This toolkit aims to help education activists reinforce their advocacy and campaign work on education financing. It aims to give practical information in an accessible form, together with ideas for how to build an effective national campaign – the evidence you can build and the tactics you can deploy. 

It focuses on holding national governments, particularly Ministries of Finance, to account, challenging them when they are internalising ideological positions pushed by external actors. The toolkit is addressed to national coalitions, teacher unions, NGOs and others, to deal with strategic issues around education financing so that more money flows more effectively into education systems and more children can learn in good quality public schools. 

This is a 28-page booklet setting out a process for using a human rights framework to assess a government’s education budget.  The booklet looks at elements of the right to education and where these might be found in a government’s budget; a government’s human rights obligations and questions these raise about a government’s budget; a process for using a rights framework to analyse a government’s education budget; and a short discussion of costing related to the right to education.

 

This guide provides civil society organisations (CSOs) in the education sector with the basic information they need to get started on budget work. It introduces core concepts relating to budgets, and discusses ways of analysing them. It also demonstrates how budget work can inform strategic advocacy messages, and bring about change in the education sector.

This booklet articulates what it means to take an explicitly rights-based approach to government budgets and draws on the lessons of Gender Budget Initiative experiences around the world. It links govern­ments’ commitments under CEDAW with the four main dimen­sions of budgets: revenue, expenditure, macroeconomics of the budget, and budget decision-making processes. It shows links between the share of educational expenditure and the realisation of girls’ right to education.

 

The purpose of the INEE Reference Guide on External Education Financing is to enable national decision-makers in low-income countries, including those in fragile situations, to better understand the ways in which donors provide education assistance, how various funding mechanisms work and why donors choose one funding mechanism over another to support education. In addition, it is hoped that this publication will help increase education policy-makers’ awareness of the types of external assistance used to fill gaps in domestic education funding at the field level.

This guide presents ideas and methodologies to put a human rights-based approach to education in practice. It focuses on six strategic areas that are central to (and provide a framework for) a HRBA to education including: understanding and securing the right to education working with excluded groups; financing education; promoting citizen participation in education securing rights in education; advancing a full "Education for All" agenda. Each section begins with a brief overview of key issues to be considered and then discusses a range of activities which could be developed within a scheme of work. Short practical examples are given, from a wide range of countries. The majority of the activities focus on work at the local level, but national and international links are also discussed. Within each section two or three areas are analysed in more detail.

Spanish

Este paquete desarrolla una serie de ideas y metodologías para poner en práctica un planteamiento de la educación basado en los derechos humanos. Se concentra en seis sectores estratégicos, que son esenciales para trabajar en educación con un planteamiento basado en los derechos humanos y que proporcionan un marco para este trabajo. Estos sectores son: Comprender y asegurar el derecho a la educación; Trabajar con grupos excluidos; Financiar la educación; Promover la participación ciudadana en la educación; Conseguir derechos en educación; Promover un programa completo de “Educación para Todos”. Cada capítulo empieza con una breve presentación de los aspectos más importantes a ser analizados y sigue con una explicación de las actividades que podrían realizarse dentro de un esquema de trabajo. También se incluyen ejemplos prácticos de numerosos países. La mayoría de las actividades se centran en el trabajo a nivel local, pero también se analizan los vínculos nacionales e internacionales. Dentro de cada capítulo, hemos escogido dos o tres áreas que se analizan con mayor detalle. 

 

This toolkit has been produced by the Global Campaign for Education (GCE) in collaboration with ActionAid International (AAI) and Education International (EI), and with funding from the Global Partnership for Education (GPE). It aims to support civil society organisations and education activists across low- and middle-income countries to advocate and campaign on issues related to financing for education, as a strategic focus area of the GCE movement. It is also a result of increasing interest in advocacy around domestic financing for education as identified through GCE’s Civil Society Education Fund (CSEF) programme (GCE website).

GCE, AAI and EI are launching this toolkit as the world embarks on the difficult task of putting into action the newly agreed Sustainable Development Goal 4 (SDG 4), and the accompanying Education 2030 Framework for Action (FFA). The SDG 4 and the FFA contain collective commitments to ensure inclusive and equitable quality education and lifelong learning for all by 2030. In recognition that enacting this expanded agenda will require more funds for education, the FFA sets out financing benchmarks that commit governments to spending at least 4-6% of GDP and 15-20% of total budgets on education, and it highlights domestic resourcing as the most important way of funding education. In addition, in order to address issues of quality and equity in education, the FFA recognises there is a need for greater efficiency, better targeted spending and increased accountability (UNESCO, 2015a).

Civil society can – and should – play a critical role in this, which requires the building of a powerful evidence base on which to conduct advocacy and put pressure on governments to deliver sufficient funding for education, primarily domestic, complemented by external support where necessary. It is hoped that this toolkit will help to build knowledge and capacity so that education advocates and activists across the developing world can more effectively hold their governments accountable.

Key resource

Education is a fundamental human right of every woman, man and child. In states’ efforts to meet their commitments to making the right to education a reality for all, most have made impressive progress in recent decades. With new laws and policies that remove fees in basic education, significant progress has been made in advancing free education. This has led to tens of millions of children enrolling for the first time and the number of out of school children and adolescents falling by almost half since 2000. Important steps have also been taken with regard to gender parity and states have made efforts to raise the quality of education through improved teacher policies and a growing emphasis on learning outcomes. 

Despite these efforts, breaches of the right to education persist worldwide, illustrated perhaps most starkly by the fact that 262 million primary and secondary-aged children and youth are still out of school. Girls, persons with disabilities, those from disadvantaged backgrounds or rural areas, indigenous persons, migrants and national minorities are among those who face the worst discrimination, affecting both their right to go to school and their rights within schools.

To respond to the challenges, the Right to Education Initiative (RTE) with UNESCO have developed this handbook to guide action on ensuring full compliance with the right to education. Its objective is not to present the right to education as an abstract, conceptual, or purely legal concept, but rather to be action-oriented. The handbook will also be an important reference for those working towards the achievement of SDG4, by offering guidance on how to leverage legal commitment to the right to education as a strategic way to achieve this goal. 

FRANCAIS

The purpose of these Guidelines and Toolkit is to describe the different operational tools developed to help education stakeholders systematically collect and analyse the efforts put in place to ensure the right to education. These efforts should be central to every educational planning or programming document. The resulting analysis should also bring to light different and challenging policy gaps in education. The final goal is to mobilize all information and analyses gathered to nurture a constructive dialogue among key national stakeholders and to strengthen the right to education at national and local levels.

These Guidelines and Toolkit were originally conceived to support States in the planning process; thus, they are mostly directed at educational planners, managers, and decision- makers at the national level. However, the tools are flexible enough to be utilized by other relevant entities or partners at the national level (independent human rights institutions, ombudspersons, non-governmental organizations, etc.) and sub-national level, or organizations (United Nations agencies, development partners, civil society, etc.).

These Methodological Guidelines and Toolkit can and should be used to complement the UNESCO (2021) Guidelines to Strengthen the Right to Education in National Frameworks. The latter covers the right to education comprehensively and provides tools to examine and analyse the compatibility of national education legal and policy frameworks with international right to education standard-setting instruments. These Methodological Guidelines and their tools provide a new, different approach: addressing the right to education within a State’s planning and programming documents while supporting educational stakeholders in understanding and analysing the compatibility of their planning (ESPs and TEPs) or programming documents with the international obligations and commitments synthesized by the Abidjan Principles.The Abidjan Principles are not legally binding. Yet they have been mobilized throughout this project as a tool to show planners, decision-makers, and other relevant stakeholders the essential elements to acknowledge when creating or reviewing an educational planning or programming document to fulfil the right to education.