which rhymes with beta.)
η² = SSB/SStot, the ratio of sum of squares between groups to total sum of squares. For thedonut-frying example,
η² = SSB/SStot = 1636.5 / 3654.5 = 0.45
What does this tell you? η² measures how much of the total variability in the dependent variable is associated with the variation in treatments. For the
donut example, η² = 0.45 tells you that 45% of the variability in fat absorption among the batches is associated with the choice of fat.
Any statistical test that uses the chi square distribution can be called chi square test. It is applicable both for large and small samples-
For example suppose a person wants to test the hypothesis that success rate in a particular English test is similar for indigenous and
immigrant students.
If we take random sample of say size 80 students and measure both indigenous/immigrant as well as success/failure status of each of the student,
There are different types of chi square test each for different purpose. Some of the popular types are outlined below.
1. Chi square test for testing goodness of fit is used to decide whether there is any difference between the observed (experimental) value and the
For example given a sample, we may like to test if it has been drawn from a normal population. This can be tested using chi square goodness of fit
procedure.
2. Chi square test for independence of two attributes. Suppose N observations are considered and classified according two characteristics say A
and B. We may be interested to test whether the two characteristics are independent. In such a case, we can use Chi square test for independence of
two attributes.
The example considered above testing for independence of success in the English test vis a vis immigrant status is a case fit for analysis using this
test.
3. Chi square test for single variance is used to test a hypothesis on a specific value of the population variance. Statistically speaking, we test
the null hypothesis H0: σ = σ0 against the research hypothesis H1: σ # σ0 where σ is the population mean and σ0 is a specific value of the population
In other words, this test enables us to test if the given sample has been drawn from a population with specific variance σ0. This is a small sample test
Assumptions
The Chi square test for single variance has an assumption that the population from which the sample has been is normal. This normality assumption
need not hold for chi square goodness of fit test and test for independence of attributes.
However while implementing these two tests, one has to ensure that expected frequency in any cell is not less than 5. If it is so, then it has to be pooled
with the preceding or succeeding cell so that expected frequency of the pooled cell is at least 5.
It has to be noted that the Chi square goodness of fit test and test for independence of attributes depend only on the set of observed and expected
frequencies and degrees of freedom. These two tests do not need any assumption regarding distribution of the parent population from which the
Since these tests do not involve any population parameters or characteristics, they are also termed as non parametric or distribution free tests. An
additional important fact on these two tests is they are sample size independent and can be used for any sample size as long as the assumption on
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Proactive management activity and time for strategic thinking and planning.
A focused, disciplined organization with good coordination among functions and activities.
Higher productivity and greater operational efficiency because of better work planning and coordination.
Crises and unanticipated events are contained and managed effectively.
A stable, well trained workforce performing key tasks.
Planned goals and objectives are regularly achieved.
Customized organizational models significantly reduce the time required for planning, budgeting, and performance measurement.
Planning and Budgeting Process. Planning and Budgeting is an analytical application that helps you set top-down targets and generate a bottom-
up budget, which is at the foundation of your organization's operations. ... Use Planning and Budgeting to: Develop planning targets. Access and
analyze historical and current data.
Planning and Budgeting is an analytical application that helps you set top-down targets and generate a bottom-up budget, which is at the foundation of
your organization's operations. It helps management evaluate business alternatives and set financial targets, and it enables the organization to work
cooperatively and efficiently through the budgeting iterative process—reevaluating expenses and revenue estimates; changing start and end dates;
and modifying objectives.
Planning and Budgeting enables different departments to use compatible tools based on the same assumptions. By delivering a shared business
model with role-based access over the internet, every participant can interact with his or her portion of the business plan or budget at any time, from
any global location. You can respond quickly and efficiently to the changing business environment. Through what-if analysis and modeling, you can
simulate headcount changes, expense control strategies, and capital investment plans before implementation. Marketing volatility and other deviations
from the original plan can be handled proactively, in real time, rather than once a year.
This flowchart illustrates the Planning and Budgeting process, which includes defining budget objectives; accessing historical and actual data;
developing a base budget; preparing, reviewing and refining a budget; posting and reporting results; and monitoring progress and amending the
budget.
Planning
Definition: Planning is the fundamental management function, which involves deciding beforehand, what is to be done, when is it to be done, how it is
to be done and who is going to do it. It is an intellectual process which lays down an organisation’s objectives and develops various courses of
action, by which the organisation can achieve those objectives. It chalks out exactly, how to attain a specific goal.
Planning is nothing but thinking before the action takes place. It helps us to take a peep into the future and decide in advance the way to deal with
the situations, which we are going to encounter in future. It involves logical thinking and rational decision making.
Importance of Planning
It helps managers to improve future performance, by establishing objectives and selecting a course of action, for the benefit of the organisation.
It facilitates the coordination of activities. Thus, reduces overlapping among activities and eliminates unproductive work.
It states in advance, what should be done in future, so it provides direction for action.
It sets out standards for controlling. It compares actual performance with the standard performance and efforts are made to correct the same.
Planning is present in all types of organizations, households, sectors, economies, etc. We need to plan because the future is highly uncertain and no
one can predict the future with 100% accuracy, as the conditions can change anytime. Hence, planning is the basic requirement of any organization for
the survival, growth and success.
What Is a Budget?
A budget is an estimation of revenue and expenses over a specified future period of time and is usually compiled and re-evaluated on a periodic basis.
Budgets can be made for a person, a family, a group of people, a business, a government, a country, a multinational organization or just about anything
else that makes and spends money. At companies and organizations, a budget is an internal tool used by management and is often not required for
reporting by external parties.
4. Enumerate and discuss the goals of fiscal management and financial management.
Good fiscal management including the efficient use of public funds shall be the practice of the Lake Washington School District. Programs shall be
implemented which shall:
Financial management is a process that enables a business to plan, direct, organize, monitor and control its current and future financial resources and
events. It involves applying the basic principles of management in financial activities such as purchases, sales, capital expansion, inventory valuation,
financial reporting, and profit distribution. A business organization is organic in nature, and its successful growth depends on the financial efficiencies of
operations and strategies. Therefore, the primary goals of financial management dwell on both short-term and long-term activities that seek to maximize
value creation from scarce financial resources.
Disseminating
Timely dissemination of monthly, quarterly and annual financial information to internal and external stakeholders is a significant goal of financial
management. It ensures that financial information is prepared in accordance with accounting principles and International Financial Reporting Standards.
This provides internal stakeholders -- that is, owners and employees -- with reliable information on the performance and profitability of the business. The
financial reports furnish suppliers with the information they require to determine the stability of the business, and enable the government to examine the
Planning
Financial plans and forecasts aim at facilitating efficiency in the current and future activities of the business. The planning process seeks to match the
organization’s operational and investment activities to its overall cash flow capabilities. Current and future cash flow projections determine the scope of
short-term and long-term plans of the business. This goal ensures sufficient funds are sourced in good time and allocated to different business activities.
Financial planning also ensures the business engages in profitable long-term investments. For example, capital budgeting analyzes the financial viability
Managing Risks
Risk management is a very important goal because it touches on one of the soft underbellies of the business enterprise. Financial management
prescribes the appropriate contingency measures for both operational and strategic risks. Insurance and automated financial management systems help
business owners and employees to prevent or reduce the risks from theft, fraud and embezzlement. Internal and external auditing processes also
Exerting Controls
The financial management function exerts internal controls over financial resources with the objective of ensuring efficient resource utilization. These
controls enhance scrutiny of financial transactions to prevent business owners or employees from violating financial principles or undermining
transparency. The goal of enhancing internal financial controls is pursued through oversight by the senior financial management staff and internal
auditors. Failure to exert internal financial controls could spell unprecedented consequences for the business, as was the case of financial reporting
A budget process refers to the process by which governments create and approve a budget, which is as follows:
The Financial Service Department prepares worksheets to assist the department head in preparation of department budget estimates
The Administrator calls a meeting of managers and they present and discuss plans for the following year’s projected level of activity.
The managers can work with the Financial Services, or work alone to prepare an estimate for the departments coming year.
The completed budgets are presented by the managers to their Executive Officers for review and approval.
Justification of the budget request may be required in writing. In most cases, the manager talks with their administrative officers about budget
requirements. Adjustments to the budget submission may be required as a result of this phase in the process.
PHILOSOPHY OF EDUCATION
Progressivists accept the impermanence of life and inevitability of change. For the progressivists , everything else changes. Change is the only thing that
does not change. Hence, progressivists teachers are more concerned with teaching facts or bits of information that are true today but become obsolete
tomorrow, they would rather focus their teaching on the teaching of skills or processes in gathering and evaluating information and in problem – solving.
The subjects that are given emphasis in progressivists schools are the “natural and Social sciences. Teachers expose students to many new scientific,
technological, and social development, reflecting the progressivists otion that progress and change are fundamental.
3. Perennialism
Why Teach – We are all rational animals. Schools should, therefore, develop the students’ rational and moral powers. According to Aristotle, if we
neglect the students’ reasoning skills, we deprive them of the ability to use their higher faculties to control their passions and appetites.
What to Teach – the Perennialist curriculum is a universal one on the view that all human beings possess the same essential nature. It is heavy on the
humanities, on general education. It is not a specialist curriculum but rather a general one. There is less emphasis on vocational and technical
education. Philosopher Mortimer Adler claims that the “Great Books of ancient and medieval as well as modern times are a repository of knowledge and
wisdom, a tradition of culture which must initiate each generation”. What the Perennialist teachers teach are lifted from the Great Books.
How to Teach – the Perennialist classroom are “centered around Teacher”. The teachers do not allow the students’ interest or experiences to
substantially dictate what they teach. They apply whatever creative techniques and other tried and true methods which are believed to be most
conducive to disciplining the students’ minds. Students engaged in Socratic dialogues, or mutual inquiry sessions to develop an understanding of
history’s most timeless concepts.”
. Existentialism
Why Teach – the main concern of the existentialists is “to help students understand and appreciate themselves as unique individuals who accept
complete responsibility for their thoughts, feelings and actions” Since existence precedes essence “ the existentialist teacher’s role is to help students
define their own essence by exposing them to various paths they take in life and by creating an environment in which they freely choose their own
preferred way. Since feeling is not divorced from reason in decision making, the existentialist demands the education of the whole person, not just the
mind.”
What to Teach – “In an existentialist curriculum, students are given a wide variety of options from which to choose.” Students are afforded great
latitude in their choice of subject matter. The humanities, however are given tremendous emphasis to “provide students with vicarious experiences that
will help unleash their own creativity and self-expression. For example, rather than emphasizing historical events, existentialist focus upon the actions of
historical individuals, each of whom provide possible models for the students’ own behaviour.
How to Teach – existentialist methods focus on the individual. Learning is self-paced, self-directed. It includes a great deal of individual contact with the
teacher, who relates to each student openly and honestly. To help students known themselves and their place in society, teachers employ values
clarification strategy. In the use of such strategy, teachers remain non-judgmental and take care not to impose their values on their students since values
are persona.
5. Behaviorism
Why Teach – Behaviorist school are concerned with the modification and shaping of students’ behaviour by providing for a favourable environment,
since they believe that they are a product of their environment. They are after students’ who exhibit desirable behaviour in society.
What to Teach – Because behaviourists look at “people and other animals… as complex combinations of matter that act only in response to internally
or externally generated physical stimuli”, behaviourist teachers teach students to respond favourably to various stimuli in the environment.
How to Teach – behaviourists teachers “ought to arrange environmental conditions so that students can make the responses to stimuli. Physical
variables like light, temperature, arrangement of furniture, size and quantity of visual aids have to be controlled to get the desired responses from the
learners. Teachers ought to make the stimuli clear and interesting to capture and hold the learners’ attention. They ought to provide appropriate
incentives to reinforce positive responses and weaken or eliminate negatives ones.” (Trespeces, 1995)
6. Linguistic Philosophy
Why Teach – to develop the communication skills of the learner because the ability to articulate, to voice out the meaning and values of things that
one obtains from his/her experiences of life and the world is the very essence of man. It is through his/her ability to express himself/herself clearly, to get
his/her ideas across, to make known to others the values that he/she has imbibed, the beauty that he/she has seen, the ugliness that he rejects and the
truth that he/she has discovered. Teachers in the learner the skill to send messages clearly and receive messages correctly.
What to Teach – Learners should be taught to communicate clearly – how to send clear – concise messages and how to receive and correctly
understand messages sent. Communication takes place in three (3) ways – verbal nonverbal, and paraverbal. Verbal component refers to the content of
our message, the choice and arrangement of our words. This can be oral or written. Nonverbal component refers to the message we send through our
body languages while paraverbal component refers to how we say what we say – the tone, pacing and volume of our voices.
There is need to teach learners to use language that is correct, precise, grammatical, coherent, accurate so that they are able to communicate clearly
and precisely their thoughts and feelings. There is need to help students expand their vocabularies to enhance their communication skills. There is need
to teach the learners how to communicate clearly through non-verbal means and consistently though para-verbal means.
How to Teach – the most effective way to teach language and communication is the experiential way. Make them experience sending and receiving
messages through verbal, non-verbal and paraverbal manner. Teacher should make the classroom a place for the interplay of minds and hearts. The
teacher facilities dialogue among learners and between him/her and his/her students because in the exchange of words there is also an exchange of
ideas.
7. Constructivism
Why Teach – to develop intrinsically motivated and independent learners adequately equipped with learning skills for them to be able to construct
knowledge and make meaning of them.
What to Teach – the learners are taught how to learn. They are taught learning processes and skill such as searching, critiquing and evaluating
information, relating these pieces of information, reflecting on the same, making meaning out of them, drawing insights, posing questions, researching
and constructing new knowledge out of these bits of information learned.
How to Teach – in the constructivist classroom, the teacher provides students with data or experiences that allow them to hypothesize, predict,
manipulate objects, pose questions, research, investigate, imagine, and invent. The constructivist classroom is interactive. It promotes dialogical
exchange of ideas among learners and between teachers and learners. The teacher’s role is to facilitate this process.
2. PAOLOFAIREWHAT IS THESTARATEGYINCOMBATINGINLITERACY
PauloFreire(1921–1997)
Conceptual Tools
Banking education. Freire criticized prevailing forms of education as reducing students to the status of passive objects to be acted upon by the teacher.
In this traditional form of education it is the job of the teacher to deposit in the minds of the students, considered to be empty in an absolute ignorance,
the bits of information that constitute knowledge. Freire called this banking education. The goal of banking education is to immobilize the people within
existing frameworks of power by conditioning them to accept that meaning and historical agency are the sole property of the oppressor. Educators within
the dominant culture and class fractions often characterize the oppressed as marginal, pathological, and helpless. In the banking model, knowledge is
taken to be a gift that is bestowed upon the student by the teacher. Freire viewed this false generosity on the part of the oppressor–which ostensibly
aims to incorporate and improve the oppressed–as a crucial means of domination by the capitalist class. The indispensable soil of good teaching
consists of creating the pedagogical conditions for genuine dialogue, which maintains that teachers should not impose their views on students, but
neither should they camouflage them nor drain them of political and ethical import.
Problem-posing method. Against the banking model, Freire proposed a dialogical problem-posing method of education. In this model, the teacher and
student become co-investigators of knowledge and of the world. Instead of suggesting to students that their situation in society has been
transcendentally fixed by nature or reason, as the banking model does, Freire's problem-posing education invites the oppressed to explore their reality
as a "problem" to be transformed. The content of this education cannot be determined necessarily in advance, through the expertise of the educator, but
must instead arise from the lived experiences or reality of the students. It is not the task of the educator to provide the answer to the problems that these
situations present, but to help students to achieve a form of critical thinking (or conscientization) that will make possible an awareness of society as
mutable and potentially open to transformation. Once they are able to see the world as a transformable situation, rather than an unthinkable and
inescapable stasis, it becomes possible for students to imagine a new and different reality.
In order, however, to undertake this process, the oppressed must challenge their own internalization of the oppressor. The oppressed are accustomed to
thinking of themselves as "less than." They have been conditioned to view as complete and human only the dominating practices of the oppressor, so
that to fully become human means to simulate these practices. Against a "fear of freedom" that protects them from a cataclysmic reorganization of their
being, the oppressed in dialogue engage in an existential process of dis-identifying with "the oppressor housed within." This dis-identification allows
them to begin the process of imagining a new being and a new life as subjects of their own history.
Culture circle. The concrete basis for Freire's dialogical system of education is the culture circle, in which students and coordinator together discuss
generative themes that have significance within the context of students' lives. These themes, which are related to nature, culture, work, and
relationships, are discovered through the cooperative research of educators and students. They express, in an open rather than propagandistic fashion,
the principle contradictions that confront the students in their world. These themes are then represented in the form of codifications (usually visual
representations) that are taken as the basis for dialogue within the circle. As students decode these representations, they recognize them as situations
in which they themselves are involved as subjects. The process of critical consciousness formation is initiated when students learn to read the
codifications in their situationality, rather than simply experiencing them, and this makes possible the intervention by students in society. As the culture
circle comes to recognize the need for print literacy, the visual codifications are accompanied by words to which they correspond. Students learn to read
these words in the process of reading the aspects of the world with which they are linked.
Although this system of codifications has been very successful in promoting print literacy among adult students, Freire always emphasized that it should
not be approached mechanically, but rather as a process of creation and awakening of consciousness. For Freire, it is a mistake to speak of reading as
solely the decoding of text. Rather, reading is a process of apprehending power and causality in society and one's location in it. Awareness of the
historicity of social life makes it possible for students to imagine its re-creation. Literacy is thus a "self-transformation producing a stance of intervention"
(Freire 1988, p. 404). Literacy programs that appropriate parts of Freire's method while ignoring the essential politicization of the process of reading the
world as a limit situation to be overcome distort and subvert the process of literacy education. For Freire, authentic education is always a "practice of
freedom" rather than an alienating inculcation of skills.
Philosophy of Education
Freire's philosophy of education is not a simple method but rather an organic political consciousness. The domination of some by others must be
overcome, in his view, so that the humanization of all can take place. Authoritarian forms of education, in serving to reinforce the oppressors' view of the
world, and their material privilege in it, constitute an obstacle to the liberation of human beings. The means of this liberation is a praxis,or process of
action and reflection, which simultaneously names reality and acts to change it. Freire criticized views that emphasized either the objective or subjective
aspect of social transformation, and insisted that revolutionary change takes place precisely through the consistency of a critical commitment in both
word and deed. This dialectical unity is expressed in his formulation, "To speak a true word is to transform the world" (Freire 1996, p. 68).
Freire's educational project was conceived in solidarity with anticapitalist and anti-imperialist movements throughout the world. It calls upon the more
privileged educational and revolutionary leaders to commit "class suicide" and to struggle in partnership with the oppressed. Though this appeal is firmly
grounded in a Marxist political analysis, which calls for the reconfiguring of systems of production and distribution, Freire rejected elitist and sectarian
versions of socialism in favor of a vision of revolution from "below" based on the work of autonomous popular organizations. Not only does Freire's
project involve a material reorganization of society, but a cultural reorganization as well. Given the history of European imperialism, an emancipatory
education of the oppressed involves a dismantling of colonial structures and ideologies. The literacy projects he undertook in former Portuguese colonies
in Africa included an emphasis on the reaffirmation of the people's indigenous cultures against their negation by the legacy of the metropolitan invaders.
Freire's work constitutes a rejection of voluntarism and idealism as well as determinism and objectivism. The originality of Freire's thought consists in his
synthesis of a number of philosophical and political traditions and his application of them to the pedagogical encounter. Thus, the Hegelian dialectic of
master and slave informs his vision of liberation from authoritarian forms of education; the existentialism of Jean Paul Sartre and Martin Buber makes
possible his description of the self-transformation of the oppressed into a space of radical intersubjectivity; the historical materialism of Karl Marx
influences his conception of the historicity of social relations; his emphasis on love as a necessary precondition of authentic education has an affinity
with radical Christian liberation theology; and the anti-imperialist revolutionism of Ernesto Che Guevara and Frantz Fanon undergird his notion of the
"oppressor housed within" as well as his commitment to a praxis of militant anticolonialism.
Freire's pedagogy implies an important emphasis on the imagination, though this is not an aspect that has been emphasized enough in writings about
him. The transformation of social conditions involves a rethinking of the world as a particular world, capable of being changed. But the reframing
proposed here depends upon the power of the imagination to see outside, beyond, and against what is. More than a cognitive or emotional potential, the
human imagination, in Freire's view, is capable of a radical and productive envisioning that exceeds the limits of the given. It is in this capacity that
everyone's humanity consists, and for this reason it can never be the gift of the teacher to the student. Rather, educator-student and student-educator
work together to mobilize the imagination in the service of creating a vision of a new society. It is here that Freire's notion of education as an ontological
vocation for bringing about social justice becomes most clear. For Freire, this vocation is an endless struggle because critical awareness itself can only
be a necessary precondition for it. Because liberation as a goal is always underburdened of a necessary assurance that critical awareness will propel the
subject into the world of concrete praxis, the critical education must constantly be engaged in attempts to undress social structures and formations of
oppression within the social universe of capital without a guarantee that such a struggle will bring about the desired results.
Criticism
Since its first enunciation, Freire's educational theory has been criticized from various quarters. Naturally, conservatives who are opposed to the political
horizon of what is essentially a revolutionary project of emancipation have been quick to condemn him as demagogic and utopian. Freire has faced
criticism from the left as well. Some Marxists have been suspicious of the Christian influences in his work and have accused him of idealism in his view
of popular consciousness. Freire has also been criticized by feminists and others for failing to take into account the radical differences between forms of
oppression, as well as their complex and contradictory instantiation in subjects. It has been pointed out that Freire's writing suffers from sexism in its
language and from a patriarchal notion of revolution and subjecthood, as well as a lack of emphasis on domination based on race and ethnicity.
Postmodernists have pointed to the contradiction between Freire's sense of the historicity and contingency of social formations versus his vision of
liberation as a universal human vocation.
Freire was always responsive to critics, and in his later work undertook a process of self-criticism in regard to his own sexism. He also sought to develop
a more nuanced view of oppression and subjectivity as relational and discursively as well as materially embedded. However, Freire was suspicious of
postmodernists who felt that the Marxist legacy of class struggle was obsolete and whose antiracist and antisexist efforts at educational reform did little
to alleviate–and often worked to exacerbate–existing divisions of labor based on social relations of capitalist exploitation. Freire's insights continue to be
of crucial importance. In the very gesture of his turning from the vaults of official knowledge to the open space of humanity, history, and poetry–the
potential space of dialogical problem-posing education–Freire points the way for teachers and others who would refuse their determination by the
increasingly enveloping inhuman social order. To believe in that space when it is persistently obscured, erased, or repudiated remains the duty of truly
progressive educators. Freire's work continues to be indispensable for liberatory education, and his insights remain of value to all who are committed to
the struggle against oppression.
4,As a teacher how you address the academic freedom in the classroom.
Academic freedom, the freedom of teachers and students to teach, study, and pursue knowledge and research without unreasonable interference or
restriction from law, institutional regulations, or public pressure. Its basic elements include the freedom of teachers to inquire into any subject that evokes
their intellectual concern; to present their findings to their students, colleagues, and others; to publish their data and conclusions without control or
censorship; and to teach in the manner they consider professionally appropriate. For students, the basic elements include the freedom to study subjects
that concern them and to form conclusions for themselves and express their opinions.
According to its proponents, the justification for academic freedom thus defined lies not in the comfort or convenience of teachers and students but in the
benefits to society; i.e., the long-term interests of a society are best served when the educational process leads to the advancement of knowledge, and
knowledge is best advanced when inquiry is free from restraints by the state, by the church or other institutions, or by special-interest groups.
The foundation for academic freedom was laid by the medieval European universities, even though their faculties met periodically to condemn on
religious grounds colleagues’ writings. Protected by papal bulls and royal charters, the universities became legally self-governing corporations with the
freedom to organize their own faculties, control admissions, and establish standards for graduation.
Until the 18th century the Roman Catholic church and, in some areas, its Protestant successors exerted censorship over universities or certain members
of their faculties. Similarly, in the 18th and 19th centuries the newly emerged nation-states of Europe constituted the chief threat to
universities’ autonomy. Professors were subject to governmental authority and were liable to be allowed to teach only what was acceptable to the
government in power. Thus began a tension that has continued to the present. Some states permitted or encouraged academic freedom and set an
example for subsequent emulation. For example, the University of Leiden in the Netherlands (founded in 1575) provided great freedom from religious
and political restraints for its teachers and students. The University of Göttingen in Germany became a beacon of academic freedom in the 18th century,
and, with the founding of the University of Berlin in 1811, the basic principles of Lehrfreiheit (“freedom to teach”) and Lernfreiheit(“freedom to learn”)
were firmly established and became the model that inspired universities elsewhere throughout Europe and the Americas.
Over the course of decades, a great many books, essays, and policies have been written and published about academic freedom. We have learned how
to apply it to pedagogical, technological, cultural, and political realities that did not exist when the concept was first defined. Not only faculty members,
administrators, trustees, and students, but also parents, politicians, and other members of the public, would now benefit from a concise summary of its
major features. Sometimes academic freedom is invoked in situations where it doesn't actually apply. But many within and without higher education are
not well-versed in all the protections it does provide. This statement is designed to help clarify both what academic freedom does and doesn't do.
PART 1: What it does do
1. Academic freedom means that both faculty members and students can engage in intellectual debate without fear of censorship or retaliation.
2. Academic freedom establishes a faculty member’s right to remain true to his or her pedagogical philosophy and intellectual commitments. It preserves
the intellectual integrity of our educational system and thus serves the public good.
3. Academic freedom in teaching means that both faculty members and students can make comparisons and contrasts between subjects taught in a
course and any field of human knowledge or period of history.
4. Academic freedom gives both students and faculty the right to express their views — in speech, writing, and through electronic communication, both
on and off campus — without fear of sanction, unless the manner of expression substantially impairs the rights of others or, in the case of faculty
members, those views demonstrate that they are professionally ignorant, incompetent, or dishonest with regard to their discipline or fields of expertise.
5. Academic freedom gives both students and faculty the right to study and do research on the topics they choose and to draw what conclusions they
find consistent with their research, though it does not prevent others from judging whether their work is valuable and their conclusions sound. To protect
academic freedom, universities should oppose efforts by corporate or government sponsors to block dissemination of any research findings.
6. Academic freedom means that the political, religious, or philosophical beliefs of politicians, administrators, and members of the public cannot be
imposed on students or faculty.
7. Academic freedom gives faculty members and students the right to seek redress or request a hearing if they believe their rights have been violated.
8. Academic freedom protects faculty members and students from reprisals for disagreeing with administrative policies or proposals.
9. Academic freedom gives faculty members and students the right to challenge one another’s views, but not to penalize them for holding them.
10. Academic freedom protects a faculty member’s authority to assign grades to students, so long as the grades are not capricious or unjustly punitive.
More broadly, academic freedom encompasses both the individual and institutional right to maintain academic standards.
11. Academic freedom gives faculty members substantial latitude in deciding how to teach the courses for which they are responsible.
12. Academic freedom guarantees that serious charges against a faculty member will be heard before a committee of his or her peers. It provides faculty
members the right to due process, including the assumption that the burden of proof lies with those who brought the charges, that faculty have the right
to present counter-evidence and confront their accusers, and be assisted by an attorney in serious cases if they choose.
Academic freedom is the conviction that the freedom of inquiry by faculty members is essential to the mission of the academy as well as the principles
of academia, and that scholars should have freedom to teach or communicate ideas or facts (including those that are inconvenient to external political
groups or to authorities) without being targeted for repression, job loss, or imprisonment.
Academic freedom is a contested issue and, therefore, has limitations in practice. In the United States, for example, according to the widely recognized
"1940 Statement on Academic Freedom and Tenure" of the American Association of University Professors, teachers should be careful to avoid
controversial matters that are unrelated to the subject discussed. When they speak or write in public, they are free to express their opinions without fear
from institutional censorship or discipline, but they should show restraint and clearly indicate that they are not speaking for their
institution.[1] Academic tenure protects academic freedom by ensuring that teachers can be fired only for causes such as gross professional
incompetence or behavior that evokes condemnation from the academic community itself.[2]
5. Quality Philippine Education declining continuously education, as a teacher what is your intervention to result this issue.
Teacher Competencies
There currently is an abundant knowledge-base to inform us that in schools teachers play the critical role in student learning and achievement. Research
reveals that how teachers instruct and these interactions with students is the cornerstone around which to build effective schools. A summary of the
available studies accumulated over the past 40 years on a key education driver, teacher competencies offers practical strategies, practices, and rules to
guide teachers in ways to improve instruction that improves student performance and the quality of the work experience. Four groupings of these
competencies can help organize and simply for teachers what they need to master to maximize their performance: classroom management, instructional
delivery, formative assessment, and personal competencies. These four categories also provide the essential core around which decision makers can
construct teacher preparation, teacher hiring, teacher development, and teacher and school evaluations.
What are teacher competencies? Competencies are the skills and knowledge that enable a teacher to be successful. To maximize student learning,
teachers must have expertise in a wide-ranging array of competencies in an especially complex environment where hundreds of critical decisions are
required each day (Jackson, 1990). Few jobs demand the integration of professional judgment and the proficient use of evidence-based competencies
as does teaching.
Why is this important? The transformational power of an effective teacher is something many of us have experienced. Intuitively, the link between
teaching and student academic achievement may seem obvious, but what is the evidence for it?
Research confirms this common perception of a link and reveals that of all factors under the control of a school, teachers are the most powerful influence
on student success (Babu & Mendro, 2003; Sanders & Rivers, 1996). What separates effective teachers from ineffective ones, and how can this
information be used to support better teaching? We can now begin to build a profile of exemplary classroom instruction derived from effectiveness
Which competencies make the biggest difference? An examination of the research on education practices that make a difference shows that four
1. Instructional delivery
2. Classroom management
3. Formative assessment
4. Personal competencies (soft skills)
Further, the research indicates that these competencies can be used to organize the numerous specific skills and knowledge available for building
Instructional delivery: Research tells us what can be expected from a teacher employing instructional strategies and practices that are proven to lead
to increased mastery of lessons. Better learning happens in a dynamic setting in which teachers offer explicit active instruction than in situations in which
teachers do not actively guide instruction and instead turn control over content and pace of instruction to students (Hattie, 2009).
Is there a diverse set of practices that teachers can efficiently and effectively use to increase mastery of content for a variety of curricula? The structured
and systematic approach of explicit instruction emphasizes mastery of the lesson to ensure that students understand what has been taught, become
fluent in new material, and can generalize what they learn to novel situations they encounter in the future.
The following are hallmarks of an explicit approach for teachers (Archer & Hughes, 2011; Knight, 2012).
4. Teacher demonstrates to the students successful use of the knowledge/skills through modeling.
A common complaint of an explicit instruction approach is that it does not offer sufficient opportunities for students to build on acquired knowledge/skills
in creative and novel ways that help them to assimilate the material. The reality is that all effective instruction, regardless of philosophy, must aid
students in generalizing newly taught knowledge/skills in a context that is greater than a single lesson. An explicit model accomplishes the goal of
building toward “big ideas” by first emphasizing mastery of foundation skills such as reading and mathematics, and then systematically introducing
opportunities to integrate these critical skills in discovery-based lessons to maximize students’ experience of success.
1. Well-designed and planned instruction: Instruction that is well planned moves students from their current level of competency toward
o Instructional design with clear instructional objectives: The teacher should present these objectives to students for each lesson.
o Scope and sequencing: The teacher should teach the range of related skills and the order in which they should be learned.
o High rates of responding for each student to practice the skill: The teacher should provide sufficient opportunities for unpunished
o Sufficient quantity of instruction: The teacher should allocate enough time to teach a topic.
3. Teaching to mastery: Students need to learn the knowledge/skills to criteria that are verified by teachers or students’ peers.
4. Teaching foundation knowledge/skills that become the basis for teaching big ideas: Current lessons should be built on past knowledge
to increase fluency and maintain mastery of material. The teacher should relate lessons to complex issues and big ideas that provide deeper
Classroom management: Classroom management is one of the most persistent areas of concern voiced by school administrators, the public, and
teachers (Evertson & Weinstein, 2013). Research consistently places classroom management among the top five issues that affect student
achievement.
To put its in perspective, classroom management was associated with an increase of 20% in student achievement when classroom rules and
A good body of research highlights four important areas that classroom teachers should be proficient in to create a climate that maximizes learning and
1. Rules and procedures: Effective rules and procedures identify expectations and appropriate behavior for students. To be effective, these
These rules, applicable to all students, are designed to build pro-social behavior and reduce problem behavior in a school. They
distinguish appropriate from problem behavior as well as specify consequences for infractions.
o Classroom rules and procedures: Another set of clearly stated rules establishes acceptable behavior specific in a classroom. These
rules need to be consistent with schoolwide rules, but may be unique to meet the needs of an individual classroom.
2. Proactive classroom management: These are the practices that teachers and administrators can employ to teach and build acceptable
behavior that is positive and helpful, promotes social acceptance, and leads to greater success in school. The key to proactive classroom
management is active teacher supervision. The practice elements that constitute active supervision require staff to observe and interact with
students regularly. The goal is to build a positive teacher-student relationship by providing timely and frequent positive feedback for
3. Effective classroom instruction: The key to maintaining a desirable classroom climate is to provide students with quality instructional
delivery aligned to the skill level of each student. This enables students to experience success and keeps them attentive.
4. Behavior reduction: These practices, designed to reduce problem and unacceptable behavior, are employed in the event the first three
strategies fail. Behavior reduction strategies include giving students corrective feedback at the time of an infraction, minimizing reinforcement
Formative assessment: Effective ongoing assessment, referred to in education literature as formative assessment and progress monitoring, is
indispensable in promoting teacher and student success. It is frequently listed at the top of interventions for school improvement (Walberg, 1999).
Feedback, a core component of formative assessment, is recognized as an essential tool for improving performance in sports, business, and education.
Hattie (2009) identified feedback as the single most powerful educational tool available for improving student performance, with a medium to large effect
Formative assessment consists of a range of formal and informal diagnostic testing procedures, conducted by teachers throughout the learning process,
for modifying teaching and adapting activities to improve student attainment. Systemic interventions such as Response to Intervention (RtI) and Data-
Based Decision Making depend heavily on the use of formative assessment (Hattie, 2009; Marzano, Pickering, & Pollock, 2001).
The following are the practice elements of formative assessment (Fuchs & Fuchs, 1986).
1. Assessment: (Effect size 0.26) Assessing a student’s performance throughout a lesson offers a teacher insight into who is succeeding and
who is falling behind. It is important that teachers collect and maintain data gained through both informal and formal assessments.
2. Data display: (Effect size 0.70) Displaying the data in the form of a graphic has a surprisingly powerful effect on formative assessment’s
usefulness as a tool.
3. Data analysis following defined rules: (Effect size 0.90) Formative assessment is most valuable when teachers use evidence-based
research and their own professional judgment to develop specific remedial interventions, before it is too late, for those falling behind.
Personable competencies (soft skills): An inspiring teacher can affect students profoundly by stimulating their interest in learning. It is equally true
that most students have encountered teachers who were uninspiring and for whom they performed poorly. Unfortunately, effective and ineffective
teachers have no readily discernable personality differences. Some of the very best teachers are affable, but many ineffective instructors can be
personable and caring. Conversely, some of the best teachers appear as stern taskmasters, but whose influence is enormous in motivating students to
What soft skills do successful teachers have in common? Typically, the finest teachers display enthusiasm and excitement for the subjects they teach.
More than just generating excitement, they provide a road map for students to reach the goals set before them. The best teachers are proficient in the
technical competencies of teaching: instructional delivery, formative assessment, and classroom management. Equally significant, they are fluent in a
multilayered set of social skills that students recognize and respond to, which leads to greater learning (Attakorn, Tayut, Pisitthawat, & Kanokorn, 2014).
These skills must be defined as clear behaviors that teachers can master for use in classrooms.
3. Listening to others
5. Showing empathy
7. Embedding and encouraging higher order thinking along with teaching foundation skills
teacher-student relations. Better teacher-student relations promote increased student academic performance and improve classroom climate by
reducing disruptive student behavior (Cornelius-White, 2007; Marzano, Marzano & Pickering, 2003).
Conclusion
There is abundant research to support the notion that teachers play the critical role in improving student achievement in schools. What teachers do in
the classroom is crucial in this process. The breadth of high-quality research accumulated over the past 40 years offers educators a clear picture of how
to maximize teacher competency in four critical categories: instructional delivery, classroom management, formative assessment, and personal
competencies. There is now ample evidence to recommend these competencies as the core around which to build teacher preparation, teacher hiring,
Education reform in the Philippines aims for better quality and more access
The Philippine education system has evolved over hundreds of years of colonial occupation, first by Spain and then by the US, through martial law and
the people’s power revolution that brought democracy to the sprawling archipelago. The education sector’s development has mirrored the changes in the
country’s administration. Today the focus is on expanding access and ensuring more Filipinos receive a decent basic education, as a means of reducing
poverty and improving national competitiveness. The World Bank notes that in other countries such initiatives have brought “large economic benefits”.
The K-12 reform was introduced in 2016 and funding was increased, easing concerns that its implementation would be hindered by limited resources
and winning over new President Rodrigo Duterte, who was initially sceptical about the plan.
Despite these successes and President Duterte’s commitment to socio-economic issues as his policy priorities, the education system continues to
struggle with deep inequalities. Quality also remains a concern. Addressing these problems will require a continued commitment to increased funding for
education, and an efficient mechanism to ensure the money is spent in the most effective manner.System
The Philippines has a vibrant and diverse education system, with the government, assisted by the private sector, providing a wide range of education
from early years up to college and university across the archipelago. The Department of Education (DepEd) oversees the provision of basic education.
The private sector includes kindergartens, international schools and religious schools. In 2015/16 there were 14.9m children enrolled at primary school
and 6.01m at secondary level.
History
Today’s system has been shaped by the Philippines’ colonial and post-war history. Under the Spanish, education was largely provided by missionaries
and the study of religion was compulsory, but most Filipinos were not included. It was only in the 19th century that they were able to attend the
universities that had been established two centuries earlier, and it was only when the US took control of the Philippines in 1898 that consideration was
given to non-religious education, English-language teaching and free primary school education for all.
The country was ill-prepared for the sudden expansion of education and did not have enough teachers to meet the new demand, so the colonial
authorities established a teacher-training school and brought in 1000 teachers from the US to provide training. An emphasis on vocational and adult
education was introduced in the early 20th century, while bilingual teaching – with maths, science and literature taught in English – was introduced under
Ferdinand Marcos in 1974. The commitment to a bilingual education and universal access was enshrined in the 1987 constitution.
K-12 Implementation
Three years since the Enhanced Basic Education Act (EBEA, known as the K-12 law) was signed, the Philippines has finally embarked on its most
ground-breaking change to the schooling system in decades, the K-12 reform.
K-12 extends compulsory schooling to grades 11 and 12, adding two years to secondary school, and makes secondary education compulsory. Prior to
its implementation, the Philippines was the only country in Asia, and one of only a few in the world, to have a basic education system of just 10 years.
The EBEA also mandated kindergarten as the start of compulsory formal education, while the Kindergarten Act of 2012 made pre-school free. In August
2016, 1.5m Filipino children attended 11th grade, with senior school students choosing between four tracks through the system: academic, technical-
vocational, sports or the arts. Much of the opposition to the initiative, which triggered five separate petitions to the Supreme Court, centred on whether
the country’s teachers, schools and administration were in a position to implement the reform. President Duterte expressed scepticism about the
programme before he was elected, but changed his mind in May 2016 after a delegation from DepEd told him that the change was necessary, as Filipino
students were falling behind their neighbours.
Indeed, increased spending on basic education – including an expanded Alternative Learning System (ALS) – is a centrepiece of the new president’s 10-
point socio-economic agenda. President Duterte insists that the development of the Philippines’ human capital is a priority of his administration. Building
on existing programmes, the education secretary, Leonor Briones, said that the Duterte administration’s education policy intends to ensure that the
country provides a quality education that is accessible to all and relevant to the needs of the nation. Filipinos should also find education “truly liberating”
through the development of critical thinking skills and an appreciation of culture and the arts.
10-Point Plan
The shift to K-12 began under President Duterte’s predecessor, Benigno Aquino III, who approached education as an investment in Filipinos, and
offered a 10-point plan for improving education as part of his election campaign. As well as K-12, the 10 fixes included pre-schooling for all, technical-
vocational training as an alternative in senior high school, working with local governments to build new schools, proficiency in science and maths, and
working with private schools as “essential partners” in basic education. The plan is to expand the Government Assistance to Students and Teachers in
Private Education, supporting as many as 1m students at private high schools through the Education Service Contracting Scheme.
Early Encouragement
DepEd itself assessed the implementation of K-12 at a January 2017 conference with stakeholders including government officials, school administrators
and teachers.
Among the encouraging news, it found that the situation in kindergartens had improved, with a more localised curriculum, the construction of clean, safe
and child-friendly classrooms, and closer cooperation with the community. Children were developing a love of reading, while teachers’ skills had been
enhanced via use of technology and the adoption of more effective teaching strategies.
For grades one to six, best practice included a curriculum more suited to the needs of Christian and Muslim pupils, closer cooperation with indigenous
communities, the provision of self-paced learning materials, catch-up programmes at all levels and the introduction of Learning Action Cell sessions for
teachers’ professional development. DepEd noted that in schools that had adopted these practices enrolment rose and the drop-out rate fell. Minority
groups were also more confident, with Muslim children having the opportunity to learn Arabic.
Junior high schools also focused on programmes to reduce the drop-out rate and nurture continued learning, including the use of ALS through a virtual
classroom, a basic literacy programme for adults, and scholarships for adult learners and students with special needs. Schools reported increased
enrolment and participation, along with rising community awareness. Teacher competency also improved with training in new learning strategies focused
on real-world application.
In senior high schools, where the full roll-out of grade 12 is now taking place, DepEd said that the policy has been largely successful, noting the transfer
of junior high school teachers to fill vacancies, and improved cooperation both between local and national government, and with the private sector on the
provision of facilities, including classrooms and dormitories for pupils living in remote areas. A large percentage of those enrolled in private schools
received vouchers, with scholarships also available.
Raising Standards
Much of the official discussion on K-12 centres on the need to raise standards, improve teacher quality and encourage completion of basic schooling.
The drop-out rate has remained high, and data from the “Functional Literacy, Education and Mass Media Survey” produced by the Philippine Statistics
Authority, shows that around 4m children and young people were out of school in 2013, while as of April 2016, 16.6m Filipinos – or 39% of the workforce
– had not completed basic education. The World Bank noted continuing problems with access and inequality. The report found that only 53% of the
poorest 20% of households sent their children to high school, while 81% of the wealthiest families did so. To address the problem, the government aims
to incentivise attendance, extend school feeding programmes and expand programmes under the ALS, a “second chance” designed to ensure more
Filipinos complete their basic education. President Duterte has indicated that an enhanced ALS – better targeted with wider coverage, more partnerships
and approaches that meet learners’ needs – will be one of his administration’s major legacies.
Regional Inequalities
The World Bank also found differences in allocations to education in different regions at the level of both national and local government. While both have
responsibility for funding education, the World Bank estimates the local contribution, which is funded by property taxes, has been declining since 2006.
Currently, more than 90% of school funding originates from the national government, with the proposed allocation to DepEd at P569.1bn ($12bn) in
2017, compared with P431.5bn ($9.1bn) in 2016. Most goes towards teachers’ salaries, but a significant amount funds financial assistance programmes
for children from low-income families. Regional disparities in funding levels do not necessarily correspond directly with outcomes. The report found that
although city schools received higher funding, their pupils tended to do less well in national tests than their rural peers. The report cited insufficient
infrastructure to cope with the larger student bodies at urban schools and higher rates of teacher absences as reasons for this.
“Many schools, particularly in urban areas, have insufficient and poor quality facilities and a shortage of teachers,” the report said. “Operational funding
still falls short of the amounts that schools need to pay bills, undertake basic repairs, and provide the day-to-day materials their students need. And there
is rarely anything left over to fund school-level initiatives to improve student learning achievement.”
Allocation Of Funds
More effective targeting of funds to the areas of greatest need is therefore a priority alongside an overall increase in budget allocations. Briones told the
Education Summit in November 2016 there is “a need for a drastic improvement in absorptive capacity”. The Duterte administration is planning to
introduce a series of financial management reforms to improve education outcomes, including: enhanced leadership supervision and oversight over
finance, administration and procurement; the creation of an education programme delivery unit to monitor budget execution and intervene to ensure
funds move smoothly to where they are needed; a financial management information system to track budget spending in real time; and a more proactive
approach to spending.
Teaching Standards
In recent years DepEd has introduced a number of measures to improve the standard of teaching, revising professional benchmarks and providing more
on-the-job training. It has also made a concerted effort to attract the brightest and the best by raising compensation and making the selection process
more competitive. In the past, teaching was poorly paid and often seen as the fall-back course for university applicants who did not get onto their
preferred course. Studies found teacher knowledge in both elementary and high school was low, and that the professional development programmes
were insufficient.
Civil society is also helping. Non-profit organisation Philippine Business for Education launched the Scholarships in Teacher Education Programme to
Upgrade Teacher Quality in the Philippines (STEPUP), which is funded by Australian Aid, in 2015. The idea is to encourage the country’s best-
performing college graduates and professionals to join the profession, with the aim of producing 1000 high-quality teachers for the public school system
by 2019. Accepting candidates up to the age of 45, STEPUP covers full tuition fees and offers a range of benefits for participants. In return, successful
applicants must work with DepEd for three years. The organisation offers a similar scheme to encourage the best high school seniors to pursue degrees
in education, majoring in subjects including maths and English. The Philippines has not participated in an international survey of school performance
since a 2003 study showed only one-third of children in elementary and secondary school were able to reach the lowest international benchmark in
maths. It also revealed stark differences in performance between children from low-and high-income families. While that makes it hard to get a sense of
how well the country’s children are doing relative to their peers in region, results in national tests remain patchy. At elementary school, the average score
rose to 69.97% in 2013/14, but slipped back to 69.1% in 2014/15. The government targeted a score of 77% in 2016. A similar trend is evident at the
secondary level, where the average score edged up to 53.77% in 2013/14 before dropping back to 49.48% in 2014/15. In 2016 the target was 65%.
National results also show that pupils in urban schools do not perform as well as those in rural areas, according to the World Bank. The average score in
the 2014 grade six exam was 66% in city schools and 75% in those outside urban areas, even though the former tended to have larger revenues.
Quality Of Instruction
Despite the size of the higher education sector, the quality of instruction remains low, according to the Asian Development Bank (ADB). In professional
board examinations, for instance, median pass rates between 2005 and 2015 ranged from 34% to 43%. The ADB also noted a “worrisome
preponderance” within both the state and private sector of institutions with a pass rate of zero, “indicative of a large number of low-quality higher
education institutions.”
“CHED has instituted a vertical/horizontal typology approach to assess the quality of higher educational institutions,” Caroline Marian Enriquez, president
of Our Lady of Fatima University, told OBG. “However, given that the current university landscape is composed of over 2000 institutions of very uneven
quality, some of the standards may be too stringent or not applicable to the core competencies of certain institutions.”
The government has been trying to rationalise the state sector by putting a halt to the establishment of new course programmes by state universities and
local colleges that do not meet the standards set by CHED, by encouraging rationalisation and hopefully reducing course duplication. It is also trying to
raise standards through the introduction of quality institutional sustainability assessment.
“For the government to truly improve the quality assurance system of education, it should provide strong data on the performance of schools. Once
analysis is provided on the 10 best- or worst-performing schools, the market will be able to decide based on this information,” Chito Salazar, president
and CEO of Phinma Education, told OBG PHILIPPINE QUALIFICATIONS FRAMEWORK: In addition, the government has enhanced the Philippine
Qualifications Framework (PQF) to put it in line with the ASEAN Qualifications Reference Framework and ensure academic programmes meet
international standards. “The PQF can significantly reduce jobs-skills mismatch. It can also boost international confidence among Filipino workers by
making them more competitive and employable,” Senator Joel Villanueva, a former TESDA director-general, said in August 2016 (see analysis). The
government is committed to creating a system that is more aligned to 21st century needs, positioning higher education as an accelerator for innovation
and inclusive development. It is encouraging cooperation between academia and industry, supporting the professional development of teaching and
research staff who want to complete their doctorate, and promoting research cooperation between institutions and across borders. Already, courses in
subjects including meteorology, business analytics and naval architecture have been developed with industry, and a degree in health informatics is
under development.
Research Partnerships
Research and development (R&D) has also been a focus in areas such as food security, the environment and natural disasters, biodiversity and health
systems in order to support the Duterte administration’s socio-economic objectives. As part of the push for reform, the government is keen to encourage
increased private investment and internationalisation in higher education.
Some institutions already partner with overseas universities on select courses, while the Philippine-California Advanced Research Institute (PCARI) was
initiated in 2013 by the scientific community and academics to boost the country’s research capacity by supporting post-doctoral scholars and R&D
proposals with the potential to address the Philippines’ developmental issues.
The PCARI’s R&D projects involve 15 private institutions working with partners at the University of California, and include work on traffic management in
urban areas, the development of affordable solar energy systems for remote areas, and improving local capacity to design and develop medical devices.
Outlook
The Philippines has embarked on education reforms that it considers crucial to its economic development, bringing its school system into line with
international standards and seeking to open up its higher education sector to more people, while supporting R&D that will raise its academic profile and
bring lasting benefits to the country.
The government had to overcome substantial opposition to introduce K-12, a sign of its determination to bring lasting change, but sustained funding to
support the increased demand on resources will be crucial if these bold reforms are to be a success.
POLICY STUDIES IN TECHNOLOGY
echnology policy
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There are several approaches to defining the substance and scope of technology policy.
According to the American scientist and policy advisor Lewis M. Branscomb, technology policy concerns the "public means for nurturing those
capabilities and optimizing their applications in the service of national goals and interests". [1] Branscomb defines technology in this context as "the
aggregation of capabilities, facilities, skills, knowledge, and organization required to successfully create a useful service or product". [1]
Other scholars differentiate between technology policy and science policy, suggesting that the former is about "the support, enhancement and
development of technology", while the latter focuses on "the development of science and the training of scientists".[2] Rigas Arvanitis, at the Institut de
Recherche pour le développement (IRD) in France, suggests that "science and technology policy covers all the public sector measures designed for the
creation, funding, support and mobilisation of scientific and technological resources". [3]
Technology policy is a form of 'active industrial policy', and effectively argues, based on the empirical facts of technological development as observed
across various societies, industries and time periods, that markets rarely decide industrial fortunes in and of their own and state-intervention or support is
required to overcome standard cases of market-failure (which may include, for example, under-funding of Research & Development in highly competitive
markets).[4]
Technology policy may be more broadly defined. Michael G. Pollitt offers a multidisciplinary approach with social science and humanities perspective on
"Good" policy.[5]
Technological determinism[edit]
Technological determinism presumes that a society's technology drives the development of its social structure and cultural values.[6] The term is believed
to have been coined by Thorstein Veblen (1857–1929), an American sociologist and economist. The most radical technological determinist in the United
States in the 20th century was most likely Clarence Ayres who was a follower of Thorstein Veblen and John Dewey. William Ogburn was also known for
his radical technological determinism.
Viewed through the lens of Science policy, public policy can directly affect the funding of capital equipment, intellectual infrastructure for industrial
research, by providing tax incentives, direct funding or indirect support to those organizations who fund, and conduct, research. Vannevar Bush, director
of the office of scientific research and development for the U.S. government in July 1945, wrote "Science is a proper concern of government"[7] Vannevar
Bush directed the forerunner of the National Science Foundation, and his writings directly inspired researchers to invent the hyperlink and the computer
mouse. The DARPA initiative to support computing was the impetus for the Internet Protocol stack. In the same way that scientific consortiums
like CERN for high-energy physics have a commitment to public knowledge, access to this public knowledge in physics led directly to CERN's
sponsorship of development of the World Wide Web and standard Internet access for all.
The first major elaboration of a technological determinist view of socioeconomic development came from the German philosopher and economist Karl
Marx, whose theoretical framework was grounded in the perspective that changes in technology, and specifically productive technology, are the primary
influence on human social relations and organizational structure, and that social relations and cultural practices ultimately revolve around the
technological and economic base of a given society. Marx's position has become embedded in contemporary society, where the idea that fast-changing
technologies alter human lives is all-pervasive.[8] Although many authors attribute a technologically determined view of human history to Marx's insights,
not all Marxists are technological determinists, and some authors question the extent to which Marx himself was a determinist. Furthermore, there are
multiple forms of technological determinism.[9] On the subject of technology as a means to liberation or enslavement, a question arising from a
technological determinist perspective, David E. Cooper wrote in the Royal Institute of Philosophy Supplement 38:7-18 (1995), "people myopically
impressed by the world as an object of beauty or worship die out. Those who are myopically impressed by it as a source of energy do not: they even
prosper." [10]
Technology policy takes an 'evolutionary approach' to technical change, and hereby relates to evolutionary growth theory, developed by Luigi Pasinetti,
J.S. Metcalfe, Pier Paolo Saviotti, and Koen Frenken and others, building on the early work of David Ricardo.[11][12] J.S. Metcalfe noted in 1995 that
"much of the traditional economic theory of technology policy is concerned with so-called 'market failures' which prevent the attainment of Pareto
equilibria by violating one or other of die conditions for perfect competition". [13]
In contrast to the evolutionary paradigm, classic political science teaches technology as a static 'black box'. Similarly Neoclassical economics treats
technology as a residual, or exogenous factor, to explain otherwise inexplicable growth (for example, shocks in supply that boost production, affecting
the equilibrium price level in an economy). In the United States, the creation of the U.S. Office of Science and Technology Policy responded to the need
policy approaches wherein not all technologies were treated as identical based on their social or economic variables. Technology policy is distinct
from science studies but both have been influenced by Thomas Samuel Kuhn. Research in the technology policy domain recognizes the importance of,
amongst others, Vannevar Bush, Moses Abramovitz, William J. Abernathy and James M. Utterback.
Technology policy approaches Science as the pursuit of verifiable or falsifiable hypotheses, while science studies has a post-modern view whereby
science is not thought to get at an objective reality. Technology policy is rarely post-modern. Its goal is the improvement of policy and organizations
based on an evolutionary view, and understanding, of the underlying scientific and technological constraints involved in economic development, but also
their potential. For example, some clean coal technologies via carbon sequestration and the allocation of electromagnetic spectrum by auction are ideas
that emerged from technology policy schools. The Dominant design paradigm, developed by William J. Abernathy and James M. Utterback, is an idea
with significant implications for innovation, market structure and competitive dynamics both within and between nations that emerged from empirical
research in Technology management, a domain of Technology Policy.
The GI Bill is available to use with cooperative training. Cooperative training consists of individuals attending school part-time and work part-time. VA
may provide educational assistance for pursuit of a program of education offered by an approved Institution of Higher Learning (IHL). The training must
be full-time and consist of phases of school instruction alternated with training in a business or industrial establishment.
Available Benefit
The payment amount varies depending on the GI Bill program you are utilizing and the type of school you are attending. Payments are issued monthly
Under this program, the benefit pays either the actual net costs for public in-state tuition and fees if the program is at a public IHL or, if the program is at
a private or foreign IHL, the lesser of the national Maximum or the actual net costs for in-state tuition and fees. Monthly housing allowance (MHA) is paid
based on the location of the school. Up to $1000 per year is available for books and supplies.
VA pays a monthly rate that varies depending on which GI Bill program you are entitled to and how long your qualifying military service was
A technological system is defined as a system that takes an input, changes it according to the system's use, and then produces an outcome. It is
made up of components that work together to transform, transport, store, or control energy, materials, and information. For example, your clock with
moving hands is made up of gears, a battery, and the hands that are moved by the gears. They all work together to change the input, the battery power,
into time, the moving of the hands at a set pace.
Another aspect of a technological system is that it works on its own once it is given an appropriate input. You don't have to do anything for the system to
work.