Educational Development Planning and Evaluation

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LecturerYuji UTSUMI, Associate Professor
DepartmentGraduate School of International Development, 2023 Spring
Recommended for:Master's program

Goals of the Course

This course aims to increase students’understanding on the concept, practice and methodology of education policy planning andassessment in the area of educational development.
The course provides not only the theoretical overview of educational development planning and assessment, but also reviews practicalsteps to prepare for a national education strategic plan (NESP) and to assess the NESP implementation in a country. After reviewing thescope and dimension of education policies, the course further discusses the structure, formulation process and practical issues of NESPpreparation which varies by the country’s context and situation, as well as the concepts and calculation methods of key educationindicators. The course further introduces the methodologies of major assessment analysis used as a tool of policy/project assessment inboth practical and academic fields.

Japanese version is below:

Objectives ofthe Course

At the end of this course, students are expected to be able to understand the concept of educational development planning andassessment, to calculate major educational indicators, to explain each component of NESP, and to develop basic shape of NESP withsupport of experts.

Course Content /Plan

Session 1: Introduction and Overview

Session 2&3: Trend of Educational Development Framework and Target Indicators

  • From Education for All (EFA) to Sustainable Development Goals (SDGs)
  • Concept of general education indicators

Session 4: What is the Education Development Planning and Assessment?

  • Difinition, scope and dimension of education policy
  • Comparison of education policy process in different countries

Session 5: How is the Education Policy Processed?

  • Preparation of National Education Strategic Plan (NESP)
  • Crsis sensitive planning process
  • Complexity of the various cross sectorial strategies/plan

Session 6&7: Education Sector Analysis and Education Indicators

  • Education Sector Analysis
  • Data Collection Mechanism
  • Concepts and Calculation Method of Education Indicators

Section 8&9: Priorities & Strategies, Activity and Operational Plan

  • Building policy priorities from the context
  • Operational plan

Session 10: Coordination Mechanism and M&E Framework

  • Key performance indicators acccross different policy framework
  • Result chain of activity, output and outcome level indicators
  • Data collection and reporting

Session 11: Costing and Financing Plan

  • Concept and method of Financial Simulation Model

Session 12&13: Practical Method of Financial Simulation Model

  • Finding context of a country
  • Collecting necessary information
  • Setting baseline and target of education indicators
  • Consideration of financial gap and predited scenarios of operational plan.

Session 14: Project/Policy Assessment Methodology I

  • Internal and external efficiency
  • Basic concept of regression analysis

Session 15: Wrap up of the course

Course Evaluation Method and Criteria

Grades are based on every class participation (20%), weekly assignment (30%), and final individual paper (50%).
Credit is given to C- (C if applicable) or higher grade for each criterion.

Textbook/Reference Book

Textbooks: No specific textbook will be used in this course. Lecture materials will be provided in each session if necessary.


  • Cummings, W. K. and Willams, J. H. 2008. Policy-Making for Education Reform in Developing Countries: Policy Options and Strategies.London: Rowman & Littlefield Education.
  • Haddad, W. D. and Demsky, T. 1995. Education Policy-Planning Process: An Applied Framework. Fundamentals of Educational Planning 51.IIEP. Paris: UNESCO.
  • UNESCO and GPE. 2015. Guidelines for Education Sector Plan Preparation. IIEP Paris: UNESCO.
  • Hallak, J. and Caillods, F. 1995. Educational Planning: The International Dimension. IIEP Paris: UNESCO.
  • Ogawa, K., Nakamuro, M. and Hoshino, E. 2009. “Cost-Effectiveness Analysis of Education Project Evaluation by Randomized Experiments:The Case of Kenya”. Journal of International Cooperation in Education. Vol.12. No.1. pp.29-42. Hiroshima University.
  • Richard, S. and Mahieddine, S. 1997. Functional Analysis (Management Audits) of the Organization of Ministries of Education.Fundamentals of Educational Planning 54. IIEP Paris: UNESCO.

Sutton, M. and Levinson, B. 2001. Policy as Practice: Toward a Comparative Sociocultural Analysis of Educational Policy. London: AblexPublishing.

  • Woodhall, M. 1997. Cost-benefit Analysis in Educational Planning. Fundamentals of Educational Planning 80. IIEP Paris: UNESCO.

Lecture materials

Session 4: What is the Education Development Planning and Assessment?
Session 5: How is the Education Policy Processed?
Section 8&9: Priorities & Strategies, Activity and Operational Plan

This lecture is provided under Creative Commons Attribution-Non Commercial-ShareAlike 4.0 International.

Last updated

July 20, 2023