The literature on education policy movement – that is, the diffusion, transfer and translation of education policy globally – has continued to expand. This expanding research on policy movement has built on established approaches, while also reflecting the development of new approaches or the combination of existing ones. However, the underlying theoretical perspectives and the foundational assumptions of policy movement scholarship frequently remain implicit and insufficiently elaborated. This chapter responds by characterizing four related yet distinct orientations to understanding and studying education policy movement: cross-scalar approaches, discourse-centered approaches, policy mobilities approaches and decolonial approaches. The approaches discussed within and across these groups are distinguished in terms of their theoretical and methodological features. However, before presenting these approaches, the chapter first situates education policy movement within the broader phenomenon of globalization. This section explains how the political, economic and cultural dimensions of globalization affect education systems around the world and encourage or impede education policy movement. It is also attentive to how the features of globalization continue to evolve and, indeed, how globalization is experiencing a backlash along all three dimensions (political, economic and cultural). This discussion thus describes the “context of contexts” in which – and in reaction to which – scholarship on education policy movement itself continues to develop. The conclusions emphasize, first, that emerging approaches to education policy movement reflect eclecticism and, second, that the boundaries between different approaches to researching policy movement are now less clearly defined than before. The conclusions furthermore recognize the contributions and complementarities of different approaches, while also calling on scholars to strive for theoretical clarity, to move beyond descriptive studies and to engage with a range of theoretical perspectives in order to see and explain policy movement in new ways and to achieve more nuanced understandings of policy movement phenomena.
Alatas, S.F. (2006). Alternative Discourses in Asian Social Sciences: Responses to Eurocentrism. London: SAGE.
Allen, J. and Cochrane, A. (2010). Assemblages of state power: topological shifts in the organization of government and politics. Antipode, 42(5), 1071–1089.
Anderson, M. and Holmsten, S. (eds) (2019). Political and Economic Foundations in Global Studies. Abingdon: Routledge.
Anderson-Levitt, K. (ed.) (2003). Local Meanings, Global Schooling: Anthropology and World Culture Theory. Basingstoke: Palgrave Macmillan.
Auld, E. and Morris, P. (2016). PISA, policy and persuasion: translating complex conditions into education “best practice.” Comparative Education, 52(2), 202–229.
Autor, D., Dorn, D., Hanson, G. and Majlesi, K. (2020). Importing political polarization? The electoral consequences of rising trade exposure. American Economic Review, 110(10), 3139–3183.
Ball, S.J. (2016). Following policy: networks, network ethnography and education policy mobilities. Journal of Education Policy, 31(5), 549–566.
Ball, S.J., Junemann, C. and Santori, D. (2017). Edu.net: Globalisation and Education Policy Mobility. Abingdon: Routledge.
Bartlett, L. and Vavrus, F. (2014). Transversing the vertical case study: a methodological approach to studies of educational policy as practice. Anthropology & Education Quarterly, 45(2), 131–147.
Bartlett, L. and Vavrus, F. (2017). Rethinking Case Study Research: A Comparative Approach. Abingdon: Routledge.
Benavot, A., Cha, Y., Kamens, D., Meyer, J. and Wong, S. (1991). Knowledge for the masses: world models and national curricula, 1920–1986. American Sociological Review, 56(1), 85–100.
Blatter, J., Portmann, L. and Rausis, F. (2022). Theorizing policy diffusion: from a patchy set of mechanisms to a paradigmatic typology. Journal of European Public Policy, 29(6), 805–825.
Bishop, M.L. and Payne, A. (2021). The political economies of different globalizations: theorizing reglobalization. Globalizations, 18(1), 1–21.
Bowers, J. and Testa, P.F. (2019). Better government, better science: the promise of and challenges facing the evidence-informed policy movement. Annual Review of Political Science, 22, 521–542.
Brewer, T. (2021). Homeschooling: A Guidebook of Practices, Claims, Issues, and Implications. Leiden: Brill.
Bromley, P., Overbey, L., Furuta, J. and Kijima, R. (2021). Education reform in the twenty-first century: declining emphases in international organisation reports, 1998–2018. Globalisation, Societies & Education, 19(1), 23–40.
Broome, A. and Quirk, J. (2015). Governing the world at a distance: the practice of global benchmarking. Review of International Studies, 41(5), 819–841.
Chabbot, C. (2003). Constructing Education for Development: International Organizations and Education for All. London: Routledge.
Chen, K. (2010). Asia as Method: Toward Deimperialization. Durham, NC: Duke University Press.
Chohan, U.W. (2022). The return of Keynesianism? Exploring path dependency and ideational change in post-covid fiscal policy. Policy and Society, 41(1), 68–82.
Clift, B. and Robles, T.A. (2021). The IMF, tackling inequality, and post-neoliberal “reglobalization”: the paradoxes of political legitimation within economistic parameters. Globalizations, 18(1), 39–54.
Connell, R. (2007). Southern Theory: The Global Dynamics of Knowledge in Social Science. Crows Nest: Allen & Unwin.
Dale, R. (2000). Globalization and education: demonstrating a “common world educational culture” or locating a “globally structured educational agenda”? Educational Theory, 50(4), 427–448.
Dale, R. (2018). Global education policy: creating different constituencies of interest and different modes of valorisation. In Verger, A., Altinyelken, H. and Novelli, M. (eds) Global Education Policy and International Development: New Agendas, Issues and Policies. London: Bloomsbury.
Dale, R. and Robertson, S.L. (2012). Toward a Critical Grammar of Education Policy Movements .Bristol: Centre for Globalisation, Education and Societies, University of Bristol.
Díaz-Ríos, C. (2019). Domestic coalitions in the variation of education privatization: an analysis of Chile, Argentina, and Colombia. Journal of Education Policy, 34(5), 647–668.
Edwards Jr., D.B. (2018). The Trajectory of Global Education Policy: Community-Based Management in El Salvador and the Global Reform Agenda .London: Palgrave Macmillan.
Edwards Jr., D.B. and Loucel, C. (2016). The EDUCO Program, impact evaluations, and the political economy of global education reform. Education Policy Analysis Archives, 24(49), 1–50.
Edwards Jr., D.B. and Moschetti, M. (2021). The sociology of policy change within international organizations: beyond coercive and normative perspectives – towards circuits of power. Globalisation, Societies & Education, 19(1), 55–69.
Edwards, Jr., D.B., Caravaca, A., Rappeport, A. and Sperduti, V. (2023). World Bank influence on policy formation in education: a systematic review of the literature. Review of Educational Research. DOI:10.3102/00346543231194725
Escobar, A. (2011). Encountering Development: The Making and Unmaking of the Third World, vol. 1. Princeton: Princeton University Press.
Fairclough, N. (2013). Critical discourse analysis and critical policy studies. Critical Policy Studies, 7(2), 177–197.
Fischer, F. (2007). Policy analysis in critical perspective: the epistemics of discursive Practices. Critical Policy Studies, 1(1), 97–109.
Fontdevila, C. and Verger, A. (2024, forthcoming). Ongoing directions in global studies in education policy: something old, something new, something borrowed. In L. Cohen-Vogel, J. Scott, and P. Youngs (eds) AERA Handbook of Education Policy and Politics (2nd volume). New York: Routledge.
Fontdevila, C., Menashy, F. and Verger, A. (2024, forthcoming). Just another brick in the wall? The changing legitimacy and relevance of the World Bank in global education. In A. Vetterlein and T. Schmidtke (eds) The Elgar Companion to the World Bank. Cheltenham: Edward Elgar.
Gong, B. Jiang, J. and Silova, I. (2023). Redefining educational transfer and borrowing in the pluriverse. In R. Tierney, F. Rizvi and K. Ercikan (eds) International Encyclopedia of Education, 4th edn (pp 290–301). Oxford: Elsevier.
Grosfoguel, R. (2011). Decolonizing post-colonial studies and paradigms of political economy: transmodernity, decolonial thinking, and global coloniality. Transmodernity: Journal of Peripheral Cultural Production of the Luso-Hispanic World, 1(1), 1–38.
Grosfoguel, R. (2013). The structure of knowledge in Westernized universities: epistemicracism/sexism and the four genocides/epistemicides of the long 16th century. Human Architecture, 11(1), 73–90.
Gulson, K.N., Lewis, S., Lingard, B., Lubienski, C., Takayama, K. and Webb, P.T. (2017). Policy mobilities and methodology: a proposition for inventive methods in education policy studies. Critical Studies in Education, 58(2), 224–241.
Hartong, S. (2018). Towards a topological re-assemblage of education policy: observing the implementation of performance data infrastructures and “centres of calculation” in Germany. Globalisation, Societies and Education, 16(1), 134–150.
Harvey, D. (2007). A Brief History of Neoliberalism. Oxford: Oxford University Press.
Held, D. (ed.) (2004). A Globalizing World? Culture, Economics, Politics. London: Routledge.
Hirata, M.H., Kose, M.A. and Otrok, M.C. (2013). Regionalization vs. Globalization .Washington DC: International Monetary Fund.
James, H. (2018). Deglobalization: the rise of disembedded unilateralism. Annual Review of Financial Economics, 10, 219–237.
Jessop, B. (2010). Cultural political economy and critical policy studies. Critical Policy Studies, 3(3), 336–356.
Jules, T. (2013). Going tri-lingual: post-revolutionary socialist education reform in Granada. The Round Table: The Commonwealth Journal of International Affairs, 102(5), 459–470.
Karseth, B., Sivesind, K. and Steiner-Khamsi, G. (2022). Evidence and Expertise in Nordic Education Policy: A Comparative Network Analysis. London: Springer Nature.
Klees, S. (2012). World Bank and education: ideological premises and ideological conclusions. In S. Klees, J. Samoff and N. Stromquist (eds) The World Bank and Education: Critiques and Alternatives (pp 49–65). Dordrecht: Sense.
Kranke, M. (2018). The politics of expertise in international organizations: how international bureaucracies produce and mobilize knowledge. International Affairs, 94(6), 1457–1458.
Krogmann, D. (2022). International organizations and education in the Islamic world. In K. Martens and M. Windzio (eds) Global Pathways to Education: Cultural Spheres, Networks, and International Organizations (pp 191–215). Cham: Springer Nature.
Kruck, A. and Zangl, B. (2020). The adjustment of international institutions to global power shifts: a framework for analysis. Global Policy, 11, 5–16.
Lalander, R. (2014). Rights of nature and the indigenous peoples in Bolivia and Ecuador: a straitjacket for progressive development politics? Iberoamerican Journal of Development Studies, 3(2), 148–172.
Le, H. and Edwards Jr., D.B. (2023). Singapore’s educational export strategies: “branding” and “selling” education in a favorable global policy marketplace. Comparative Education, 59(1), 38–58.
Lerch, J. (2023). How global institutions matter: Education for All and the rise of education as a humanitarian response. Comparative Education Review, 67(2), 251–276.
Lerch, J., Schofer, E., Frank, D., Longhofer, W., Ramirez, F., Wotpika, M. and Velasco, K. (2022). Women’s participation and challenges to the liberal script: a global perspective. International Sociology, 37(3), 305–329.
Lewis, S. (2020). The turn towards policy mobilities and the theoretical-methodological implications for policy sociology. Critical Studies in Education, 62(3).
Lingard, B. and Rawolle, S. (2011). New scalar politics: implications for education policy. Comparative Education, 47(4), 489–502.
Lissovolik, Y. and Vinokurov, E. (2019). Extending BRICS to BRICS+: the potential for development finance, connectivity and financial stability. Area Development and Policy, 4(2), 117–133.
Lopes Cardozo, M.T. (2012). Transforming pre-service teacher education in Bolivia: from indigenous denial to decolonisation? Compare: A Journal of Comparative and International Education, 42(5), 751–772.
Mansfield, E.D., Milner, H.V. and Rudra, N. (2021). The globalization backlash: exploring new perspectives. Comparative Political Studies, 54(13), 2267–2285.
Martens, K. and Windzio, M. (eds) (2022). Global Pathways to Education: Cultural Spheres, Networks, and International Organizations. London: Palgrave Macmillan.
McCann, E.J. (2011). Urban policy mobilities and global circuits of knowledge: toward a research agenda. Annals of the Association of American Geographers, 101(1), 107–130.
McCann, E.J. and Ward, K. (2012). Assembling urbanism: following policies and “studying through” the sites and situations of policy making. Environment and Planning A, 44(1), 42–51.
McKee, M., Karanikolos, M., Belcher, P. and Stuckler, D. (2012). Austerity: a failed experiment on the people of Europe. Clinical Medicine, 12(4), 346–350.
McKenzie, M. (2017). Affect theory and policy mobility: challenges and possibilities for critical policy research. Critical Studies in Education, 58(2), 187–204.
McKenzie, M. and Stahelin, N. (2022). The global inter-network governance of UN policy programs on climate change education. International Journal of Educational Research, 116.
McKenzie, M. and Wilson, A. (2022). Sustainability as wild policy: mobile SDG interventions and land-informed policy in education. Discourse: Studies in the Cultural Politics of Education, 44(5), 679–694.
McKenzie, M., Bieler, A. and McNeil, R. (2015). Education policy mobility: reimagining sustainability in neoliberal times. Environmental Education Research, 23(3), 319–337.
McLaughlin, M. (1987). Learning from experience: lessons from policy implementation. Educational Evaluation and Policy Analysis, 9(2), 171–178.
Menashy, F. (2019). International Aid to Education: Power Dynamics in an Era of Partnership. New York: Teachers College Press.
Menashy, F. and Verger, A. (2018). The value of network analysis for the study of global education policy: key concepts and methods. In R. Gorur, S. Sellar and G. Steiner-Khamsi (eds) World Yearbook of Education 2019: Comparative Methodology in the Era of Big Data and Global Networks (pp 117–131). Abingdon: Routledge.
Mignolo, W. (2011). The Darker Side of Western Modernity: Global Futures, Decolonial Options .Durham, NC: Duke University Press.
Morelock, J. (2017). Authoritarian populism contra “bildung”: anti-intellectualism and the neoliberal assault on the liberal arts. Cadernos CIMEAC, 7(2).
Moutsios, S. (2009). International organisations and transnational education policy. Compare: A Journal of Comparative and International Education, 39(4), 467–479.
Moutious S. (2010). Power, politics and transnational policy-making in education. Globalisation, Societies & Education, 8(1), 121–141.
Mundy, K. and Menashy, F. (2014). The World Bank and private provision of schooling: a look through the lens of sociological theories of organization hypocrisy. Comparative Education Review, 58(3), 401–427.
Niemann, D. and Martens, K. (2021). Global discourses, regional framings and individual showcasing: analyzing the world of education IOs. In K. Martens, D. Niemann and A. Kaasch (eds) International Organizations in Global Social Governance (pp 163–186). London: Palgrave Macmillan.
Nordquist, D. (2023). China is using the World Bank as its piggybank. The Hill, May 17. https://thehill.com/opinion/international/4006228-china-is-using-the-world-bank-as-its-piggybank/
Pavot, D. and Dufour, G. (2020). WTO negotiations: the unfinished Doha development agenda and the emergence of new topics. Global Trade and Customs Journal, 15(5), 244–251.
Peck, J. (2011). Geographies of policy: from transfer-diffusion to mobility-mutation. Progress in Human Geography, 35(6), 773–797.
Peck, J. and Theodore, N. (2010). Mobilizing policy: models, methods, and mutations. Geoforum; Journal of Physical, Human, and Regional Geosciences, 41, 169–174.
Peck, J. and Theodore, N. (2015). Fast Policy: Experimental Statecraft at the Thresholds of Neoliberalism. Minneapolis: University of Minnesota Press.
Phillips, D. and Ochs, K. (2003). Processes of policy borrowing in education: some explanatory and analytic devices. Comparative Education, 39(4), 451–461.
Pope, S. and Meyer, J.W. (2016). Local variation in world society: six characteristics of global diffusion. European Journal of Cultural and Political Sociology, 3(2–3), 280–305.
Proebsting, C.,Tesar, L. and House, C. (2017). Austerity in the aftermath of the Great Recession. VoxEU/Center for Economic Policy Research. https://cepr.org/voxeu/columns/austerity-aftermath-great-recession
Radcliffe, S.A. (2012). Development for a postneoliberal era? Sumak Kawsay, living well and the limits to decolonisation in Ecuador. Geoforum, 43(2), 240–249.
Ramirez, F., Meyer, J. and Lerch, J. (2016). World society and the globalization of educational policy. In K. Mundy, A. Green, B. Lingard and A. Verger (eds) The Handbook of Global Education Policy (pp 43–63). Oxford: Wiley.
Riggirozzi, P. and Tussie, D. (eds) (2012). The Rise of Post-hegemonic Regionalism in Latin America. Dordrecht: Springer Netherlands.
Rizvi, F., Lingard, B. and Rinne, R. (2022). Reimagining globalization and education: an introduction. In F. Rizvi, B. Lingard and R. Rinne (eds) Reimagining Globalization and Education (pp 1–10). Abingdon: Routledge.
Roberts, T. (2024). Education as an antidote to underdevelopment, and the epistemicide that it has entailed. In D.B. Edwards Jr., M. Moschetti, P. Martin and R. Morales-Ulloa (eds) Central American and the Latin Caribbean: Global Forces and Local Responses (pp 230–249). Bristol: Bristol University Press.
Robertson, S.L. (2012). Researching global education policy: Angles in/on/out. In A. Verger, M. Novelli, and H. Kosar-Altinyelken (eds) Global Education Policy and International Development: New Agendas, Issues and Policies (pp 33–51). London: Bloomsbury.
Robinson, J. 2015. “Arriving at” urban policies: the topological spaces of urban policy mobility. International Journal of Urban and Regional Research, 39(4), 831–834.
Rosser, A. (2016). Neo-liberalism and the politics of higher education policy in Indonesia. Comparative Education, 52(2), 109–135.
Sabatier, P. (1991). Toward better theories of the policy process. PS: Political Science and Politics, 24(2), 147–156.
Sabatier, P. and Mazmanian, D.A. (1983). Policy implementation. In S. Nagel (ed.) Encyclopedia of Policy Sciences (pp 143–169). New York: Marcel Dekker.
Saito, Y., Edwards Jr., D.B., Sustarsic, M. and Taira, D. (2023). The onto-epistemic foundations of global governance and global education policies: a decolonial analysis of global citizenship education in Hawaii. Comparative Education Review. 67(4), 727–748.
Samoff, J. (2004). From funding projects to supporting sectors? Observation on the aid relationship in Burkina Faso. International Journal of Educational Development, 24, 393–427.
Samoff, J. (2009). Foreign aid to education: managing global transfers and exchanges. In L. Chisholm and G. Steiner-Khamsi (eds) South-South Cooperation in Education and Development (pp 123–156). New York: Teachers College Press.
Samoff, J. (2012). Research shows that …: Creating the knowledge environment for learning for all. In S. Klees, J. Samoff and N. Stromquist (eds) The World Bank and Education: Critiques and Alternatives (pp 141–156). Dordrecht: Sense.
Santa-Cruz, A. (2021). Regionalism in Latin American thought and practice. In A. Acharya, M. Deciancio and D. Tussie (eds) Latin America in Global International Relations (pp 163–181). Abingdon: Routledge.
Schriewer, J. (2012). Meaning configurations in the world society: alternative approaches to the global/local nexus. Comparative Education, 48(4), 411–422.
Silova, I., Rappleye, J. and You, Y. (2020). Beyond the Western horizon in educational research: toward a deeper dialogue about our interdependent futures. ECNU Review of Education, 3(1), 46–65.
Smith, L. (2012). Decolonizing Methodologies: Research and Indigenous Peoples. London: Verso.
Smith, W. (2016). The Global Testing Culture: Shaping Education Policy, Perceptions, and Practice. Providence, RI: Symposium.
Steiner-Khamsi, G. (2016). Standards are good (for) business: standardised comparison and the private sector in education. Globalisation, Societies & Education, 14(2), 161–182.
Steiner-Khamsi, G. and Stolpe, I. (2004). Decentralization and recentralization reform in Mongolia: tracing the swing of the pendulum. Comparative Education, 40(1), 29–53.
Steiner-Khamsi, G. and Stolpe, I. (2006). Educational Import: Local Encounters with Global Forces in Mongolia. Basingstoke: Palgrave Macmillan.
Stoddard, E. and Collins, J. (2017). Social and Cultural Foundations in Global Studies .Abingdon: Routledge.
Straubhaar, R. (2014). The multiple influences of nonformal instructional practices in rural Mozambique: exploring the limits of World Culture Theory. Comparative Education Review, 58(2), 215–240.
Takayama, K. (2015). Provincializing the world culture theory debate: critical insights from a margin. Globalisation, Societies and Education, 13(1), 34–57.
Tarlau, R. (2017). State theory, grassroots agency, and global policy transfer: the life and death of Colombia’s Escuela Nueva in Brazil (1997–2012). Comparative Education Review, 61(4), 675–700.
Thompson, G., Sellar, S. and Buchanan, I. (2021). The OECD policy-making assemblage. Journal of Education Policy, 37(5), 685–704.
Tröhler, D. (2021). Magical enchantments and the nation’s silencing: educational research agendas under the spell of globalization. In D. Tröhler, N. Piattoeva and W.F. Pinar (eds) World Yearbook of Education 2022: Education, Schooling and the Global Universalization of Nationalism (pp 7–25). Abingdon: Routledge.
Vavrus, F. and Seghers, M. (2010). Critical discourse analysis in comparative education: a discursive study of “partnership” in Tanzania’s poverty reduction policies. Comparative Education Review, 54(1), 77–103.
Verger, A. (2012). Framing and selling global education policy: the promotion of public-private partnerships for education in low-income contexts. Journal of Education Policy, 27(1), 109–130.
Verger, A., Fontdevila, C. and Zancajo, A. (2016a). The Privatization of Education: A Political Economy of Global Education Reform. New York: Teachers College Press.
Verger, A., Lubienski, C. and Steiner-Khamsi, G. (eds) (2016b). World Yearbook of Education 2016: The Global Education Industry. Abingdon: Routledge.
Walsh, C. (2018). The decolonial for: resurgences, shifts, and movements. In W. Mignolo and C. Walsh (eds) On Decoloniality: Concepts, Analytics, Praxis (pp 15–32). Durham, NC: Duke University Press.
Walsh, C. (2023). Rising up, Living on: Re-existences, Sowings, and Decolonial Cracks. Durham, NC: Duke University Press.
Walsh, C. and Mignolo, W. (2018). Introduction. In W. Mignolo and C. Walsh (eds) On Decoloniality: Concepts, Analytics, Praxis (pp 1–12). Durham, NC: Duke University Press.
Walter, S. (2021). The backlash against globalization. Annual Review of PoliticalScience, 24, 421–442.
Weaver, C. (2008). Hypocrisy Trap: The World Bank and the Poverty of Reform. Princeton: Princeton University Press.
Wimmer, A. (2021). Domains of diffusion: how culture and institutions travel around the world and with what consequences. American Journal of Sociology, 126(6), 1389–1438.
Wood, A. (2016). Tracing policy movements: methods for studying learning and policy circulation. Environment and Planning A, 48(2), 391–406.
Woods, N. (2006). The Globalizers: The IMF, the World Bank, and Their Borrowers. Ithaca, NY: Cornell University Press.
World Bank (2018). Belt and road initiative. https://www.worldbank.org/en/topic/regional-integration/brief/belt-and-road-initiative
Wynter, S. (2003). Unsettling the coloniality of being/power/truth/freedom: towards the human, after man, its overrepresentation – an argument. CR: The New Centennial Review, 3(3), 257–337.
Zapp, M. (2021). The authority of science and the legitimacy of international organisations: OECD, UNESCO and World Bank in global education governance. Compare: A Journal of Comparative and International Education, 51(7), 1022–1041.
May 2022 onwards | Past Year | Past 30 Days | |
---|---|---|---|
Abstract Views | 1468 | 1440 | 48 |
Full Text Views | 2 | 2 | 0 |
PDF Downloads | 4 | 4 | 0 |
Institutional librarians can find more information about free trials here