Improving Learning –
Five Recommendations
   Herta Tödtling-Schönhofer, Metis


Shaping the Future of the ESF
     Worksho...
Social systems and tools to trigger
learning and change



          Learning
                                      Policy...
Recommendation 1: Clearly
distinguish evaluation from learning


   Learning                Evaluation



    Learnin
    ...
Monitoring and evaluation ….

  M&E are useful and necessary
    – To monitor progress in programme and manage the funds
 ...
M&E support single-loop learning and
first order change


     ARE WE DOING THINGS
     IN THE RIGHT WAY?

               ...
Double loop learning supports
 second-order change



        ARE WE DOING                                                ...
Recommendation 2: EC should provide
a platform for social innovation



    Learnin               Platform for
    g      ...
Create learning systems for social
innovation

  At European level
    – Capacities for exploring social innovation
    – ...
Questions for learning systems

  How can we ensure that learning takes place and that
  social innovations/experiments/pi...
R 3: EC should provide separate
instruments for experimentation



    Learnin
    g

                          Expe
     ...
A plea for specific European instruments

  Mainstream programmes have to show success, i.e.,
  produce visible results, a...
R 4: MS and MA need to build learning
  mechanism into their programmes



            Learnin
            g


           ...
Learning mechanism

 Partnerships are an important tool for
   – Learning and innovation
   – Dissemination and transfer o...
R 5: Mainstreaming innovation needs
more attention and support




    Learnin
    g


                              ESF
 ...
Mainstreaming innovation + learning

  Mainstreaming is highly relevant to transform experimental
  design and experiences...
Thank you for your attention!
DI. Herta Tödtling-Schönhofer
Metis Gmbh
Donau-City-Strasse 6
A-1220 Vienna
schoenhofer@meti...
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1 Schoenhofer - Presentation

  1. 1. Improving Learning – Five Recommendations Herta Tödtling-Schönhofer, Metis Shaping the Future of the ESF Workshop 1: Learning Brussels, 23rd and 24th June
  2. 2. Social systems and tools to trigger learning and change Learning Policy objectives funds and rules ESF programmes European MS social system for policy system employment + social inclusion No causal chain actors Communication
  3. 3. Recommendation 1: Clearly distinguish evaluation from learning Learning Evaluation Learnin Self- g observation Accountability Policy objectives Optimisation funds and rules ESF programmes European MS social system for policy system employment + social inclusion
  4. 4. Monitoring and evaluation …. M&E are useful and necessary – To monitor progress in programme and manage the funds – To demonstrate output and results – To assess effectiveness, efficiency, sustainability, Community Added Value of European and national funds – To support policy learning about programme management and use of public funds (avoiding risks, failures, de- committment....governance) As M&E needs to be linked to accountability (fear to fail!) there is an intrinsic contradiction with learning processes
  5. 5. M&E support single-loop learning and first order change ARE WE DOING THINGS IN THE RIGHT WAY? Success Strategy and activities Failure Success Strategy and activities Failure Problem For improving the tool „programme“ Trial and error Change within a given framework and paradigm Setting of standards and the investigation of deviations
  6. 6. Double loop learning supports second-order change ARE WE DOING Options THE RIGHT THINGS? Strategy and Strategy and activities Strategy and activities Success Definition of the activities Strategy and problem activities Failure Problem Double loop learning Self-observation and reflection of actions Revision of structures, processes, methods context Meta Learning = „Learning of learning“ HOW TO WE DECIDE WHAT IS RIGHT? Second order change refers to transformation, discontinuity and a change in paradigm
  7. 7. Recommendation 2: EC should provide a platform for social innovation Learnin Platform for g learning on Policy objectives social funds and rules innovation ESF programmes European MS social system for policy system employment + social inclusion
  8. 8. Create learning systems for social innovation At European level – Capacities for exploring social innovation – Initiate learning within the EC (e.g. a learning group on social innovation involving other DGs) – Mutual learning/peer review on social innovation, policy learning, organisational change within public administration – Support learning culture and provide a counterweight to accountability culture At national level – Capitalisation of previous ESF programmes (EQUAL, Art 6!) – Inventory of social innovation (who, what, ....) and exchange of experiences needs bottlenecks.... – Vision and strategy development for ESF 2014+
  9. 9. Questions for learning systems How can we ensure that learning takes place and that social innovations/experiments/pilots are not constantly repeated as experiments but taken over and implemented? How can we ensure transferability of innovation at reasonable level? Which tools would be appropriate for the evaluation of the innovation in the social field and – by extension – social innovation? In which instruments can we include experimental design for innovations (exploring whether or how they work) – at a small scale, for specific types of social innovation
  10. 10. R 3: EC should provide separate instruments for experimentation Learnin g Expe rimen Innov tation ation European MS social system for policy system employment + social inclusion
  11. 11. A plea for specific European instruments Mainstream programmes have to show success, i.e., produce visible results, avoid de-commitment minimize risk Innovation, learning and testing of new solutions need the possibility to fail Difficult to integrate both paradigms into one programme framework Specific instruments (separate from mainstream) are more appropriate to provide impulses (against the mainstream) for including new themes, new actors, new processes
  12. 12. R 4: MS and MA need to build learning mechanism into their programmes Learnin g ESF programmes European MS social system for policy system employment + social inclusion MS…Member States MA…Managing Authorities
  13. 13. Learning mechanism Partnerships are an important tool for – Learning and innovation – Dissemination and transfer of results – Sustainability and mainstreaming Further mechanism – Self-evaluation in projects (with guidance and support) – Invest in methods for transfering experiences – Create a learning culture in ESF programmes (needs leadership and courage) organisational learning
  14. 14. R 5: Mainstreaming innovation needs more attention and support Learnin g ESF programmes European MS social system for policy system employment + social inclusion
  15. 15. Mainstreaming innovation + learning Mainstreaming is highly relevant to transform experimental design and experiences into standard practices Requirements for successful mainstreaming – Incorporation of key stakeholders in the partnerships – Commitment and ownership by political stakeholders – Leadership – Clear identification of the kind of information needed – Consideration of the link between a project (development partnership) and the national policy structures – Mainstreaming plans developed early in the project lifecycle – Support of TA with regard to operational aspects of mainstreaming – National platforms (thematic working groups)
  16. 16. Thank you for your attention! DI. Herta Tödtling-Schönhofer Metis Gmbh Donau-City-Strasse 6 A-1220 Vienna schoenhofer@metis-vienna.eu +43 1 997 1570 13

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