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A LIFE BEYOND THE GOLDEN ARCHESi
             Dr Simon Shurville, ALIA(CS), CITP, FBCS, FHEA
  Senior Lecturer, University of South Australia, Adelaide, SA 5000, Australia,
         Tel: +61 8 8302 0519, E-mail: simon.shurville@unisa.edu.au

                                     Abstract
Societal expectations of higher education (HE) have changed significantly in the
past quarter century without equivalent increases in funding. These changes leave
a shortfall between the outcomes HE is expected to provide, the experiences it
aspires to offer and those it can deliver. This shortfall has contributed to HEs
McDonaldization (Ritzer, 1996). Although flexible delivery (FD) and technology-
enhanced learning (TEL) are common strategies to narrow this shortfall, I argue
that they can actually increase its breadth. I apply Simon’s model of levers of
organizational design to show how HE can effect cultural changes to help to
transform this shortfall into an entrepreneurial gap, thus offering HE a possible
future beyond the golden arches.

                          “Can you tell me what we're waiting for, Señor?” – Bob Dylan

        Expectations of Higher Education and the Shortfall of Resources
In this era of knowledge economies and societies, many governments now
recognize that “universities are critical to the national innovation system”
(Australian Research Council, 2008, p 2) and hence to prosperity within a
highly competitive globalised market for intellectual capital and intellectual
property (World Bank Group, 2002; Organization for Economic Co-operation
and Development, 2004). Meanwhile, following widespread shifts toward
neo-liberalism and “technological and economic reductionism” (Bullen et al,
2004, p 7), many governments have shifted roles from providing and funding
elitist-HE towards regulating mass-HE (Gee and Lankshear, 1995; Moreau
and Leathwood, 2006). Expectations of HE have therefore undergone
significant changes (Boarini et al, 2008). Characteristic of these changed
expectations are increases in academic capitalism, accountability,
massification, and McDonaldization (see figure 1).
                         Low                                              High


 Academic
 capitalism
                                                                                 Key
 Accountability
 and
 compliance                                                                            = Pre-massification


 Student numbers
                                                                                       = Post-massification
                                                         Potential for
                                                        McDonaldization
 Funding




              Figure 1: Changes to expectations of higher education in this generation
      Academic capitalism (Slaughter and Leslie, 1997) describes a shift in the
       aspirations of research. Humboldt’s vision of universities searching for
       truth and knowledge (Nybom, 2007) has been replaced by universities
       searching for the production and commercial exploitation of intellectual
       property (World Bank Group, 2002), to enrich academics, subsidize
       universities (Bok, 2003), and fund economies (Australian Research
       Council, 2008). Quantitative assessment of research reduces HE’s freedom
       to self-define goals, policy or quality assurance for research (see
       Henderson et al 2009).
      A new culture of accountability of both the quality of learning and
       teaching (Kis, 2005) and its fitness for the labour market (Boarini et al,
       2008) has mainstreamed androgogic and student-centred learning styles
       (see Browne and Shurville, 2007). While this shift may be overdue, its
       culture of regulatory compliance leaves HE with less room to self-define
       policy, practice and quality assurance of learning and teaching.
      Massification and McDonaldization of HE refer to the unprecedented
       growth in student numbers and the oversight of their preparation for the
       workforce (Scott, 1998; Ritzer, 1996; Hale 2006; Trow 2006; Baker,
       2007). Some critiques of massification and McDonaldization have been
       profound: “Ritzer’s thesis is that western societies are being characterized
       by a desire for rationality, efficiency, predictability and control.
       McDonaldization is the process by which … fast food restaurant
       principles are applied to a wide range of production activities and service
       provision. Ritzer argues that HEIs are no different from other service
       industries and consumers require the same standardization, reliability and
       predictability in terms of [HE] provision as they do when purchasing a
       burger meal.” (Lomas, 2001, p 73).

In sum these changes mean that the purposes and regulation of the ivory
towers can be hard to distinguish from those of the golden arches.

    Funding                  Actual                                 Ideal
                                                                                 Many HE
                                                                                 institutions
                                   A shortfall between available                 attempt to fulfil
                                      resources and societal                     expectations
                                 expectations that HE is expected                and close this
                                    to fulfil via innovation and                 shortfall via a
    Expectations of                     entrepreneurialism                       combination of
    compliance, quality,                                            Actual       flexible delivery
    research output and                                                          and ICT/TEL
    quality
               Figure 2: Actual and ideal levels of funding against expectations of HE

Unfortunately, as figure 1 also shows, policy makers have challenged HE to
meet these expectations without commensurate increases in funding (Herbst,
2007; Johnes and Johnes, 2008). This challenge creates a shortfall between
available resources, societal expectations and HE’s own aspirations. Society
requires HE to narrow this shortfall via innovation and entrepreneurialism (see
figure 2). However, in terms of double loop learning, regulation offers HE the
leeway to change its action strategies, to increase efficiency, rather than to
shift its high level control variables, to enhance effectiveness (Argyris, 1992).

Flexible Delivery and Technology-Enhanced Learning in Compliance and
                            Cost Conscious Cultures
This shortfall has created compliance and cost conscious cultures where
institutions are forced to undergo radical transformations in efficiency to
either achieve or transcend societal expectations (Evaline, 2004). Arguably,
despite this shortfall, much of HE has set its sights beyond the golden arches
to pursue a post-Fordist (Nunan 1996) model of flexible, mass-personalisation
where “the winners design customized products and services on time, on
demand faster and more perfectly than their global competition” (Gee and
Lankshear, 1995, p 6; Shurville et al, 2008b).
         Flexible delivery is key to meeting societal expectations (see Seddon
and Angus, 2000). Canonically, FD provides “students with flexible access to
learning experiences in terms of at least one of the following: time, place,
pace, learning style, content, assessment and pathways” (Chen, 2003, p 25).
Flexible delivery facilitates mass-HE which is integrated with work—which is
itself increasingly flexible (Hall and Atkinson, 2006)—and shifts costs and
responsibility from society to the individual (Gee and Lankshear, 1995;
Moreau and Leathwood, 2006). So in economic terms, FD enables students to
attend HE and earn wages to pay their fees.
         Flexible delivery also provides a framework for androgogic learning
and teaching approaches, that prepare learners for lifelong learning (Browne
and Shurville, 2007), and a means to implement the teaching-research nexus
(Boyer Commission, 1999). It can also facilitate education for those with
disabilities (Getzel, 2008). As Nunan observed, “while part of the framework
for flexible delivery may be borrowed from economics, there are progressive
interpretations of flexible learning which are structured around competing
social and humanist values which have educational expression through
concepts such as constructivism, open education, student-centred learning,
life-long learning, deep learning, and accessible learning structures” (Nunan,
1996, online). So FD is an educational philosophy with which to move beyond
McDonaldization and implement Nunan’s ethical post-Fordist visions.
                           Low                                                    High

 Academic control            Flexible                               Traditional

                             Enlarged shortfall brought by flexible delivery of
                             mass-HE, the need for transformation of
                             academics and institutions, and additional
                             resources for post-Fordist learning and teaching

 Access to HE                    Traditional                        Flexible


   Figure 3: The enlarged shortfall brought by post-Fordist flexible delivery of mass-HE

Flexible, post-Fordist delivery calls for a Copernican transition within HE
because it reverses the loci of control and convenience from academics and
institutions to learners. Unfortunately, this reversal often places substantial
demands upon academics, professional staff and, ironically, the learners
themselves (Chen, 2003). So although FD provides a way to increase access to
HE, a path to improved learning and teaching, and a philosophy for post-
Fordist HE, it can also tend to widen this shortfall between resources,
expectation and visions.
        Some believe that the shortfall can be reduced by systems for TEL that
offer educational and institutional flexibility (Shurville et al, 2008b; Conole
and Oliver, 2006; Balacheff et al 2009; Laurillard et al, 2009). In Australia,
for example, the application of ICT/TEL to academic and business process has
recently been shown to produce cost improvements in the order of 3.3%
across all Australian universities—with a range of 1.8% to 13.0%—
(Worthington and Lee, 2008). Moreover some argue that TEL can mediate
new educational experiences: “Our perspective … is not focused on efficiency
in terms of using technology to accelerate learning processes by faster
delivery and distribution of learning materials. It is rather oriented towards
the role of technology to enable new types of learning experiences and to
enrich existing learning scenarios” (Laurillard, et al, 2009, p 289).
        However, the price of TEL can—oft-times erroneously—be seen to be
a driver for cost conscious senior managers when the reality is more complex:
“unlike conventional forms of course delivery which require physical plant of
limited capacity, many Internet-based e-learning courses have theoretically
unlimited capacities. If the substantial initial costs of course creation can be
invested then there is the potential for significant return on investment …. an
attractive proposition to the senior managers of universities beset by the
pressures discussed earlier” (Williams, 2006, p 515). So, FD mediated by
TEL has been widely and perhaps naively perceived as a means for HE to
enable reductions of the cost of provision of McDondaldsized education
(Roberts, 1993) and, more tenuously, to enable flexible, post-Fordist mass-HE
(Laurillard, 2007), when it can actually be more expensive and labour
intensive to implement than traditional approaches (Guri-Rosenblit, 2005).
                    Low                                                             High

 Cost of ICT/TEL           Perceived                                       Actual

                              Enlarged shortfall between real vs.
                              perceived cost of ICT/TEL and personal and
 Requirement for              institutional transformation
 transformation                                                   ICT/TEL

   Figure 4: The enlarged shortfall brought by costs and transformational requirements of
                                      ICT/TEL for FD

          Setting Institutional ‘Levers’ for Double Loop Learning
Simons invented a model to (a) help organizations to design effective roles in
terms of resource allocation, entrepreneurialism and double-loop learning; and (b)
set appropriate cultural expectations for collaboration and cooperation (Simons,
2005). It contains four levers which can be set independently from low to high
(see figure 5).
      Lever 1 sets the span of resources, which sets the range of resources for which
       an individual is given decision rights and held accountable for performance.
      Lever 2 sets the span of accountability (which I refer to as the span of freedom
       of accountability), which sets the range of trade-offs affecting the measures
       used to evaluate a manager's achievements. With a wide span, an individual
       can, for example, refine their goals—in harmony with organizational strategy
       and policies—to increase the effectiveness of the targets they are changing
       and thus make their work more effective and efficient. Having a high setting is
       like having the freedom to change the control variable in double-loop learning
       (Argyris, 1992).
      Lever 3 sets the span of influence, which lever sets the width of the net that an
       individual needs to cast in collecting data, probing for new information, and
       attempting to influence the work of others.
      Lever 4 sets the span of support, which lever sets the amount of informal
       help/goodwill anyone can expect to receive across the organisational.

The positions for levers 3 and 4 are set by example from the organization’s
leaders and by rewarding behaviors that match the desired settings.
                      Low                                           High
                                                                           = The range of resources for which an
    Lever of                             1                                 individual is given decision rights and
    resources
                                                                           held accountable for performance

    Lever of                        2                                      = The range of trade-offs affecting the
    freedom of                                                             measures used to evaluate a
    accountability                                                         individual’s achievements

    Lever of                             3                                 = The width of the net that an
    influence                                                              individual needs to cast in collecting
                                                                           data, probing for new information, and
                                                                           attempting to influence the work of
                                             Management can                others
                                                                           = The amount of informal help and
                                             shift each lever
    Lever of                    4                                          goodwill anyone can expect from
                                             independently to the
    support                                                                others and other organisational units
                                             left or right


                     Figure 5: Simons’ model of the levers of organizational design

Simons argues that reining the span of resources while simultaneously loosening
the span of accountability creates his entrepreneurial gap. This entrepreneurial
gap encourages individuals to solve problems in resource-light ways by practicing
innovation and double-loop learning. This disparate pair of settings for resources
and freedom of accountability can be enabled by simultaneously setting the spans
of influence and support to high values. These simultaneous high settings mean
that individuals and departments across the organization are expected to
contribute knowledge and goodwill to innovative practice and join innovative
initiatives. The cultural outcome of collegiality means that individuals and units
who are narrowing the entrepreneurial gap do not have to fear undermining or
other pathological behaviours, e.g. “tricks” and “black holes” (Scott, 2007, p 17).
         Due to its cultural history as a collegiate environment (Becher and
Trowler, 2001), HE is in a good position to set higher spans of influence and
support than might be achieved in industry. My thesis is sthat if institutions can
implement high settings for these levers, then some of the shortfall might be
transformed into an entrepreneurial gap, with opportunities for innovation and
entrepreneurship. This brings us to how stakeholders in FD and TEL can set them.
                     Resources = low                 Freedom of accountability = high
    Lever of
    resources              Ideal                                        An ideal setting for resources and
                                                The                     freedom of accountability creates and
                                          entrepreneurial               entrepreneurial gap to encourage
    Lever of                              gap in industry               effectiveness and efficiency through
    freedom of                                                 Ideal    entrepreneurialism and innovation.
    accountability                                                      This setting can be enhanced by
                                                                        establishing simultaneous high
                                                                        settings for influence and support
                     Resources and freedom of accountability = low
                                                                        HE faces a shortfall rather than an
    Lever of
                         Actual                                         entrepreneurial gap because the lever
    resources
                                                                        of resources and the lever of freedom
                                   The shortfall faced by HE            of accountability are set by the
    Lever of                                                            regulatory environment, which is
    freedom of                Actual                                    largely beyond the institution’s or the
    accountability                                                      sector’s control



Figure 6: The ideal entrepreneurial gap to encourage effectiveness and efficiency and the imposed
shortfall faced by HE with a genuine shortfall of resources and ways to change the framework of
                                          accountability

      Adjusting the span of resources: this setting is largely externally imposed by
       public funding. However, academics and educational technologists can apply
       expert power to ensure that chosen human and technical resources are fit for
       purpose. Maximizing this constraint can entail engaging with change
       initiatives and winning over Information Technology Services (ITSs) to
       support innovative solutions. The most important considerations are a
       combination of educational and institutional flexibility in educational software
       (Shurville et al, 2008b) and participation in development and deployment of
       services (Shurville and Williams, 2005). Senior educational technologists are
       starting to acquire new influence within ITSs and senior management so that
       they can affect human resources, purchasing, support strategies and
       technological choices (Shurville et al, 2008a, in press a).
      Adjusting the span of freedom of accountability: the setting for this lever us
       largely externally imposed by regulation of HE. Academics and senior
       educational technologists can lobby externally for changes to policies for
       managing learning and teaching and research. Managers and senior managers
       can contribute by applying the settings for the lever of influence and support
       to be discussed below to enable academics and educational technologists to
       work with colleagues from local, national and international communities of
       practice to lobby for evidenced change.
      Adjusting the spans of influence and support: academics and educational
       technologists can help to widen these settings by establishing and attending
       meetings of special interest groups across the campus and beyond. They can
       also establish and take part in local, national and international mentoring
       schemes and contribute learning designs to social networking sites, such as the
       LAMS repository (Shurville et al, 2008b). Senior academics and senior
       educational technologists carry sufficient expert and legitimate power to
       influence local policy on such initiatives. It is a matter of choosing to
prioritize being an agent for this particular change. As the lever of support is
    set by modeling and rewarding appropriate behaviors, it is essential that
    academics continue with the tradition of collegiate practice and that
    educational technologists, who have acquired new found strategic importance
    (Shurville et al 2008a, in press a), establish a code of conduct that prioritizes
    similar collegiality and transparent allegiance to theory (Shurville et al, in
    press b).
                                                     Thesis: with     Externally imposed by societal
                                                     high settings    expectations. Academics and
 Lever of
                    Actual                        for the levers of   educational technologists can apply
 resources in
                                                    influence and     expertise to secure the best resources
 HE
                                                      support the     that can be afforded
                                                   shortfall in HE    Externally imposed by societal
 Lever of                Actual                         can be        expectations. Academics and senior
 freedom of                                          transformed      educational technologists can lobby
 accountability                                         into an       externally for change
 in HE                                            entrepreneurial
                                                                      Internally imposed. Academics and
                                                          gap
                                                                      educational technologists can influence
 Lever of                             Best              Ideal         one another and senior management
 influence in                       possible         setting for
 HE                                  setting          levers of       Internally imposed by leaders, who
                                       in             influence       might be influenced by academics and
 Lever of                           industry             and          senior educational technologists, and
 support                                ?              support        by voluntary ivory-basement leaders
 in HE                                                                who can be influenced by modeling
                                                                      appropriate behaviors

      Figure 7: The shortfall transforming into a situation closer an entrepreneurial gap?

                                   Conclusion
Choosing to engage more deeply with a collegiate model of institutional
culture in the face of mounting workloads is not easy. Nor is it a nice to have.
If you accept the arguments made above, then fundamental changes have
taken place concerning who sets the positions for two of the levers that govern
our experience of HE and, more importantly, the experience of up to 50% of
our fellow citizens. It is important that academic and professional stakeholders
in FD and TEL choose to wrest and retain control of the remaining levers and
give them an occasional affirmative nudge. To do so, they need to model
behaviors and engage in initiatives that might transform the shortfall between
resources, expectations and vision into an entrepreneurial gap. In turn this
transformation might help HE to offer everyone a life beyond the golden
arches.
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i
  Acknowledgements: These acknowledgements might help to put the title into context. As a
dyslexic, I was cast aside by the British secondary education system of the 1970s where “they
hated you if you were clever and they despised a fool” (Lennon, 1970). So, I spent my youth in a
succession of unskilled jobs—including McDonalds’ Epsom branch, whose managers gave me a
badly needed second chance—and blessed unemployment, where a man had time to read Carver
and Crumley and listen to Dylan, whose words “I’m ready when you are, Señor” (Dylan, 1979)
turned my tide. James Fryer had enough faith to teach me Basic programming, which got me
started. However, many other people made my journey from the golden arches to this keynote
possible. Among them was Willie Taylor who encouraged me to enrol in an access course at
Southwark College—without the requisite qualifications or fees—and ensured that I was accepted.
Ironically, it got tough to pull yourself up by your bootstraps in Thatcher’s Britain; but Willie
stood by us. He taught us and he marched with us—standing his ground when the police horses
charged. He taught me that an education is a right worth fighting for. Professor Andy Clark, Dr
Lyn Pemberton, Dr Bernard Scott, and Professor Aaron Sloman took similar chances on me and
offered heavenly support. As Lennon continues, “when they've tortured and scared you for twenty
odd years, then they expect you to pick a career” (Lennon, 1970). Thanks to Willie et al, upon
earning a PhD, I was able to trade the golden arches for a life in HE; since then it has been, in
Carver’s word, “gravy” (Carver, 1986). Today, I am proud to work for the University of South
Australia, where equitable access—for Indigenous people, those from Adelaide’s northern
suburbs, and those with disabilities—is a premise. My mother Shirley and my wife Marian have
always modelled such values; I love them for it. I would also like to thank: Professors J. Fodor
and S. Orlando; fellow members of the original ICICTE Musketeers Dr Bernard Scott and Prince
Asher Rospigliosi; and Ken Fernstrom, Nicole Levinsky, Barry O’Grady and Nancy Pyrini of
ICICTE, for helping to “make it”, in Crumley’s words, “worth the dyin” (Crumley, 1993).

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Icicte 2009 Keynote A Life Beyond The Golden Arches Draft

  • 1. A LIFE BEYOND THE GOLDEN ARCHESi Dr Simon Shurville, ALIA(CS), CITP, FBCS, FHEA Senior Lecturer, University of South Australia, Adelaide, SA 5000, Australia, Tel: +61 8 8302 0519, E-mail: simon.shurville@unisa.edu.au Abstract Societal expectations of higher education (HE) have changed significantly in the past quarter century without equivalent increases in funding. These changes leave a shortfall between the outcomes HE is expected to provide, the experiences it aspires to offer and those it can deliver. This shortfall has contributed to HEs McDonaldization (Ritzer, 1996). Although flexible delivery (FD) and technology- enhanced learning (TEL) are common strategies to narrow this shortfall, I argue that they can actually increase its breadth. I apply Simon’s model of levers of organizational design to show how HE can effect cultural changes to help to transform this shortfall into an entrepreneurial gap, thus offering HE a possible future beyond the golden arches. “Can you tell me what we're waiting for, Señor?” – Bob Dylan Expectations of Higher Education and the Shortfall of Resources In this era of knowledge economies and societies, many governments now recognize that “universities are critical to the national innovation system” (Australian Research Council, 2008, p 2) and hence to prosperity within a highly competitive globalised market for intellectual capital and intellectual property (World Bank Group, 2002; Organization for Economic Co-operation and Development, 2004). Meanwhile, following widespread shifts toward neo-liberalism and “technological and economic reductionism” (Bullen et al, 2004, p 7), many governments have shifted roles from providing and funding elitist-HE towards regulating mass-HE (Gee and Lankshear, 1995; Moreau and Leathwood, 2006). Expectations of HE have therefore undergone significant changes (Boarini et al, 2008). Characteristic of these changed expectations are increases in academic capitalism, accountability, massification, and McDonaldization (see figure 1). Low High Academic capitalism Key Accountability and compliance = Pre-massification Student numbers = Post-massification Potential for McDonaldization Funding Figure 1: Changes to expectations of higher education in this generation
  • 2. Academic capitalism (Slaughter and Leslie, 1997) describes a shift in the aspirations of research. Humboldt’s vision of universities searching for truth and knowledge (Nybom, 2007) has been replaced by universities searching for the production and commercial exploitation of intellectual property (World Bank Group, 2002), to enrich academics, subsidize universities (Bok, 2003), and fund economies (Australian Research Council, 2008). Quantitative assessment of research reduces HE’s freedom to self-define goals, policy or quality assurance for research (see Henderson et al 2009).  A new culture of accountability of both the quality of learning and teaching (Kis, 2005) and its fitness for the labour market (Boarini et al, 2008) has mainstreamed androgogic and student-centred learning styles (see Browne and Shurville, 2007). While this shift may be overdue, its culture of regulatory compliance leaves HE with less room to self-define policy, practice and quality assurance of learning and teaching.  Massification and McDonaldization of HE refer to the unprecedented growth in student numbers and the oversight of their preparation for the workforce (Scott, 1998; Ritzer, 1996; Hale 2006; Trow 2006; Baker, 2007). Some critiques of massification and McDonaldization have been profound: “Ritzer’s thesis is that western societies are being characterized by a desire for rationality, efficiency, predictability and control. McDonaldization is the process by which … fast food restaurant principles are applied to a wide range of production activities and service provision. Ritzer argues that HEIs are no different from other service industries and consumers require the same standardization, reliability and predictability in terms of [HE] provision as they do when purchasing a burger meal.” (Lomas, 2001, p 73). In sum these changes mean that the purposes and regulation of the ivory towers can be hard to distinguish from those of the golden arches. Funding Actual Ideal Many HE institutions A shortfall between available attempt to fulfil resources and societal expectations expectations that HE is expected and close this to fulfil via innovation and shortfall via a Expectations of entrepreneurialism combination of compliance, quality, Actual flexible delivery research output and and ICT/TEL quality Figure 2: Actual and ideal levels of funding against expectations of HE Unfortunately, as figure 1 also shows, policy makers have challenged HE to meet these expectations without commensurate increases in funding (Herbst, 2007; Johnes and Johnes, 2008). This challenge creates a shortfall between available resources, societal expectations and HE’s own aspirations. Society requires HE to narrow this shortfall via innovation and entrepreneurialism (see figure 2). However, in terms of double loop learning, regulation offers HE the
  • 3. leeway to change its action strategies, to increase efficiency, rather than to shift its high level control variables, to enhance effectiveness (Argyris, 1992). Flexible Delivery and Technology-Enhanced Learning in Compliance and Cost Conscious Cultures This shortfall has created compliance and cost conscious cultures where institutions are forced to undergo radical transformations in efficiency to either achieve or transcend societal expectations (Evaline, 2004). Arguably, despite this shortfall, much of HE has set its sights beyond the golden arches to pursue a post-Fordist (Nunan 1996) model of flexible, mass-personalisation where “the winners design customized products and services on time, on demand faster and more perfectly than their global competition” (Gee and Lankshear, 1995, p 6; Shurville et al, 2008b). Flexible delivery is key to meeting societal expectations (see Seddon and Angus, 2000). Canonically, FD provides “students with flexible access to learning experiences in terms of at least one of the following: time, place, pace, learning style, content, assessment and pathways” (Chen, 2003, p 25). Flexible delivery facilitates mass-HE which is integrated with work—which is itself increasingly flexible (Hall and Atkinson, 2006)—and shifts costs and responsibility from society to the individual (Gee and Lankshear, 1995; Moreau and Leathwood, 2006). So in economic terms, FD enables students to attend HE and earn wages to pay their fees. Flexible delivery also provides a framework for androgogic learning and teaching approaches, that prepare learners for lifelong learning (Browne and Shurville, 2007), and a means to implement the teaching-research nexus (Boyer Commission, 1999). It can also facilitate education for those with disabilities (Getzel, 2008). As Nunan observed, “while part of the framework for flexible delivery may be borrowed from economics, there are progressive interpretations of flexible learning which are structured around competing social and humanist values which have educational expression through concepts such as constructivism, open education, student-centred learning, life-long learning, deep learning, and accessible learning structures” (Nunan, 1996, online). So FD is an educational philosophy with which to move beyond McDonaldization and implement Nunan’s ethical post-Fordist visions. Low High Academic control Flexible Traditional Enlarged shortfall brought by flexible delivery of mass-HE, the need for transformation of academics and institutions, and additional resources for post-Fordist learning and teaching Access to HE Traditional Flexible Figure 3: The enlarged shortfall brought by post-Fordist flexible delivery of mass-HE Flexible, post-Fordist delivery calls for a Copernican transition within HE because it reverses the loci of control and convenience from academics and institutions to learners. Unfortunately, this reversal often places substantial
  • 4. demands upon academics, professional staff and, ironically, the learners themselves (Chen, 2003). So although FD provides a way to increase access to HE, a path to improved learning and teaching, and a philosophy for post- Fordist HE, it can also tend to widen this shortfall between resources, expectation and visions. Some believe that the shortfall can be reduced by systems for TEL that offer educational and institutional flexibility (Shurville et al, 2008b; Conole and Oliver, 2006; Balacheff et al 2009; Laurillard et al, 2009). In Australia, for example, the application of ICT/TEL to academic and business process has recently been shown to produce cost improvements in the order of 3.3% across all Australian universities—with a range of 1.8% to 13.0%— (Worthington and Lee, 2008). Moreover some argue that TEL can mediate new educational experiences: “Our perspective … is not focused on efficiency in terms of using technology to accelerate learning processes by faster delivery and distribution of learning materials. It is rather oriented towards the role of technology to enable new types of learning experiences and to enrich existing learning scenarios” (Laurillard, et al, 2009, p 289). However, the price of TEL can—oft-times erroneously—be seen to be a driver for cost conscious senior managers when the reality is more complex: “unlike conventional forms of course delivery which require physical plant of limited capacity, many Internet-based e-learning courses have theoretically unlimited capacities. If the substantial initial costs of course creation can be invested then there is the potential for significant return on investment …. an attractive proposition to the senior managers of universities beset by the pressures discussed earlier” (Williams, 2006, p 515). So, FD mediated by TEL has been widely and perhaps naively perceived as a means for HE to enable reductions of the cost of provision of McDondaldsized education (Roberts, 1993) and, more tenuously, to enable flexible, post-Fordist mass-HE (Laurillard, 2007), when it can actually be more expensive and labour intensive to implement than traditional approaches (Guri-Rosenblit, 2005). Low High Cost of ICT/TEL Perceived Actual Enlarged shortfall between real vs. perceived cost of ICT/TEL and personal and Requirement for institutional transformation transformation ICT/TEL Figure 4: The enlarged shortfall brought by costs and transformational requirements of ICT/TEL for FD Setting Institutional ‘Levers’ for Double Loop Learning Simons invented a model to (a) help organizations to design effective roles in terms of resource allocation, entrepreneurialism and double-loop learning; and (b) set appropriate cultural expectations for collaboration and cooperation (Simons, 2005). It contains four levers which can be set independently from low to high (see figure 5).
  • 5. Lever 1 sets the span of resources, which sets the range of resources for which an individual is given decision rights and held accountable for performance.  Lever 2 sets the span of accountability (which I refer to as the span of freedom of accountability), which sets the range of trade-offs affecting the measures used to evaluate a manager's achievements. With a wide span, an individual can, for example, refine their goals—in harmony with organizational strategy and policies—to increase the effectiveness of the targets they are changing and thus make their work more effective and efficient. Having a high setting is like having the freedom to change the control variable in double-loop learning (Argyris, 1992).  Lever 3 sets the span of influence, which lever sets the width of the net that an individual needs to cast in collecting data, probing for new information, and attempting to influence the work of others.  Lever 4 sets the span of support, which lever sets the amount of informal help/goodwill anyone can expect to receive across the organisational. The positions for levers 3 and 4 are set by example from the organization’s leaders and by rewarding behaviors that match the desired settings. Low High = The range of resources for which an Lever of 1 individual is given decision rights and resources held accountable for performance Lever of 2 = The range of trade-offs affecting the freedom of measures used to evaluate a accountability individual’s achievements Lever of 3 = The width of the net that an influence individual needs to cast in collecting data, probing for new information, and attempting to influence the work of Management can others = The amount of informal help and shift each lever Lever of 4 goodwill anyone can expect from independently to the support others and other organisational units left or right Figure 5: Simons’ model of the levers of organizational design Simons argues that reining the span of resources while simultaneously loosening the span of accountability creates his entrepreneurial gap. This entrepreneurial gap encourages individuals to solve problems in resource-light ways by practicing innovation and double-loop learning. This disparate pair of settings for resources and freedom of accountability can be enabled by simultaneously setting the spans of influence and support to high values. These simultaneous high settings mean that individuals and departments across the organization are expected to contribute knowledge and goodwill to innovative practice and join innovative initiatives. The cultural outcome of collegiality means that individuals and units who are narrowing the entrepreneurial gap do not have to fear undermining or other pathological behaviours, e.g. “tricks” and “black holes” (Scott, 2007, p 17). Due to its cultural history as a collegiate environment (Becher and Trowler, 2001), HE is in a good position to set higher spans of influence and support than might be achieved in industry. My thesis is sthat if institutions can implement high settings for these levers, then some of the shortfall might be
  • 6. transformed into an entrepreneurial gap, with opportunities for innovation and entrepreneurship. This brings us to how stakeholders in FD and TEL can set them. Resources = low Freedom of accountability = high Lever of resources Ideal An ideal setting for resources and The freedom of accountability creates and entrepreneurial entrepreneurial gap to encourage Lever of gap in industry effectiveness and efficiency through freedom of Ideal entrepreneurialism and innovation. accountability This setting can be enhanced by establishing simultaneous high settings for influence and support Resources and freedom of accountability = low HE faces a shortfall rather than an Lever of Actual entrepreneurial gap because the lever resources of resources and the lever of freedom The shortfall faced by HE of accountability are set by the Lever of regulatory environment, which is freedom of Actual largely beyond the institution’s or the accountability sector’s control Figure 6: The ideal entrepreneurial gap to encourage effectiveness and efficiency and the imposed shortfall faced by HE with a genuine shortfall of resources and ways to change the framework of accountability  Adjusting the span of resources: this setting is largely externally imposed by public funding. However, academics and educational technologists can apply expert power to ensure that chosen human and technical resources are fit for purpose. Maximizing this constraint can entail engaging with change initiatives and winning over Information Technology Services (ITSs) to support innovative solutions. The most important considerations are a combination of educational and institutional flexibility in educational software (Shurville et al, 2008b) and participation in development and deployment of services (Shurville and Williams, 2005). Senior educational technologists are starting to acquire new influence within ITSs and senior management so that they can affect human resources, purchasing, support strategies and technological choices (Shurville et al, 2008a, in press a).  Adjusting the span of freedom of accountability: the setting for this lever us largely externally imposed by regulation of HE. Academics and senior educational technologists can lobby externally for changes to policies for managing learning and teaching and research. Managers and senior managers can contribute by applying the settings for the lever of influence and support to be discussed below to enable academics and educational technologists to work with colleagues from local, national and international communities of practice to lobby for evidenced change.  Adjusting the spans of influence and support: academics and educational technologists can help to widen these settings by establishing and attending meetings of special interest groups across the campus and beyond. They can also establish and take part in local, national and international mentoring schemes and contribute learning designs to social networking sites, such as the LAMS repository (Shurville et al, 2008b). Senior academics and senior educational technologists carry sufficient expert and legitimate power to influence local policy on such initiatives. It is a matter of choosing to
  • 7. prioritize being an agent for this particular change. As the lever of support is set by modeling and rewarding appropriate behaviors, it is essential that academics continue with the tradition of collegiate practice and that educational technologists, who have acquired new found strategic importance (Shurville et al 2008a, in press a), establish a code of conduct that prioritizes similar collegiality and transparent allegiance to theory (Shurville et al, in press b). Thesis: with Externally imposed by societal high settings expectations. Academics and Lever of Actual for the levers of educational technologists can apply resources in influence and expertise to secure the best resources HE support the that can be afforded shortfall in HE Externally imposed by societal Lever of Actual can be expectations. Academics and senior freedom of transformed educational technologists can lobby accountability into an externally for change in HE entrepreneurial Internally imposed. Academics and gap educational technologists can influence Lever of Best Ideal one another and senior management influence in possible setting for HE setting levers of Internally imposed by leaders, who in influence might be influenced by academics and Lever of industry and senior educational technologists, and support ? support by voluntary ivory-basement leaders in HE who can be influenced by modeling appropriate behaviors Figure 7: The shortfall transforming into a situation closer an entrepreneurial gap? Conclusion Choosing to engage more deeply with a collegiate model of institutional culture in the face of mounting workloads is not easy. Nor is it a nice to have. If you accept the arguments made above, then fundamental changes have taken place concerning who sets the positions for two of the levers that govern our experience of HE and, more importantly, the experience of up to 50% of our fellow citizens. It is important that academic and professional stakeholders in FD and TEL choose to wrest and retain control of the remaining levers and give them an occasional affirmative nudge. To do so, they need to model behaviors and engage in initiatives that might transform the shortfall between resources, expectations and vision into an entrepreneurial gap. In turn this transformation might help HE to offer everyone a life beyond the golden arches. References Albright, M.J. and Nworie, J. (2008). Rethinking academic technology leadership in an era of change, EDUCAUSE Quarterly, 31(1), 14–23. Argyris, C. (1992). On organizational learning. Cambridge: Blackwell. Australian Research Council, (2008). Excellence for research in Australia, consultation paper, Canberra, Australian Research Council. Baker, D. (2007). Mass higher education and the super research university: A symbiotic relationship’, International Higher Education, 49, 9–10. Balacheff, N., Ludvigsen, S., de Jong, T., Lazonder, A. and Barnes, S. (2009). Technology-enhanced learning principles and products, Berlin, Springer.
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