Part
One: Background and Rationale |
"The
world is flat," claims Thomas
Friedman (2005). Friedman's
point is that the recent forces of globalization and recent
innovations in Information and Communication Technologies (ICT)
have leveled the playing field to the extent that individuals
(companies, countries) can collaborate and compete in the global
market, regardless of where they happen to be geographically.
And, ironically, those who happen to live in "flat" places
(i.e. places with few natural resources)--and who have had
to rely on education, technology, and communication to get
ahead--are now succeeding in the new knowledge economy, far
more than many who have been surrounded by natural resources.
Witness
Mexico and China. In
2001, China replaced Mexico (with all of its natural geographic
advantages) as the number two exporter to the United States.
According to Friedman, China now leads Mexico in exporting computer
parts, electrical components, toys, textiles, sporting goods,
and tennis shoes to the US. But what is even worse, China has
begun displacing some Mexican companies in Mexico (p. 310).
Why? What
has China done right and Mexico done wrong? According
to Friedman, it is not because Mexico has failed to modernize,
it is because "China has changed even faster and more broadly, particularly
in educating knowledge workers" (p. 334).
(emphasis mine)
India,
too, has made an effort to educate knowledge workers. That is
why, as Friedman reports, there are over 245,000 Indians in Bangladore
answering phone calls from all over the world. That is why over
400,000 US tax returns are expected to be done in India in 2005.
And that is why CAT scans and MRI readings from the US are increasingly
being done in India, as well as outsourced accounting, data analysis,
and even journalism. Friedman discusses what he calls the ten
forces that flattened the world (pp. 48-172). Interestingly,
after the fall of communism, all the other reasons involve the
advancement and use of ICT.
ICT
has flattened the world. And
Mexico has not taken full advantage of it--at least not yet.
Friedman
reports that despite being next door to the world's most powerful
economy, Mexico has not yet "launched any crash program
in English education or invested in scholarships to send large
numbers of Mexicans students to the United States to study" (p.
333). But what, surprisingly, Friedman does not report on is
that Mexico has indeed begun an extraordinarily ambitious project
of building an ICT infrastructure that, if used effectively,
can help put Mexico into the knowledge economy and participate
collaboratively and competitively in the global marketplace.
This ambitious project is called eMexico.
In
a nutshell, eMexico is
a multi-billion dollar project designed to install some 10,000
Digital Community Centers (DCCs) in more than 2,400 municipalities.
The DCCs are places where the public can have access to computers
and the internet and are located primarily in schools, libraries,
health centers, post offices and government buildings. eMexico
has four primary functions/foci: e-Learning, e-Health,
e-Economy, and e-Government.The goals of eMexico are
to: (a) make
government services available and transparent to everyone, (b)
distribute health information to everyone, (c) support Mexico's
participation in e-business and the global knowledge economy
by providing infrastructure for e-commerce, and (d) give
every citizen access to eLearning.
One
very important point here is that eMexico has not just targeted
a few select areas, but the entire country--from urban centers
to the remotest villages. And the project has already begun. For
internet access, Mexico has contracted SkyStream to
provide their data-over satellite technology to
connect the 10,000 DCCs with high-speed broadband VSATs (very
small aperture terminals). In the first six months of the project,
SkyStream installed more than 3,500 VSATs.
It
is difficult to determine the costs of the eMexico
project, since most of the funding depends on donations and discounted
software, as well as on combinations of private and public investments.
The goal is to spend a total of 19 billion US
dollars, and it is reported that the government of Mexico has
committed at least 1.5 billion dollars (World Report, n.d.).
In 2002, Intel promised 1.8 million dollars
for scholarships, and Microsoft, in addition
to pledging 30 million dollars worth of free software, donated
58 million dollars for training technology teachers and computer
programmers (Avila, 2002). Additionally, in 2003, e-Mexico received
one of Microsoft's Unlimited Potential (UP) grants to train operators
of the DCCs. Microsoft reports
that these operators "will be trained in the basic skills
necessary to implement and maintain the community centers, serving
disadvantaged adults and youth who do not currently have access
to computers" (Microsoft, 2003-2005).
The
point is, Mexico is taking the necessary steps to provide
its citizens with the appropriate infrastructure so that its
citizens can participate collaboratively and competitively in
the global knowledge economy. But, of course, infrastructure,
though a necessary condition, is not a sufficient condition.
If infrastructure is the first step towards moving into a knowledge
economy, then surely the second step is to to use that
infrastructure to build an educated workforce of knowledge
workers.
And
it must be admitted, that despite being the 9th largest economy
in the world, Mexico's educational system is in poor shape. Jordan
(2004) reports that the "World Economic Forum ranked the
quality of education in Mexico 74th out of 102 nations surveyed,
just behind Cameroon" (p.1).
The
argument of this paper--and the idea behind the proposal in Part
II--is that although technical training is important, it is not
likely in itself to increase Mexico's enrollments of post-secondary
and post-graduate students in science, mathematics, engineering,
and computer science. In other words, for Mexico to collaborate and
compete in global markets, they would not only need a large
population of highly trained knowledge workers (who can provide
outsourcing services and back office functions), they would also
need a strong contingent of highly educated engineers, mathematicians,
and computer scientests--experts who can innovate, invent, and
build new systems.
A
few eLearning courses are not likely to produce that, nor is
the current university system of Mexico. Armengol (2002) argues
that the biggest problem with the current Latin American university
system is that it is based on the "French, Napoleonic" model--insular,
faculty dominated, and with a pedagogy based on rote memorization.
This model, Armengol claims, is inimical to the kinds of learning
needed in an information global society, where collaboration,
community, and information sharing are the dominant paradigm.
Armengol's point is that Open and Distance Learning (ODL),
with its collaborative, learner-centered pedagogy is the model
needed not only to help Latin America function better in a global
society, but also to help reform the Latin American university
system of education.
Certainly
many of the educational reforms in developing countries in recent
years have not proven particularly successful. Carnoy (1999)
cites a number of empirical studies that demonstrate how the
neo-conservative policies of educational reform promoted by the
WorldBank and IMF are associated with increased poverty, increased
inequality and slow or negative economic growth (p. 51). This
is because, Carnoy argues, the motives for educational reform
have been essentially financial and ideological--not, really,
educational. He notes that these reforms have actually served
to limit public resources for education instead of expand them. Especially
interesting is the research Carnoy mentions where students in
Cuban schools (which obviously have not followed WorldBank policies)
have scored almost two standard deviations higher than those
in Brazil, Chile, and Argentina--schools that have followed all
the policy recommendations of the new global thinking (p. 67).
Carnoy's point here is that Cuban schools used tests as an incentive
to invest more, not less in education. Perhaps
Carnoy's strongest argument is that if nations hope to increase
the skills of their students, they will have to rely on the commitment
of their teachers, and to do this requires a "management
system that takes teacher needs into account and involves their
participation in improving the quality of education" (p.
71).
If
it is fair to say a proposal can have an "attitude," then
the attitude here will be to focus first on teachers not as
problems to be overcome, but as our best opportunities
to effect real, sustainable educational reform that
will have positive repercussions on Mexico's economy, culture,
and position in the global marketplace. That said, it has to
be admitted that The National Education Workers Union of Mexico
will likely offer "problems to overcome." They hold
veto power over curriculum and, as Jordon (2004) reports are
responsible for what some critics describe as a "monstrous
system of perks and patronage, including a practice that allows
teaching positions to be inherited and sold for cash" (p.1).
In 2004, the Union opposed modernization of the Middle School
curriculum (created 80 years ago) on the grounds that it was
done unilaterally (p. 2). Hon-Chan
and Mukherjee (2003) warn against the pitfalls of top-down
management change in teacher education policy. They suggest
a judicious blend of top-down and bottom-up approaches.
Perhaps
the key strategy in the following proposal is that it is an
attempt at curricular change by empowering individual teachers.
It uses eMexico and ICT for "top-down" organization
and centralization, but its focus is on the individual teacher.
It does not
first propose curriculum reform "from
above";
instead, it targets
individual
teachers
who, it is
hoped, will increase their skills and education in key areas,
raise the quality of education for students, and,
perhaps, as members of the
union,
the teachers
themselves
will become
a
force for curricular change and union reform.
Part
Two: An Outline of a Proposal Idea |
PROJECT
IDEA
To
create a proposal that will:
- produce
an international consortia of colleges, universities,
and businesses whose specific mission is to offer primary
and secondary teachers throughout Mexico ODL opportunities
in (a) Computer Use, (b) Information Literacy, (c)
English Language, (d) math skills, and (e) science
education
- acquire
grant funding from a collection of private,
non-profit, and government agencies in the US, Canada,
UK, and Mexico that will help manage the project and
offer scholarships to the teachers for 7 years
- use
and promote eMexico
PROJECT
RATIONALE
By
focusing first on teachers, the initial aims of this project
are to:
- offer
support and opportunity to those who are most directly
responsible for student learning
- through
teachers, encourage all students (especially those in
the poorest districts) to use the resources of online
learning
- through
teachers, encourage students to pursue science, mathematics,
computer programming, and related Information Technology
fields
- through
teachers, begin the process of education reform that
is acceptable to the National Education
Workers Union of Mexico
TIMELINE
Year
One: First six months. Organization I. Acquire
a planning grant from eMexico, and/or
U.S. - Mexico Binational Commission
on Education, the United
Nations Development Program for
Latin America, and/or other national/international
agencies businesses. Target: $150,000.
Year
One: Second six months. Organization II.
Goal: Obtain full funding and scholarship pledges.
Goal: Total of $ 18,500,000 in scholarships, services,
and funding.
- Key
tasks:
- Complete
a cost analysis and create
a budget
- Build
a Web Portal that coordinates the curriculum
and the management of the program
- Create
a Planning board from major
stakeholders: eMexico officials,
Mexican and US universities, Mexican
and US teacher colleges/graduate
programs, Ministry of Education,
teachers union, U.S.
- Mexico Binational
Commission on Education, the United
Nations Development Program for
Latin America, businesses, and
software companies.
- Create
a curriculum
of courses from
different colleges
and
universities that will likely include::
- ESL courses
- Information Literacy
- Introduction to Algorithms
and Programming with Java
- Science Education
courses
- Math education courses
- Database fundamentals
- Upload
a few representative online courses
Year Two: Implementation. Goal:
deliver 600 courses in 3 "semesters"
- Key tasks:
- Planning
board creates a 3, 5, and 7 year strategic plan.
Major issues include funding,
scholarships, and the creation of a project management
team.
- Expand
and improve the curriculum
- Market
the program
Year
Three: Full Program Delivery. Goal: deliver
1,200 courses in 3 semesters for total of 1,800
- Key tasks:
- Evaluate program success/failures to date
- Plan improvements
Year
Four:
Full Program (revised). Goal: deliver 1,800 courses (3
semesters) for total of 3,600
Year
Five:
Full Program. Goal: deliver 2,400 courses (3
semesters) for total of
6,000
Year
Six.
Full Program. Goal: deliver 3,000 courses(3
semesters) for total of
9,800
Year
Seven:
Full Program. Goal: deliver 3,000 courses (3
semesters) for total of
12,800
Year
Eight: Last year of Program: Goal: deliver 3,000 courses
(3 semesters) for total of 15,800
PROJECT
OUTCOME
- To
increase competencies for teachers in the field of mathematics,
science, English language, computer science, and information
literacy in order to encourage students in such fields
and begin building the foundations for a culture of science,
technology, and innovation in Mexico so that the country
and its people are better suited to participate collaboratively
and competitively in the new global market.
MEASUREMENTS
OF SUCCESS
- early
on (4-7 years):
- a
measurable increase in higher education enrollments
for students in Mexico in the fields of mathematics,
science, English language, computer science, and
information literacy
- later
(7-15 years):
- a
measurable increase in Mexico's competitive and
collaborative participation in the global knowledge
economy
- eventually
(15-25 years):
- a
measurable decrease in the disparity between rich
and poor in Mexico, and a measurable increase the
standard of living index
|
SOME
NOTES ON THE IDEA: THE ORGANIZATIONAL MODEL
As
Rumble and Latchem (2004) proclaim, consortia "are a splendid
idea which all too seldom work in practice" (p. 126). Even
so, Rumble and Latchem argue that there are many benefits to
consortial arrangements in ODL, including (a) sharing costs,
(b) sharing risks, (c) sharing expertise, (d) capitalizing on
partners' knowledge and reputation in local markets, (e) forming
alliances with potential competitors, and (f) being fast to market
(p. 128). Further, with the increased internationalization of
distance education, there are increasing opportunities and reasons
to attempt consortial agreements. To this end, Grumble and Latchem
offer cautions and advice about this "networked alternative." Among
their suggestions (p. 129) for a successful consortium are the
need to:
- pick
the right partners
- define
the strategic benefits
- plan
for both short term and long term
- determine
roles of each institution
- put
in up front investment
- practice
sound project management with clearly defined tasks and budgets
A.
Right Partners
Obviously,
this task needs to be accomplished before the grant and funding
proposals are made. At the very beginning, Dr. Julio
César Margain, Coordinator General of the e-Mexico
project, Reyes Tamez, the Mexican Secretariat
of Public Education (SEP), Sylvia Schmelkes,
a top Education Ministry official in the Fox administration, Lorenzo
Gomez-Morin Fuentes, assistant secretary of education,
and Rafael Ochoa Guzman, secretary general
of the National Education Workers Union should be consulted
on appropriate partners, as well as on strategic and policy
considerations. Below are just some early suggestions.
OVERSIGHT.
Agencies that might help provide management, governance,
and funding could include: U.S.
- Mexico Binational Commission: Working Group on Education,
the United
Nations Development Program for Latin America (for targeting
rural Mexico) and eMexico.
Oversight of the project would be representatives from the
major stakeholders.
ORGANIZATIONS. Among
the very first higher education organizations that should be
approached might include:The
Open University and Distance Education Coordination (CUAED)
division of the National Autonomous University of Mexico (UNAM),
the University and
College Intensive English Programs (UCIEP) , the Center
for English as a Second Language (CESL) at The University of
Arizona, and The
University of California Institute for Mexico and the United
States (UC MEXUS). This proposal fits their mission, experience,
and interests. If at all possible, the National Education Workers
Union of Mexico should be approached during the planning stages
with the hope of their participation and support.
SCHOOLS:
In higher education institutions in the US, there
is, of course, no shortage of public, private, and for-profit
schools that could provide appropriate online courses in
science, mathematics, information literacy and English as
a Second Language (ESOL). The key, of course, would be to
find organizations whose mission and interest is in teacher
education and development in Mexico. Strong candidates could
include: University
of Texas at El Paso, California
Colleges for International Education, and UT
Telecampus of The University of Texas System, and The
University of San Diego. Additionally, there are a number
of higher education institutions in Mexico such as Universidad
IberoAmericana of Tijuana Mexico, Tecnologico
de Monterrey, and Universidad
Autonoma de Ciudad Juarez , and the Teachers College
in Jalapa, Veracruz--all with a history of working collaboratively
with US HE institutions.
BUSINESSES: Without
question, Microsoft and Intel should be approached for software
licensing arrangements, as well as grant funding. Such matters
as the Learning Management System or Online
Learning Platform will likely have to be decided by the governing
board of the project. It is likely that PUEL,
the Open Source Learning Management System developed by Open
University and Distance Education Coordination division of
the National Autonomous University of Mexico would be used,
but Blackboard, Desire
2 Learn, and WebCT should
be approached for special pricing and possible ASP hosting
arrangements.
B.
Strategic Benefits
- For
teachers of Mexico: Clearly, the focus is on supporting,
empowering, and increasing the skills and abilities of teachers
in several key areas with minimal (if any) cost to the teachers.
But there should also be a conversation with the
Mexican Secretariat of Public Education (SEP) and the National
Education Workers Union of Mexico on how to ensure that
participating teachers receive appropriate rewards
in promotion and/or pay. Additionally, the courses--all taken
from accredited universities and colleges--should also be
transferable and apply towards other accredited certificates
and programs
- For
students of Mexico: More highly prepared teachers
will increase the quality of students' education, especially
in the targeted areas of mathematics and computer sciences.
This project should provide all students with increased opportunities,
but for students in remote and disadvantaged areas, this
project helps level the playing field.
- For
higher education Institutions in Mexico: In addition
to the added social benefit of a society that offers increasingly
more equitable opportunities, and in addition to the benefits
of participating in a consortium, this project should (because
it produces better educated students) help raise the standards
of Mexican universities. Also, it is hoped that a successful
learner-centered ODL consortia might provide new pedagogical
models and indirectly contribute to educational reform (see
especially Armengol, 2002).
- For
participating HE institutions outside of Mexico:
In addition to the intrinsic rewards of participating in
an international educational reform initiative, US institutions,
too, should learn from the expertise of their sister institutions,
not only in pedagogical and curricular matters, but also
in management and collaboration issues.
- For
Mexico: Obviously, the ultimate beneficiaries of
the project should be the people of Mexico. It is hoped by
increasing competencies for teachers in the field of mathematics,
science, English language, computer science, and information
literacy, students in will be encouraged to pursue those
fields and consequently provide Mexico with the human resources
necessary to participate collaboratively and competitively
in the global market economy.
C.
Short Term and Long Term Plans.
Short
term. Acquire
a planning grant, organize, collaborate with eMexico, secure
scholarships, create ad hoc curriculum that includes online
courses appropriate for primary and secondary teachers in
Mexico in mathematics, science, English language, computer
science, and information literacy for at least seven years.
Once the hosting and LMS issues are determined, build a Web
portal that not only contains information about the curriculum,
but also allows teacher/students to register and link to
the online learning platform where the classes are offered.
Long
term. Evaluate the program and consider expanding
it or abandoning it.
D.
Institutional Roles.
Each
HE institution should determine what courses to offer the consortium,
depending on their own resources. The consortium's planning
board should have the right to accept or reject the courses.
Each institution should receive tuition payments from the consortium.
It
probably makes the most sense for each institution to specialize;
that is, one institution specialize in science courses, another
specialize in mathematics, another in computer science, another
in information literacy, etc.
(See
more on roles under "defined tasks and budgets")
E.
Investment
This
is a proposal where participating universities receive tuition
payments primarily from scholarships, so the scope, breadth,
and many details of the project are contingent upon grant and
scholarship commitments obtained, but it is difficult to see
how much can happen for less than an investment of $400,000
a year, plus an additional 15 million US dollars
in scholarships to deliver a total of 15,000
courses over seven years.
Expected
Administrative budget: Total: 3.2 million
- Web
Portal and an LMS for 7 years: $ 1,200,000
- Employees
7 years: $ 1,500,000
- Administrative
Office and Travel Costs for 7 years: $ 500,000
Desired
Scholarship grants: total 15 million
Total in Scholarships and grants: 18.2 million
F.
Defined Tasks and Budgets.
Obtaining
a planning grant the key first step. With such
a grant, a planning board comprised of stakeholders and participants
can be organized, costing and budgeting details can be worked
out, and scholarships solicited. Once pledges for scholarships
and grants are secured, the planning
board
can
effectively
serve
as
a project management team to implement the project. Perraton
(2003) argues
that to make DE for teacher education work,
the planners need structures and facilities for seven primary
functions.
- Governance,
planning, and management of funding
- Materials
development and production
- Materials
reproduction and distribution
- Student
recruitment, advice and support, including supervision
of classroom practice
- Assessment
and evaluation of learners
- Feedback
system and formative evaluation
- Record
Systems
The
Planning board should name a project
administrator whose
job it is to manage and oversee the entire operation.
The project manager should be someone who not only has project
management
skills, but also skills as system administrator for
an LMS. There should also be at least two additional full
time employees during
the first two years of the project and three full
time employees for the
remaining five. They should be bi-lingual and experienced
in Web development, instructional design, and student support.
The
assumption here is that since individual colleges and universities
will be receiving tuition from a scholarship/grant fund,
each college will assume "development and production" costs
and responsibilities of the course, as well as the teaching/assessment
of learners/evaluation costs/responsibilities.
Once
the course is developed and put on the consortium's Web Portal,
the consortium would assume the "delivery" (reproduction
and distribution) responsibilities and costs, as well as costs/responsibilities
for support and formative evaluation (via the Portals LMS).
This
should encourage all participating schools to offer a special "consortium
rate" for
their tuition.
CONCLUSION
Ranking
74th out of 102 countries in education, it is clear Mexico needs
education reform. This project is an attempt to use ODL and the
resources of eMexico to build the foundations of education reform
without threatening the powerful teachers union--an education
reform that focuses first on teachers in order to provide students
with better education and more choices. With over 40 percent
of its population living in abject poverty, it is clear Mexico
needs economic reform. This project is an attempt to use ODL
and the resources of eMexico to create a human resource pool
that will not only provide increasing numbers of knowledge workers
for Mexico's participation in the knowledge economy, but will
also contribute to Mexico becoming a culture of technology innovation
and contribute to raising the standard of living for all Mexican
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