Racialized Expertise as Change Capital: The Lead the Change Interview with Román Liera

In this month’s Lead the Change (LtC) interview, Román Liera designs his research program to study racial equity and organizational change in higher education. Liera is an Assistant Professor of Higher Education in the Department of Educational Leadership at Montclair State University. His current research projects focus on understanding how racism operates in doctoral student socialization, the academic job market, faculty hiring, reappointment, tenure and promotion, presidential hiring, and racial equity professional development. The LtC series is produced by Elizabeth Zumpe and colleagues from the Educational Change Special Interest Group of the American Educational Research Association. This year, the Ed Change SIG recognized Liera’s work with one of two Emerging Scholar Awards. A PDF of the fully formatted interview will be available on the LtC website.

Lead the Change (LtC): The 2026 AERA Annual Meeting theme is “Unforgetting Histories and Imagining Futures: Constructing a New Vision for Educational Research.” This theme calls us to consider how to leverage our diverse knowledge and experiences to engage in futuring for education and education research, involving looking back to remember our histories so that we can look forward to imagine better futures. What steps are you taking, or do you plan to take, to heed this call?

Source: Montclair State University

Román Liera: I appreciate the theme and the question because the current anti-DEI attacks are not new and have provided an opportunity to reflect on what has been done in the past and a gut check that what is being done has not been enough to advance racial equity and justice. In studying racial equity and organizational change, I have had several opportunities to collaborate and partner with administrators, faculty, and staff taking action to create more equitable hiring practices. I have also been collaborating with other scholars who have been creative and innovative in theorizing racial equity and organizational change.

In working with leaders and practitioners who are taking actions towards change, I have learned from and with change agents who are nearing retirement or beginning their higher education careers. Listening to those who have been in higher education for decades and referring to similar instances regarding attacks on DEI in the past (e.g., the Civil Rights era) has helped me affirm that my work not only matters but also makes a difference in the face of attacks on race-focused change efforts. At the same time, working with those newer to the field has helped me slow down to acknowledge that what we have been doing has not been enough to create equitable and inclusive educational organizations.

In addition to collaborating with change agents from diverse identities and career trajectories, I am theorizing and studying how we can continue to disrupt deeply rooted forms of racism in educational organizations. An area that I have been investigating is the racial inequities in the professoriate (e.g., underrepresentation of faculty of color), particularly in recruiting, hiring, and tenure and promotion practices. For example, along with Drs. Heather McCambly and Aireale Rodgers, we designed a study on faculty cluster hiring at six research one universities. A goal was to understand how administrators, faculty, and staff leaders framed and implemented cluster hiring initiatives to disrupt how whiteness informed faculty recruitment and hiring routines, practices, decisions, and evaluations. We recently published a manuscript in the Journal of Higher Education titled “Analyzing the Purposes and Mechanisms of Faculty Cluster Hiring Initiatives to Promote Racial Equity.” In the paper, which is funded by the Alfred P. Sloan Foundation, we highlight how senior leaders, administrators, faculty, and staff leverage racialized expertise—expertise focused on addressing racial inequities and injustices—as hiring capital.

Our participants emphasized that faculty cluster hiring initiatives aimed to broaden the expertise of faculty across departments and the university, enabling them to address critical societal issues related to equity and justice. In doing so, they were also being intentional not to trigger racist stereotypes among administrators and faculty that the cluster hiring was code for hiring underqualified faculty of color. On the contrary, the faculty cluster hiring initiatives raised the criteria because the evaluation criteria included what departments typically sought and what the cluster was focused on. Moreover, these change agents also leveraged cluster hiring lines to challenge practices that perpetuate racial inequities, such as requiring academic departments to assess their retention practices to access a cluster faculty line. Our participants reflected AERA’s theme because they relied on the past of their organizations to make decisions about creating more equitable and inclusive campuses for People of Color.

LtC: What are some key lessons that practitioners and scholars might take from your work to foster better educational systems for all students?

RL: As we learned through the faculty cluster hiring study mentioned above, initiatives to promote racial equity must go beyond reallocating resources. That is, having systemic and deep-level change requires more than monetary support and changes to hiring criteria. Although we found that change agents were strategic and responsive to the racialized history of their campuses, they used their political capital to situate faculty cluster hiring as an initiative that promoted the status of their university’s intellectual enterprise. For example, to legitimize the cluster initiatives, they aligned them with university-level missions to address and, in many instances, lead the advancement of equity and justice. However, in many cases, they left intact how whiteness operated in departments that did not have the infrastructure and people to promote racial equity. That is, faculty with expertise in racial equity and justice, who often were faculty of color, were brought into departments that expected them to take on the load of racial equity issues in their departments, which went beyond their scholarly contributions to the field. I echo what we recommend in the paper: I sympathize with the precarity (e.g., having to work in organizations that hamper agency, especially agency to address racial equity issues) higher education faces, but also remind leaders that race-focused initiatives like faculty cluster hiring hold promise for promoting racial equity, and it is legally defensible because it is about transforming structures and cultures and not about hiring based on racial identities. As extensive research has convincingly found (Gonzales et al., 2025; Liera & Hernandez, 2021; White-Lewis, 2020), racial biases and ideologies are deeply embedded in recruitment, hiring, promotion, and tenure practices that, when left undisrupted, whiteness will continue to be the baseline for what and who we deem valuable in the academy. More so than ever, today is not the time to be neutral if we genuinely care about creating more equitable and just futures.

LtC: What do you see the field of Educational Change heading, and where do you find hope for this field for the future?

RL: I will draw on the AERA 2026 theme and AERA President Winn’s comments to describe the program theme. One of the questions she asked educators was to “take a long path approach by thinking and feeling beyond our individual life spans… to the impact we will have on future generations of students, educators, and education researchers” (Wallach, 2022, p. 10 as cited by Winn, 2025 paragraph 3). Admittedly, when I initially sat with this question, I had a hard time imagining the future outside my lifespan. However, I made sense of it by taking a step back and reflecting on my research approach, as well as my relationships with educational practitioners, leaders, and researchers, which helped me frame my response to the question. 

Educational change requires us to be comfortable with imagining the future beyond our lifespans. For example, in 2022, Dr. Steve Desir and I theorized about the equity-minded organization. Not long after we published our paper (Liera & Desir, 2023), Dr. Kevin McClure interviewed us about our collective work on organizational change and racial equity, as well as the equity-minded organization, for his now-published book, “The Caring University: Reimagining the Higher Education Workforce after the Great Resignation.” He asked us if there was a university or college that we would consider to be an equity-minded organization. We said no, but we have several examples of educational organizations that reflect aspects of an equity-minded organization, and we wanted to provide a framework for the possibilities of a more just and equitable future. As Dr. McClure did, based on extensive literature, original data collection, and expert interviews, Steve and I were able to theorize about a future possibility by leaning into our experiential, theoretical, and methodological differences to imagine what we want future generations to experience. 

In short, I am hopeful for the future of educational change because educators are leaning into community to imagine more equitable and just organizations for future generations (see Dr. Patricia Virella’s book Crisis as Catalyst as an example of hope and equity for the future).

References

Gonzales, L. D., Bhangal, N., Stokes, C., & Rosales, J. (2025). Faculty hiring: Exercising professional jurisdiction over epistemic matters. Journal of Higher Education, 96(1), 28–53. https://doi.org/10.1080/00221546.2024.2301915.

Liera, R., & Desir, S. (2023). Taking equity-mindedness to the next level: The equity-minded organization. Frontiers in Education, 8. https://doi.org/10.3389/feduc.2023.1199174. 

Liera, R., & Hernandez, T. E. (2021). Color-evasive racism in the final stage of faculty searches: Examining search committee hiring practices that jeopardize racial equity policy. The Review of Higher Education, 45(2), 181–209. https://doi.org/10.1353/rhe.2021.0020.

McCambly, H. N., Liera, R., Rodgers, A. J., & Park, B. M. (2025). Analyzing the purposes and mechanisms of faculty cluster hiring initiatives to promote racial equity. The Journal of Higher Education. https://doi.org/10.1080/00221546.2025.2546765.

McClure, K. R. (2025). The caring university: Reimagining the higher education workplace after the great resignation. John Hopkins Press. 

Virella, P. M. (2025). Crisis as catalyst: Equity-oriented school leadership during difficult times. Harvard Ed Press. White-Lewis, D. (2020). The facade of fit in faculty search processes. Journal of Higher Education, 91(6), 833–857. https://doi.org/10.1080/00221546.2020.1775058.

Unforgetting History, Change, and Equity: The Lead the Change Interview with Stephen MacGregor

In this month’s Lead the Change (LtC) interview, Stephen MacGregor draws from his experience researching knowledge mobilization as a mechanism for educational change, with an emphasis
on leadership practices within increasingly complex education systems. MacGregor is an Assistant Professor and Director of Experiential Learning at the University of Calgary’s Werklund School of Education. His research focuses on three interrelated strands of inquiry: (1) mapping relational networks between universities and K–12 schools, (2) exploring positive leadership in nurturing professional capital and community, and (3) co-producing knowledge to bridge education theory and practice. The LtC series is produced by Elizabeth Zumpe and colleagues from the Educational Change Special Interest Group of the American Educational Research Association. This year, the Ed Change SIG recognized MacGregor’s work with one of two Emerging Scholar Awards.
A PDF of the fully formatted interview will be available on the LtC website.

Lead the Change (LtC): The 2026 AERA Annual Meeting theme is “Unforgetting Histories and Imagining Futures: Constructing a New Vision for Educational Research.” This theme calls us to consider how to leverage our diverse knowledge and experiences to engage in futuring for education and education research, involving looking back to remember our histories so that we can look forward to imagine better futures. What steps are you taking, or do you plan to take, to heed this call?

Source: University of Calgary Website

Stephen MacGregor: I see the call to “unforget” as an imperative to intentionally surface the institutional, policy, and community narratives that have shaped current possibilities for teaching, learning, and leadership. Much of my research and leadership has been motivated by this orientation, particularly in projects that examine how educational systems respond to and often resist new ideas, and how practitioners navigate the attendant dynamics.

One step I am taking is to more deliberately position historical analysis alongside contemporary policy and practice studies in my research (e.g., MacGregor & Friesen, 2025; MacGregor et al., 2022, 2024). In my recent and ongoing research into multi-tiered systems of support (MTSS) and social-emotional learning implementation in Alberta schools, for example, my colleagues and I examine the present-day enactment of new initiatives as well as trace how prior reform cycles, funding shifts, and governance structures have left their imprint on current efforts. The historical grounding deepens our understanding of why certain approaches gain traction, why others fade, and what legacies of inequity persist beneath what can often be surface-level change.

Equally, my scholarship on knowledge mobilization in educational leadership has highlighted how selective memory (i.e., what is remembered, forgotten, or deemed irrelevant) shapes the evidence that informs decision-making. Through collaborative work with system leaders to design processes that make research use more transparent and inclusive, I aim to counteract tendencies to erase dissenting voices or inconvenient histories (e.g., experiences with failure and what can be learned from them). This has included creating tools and frameworks that explicitly prompt leaders to consider historical precedents and the perspectives of communities that have long envisioned and pursued their own futures for education, often outside formal institutional channels.

In my role as Director of Experiential Learning at the Werklund School of Education (University of Calgary), I am working to integrate a longer-term, historically grounded perspective into the design of learning experiences for undergraduate and graduate students. This means helping future and current practitioners see educational challenges as part of longer trajectories shaped by policy and shifting social priorities. To that end, I am building local and international partnerships that connect our students with varied educational histories and contexts (e.g., multiple international teaching placements through the Teaching Across Borders program). This work also involves embedding reflective and archival practices into experiential learning. I ask participants in our initiatives to document their experiences in ways that attend to historical influences (e.g., speaking with practitioners about prior reform efforts, exploring changes in governance or community engagement over time). My aim is for these experiences to leave participants better prepared to design and lead educational opportunities that are responsive to both the past they inherit and the future they help shape.

Looking ahead, I plan to expand my research on how system leaders and policymakers draw on history, explicitly or implicitly, when justifying decisions and setting priorities. I am especially interested in how prevailing narratives within leadership discourse and policy texts shape which forms of evidence are privileged and which innovations are recognized. Moreover, I aim to support leadership practices and research use that are historically informed and attentive to marginalized perspectives.

LtC: What are some key lessons that practitioners and scholars might take from your work to foster better educational systems for all students?

SM: A consistent lesson from my research is that fostering better school systems for all students requires a shift from viewing change as a series of isolated initiatives to understanding it as an
iterative, relational process. Educational change is seldom straightforward; it unfolds amid fluctuating policy landscapes, evolving priorities, and the complexities of daily practice. When leaders and practitioners treat each initiative as if it exists in a vacuum and without regard for prior efforts, contextual constraints, or the cumulative impact on educators and learners, they risk repeating past missteps and missing opportunities to build on existing strengths.

From my MTSS research, another lesson is that systems must attend to implementation drivers (Fixsen et al., 2015) as the key organizational and human supports that make new practices possible in schools and thus that enable change efforts to take root and grow. These include competency drivers such as targeted professional learning and coaching; organization drivers such as supportive policies, data systems, and resource alignment; and leadership drivers that guide decision making in response to challenges. Where these drivers are deliberately cultivated in concert, educators are better positioned to adapt initiatives for their own contexts and ensure they serve the needs of their students.

Another lesson relates to the role of failure in system improvement. Too often, unsuccessful reforms are quietly set aside without deliberate reflection, resulting in the same pitfalls being encountered repeatedly. My research points to the value of structured learning from failure, which means creating processes that allow for analysis of what went wrong or failed to produce the intended outcomes, identifying underlying mechanisms, and generating insights for future action (MacGregor & Friesen, 2025). This reframing of failure as a legitimate and even necessary part of improvement strengthens adaptive capacity. It also shifts organizational culture toward openness, candour, and a willingness to iterate rather than abandon promising work prematurely.

Finally, across my work in schools, international partnerships, and higher education settings, I have seen that strong, trust-based relationships are essential for the two previous lessons to function at their best. Competency, organization, and leadership drivers all depend on the mutual respect and shared ownership that develop when schools and broader systems engage as genuine partners. Moreover, relationships provide the foundation for honest conversations that allow people to name challenges directly and work together on responses that matter.

For practitioners, these lessons might spark reflection on ways to anchor new initiatives in an understanding of local context and history, strengthen the drivers that support implementation, build habits of learning from setbacks, and invest in relationships as a foundation for change. For scholars, they might prompt thinking about how to design research that examines the drivers of educational change in action and supports their development, which could offer knowledge that is attentive to the realities and contexts where change is being pursued.

LtC: What do you see the field of Educational Change heading, and where do you find hope for this field for the future?

SM: I see the field of educational change continuing to wrestle with complexity while becoming more deliberate in how it integrates various forms of knowledge and expertise. There is a growing recognition that meaningful change depends on aligning policy, practice, and community engagement in ways that are contextually grounded and historically informed. I am hopeful for continued attention to strengthening the foundational conditions (e.g., coherent governance structures, stable funding streams, and collaborative professional learning) that allow promising approaches to take root and adapt over time.

I also anticipate deeper commitments to equity-informed leadership, with systems increasingly
recognizing that meaningful change cannot happen without addressing the structural inequities that shape educational experiences. Among many approaches, this could involve more substantive power sharing with communities, particularly those whose knowledge has historically been overlooked or marginalized. It could also involve embedding processes for shared decision-making and transparency into the everyday work of schools and systems.

What gives me hope is the growing body of scholarship and practice that treats relationships as the core infrastructure of educational change. I see this in system leaders who intentionally create spaces for dialogue that can bridge ideological divides, in educators who invite students and families into co-design processes, in cross-sector partnerships that build locally relevant solutions, and in research-practice networks that enable long-term collaboration across institutions and jurisdictions (e.g., Hubers, 2020; Rechsteiner et al., 2024; van den Boom Muilenburg et al., 2022). I am also encouraged by how scholars and practitioners are integrating multiple ways of knowing and thus valuing both rigorous research and the lived experience of educators, students, and communities. I am hopeful that we are moving beyond asking “what works?” by appending that question with “for whom, under what conditions, and with what consequences?”(Boaz et al., 2019).

References

Boaz, A., Davies, H., Fraser, A., & Nutley, S. (Eds.). (2019). What works now? Evidence-in- formed policy and practice. Policy Press.

Fixsen, D., Blase, K., Naoom, S., & Duda, M. (2015). Implementation drivers: Assessing best practices. National Implementation Science Network.

Hubers, M. D. (2020). Paving the way for sustainable educational change: Reconceptualizing what it means to make educational changes that last. Teaching and Teacher Education, 93.
https://doi.org/10.1016/j.tate.2020.103083.

Rechsteiner, B., Kyndt, E., Compagnoni, M., Wullschleger, A., & Maag Merki, K. (2024). Bridging gaps: A systematic literature review of brokerage in educational change. Journal of Educational Change, 25(2), 305–339. https://doi.org/10.1007/s10833-023-09493-7.

van den Boom-Muilenburg, S. N., Poortman, C. L., Daly, A. J., Schildkamp, K., de Vries, S., Rodway, J., & van Veen, K. (2022). Key actors leading knowledge brokerage for sustainable school improvement with PLCs: Who brokers what? Teaching and Teacher Education, 110.
https://doi.org/10.1016/j.tate.2021.103577.

MacGregor, S., & Friesen, S. (2025). Reframing failure: Lessons from educational leaders
facilitating multi-tiered systems of support. Journal of Professional Capital and Community. Advance online publication. https://doi.org/10.1108/JPCC-09-2024-0168.

MacGregor, S., Friesen, S., Turner, J., Domene, J. F., McMorris, C., Allan, S., Mesner, B., &
Sumara, D. (2024). The side effects of universal school-based mental health supports: An integrative review. Review of Research in Education, 48, 28–57.

Supplies, Cellphones, and Fear: Scanning the Local Back-To-School Headlines in the US for 25-26 (Part 3)

The third part of IEN’s annual scan of the back-to-school headlines highlights some of the issues that states and cities in the US are facing as students have returned to school. The first part of the scan shared stories from outside the US, and the second part gathered stories about some of the many policy changes, demands, and cuts that schools in the US are having to respond to this year.

For back-to school headlines from Fall 24: Politics, Policies, and Polarization: Scanning the 2024-25 Back-To-School Headlines in the US (Part 1); Supplies, Shortages, and Other Disruptions? Scanning the Back-to-School Headlines for 2024-25 (Part 2); Banning Cell Phones Around the World? Scanning the Back-to-School Headlines for 2024-25 (Part 3); Fall 23: Crises and Concerns: Scanning the Back-to-School Headlines (Part 1), (Part 2), (Part 3). Fall 22: Hope and trepidation: Scanning the back-to-school headlines in 2022 (Part 1)(Part 2) (Part 3); Fall 21: Going back to school has never been quite like this (Part 1)(Part 2)(Part 3); Fall 20: What does it look like to go back to school? It’s different all around the world…; Fall 19: Headlines around the world: Back to school 2019 edition.

          The many funding cuts, executive orders, and other demands from Washington dominated the local school headlines in the US this year, including fears that students might be deported and ICE agents may target schools. But a few of the usual concerns were covered as well, including concerns about the economy, the costs of supplies, and growing concerns about cellphones, AI, and other technologies.


Fears & Deportations

Immigrant Families Fear Trump’s Deportations as Children Return to School, ABC News

For Mixed Status Families, Deportation Fears Cast Shadow Over New Academic YearNPR

An 8-year-old second grade student, born in the U.S. to an undocumented family, stands holding a sign in her graduation cap and gown after her school ceremony outside the Federal Building, source NPR

‘So Many Threats to Kids’: ICE Fear Grips Los Angeles at Start of New School Year, The74

What Mass. Schools are Saying About Immigration Enforcement as Students Return, NBC Boston 

Federal Surge has Taken a Toll on Children of Immigrants in Washington, PBS


Costs & Supplies

Survey: Inflation Less Impactful this Year; Still, Nearly 1 in 3 Back-to-School Shoppers are Making Changes to Save, Bankrate

Back-to-School Prices are a Mixed Bag this Year, NBC News

Parents Say Back-to-School Feels Pricier than Ever, with Many Spending $500+ on Supplies and Activities, Yahoo News

Teachers are Spending More and More on School Supplies. Here’s Why, Indiana Capitol Chronicle

3,000 Teachers Beg for Donations for Basic Classroom Supplies — Despite NYC’s Record-Breaking per-Pupil Spending, New York Post

“There’s no other profession where you’re expected to provide literally the basics that you need to do your job on your own” Source: New York Post

School Lunches Are Costing Families More Than Ever: Here’s Why, Daily Voice


Cellphones, AI & EdTech

Most Students Now Face Cellphone Limits at School. What Happens Next? Education Week

More Students Head Back to Class Without One Crucial Thing: Their Phones, NPR

Students Turn Back to Books as More School Districts Implement Phone Bans, Newsweek

6 Ways Administrators are Handling Cellphone Bans in the New School Year, K-12 Dive

From ‘Bring It On’ to ‘This Policy Is Crazy,’ NYC Parents React to Cellphone Ban, The74

‘The New Encyclopedia’: How Some Kids Will Use AI at School this Year, CNN

ChatGPT Usage Skyrockets as Kids Return to School, Newsweek

Back to School: AI in the Classroom, the Negative Side, WNEP

Major Partnerships are Expanding K-12 AI Literacy, EdTech

Back-to-School Season Brings Spike in Cyberattacks, EdTech

Driver Shortage: Dozens of School Bus Route Cancellations Hit Mat-Su Students, KTUU

Source: KTUU

Arkansas

Arkansas School District Responses to Ten Commandments Law Mixed, Arkansas Advocate

California

California Schools Brace for Fallout from U.S. Supreme Court Decision on Religious Rights, EdSource

California Bill Requires Schools to Alert Families of Immigration Agents on Campuses, The Guardian

Colorado

Denver Schools Chief: Trump Administration is Weaponizing Title IX and Pushing ‘Anti-Trans Agenda’, Chalkbeat

Illinois

Chicago Public Schools Prepare for National Guard Threat, Chicago Tribune

About 200 Students with Disabilities Still Need a Classroom in Chicago, Chalk Beat

Florida

In the Name of Parental Rights, New Law Requires Sign-Off for Corporal Punishment in Florida Schools, Florida Phoenix

Florida Schools Will Test Armed Drones this Fall to Thwart Shooters , K-12 Dive

Massachusetts

What Massachusetts Parents Should Know this Back-to-School Season, Boston Globe

Boston Mayor Wu Expects Deportation Fears to Affect Boston School Attendance, WBUR

Michigan

Michigan Schools will have New Requirements for Teaching English Learners this School Year, Chalk Beat

Minnesota

 Minnesota Schools Adjust Breakfast Menus to Abide by New Federal Sugar Restrictions, Minnesota Star Tribune

Nebraska

Nebraska Students Adapt to Cellphone Ban in Schools, KETV

New Jersey

Newark Students Head Back to School. What’s New this School Year? Chalk Beat

New York

Adirondack Educators Contend with Dwindling Resources as Enrollment Dips, Times Union

New Year, New Rules in New York City: First Day of School Starts with Joy, Jitters, and a Cellphone Ban

Thousands of New Teachers to Start as NYC Pushes Historically Large Hiring Spree to Shrink Classes, Chalk Beat

What to Know About Vaccines in NY as Students go Back to SchoolGothamist

New N.Y.C. Food Standards Could Spell Doom for Chicken Nuggets, New York Times

Free Haircuts for NYC Kids Ahead of First Day of SchoolPIX11

Ohio

Ohio Students Face New Cellphone Ban as School Year Begins, WBNS

Oregon

Families, Staff Return to School Across Oregon, Some Under Fear of ICE Arrests, OPB

“Woodburn School Board urging board members to pass the original ‘Safe and Welcoming Schools’ resolution. The resolution reaffirms protections for students, regardless of immigration status.” Source: OPB

What to Know About Cellphones and Artificial Intelligence as Oregon Students Return to School, OPB

Pennsylvania

As Classes Begin, Pennsylvania School Districts Feel Pinch of Budget Impasse, York Dispatch

Two Susquehanna Township (PA) Schools Cancel Classes Due to Lack of Bus Drivers, WGAL

South Carolina

‘Why Don’t I See my Friends Anymore?’ Parents Fear Deportations are Coming to SC Schools, The Post and Courier

Tennessee

Gun safety classes required, starting in kindergarten, in Tennessee this year, Washington Post

Texas

‘A No-Win Situation’: How Houston School Districts are Responding to the Ten Commandments Classroom Law, Houston Chronicle

Trump’s Immigration Crackdown Upends Life at Austin Elementary School, Austin American-Statesman

Washington D.C.

‘Leave Our Kids Alone’: DC School Year Starts Amid Armed National Guard Patrols, NBC 4 Washington

Parents Mobilize to Protect School Commutes Amid Trump Deployment in DC, Bloomberg

“Members of the National Guard patrol near the Washington Monument on the National Mall in Washington, DC” Source: Bloomberg

Schools Reopen in D.C. With Parents on Edge Over Trump’s Armed Patrols, Education Week

Washington

Washington State District Finally Opens School After Support Staff Strike, The 74

Wisconsin

As Costs Rise, Wisconsin Teachers and Families Pay the Price on Back-to-School Supplies, The Wisconsin Independent

New Policies, New mandates, Uncertainty and Chaos: Scanning the Back-To-School Headlines in the US for 25-26 (Part 2)

This second part of IEN’s annual scan of the back-to-school stories brings together some of the headlines that focused on the effects of a flurry of executive orders and policy changes from Washington. The first part of the scan shared stories from outside the US, and, next week, we’ll review some of the other back-to-school headlines in the national and local press in the US. 

For back-to school headlines from Fall 24: Politics, Policies, and Polarization: Scanning the 2024-25 Back-To-School Headlines in the US (Part 1); Supplies, Shortages, and Other Disruptions? Scanning the Back-to-School Headlines for 2024-25 (Part 2); Banning Cell Phones Around the World? Scanning the Back-to-School Headlines for 2024-25 (Part 3); Fall 23: Crises and Concerns: Scanning the Back-to-School Headlines (Part 1), (Part 2), (Part 3). Fall 22: Hope and trepidation: Scanning the back-to-school headlines in 2022 (Part 1)(Part 2) (Part 3); Fall 21: Going back to school has never been quite like this (Part 1)(Part 2)(Part 3); Fall 20: What does it look like to go back to school? It’s different all around the world…; Fall 19: Headlines around the world: Back to school 2019 edition.


Tracking Trump: His actions on education, The Hechinger Report 

Introducing the Trump K-12 education litigation tracker, Brookings

As Students Return to School, Educators Grapple With Chaos From Washington, The74


Funding

Your Guide to the Evolving Federal Budget and What It Means for Schools, Education Week

State Funding for Schools Is a Mess This Year, Too. Here’s Why, Education Week

$5 Billion in Federal Funding for Nine K–12 Formula Grant Programs Hangs in the Balance Between White House and Senate Proposals, LPI

House panel approves 26% cut to Title I funding for FY26, K-12 Dive

The House meets to vote on the bill that would cut the U.S. Department of Education’s budget by 15% for fiscal year 2026. Source: K-12 Dive

House Lawmakers Endorse Some—But Not All—of Trump’s Education Cuts, Education Week

Trump administration cancels dozens more grants, hitting civics, art, and higher ed, Education Week

Trump shifts millions of dollars to HBCUs and tribal schools amid deep education cuts, USA Today

Trump administration boosts HBCU funding after cutting grants for Hispanic-serving colleges, CNN

Trump Department of Education rolls out latest step to expand school choice nationwide, Fox News

Half of the states won’t comply with Trump’s push to defund schools over DEIThe74

Nation’s Report Card at risk, researchers say, The Hechinger Report

How At-Risk Federal Data Is Being Rescued and Preserved, New America

Trump Admin. Wants to Scale Back Data Collection on Career and Technical Programs, Education Week

How Schools Will Feel the Federal Funding Cuts to Libraries and Museums, Education Week

Trump administration axes federal Blue Ribbon program that recognized high-achieving schools, Chalkbeat

FCC proposal would disconnect school bus Wi-Fi, hotspots from E-rate coverage, K-12 Dive

Students, schools race to save clean energy projects in face of Trump deadline, The Hechinger Report

 Colorado state capitol rally in support of “The Green New Deal for Colorado Schools.” Source: Emma Weber, The Hechinger Report

Most—But Not All—Imperiled Federal Grants for Special Education Will Continue, Education Week

Trump Canceled Millions for Special Education Teacher Training. What’s Next?, Education Week


Health

Schools prepare for the worst as RFK Jr. reshapes the vaccine landscape, The Hill

Confusion as Kids Head Back to School and RFK Jr. Calls the Shots on Vaccines, The74

Decreasing immunization rates among kindergarteners, Source: The74

Childhood Vaccinations Are Down. Schools Are Bracing for Outbreaks, Education Week

Schools brace for federal changes to lunch, The Hill

Trump law will cut food stamps for 2.4 million people as work rules widen, The Guardian


Civil Rights

How the Education Department is using civil rights laws to bring schools to heel, NPR

Trump’s Civil Rights Agenda Comes for Public Schools, Education Next

See Which Schools Trump’s Education Department Is Investigating and Why, Education Week

Some State Leaders Cheer as Trump’s Ed. Dept. Investigates Their Schools, Education Week

Schools Sue Trump, But It’s Getting Harder for Them to Recoup Money, Education Week

Trump administration targets race-focused school programs, The New York Times

Programs for vision and hearing loss harmed by Trump’s anti-diversity push, ProPublica

40 states could lose federal funds for sex ed if they keep gender identity in curriculum, ChalkBeat

“Posters are displayed in a Los Angeles Unified high school health education classroom in 2018. The Trump administration told 40 states to remove references to gender identity from a federally funded sex ed program and stripped California of its funding when it refused to do so.” Source: ChalkBeat

Ed. Dept. Will Release New Guidance on School Prayer, Trump Says, Education Week

Trump administration rolls back pivotal guidance about educational rights of English learners, Chalkbeat

For mixed status families, deportation fears cast shadow over new academic year, NPR

Next Week: Supplies, Support, Lunch and Fear: Scanning the National and Local Back-To-School Headlines in the US for 25-26 (Part 3)

Economics, AI, Cellphones and More: Scanning the International Back-To-School Headlines for 25-26 (Part 1)

AI concerns, cellphone policies, economic worries, and questions about new schedules, new curricula and other changes fill up the back-to-school headlines this year. IEN’s annual scan of the sources of education news and research around the world begins with a look at the Northern Hemisphere headlines from outside the US. Next week, we’ll review the national and local headlines in the US along with some of the biggest changes in federal policy and funding that schools are dealing with this year. 

For back-to school headlines from Fall 23; Crises and Concerns: Scanning the Back-to-School Headlines (Part 1), (Part 2), (Part 3). Fall 22: Hope and trepidation: Scanning the back-to-school headlines in 2022 (Part 1), (Part 2) , (Part 3); Fall 21: Going back to school has never been quite like this (Part 1), (Part 2), (Part 3); Fall 20: What does it look like to go back to school? It’s different all around the world…; Fall 19: Headlines around the world: Back to school 2019 edition.

Africa


Asia & the Pacific

As the new semester approaches, study supplies are experiencing strong sales. Photo: VCG

Europe

Teacher collects pupils’ mobile phones at a school in Espoo. Photo: Vesa Moilanen / Lehtikuva

Middle East


The Americas

Abri, 9, Ecuador, by Chris DeBode for The Guardian

Scaling and Adapting Tablet-Based Supplemental Learning in Malawi, Sierra Leone, and Tanzania: Joe Wolf and Kira Keane on the Evolution of Imagine Worldwide (Part 3)

In the third part of this three-part interview (see Part 1 and Part 2), Joe Wolf and Kira Keane discuss the role of teachers in a table-based supplemental learning model and the efforts to adapt the model to three different contexts in Africa. Part one described the evolution of Imagine Worldwide’s approach and part two discusses Imagine Worldwide’s approach to make the work sustainable by building partnerships with government officials and local community members. The tablet-based program at the center of Imagine Worldwide’s work, developed by software partner onebillion, serves as a supplement for regular instruction, with each child in a school spending a targeted 150 minutes per week working independently on problems related to reading and mathematics. Imagine Worldwide partnered with the Government of Malawi to rollout the program in 500 schools in Malawi in 2023-24, with the ultimate goal of expanding to all 6000 primary schools, serving 3.8 million learners in standards [grades] 1-4 annually. Joe Wolf is the Co-CEO and Co-Founder of Imagine Worldwide, and Kira Keane is the Director of Communications. (Photos/graphics are from Imagine Worldwide unless otherwise noted.)

Thomas Hatch (TH): What can you tell us about the work that has to be done with teachers to scale and sustain the tablet-based model? 

Joe Wolf (JW): The role of facilitator in the model is relatively straightforward. You don’t need a highly trained adult, and they don’t have to be a teacher. It can be a community volunteer or someone else, and that’s made it a very scalable model in terms of human capital. That’s important, because there just aren’t enough humans in these educational contexts. What makes this so scalable, in my opinion, is that when you have a single child and you have a single tablet, there’s an interaction between the child and the content that creates learning gains. When you move to one hundred kids, that linkage doesn’t change. When you move to a million kids, that linkage doesn’t change, you still have the relationship between the child and the content. Things do get more complex in that you have more equipment, and you have more schools, and you need to make sure that the equipment doesn’t get stolen. But when you have a model that depends on human capital, you need more and more and more teachers; and those teachers need to stay trained; and they need to show up every day; and they need to be able to engage one hundred children at the same time. It’s ten out of ten in terms of complexity when you have an inadequate number of teachers and you have to train those teachers to somehow be effective for those one hundred learners. 

TH: This is definitely a critical problem – how can programs be effective if they depend on more qualified teachers than can ever be supported? But then there are legitimate concerns that programs that don’t rely on teachers are sending the message that teachers aren’t important and that we don’t need those adults. How do you address those concerns that you’re trying to replace teachers with technology? 

KK: That issue has really been top of mind for us, particularly as we think about our communications around the program.  One very conscious decision we’ve made is to go back into the community to report on our research results. This means going back to teachers and saying, “Look, this is how your students are doing. This is what we’re learning. This is how this work can support you. This is how it reinforces your instruction.” From the beginning, we’ve really tried to include teachers as well as parents and community leaders in saying that “what you’re part of has implications not only for your own children and your students, but for the country.” We’ve had to be very mindful of that and of making sure that we build in feedback opportunities for teachers. Now in our implementation research, we have researchers going out into the community, conducting workshops and creating opportunities to hear from teachers so that we can continue to improve that process. But so far, our early implementation results and qualitative information coming from teachers is that it’s highly, highly popular.

Photo: IRC

JW: I also think that we just have to be realistic and fact-based with the current situation. In Malawi, there are one hundred kids per classroom and the average age in Malawi is 16 or 17 years old. It’s one of the youngest countries in the world. That means the number of kids is going to go up dramatically, but the level of resources is not going to go up dramatically.  So you already have a problem, and the problem is going to get worse. You cannot build enough schools or hire enough teachers quickly enough or at low enough cost to solve this problem. That’s just the reality, and, in that context, many of these countries are eager to pursue innovative approaches. They’re not building bank branches. They’re going to mobile banking and now their mobile banking is so much better than ours. It had to be. It’s classic Clayton Christensen and his theories of disruptive innovation: where does innovation take root? It takes root in areas of non-consumption, where the status quo is not entrenched. The government of Malawi is really open about this and there is a real thirst for innovation. This is being well received by the government, by the communities, because what’s currently happening is not producing learning gains. 

In addition, we have purposely situated ourselves in a supplemental, complimentary part of the government school’s timetable. There is already literacy and numeracy on the timetable, teacher led instruction, and that stays the same. Then we have a complementary supplemental period where every student is learning adaptively, and what we’re finding is that some of the biggest fans of that model are the teachers, because they’re saying, I have a little bit of a break during the tablet program, because the kids are super immersed in their own learning. The kids are showing up more often. Attendance is going up. They’re learning more; their attitude toward learning is improving. The teachers and the parents are seeing a higher return on investment of keeping the kids in school.  There are just a lot of positive things that are happening for that teacher so that it isn’t in any way positioned as a replacement, as much as an aid that just makes their jobs easier and more sustainable.

TH: I think that’s so crucial. What a difference it might make for a teacher to have a period like that where they can see every student engaged. That’s just such a classic win-win. As we wrap-up, I’d love to hear more about scale-up. What have you learned from scaling across different contexts? 

JW: We’ve come up with what we think are the preconditions for success in partnership with governments. We want to find governments that are already committed to: 

  • Bringing technology into the classroom for teachers and students; 
  • Boosting foundational learning; and
  • Providing solar electrification for their schools. 

We want governments to be already moving on this journey. Then we’re helping them get there, as opposed to trying to convince them to do things. We are out of the convincing game. It doesn’t serve anybody. But we know we need strong government buy in, so we need strong leaders within the government that are committed. We also need a strong local ecosystem of partners that can execute. To help with that, we fill the position we call the “ecosystem coordinator.” That helps us act as a group that is solely dedicated to bringing together the disparate pieces and stakeholders and having them all march forward together to do this work. If you don’t have somebody who has this as their only job, the work will not happen because there’s too much else going on. The jobs are too overwhelming. 

We also need a funding community that is interested in the places that we’re working. We need bold philanthropic capital that’s willing to go first and willing to do the things that need to be done to get the full government buy in. We need support to get to a critical mass of schools. We need evidence that’s generated specific to that context. We need the ecosystem to be organized in a way that you can create an executable plan. Nobody can make decisions on whether this should go to scale, whether that’s the government or whether that’s funders, without having that done first. And it’s the perfect role of philanthropy to be that risk capital early within a country. What we’re in the process of proving, is that if we do that well, the program is in a position to go to scale with government support and they government is also in a position to mobilize more international and multi-lateral funding. 

Organizationally, we’ve seen that the demand is everywhere. Every week, there are countries asking us work with them, but we’ve decided to focus on four countries of different sizes, with four different languages. We want to work in partnership with these government and prove that the model can, in fact, scale. Then at the end of that phase, we’ll just open source everything and try to bring in a lot more players beyond us. We’ve decide to hone in on what we’re calling our “scale portfolio” with Malawi, Sierra Leone and Tanzania being the first three countries that we’re prioritizing. Then we’ll also have a Francophone country in that portfolio. If we do this well, I think that will provide the evidence that’s needed to figure out how to scale this. At this point, adding a fifth or sixth or seventh country, that’s not what the world needs. We know the demand is there. It’s more important that we show how we can build a system, in partnership with a national government in different contexts. 

TH: Have you had to make adjustments or adaptations so that the model you developed in Malawi can work in these different contexts? 

JW: Absolutely. I think continuous improvement is the DNA of our organization. How do we make the procurement better? How do we make the training better? How do we make those community sensitizations better? How do we better collect data in super low-connectivity areas? How do we take that data so we can improve the software and the implementation model? Innovation is a messy game, and it’s filled with fits and starts, so every day there’s a whole bunch of challenges that come up and a whole bunch of solutions that make the model even better. We have to acknowledge that as much as we want to create standardization in systems, every place is different. Our model in Tanzania will look slightly different than our model in Malawi, and we have to allow for those bottom-up adjustments.  It’s back to that relationship between the child and the content. That relationship probably doesn’t change all that much. There are slight adaptations as you go from language to language or from national curriculum to national curriculum, but those are pretty minor. There’s a lot of overlap in the instruction. It’s really the behavior of the adults surrounding the program that may look different in Tanzania. Just as an example, one of the districts that we’re launching in Tanzania is bigger than the entire country of Malawi, so the logistics of working in smaller and larger countries have to be considered. In terms of other differences, in Sierra Leone, we’re working in standards one through six and in a context that is post- civil war and Ebola and everything else. That means there are a lot of overage kids that are way behind in foundational skills. In Tanzania, we’re only working in standards one through three, because that’s been a more stable place. Malawi is in between, as we’re working in standards one through four. That comes from very different realities in terms of number of kids that have to be served with that same tablet and that same content.

TH: Is there anything you’d like to add that you haven’t already mentioned?

JW: I just want to hammer home the importance of philanthropic capital. The governments do not have the early-stage capital. The Big Aid organizations are not going to be early – that’s not their job. Nearly half of the world’s youth will be African by 2030 – half!  Yet there’s not a single foundation that any of us can name that writes million dollar checks for primary schools in Africa. The disconnect between the size of the challenge and the amount of institutional capital focused on it is stunning. So I do think that when people say, “What can we do about this?” Providing capital has to be part of it. A big reason why the work in Malawi has advanced is because some of our supporters decided to make a big philanthropic bet. It wasn’t just, ”Let’s fund 10 schools and see what happens.” This was, “Let’s fund five hundred schools in a year and see what happens.” That made it a really different conversation, and we’re having success in finding other bold philanthropists that think about things the same way. But it’s not easy. There’s not a lot of institutions that focus on this. Under these conditions, I think part of the work is saying, “Hey, whatever you care about world, if it’s environment, if it’s economy, or if it’s global peace, foundational learning is directly tied to all of that, and we have to pay attention to the region that will have half of the world’s youth in a few years.” 

Building the Capacity to Improve and Sustain Foundational Learning Through Government and Local Partnerships in Malawi: Joe Wolf and Kira Keane on the Evolution of Imagine Worldwide (Part 2)

In the second part of this three-part interview, Joe Wolf and Kira Keane describe Imagine Worldwide’s efforts to develop a sustainable model for supporting foundational learning by building partnerships with government officials and local community members. Part one described the evolution of Imagine Worldwide’s approach and part three will discuss the role of teachers in the model and the efforts to adapt the model to three different contexts in Africa. The tablet-based program at the center of Imagine Worldwide’s work, developed by software partner onebillion, serves as a supplement for regular instruction, with each child in a school spending a targeted 150 minutes per week working independently on problems related to reading and mathematics. Imagine Worldwide partnered with the Government of Malawi to rollout the program in 500 schools in Malawi in 2023-24, with the ultimate goal of expanding to all 6000 primary schools, serving 3.8 million learners in standards [grades] 1-4 annually. Joe Wolf is the Co-CEO and Co-Founder of Imagine Worldwide, and Kira Keane is the Director of Communications. (Photos/graphics are from Imagine Worldwide unless otherwise noted.)

Thomas Hatch (TH): In the first part of our interview, when you talked about having the tablets delivered by the government trucks, that seems to me to reflect the idea that you’re trying to build capacity; you’re not just trying to get the equipment to the school. You’re trying to build a local infrastructure that makes it possible to sustain the supply and transportation of the necessary equipment. Is there anything you can add about that coordination and that effort to build capacity? Is it just that you have to be patient and maybe sometimes accept that things will go more slowly and it may take longer to build that kind of relationship with the government? 

Joe Wolf (JW): I think that’s a good question. There’s sort of a simple and beautiful framework that Malawi talks about where there’s an “I do,” and then “we do,” and then a “you do“ phase. The “I do” starts with Imagine and our local partners showing that this can be done. Showing that a certain number of schools have launched the program.  Showing how efficiently the school can be equipped for solar; that the tablets can get delivered; and that kids can get learning. In the “we do” period, where we’re working hand in glove with the government and establishing the different functions within the government. But we’re still providing a lot of support, acknowledging that some of these functions are new and that this is the phase that we’re in right now. Then there’s eventually the “you do” where the government is fully doing this on their own, because the functions have been fully built out. So yes, I think you have to be patient. I think you have to acknowledge that certain things take longer than if we could do them completely on our own all the time. You also have to be transparent in terms of the inevitable challenges that have to be faced. You have to talk about things like the recurring cost for governments. This is technology. It will eventually break, and we have to be in a position to fix it and get it returned into the schools, or else the learning will stop. These are crucial functions that have to be fulfilled for these solutions to be sustained over the long term. 

It’s not easy to get there, but I remember a moment when I was in Malawi and we were doing a co-creation workshop at the Ministry, and many people were saying, “Well, what about this, and what about this, and what about this?” At some point, the head of the program at the Ministry stopped the meeting and said, “Hey, everybody, you’re thinking about this the wrong way. This is not their program. It’s not their job to answer these questions. This is our program, and it is our job to answer these questions.” All of a sudden, the tone really shifted.  The head of ICT said “Oh, okay, let me brainstorm how this is going to work in Malawi.” The head of quality assurance said, “let me talk about how it’s going to work in our context.” So you have to find a way to really bring them in as co-creation partners. It’s saying, “Hey, we’ve got some knowledge. We have some experience here, and we’ll bring what we know to the table, but this is your program, and you have to want it.” In Malawi, it took us about seven years to have the right conversation with the right people about the right topics. But as we’re launching in Tanzania and other places the seven years of learning has been compressed a bit. Now, it’s a little bit easier because the starting point in Tanzania has included all the different departments within the Ministry of Education. It’s included the Ministry of Finance. It’s included the Ministry of Regional Administration and Local Government. 

Kira Keane (KK): In terms of sustainability, there was another lesson learned that I think was particularly important. At first, we were thinking that there would be ripple effects, like the creation of jobs for local fabrication or the development of training for local technicians to make repairs. But we quickly realized that these were far more than just ripple effects. We recognized that our government partners foresaw the impact of job creation, ICT training, digital skill training, bringing solar power into communities that hadn’t had it. So now we are trying to be more explicit about building the support for these into the communities and government systems. Now, countries like Sierra Leone and Tanzania are very interested in these additional benefits of the program. 

A close-up of a graph

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TH: Those are great examples of some of the infrastructure and capacity that needs to be built to get the tablets into the school, what were some of sort of the key implementation challenges that you had to address at the school level to get the tablets into students’ hands for the right amount of time?

JW: First of all, data systems in many of the countries we are working in are really, really inadequate, so we first needed to answer a basic question: “How many kids are in this school?” Our model is predicated upon every child having a tablet every single day for up to an hour, and then that tablet rotates to many children. Just establishing how many kids are there drives the number of tablets, which drives the number of solar panels and lithium batteries needed. We’ve found that when the equipment goes into the school and the children start learning, enrollment spikes because kids that were out of school come to school. Then kids start moving to schools that have the tablets. Even low-fee private school kids are transferring back into the public systems. We have to anticipate that and have to make sure there are extra tablets available. We also have to have a buffer in terms of the solar capabilities: because sometimes the sun might not be shining. We have to do all these calculations to determine how much equipment each school needs. 

We also have to make sure the school is ready. It needs to have a watertight, secure, room to house all of this equipment, so sometimes we’ve had to do roof reinforcements and replace or repair windows and doors. It’s not a huge operational challenge in the grand scheme of things, and it’s not particularly expensive. But you do need to make sure that when the equipment shows up, you actually have a place where it can be securely and safely stored. That’s a process that has to be completed well before the equipment gets there. Then you have a logistical puzzle that stems from the fact that the solar energy and the tablets and the cabinets for charging and securely storing the tablets all handled by different entities. Someone has to coordinate everything to make sure the charging security cabinet is already there before the tablets arrive. Compared to the challenges of building a school, getting all the teachers to show up, keeping the teachers trained, and enabling them to teach effectively, these logistical things are fairly low on the complexity scale. But they have to get done on time and under budget. 

A table of information with text

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Imagine Worldwide Theory of Change

We also have to take into account what we call community sensitization. Very often, this is the first technology that has gone into a community, and there can be a lot of skepticism and concerns about the content on the tablets – “What is this?” “What’s this going to do to my child?” We’ve found that a really important first step is to enable the community leaders, religious leaders, the tribal leaders, the PTA leaders to experience what their children will experience. That helps them to feel comfortable with what’s happening and to take ownership. We use language like “this is your equipment;” and emphasize that they are the ones that will benefit and it’s their responsibility to help us make sure that it’s taken care of. We’ve seen surprisingly low theft rates, given the value of the equipment in some of these contexts, and a big part of that is that communities are owning it as their work for their children. These aren’t third party assets that are controlled by some distant NGO. 

TH: Has that community sensitization become a standard part of the model now?

JW: Yes, it’s a workshop we’ve developed, and it brings together the power centers within a community. That happens before a child gets anywhere near the equipment. We also do trainings for all of the teachers and administrators within a school. We do that so that if a teacher isn’t there one day, or a teacher leaves, there are others that can step in to be facilitators. The facilitator role is relatively straightforward. The children are autonomously using the content, but people need to be trained in order to be able to take care of technical issues and things like that, and having the entire school get trained has proven to be very beneficial. It’s also technology-oriented training that’s valuable to the teachers. A lot of them haven’t had a lot of exposure to technology, so it’s a positive professional development opportunity for the teachers themselves.

A group of people sitting on the ground with headphones on

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A community sensitization session in Malawi (CRECCOM)

KK: It’s also important to note that the people that are conducting these community sensitization workshops are usually from the community themselves. They’re trusted messengers. It’s either our implementation partners who are local and are known within the community, or teachers showing other teachers. 

TH: You’ve already talked about many of the key steps for implementation, is there anything else you want to highlight? 

JW: I think what we have on our side is that engagement is incredibly strong. When you walk into a classroom with 100 standard one learners, six-year-old and seven-year-old learners, it’s completely silent. Every student has the headphones on; they’re looking at the tablets; they’re completely immersed. 100% of the time when people come and see this work they tell me they’ve never seen a room with one hundred six- and seven-year-olds that’s completely silent with every kid totally on task. But the teachers have been very positive as well. Nearly 98% of teachers have said that the program has made them more effective; made their jobs more enjoyable and made their jobs more sustainable. Kids are coming to school more often. They’re paying more attention while they’re there. 

The tablets are also really good at helping with remediation, so kids are catching up faster, but it’s also good with acceleration for kids that are ready for harder content. That means you have stakeholders responding uniformly positively. We always ask, “what can we be doing better?” but it’s always “can you bring more?” “Can we do the older grades?” “Can you expand to the school next to us?” Once you make sure that you have enough equipment for all the kids, and once you do a good job of getting the adults to do what they need to do to get the equipment in the room and safe and secure, the rest of it kind of takes care of itself. 

Next Week: Scaling and Adapting Tablet-Based Supplemental Learning in Malawi, Sierra Leone, and Tanzania Joe Wolf and Kira Keane on the Evolution of Imagine Worldwide (Part 3)

Bringing a Tablet-Based Foundational Learning Program to all the Primary Schools in Malawi: Joe Wolf and Kira Keane on the Evolution of Imagine Worldwide (Part 1)

What does it take to scale a tablet-based foundational learning program to all the primary  schools in Malawi? In this 3-part interview, Joe Wolf and Kira Keane describe how Imagine Worldwide has approached that challenge and share some of what they have learned in the process.  The tablet-based program at the center of Imagine Worldwide’s work, developed by software partner onebillion, serves as a supplement for regular instruction, with each child in a school spending a targeted 150 minutes per week working independently on problems related to reading and mathematics. Imagine Worldwide partnered with the Government of Malawi to rollout the program in 500 primary schools in 2023-24, with the ultimate goal of expanding to all 6000 primary schools in Malawi, serving 3.8 million learners in standards [grades] 1-4 annually. Joe Wolf is the Co-CEO and Co-Founder of Imagine Worldwide and Kira Keane is the Director of Communications. (Photos/graphics are from Imagine Worldwide unless otherwise noted.)

TH: Can you describe for us some of the key steps or phases you went through as you developed your work to test and then to scale-up this tablet-based program in Malawi? 

Joe Wolf: The first phase of our work was all research oriented. We wanted to see if these learner-centric tablet models could work – were they really effective for children? – before asking under-resourced systems to spend time, energy, and capital on them. That meant we had a prolonged research phase that included nine randomized controlled trials. That was across different contexts, different languages, different implementation models, different countries – really exhaustively trying to prove that these solutions can, in fact, add significant value. 

The second phase was what we call “learning to scale:” What are the processes that need to be done repeatedly well to scale within these contexts? We purposely spread our work out across seven countries, with different implementation models, different implementation partners, different types of structures to really test what needs to be done repeatedly well so that these systems can adopt the work at scale. Then, only in the last three years, we’ve put the pedal down and said, “Okay, I think we’re ready to really think about scaling.” And we were only able to act on scaling thanks to the leadership of the government of Malawi, who saw the learning gains of our pilot programs and saw how this edtech intervention could support their national goals of improving foundational skills.  At that point in 2022, we served around 6000 children, but we increased it to about 700,000 children by the beginning of 2025. That’s a 100x increase in the last two years, which I think is a testament to the scalability of the model, the execution of the team, and the leadership of our government partners. 

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TH: What’s the third phase? Implementation? 

JW: I would say it’s scale plus continuous improvement. Now, our research is less efficacy oriented and more implementation oriented. How do we make it better and better and better? To address that, we have four levers we focus on: 

  • Access: How do we serve more and more children and make the solutions easier and easier to implement? 
  • Cost-effectiveness: How do we bring down the recurring costs to be as low as possible? We’ve brought costs down around 75% in the last five years, and we think there’s still room to go. Our key inputs are all highly deflationary, so we’re getting better economies of scale as we grow. Right now, we’re at about seven dollars (USD) per child per year. We think we can get that under five dollars (USD) as we get better economies of scale. 
  • Advocacy: How do we use data to improve the implementation model in the software so that the efficacy of the program continues to go up and up and up? It’s one of the beauties of technology that it can iterate and improve. You’re not building a building and putting in books and then five years later it’s deteriorated. We actually have the ability to use data to continuously improve through this flywheel of innovation.
  • Sustainability. How do we work with our government partners to build operational and financial sustainability?  And how do we do it starting day one, where we’re building the “muscles” within the existing education system, as opposed to the classic approach of starting off outside the system and then trying to hand it off to the system. Too often, if you haven’t done a good job of building that internal muscle, and then things fall apart. So we’ve really taken the system strengthening approach, acknowledging that there are capacity and infrastructure gaps within the countries where we work and that there are key functions that need to be built that don’t currently exist within some of these systems. We’ve tried to give it time so that, by the end of the implementation phase, the system has already been doing the work for an extended period of time. That way, you don’t have this fall off as you try to hand-off everything to the system itself.

Kira Keane: I just want to underscore a couple of points that Joe made. For Imagine, this notion of the continuous improvement loop, it’s not like we did things, something went wrong and we’re like, “Oh, we have to fix this.” This was an intentional design element from the very beginning: How do we get continuous feedback to improve both the software itself and the implementation model? And the other point is that our key question is “How do we serve as many children as possible?” The need is so immense and the population growth will be so intense over the next 10-15 years so we really need to be focused on scale. That means working with our government partners to aim for generational impact, really looking at country-wide scale, and focusing on how we design for that.

JW: I’ll add two more things to what Kira said. The ecosystem is exhausted by pilots – by small things that don’t scale, that don’t have evidence, that take a lot of time and resources. Scale from day one very much aligns with where the governments are. They have a big problem with the lack of foundational learning among their students, and they need big solutions. Little, tiny things are just distracting and take too much time and energy. The second thing is that we have positioned our organization to be temporary in nature, so our job is to put ourselves out of business as quickly as we possibly can. We don’t see these as “Imagine Worldwide” programs in Malawi or “Imagine Worldwide” in Sierra Leone. These are programs of the government in Malawi and of the government in Sierra Leone that we are helping to support. We’re helping to build capacity and infrastructure to build muscle within the systems. But as soon as the government is ready to maintain this on its own, we are more than pleased to step out of the way and to move on to the next challenge. I think that positioning is really important for the governments. It’s really important for the funders. It’s really important for us and our team. Too many times, an NGO establishes itself and 50 years later, the NGO is still there, doing the work. We need this work to be sustainable within existing systems. Part of that is a commitment for us to get out of the way. We have to believe in sovereignty and the power of governments to run themselves, while also acknowledging that the use of technology in a place like Malawi is new, and so there is going to be a period of time where we have to build some functions that do not currently exist.

TH: That certainly resonates with my experiences in the US where we’ve seen multiple improvement efforts collide in schools in ways that can actually undermine their capacity for improvement. What made Malawi a good context for you to work on scale-up?  

JW: The work in Malawi actually predates the partnership with Imagine. There was a program called “Unlocking Talent,” with the software developer onebillion that became our partner. The onebillion CEO went to Malawi, I think, 15 years ago, fell in love with the country, and developed the product. The first product they developed was in Chichewa, in Malawi. In other words, this was not developed in the West and then adapted to the context. This actually was developed within the Malawian context. We became a research partner to look at impact and to help do the RCT work. That has now evolved into a much more scalable model that we call the BeFIT Program. It’s serving standards [grades] one through four, whereas the first program was only standard two. 

A person holding a tablet

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Key elements of the BeFIT program in Malawi

There have been a whole bunch of iterations along the way to develop our general approach, but it basically evolved by thinking about what it would take to actually scale the program much more cost effectively to many more students in more systems. If you look at the other places that we worked, you’ll see that we started with finding local partners, mostly local NGOs, some local social-oriented businesses, and then turned over a lot of the functions to those local partners to see what worked in different contexts. From that, we have built a series of centralized functions that we’re now drawing on in our country partnerships, as opposed to having it be completely decentralized. We learned a lot from the initial more decentralized exploration, but we’re now in the process of creating more standardization. Part of scaling depends on acknowledging that you can’t have fifty different bespoke operations. You need to have systems and standards and data systems. When you have 6000 children in Malawi, using a total of 1000 devices, you can do some things by hand; but now we’re trying to serve millions of children in Malawi, with hundreds of thousands of tablets. We now need data driven systems in order to be able to manage that equipment in the field. 

TH: Let’s follow the arc of that evolution in Malawi. What are some of the steps that were crucial to your learning and to the development of the model?

JW: In Malawi, we took seven or eight years to do the research and to get the right level of government buy-in to understand what was working. That included learning things like what’s the infrastructure for the typical school in Malawi? Just to give you the context, that means more than 100 children per teacher and inadequate levels of teacher training. There’s very rarely basic infrastructure in place, so no electricity and certainly no internet connectivity. That’s the reality of the average class in Malawi. So as you think about the components of our model that have emerged the first was what you would call the infrastructure component. We put solar power into all of our schools, addressing questions like: 

  • Where do solar panels go? 
  • How does the solar electricity feed a bank of lithium batteries? 
  • How do the tablets get stored and secured overnight so that they’re charged and they’re safe? 
  • How does all that equipment get distributed to children in a really efficient manner, so that you’re getting as much asset utilization as possible and as much learning time as possible? 

In the end, our research consistently shows that the number of minutes each student uses the content is directly correlated to the level of learning. So we’re addressing these 101 things that need to be done in terms of the infrastructure and operations to maximize that time on task. And that has to take into account that the school day and the school periods are very short in Malawi and you have a lot of children in the classroom. So even just getting kids in and out of a classroom is a lot harder than in many other contexts.

A group of children raising their hands

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A classroom in Malawi

TH: You just described those complexities really effectively, but for those of us who aren’t familiar with the context, can you go into it even more deeply? What does it really take to get a program like this up and running at scale? 

JW: I think that in addition to a foundational learning organization, we are, in a lot of ways, also a supply chain logistics company. Learning gains are still our north star, but the reality is you’re talking about a phase one of BeFIT that involved launching the program in five hundred schools in five months across half of the country of Malawi, including very rural districts. So we have to deal with the logistics of getting five hundred secure storage cabinets into those schools. We have to deal with the logistics of getting 100,000 tablets distributed across those 500 schools and of getting the solar equipment put into 500 schools. That’s a significant operational lift, and you have to approach that with a level of rigor in terms of those key functions, if you’re going to be able to scale, and you’re going to be able to do that on time. And we had to do that on budget in the middle of a huge macro-economic meltdown in terms of currency and raw materials. In the grand scheme of things, once the equipment is in place, kids can get learning very, very quickly. There’s not a huge lift in terms of adult training. There’s not a huge lift in terms of the role of the adult in the model itself; the content has been built to be autonomous, meaning the child can be self-directed. The tablets themselves have been built to be very robust. A lot of enhancements have been made to make the tablet durable. There’s a long battery life so it can be used throughout the day. Every part of the tablet has been built with screws so that a component can be swapped out if something breaks. So every part of the context has been taken into account in order to get that equipment into the field and utilized. This is one of the big learnings: you have to start with the context in mind, and you have to start with the learning objectives in mind. You then make a series of software decisions, and then you make a series of hardware decisions. Too often in education, it goes the other direction, where people buy stuff, but then they haven’t really thought about what’s going to go on the stuff? What’s the training required? What are the charging and security components of it? What is our learning objective at the end of the day? You have to start with learning, move into the context, and think about all the infrastructure decisions that need to be made in order to make that learning possible in that context. 

KK: I think it’s also important to flag that in working on the logistics we included the government from day one. That means things like using the delivery trucks the government already had. Trying to manage that coordination may have been a little slower or less efficient in some ways, but too often people design an implementation model, put a bow on it, and then hand it to the government without including them from inception. 

Next Week: Building the Capacity to Improve and Sustain Foundational Learning Through Government and Local Partnerships in Malawi: Joe Wolf and Kira Keane on the Evolution of Imagine Worldwide (Part 2)

Back with Back to School Posts soon…

IEN will be taking a break for a bit, but we will be back August 20th with posts on efforts to support the development of student relationships post-pandemic; a large-scale initiative to implement a tablet based learning program in Africa; and our annual scan of news stories related to the start of the new school year in many parts of the world.

In the meantime, please check out some of our stories from this summer:

Mel Ainscow on reforming education systems for inclusion and equity

This week, Mel Ainscow discusses some of the key insights from his new book Reforming Education Systems for Inclusion and Equity. Ainscow is Emeritus Professor, University of Manchester, Professor of Education, University of Glasgow, and Adjunct Professor at Queensland University of Technology.

What’s the greatest challenge facing education systems around the world? Finding ways of including and ensuring the progress of all children in schools. In economically poorer countries this is mainly about the millions of children who are not able to attend formal education. Meanwhile, in wealthier countries many young people leave school with no worthwhile qualifications, whilst others are placed in special provision away from mainstream education and some choose to drop out since the lessons seem irrelevant. Faced with these challenges, there is evidence of an increased interest internationally in the idea of making education more inclusive and equitable. However, the field remains confused as to the actions needed in order to move policy and practice forward. 

Reforming Education Systems for Inclusion and Equity book cover

Reforming education systems

Over the last thirty years or so I have had the privilege of working on projects aimed at the promotion of inclusion and equity within education systems, in my own country and internationally. This leads me to propose a radical way of addressing this important policy challenge. This thinking calls for coordinated and sustained efforts within schools and across education systems, recognising that improving outcomes for vulnerable learners is unlikely to be achieved unless there are changes in the attitudes, beliefs and actions of adults. All of this echoes the views of Michael Fullan, an internationally recognised expert on educational change, who argues: “If you want system change you have to change the system!”

In Reforming Education Systems for Inclusion and Equity, I suggest six key ideas that can be used to guide reform efforts:

  1. Inclusion and equity should be seen as principles that inform educational policies. These principles should influence all educational policies, particularly those that are concerned with the curriculum, assessment processes, teacher education, accountability and funding.
  2. Barriers to the presence, participation and achievement of learners should be identified and addressed. Progress in relation to inclusion and equity requires a move away from explanations of educational failure that focus on the characteristics of individual children and their families, towards an analysis of contextual barriers to participation and learning experienced by learners within schools. In this way, those students who do not respond to existing arrangements come to be regarded as ‘hidden voices’ who can encourage the improvement of schools. 
  3. Schools should become learning communities where the development of all members is encouraged and supported. Reforming education systems in relation to inclusion and equity requires coordinated and sustained efforts within schools. Therefore, the starting point must be with practitioners: enlarging their capacity to imagine what might be achieved and increasing their sense of accountability for bringing this about. The role of school leaders is to create the organisational conditions where all of this can happen.
  4. Partnerships between schools should be developed in order to provide mutual challenge and support. School-to-school collaboration can strengthen improvement processes by adding to the range of expertise made available. In particular, partnerships between schools have an enormous potential for fostering the capacity of education systems to respond to learner diversity. More specifically, they can help to reduce the polarisation of schools, to the particular benefit of those students who are marginalised at the edges of the system, and whose progress and attitudes are a cause for concern. 
  5. Families and other community partners should be encouraged to support the work of schools. The development of education systems that are effective for all children will only happen when what happens outside as well as inside a school changes. Area-based partnerships are a means of facilitating these forms of cooperation. School leaders have a crucial role in coordinating such arrangements, although other agencies can have important leadership roles. 
  6. Locally coordinated support and challenge should be provided based on the principles of inclusion and equity. The presence of experienced advisers who can support and challenge school-led improvement is crucial. There is an important role for governments in creating the conditions for making such locally led improvements happen and providing the political mandate for ensuring their implementation. This also means that those who administer local education systems have to adjust their priorities and ways of working in response to improvement efforts that are led from within schools.
Mel Ainscow, Source: Alchetron

Using evidence

Evidence is the life-blood of inclusive educational development. Therefore, deciding what kinds of evidence to collect and how to use it requires considerable care, since, within education systems, what gets measured gets done. This trend is widely recognised as a double-edged sword precisely because it is such a potent lever for change. On the one hand, data are required in order to monitor the progress of children, evaluate the impact of interventions, review the effectiveness of policies, plan new initiatives, and so on. On the other hand, if effectiveness is evaluated on the basis of narrow, even inappropriate, performance indicators, then the impact can be deeply damaging. 

The challenge, therefore, is to harness the potential of evidence as a lever for change, whilst avoiding these potential problems. This means that the starting point for making decisions about the evidence to collect should be with agreed definitions of inclusion and equity. In other words, we must measure what we value, rather than valuing what can more easily be measured. Therefore, evidence collected within the education system needs to relate to the presence, participation and achievement of all students.

Implications

These ideas are guided by a belief that inclusion and equity should not be seen as a separate policy. Rather, they should be viewed as principles that inform all national policies, particularly those that deal with the curriculum, assessment, school evaluation, teacher education and budgets. They must also inform all stages of education, from early years through to higher education. In this way inclusion and equity must not be seen as somebody’s job. Rather, it is reform agenda that must be the responsibility of everyone involved in providing education.