COVID-19 response - hybrid learning - Hybrid learning as a key element in ensuring continued learning - UNESCO
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COVID-19 response –
hybrid learning
Hybrid learning as a key element in ensuring continued learning
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Version 2 as of December 2020
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Introduction The problem The response The checklist Case studies Appendix BACK NEXT
01 02 03
Introduction The problem The response
Why it is important Framework and practices
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04 05 06
The checklist Case studies Appendix
Summary of actions Lessons learned
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These materials are provided “as is” solely for informational purposes. The materials are not a legal, health, or safety resource, and organizations should engage their own experts to ensure compliance with
applicable laws and standards. The materials are current as of the date indicated and may not incorporate the most recently available information. McKinsey does not express an opinion or recommendation in
the materials concerning the opening or operation of educational institutions in light of COVID-19
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01
Introduction
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Context, objectives, structure of this document
The focus of this chapter is on hybrid learning
How can this chapter be used?
Hybrid learning strategy key considerations
Remote learning considerations are also relevant to hybrid learning, but are addressed
in a separate chapter
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Introduction
Context, objectives, structure of this document
Context Objective Structure
In the context of the The goal of these This chapter contains the following sections:
Global Education chapters is to support • The problem – why it is important: Defining the chapter’s topic and providing context on the challenge at stake
Coalition, formed by countries in their K–12
UNESCO to support educational response • The response – framework and practices: Providing a framework of response including practices from other country responses
governments in their to COVID-19 by in previous crises or during COVID-19
educational response to providing practices and • The checklist – summary of actions: Synthesizing the framework into a series of tactical actions that a country can take to
COVID-19, UNESCO examples, concrete prepare and implement its response
has collaborated with steps for intervention, • Case studies – lessons learnt: Providing case examples from other countries’ response during COVID-19 or other crises,
partners to develop a and tactical action including context, approach, impact and key learnings
COVID-19 Response checklists. This
Toolkit in Education. particular chapter While treated as a standalone topic in this chapter, hybrid learning is intricately related to other parts of the response. In particular:
This toolkit contains 8 focuses on the topic of
chapters, hybrid learning. • 1. Remote learning strategy and 2. Remote learning platforms: Hybrid learning offering is dependent on the remote learning
5 of which are being strategy and solutions that exist
developed • 3. Health, safety and resurgence protocols: School opening timetables and health safeguards determine the amount of in-
in collaboration with person learning that can be offered, thereby defining the hybrid learning possibilities
McKinsey & Company • 4. Re-enrollment: Hybrid learning strategy is dependent on the number of students that re-enroll and can help be a factor in
succeeding in re-enrolling students
• 5. Remediation: If students have additional needs, the hybrid learning strategy can be part of the remediation solution
• 7. Recommitment and reform: Elements of hybrid learning may be desirable in the longer term even after the initial crisis is over
In collaboration with
• 8. Organizing for the response: The organization of hybrid learning should take place along with other aspects of the response
through a coordination response team
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Introduction
The focus of this chapter is on hybrid learning
1 2 3 4
Remote learning strategy Remote learning platforms Health, safety and resurgence Re-enrolment
protocols
Defining and continuously Compendium of remote learning Identifying students at risk
improving remote learning solutions, tools, and platforms Evaluating the trade-offs of dropout
measures to school reopening and reclosing
Developing an evaluation Engaging students, parents and
Supporting key stakeholders framework to help identify which Defining health and safety communities to ensure all students
(students, parents, teachers) solutions, tools, and platforms are measures to put in place before are back to school
for effective use of these solutions most relevant to the local context and after reopening
Monitoring and quality assurance
In collaboration with In collaboration with
McKinsey & Company
OPEN + McKinsey & Company
OPEN +
5 6 7 8
Remediation Hybrid learning Recommitment and reform Organizing for the response
Bringing students to learning Defining a learning approach Identifying longer-term implications Defining a new architecture
competency level , and catching up combining remote and in of the crisis to plan, coordinate, and manage
lost learning deriving from school classroom learning during school stakeholders and external
Rethinking the new education
closures and pre-existing learning reopening and in preparation partnerships
system and reforming accordingly
gaps for potential resurgence
Developing the required
capabilities for an effective
response
In collaboration with In collaboration with
In collaboration with OPEN +
McKinsey & Company OPEN + McKinsey & Company OPEN + McKinsey & Company
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Introduction
How can this chapter be used?
IN A RUSH?
If you are a ... You can use the chapter by ... Check out these key selected pages for a quick look
Policy-maker • Reading the problem statement to validate that the chapter is relevant to your context
or advisor and to support a case for organizing hybrid learning strategies in your school system
• Reviewing the framework of response to test which areas are currently covered in
your response and where the gaps are
• Jumping to the relevant sections to deep dive on the specific gaps that you identified
• Testing your plan against the checklist to understand which actions can be taken to
address the gaps and how to organize for hybrid learning
Teacher or • Reading the problem statement to validate that the chapter is relevant to your school
school principal system
• Reviewing the framework of response from the perspective of the local level, focusing
on strategies that can be implemented in your context and locally
• Testing your local plan against the checklist or using it for inspiration to draft your
own school or class checklist, keeping in mind the guidance issued by the higher
administrative levels in your area
• Checking additional resources in the appendix for more information
Other • Reading the problem statement to get an overview of the topic and its importance
• Reviewing the framework of response to inform yourself on the key steps that school
systems take for hybrid learning
• Looking through relevant case studies to understand how countries tactically put in
place hybrid learning models
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Introduction
Hybrid learning strategy key considerations (1/2)
This chapter addresses how systems can set up hybrid-learning systems that combine both remote and in-person learning to ensure learning continuity and improve the student
experience. It includes an overview of the imperative for a hybrid-learning approach in the face of increased physical distancing requirements in schools, an approach for systems to develop
and execute a robust hybrid-learning strategy, and a checklist of actions to take.
The problem
Schools are gradually transitioning from full-time remote learning back into the classroom, though continued physical distancing requirements and other health safeguards make it challenging
to return to full-time in-person instruction. Furthermore, the threat of resurgence requires systems to be ready to switch between in-person and remote learning to ensure learning continuity.
Developing resilient hybrid-learning models combines many of the challenges of remote learning (student adoption, engagement, and equity) with new challenges such as allocating scarce
teacher and infrastructure capacity equitably among students, managing increasing operational complexity, and switching from remote to in-person instruction models.
The response
Creating an effective hybrid-learning strategy involves an iterative approach with four steps: understand and envision, decide and design, enable and execute, and monitor and adjust.
Understand and envision
This step involves setting the parameters of the hybrid-learning strategy. System leaders can align on the guiding principles for the hybrid-learning strategy
1 and the trade-offs in scope, boldness and students’ pacing. The other critical component is assessing the system’s current state—across student and family needs
and preferences, the effectiveness of remote-learning options, and the teacher’s capacity for providing in-person learning—by measure of teachers and staff,
physical space, transportation, and budget availability.
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Introduction
Hybrid learning strategy key considerations (2/2)
Decide and design
2 • Once the strategy’s parameters are set, the next step is to determine the allocation of scarce capacity:
• By grade: Decide how much in-person learning can be provided to each grade-level based on its impact on student and community health, economic activity,
and learning outcomes. Should certain ages (e.g. early elementary, graduating, or transition classes) be prioritized to receive full-time learning while other grades
are provided hybrid or remote learning?
• By specific populations within grades: How much in-person learning should we provide to vulnerable at-risk students, to children of essential workers, or other
groups?
Enable and execute
3 • Once student groups have been prioritized, the next step is to prioritize in-classroom time for each group:
– By subject: Which subjects are priorities for in-person learning and which should be studied remotely?
– By learning activity: Which parts of the teaching and learning process should be reserved for in-person learning? Several models are possible to answer
this question: homework model (instruction at school, asynchronous practice at home); flipped classroom (video instruction at home, practice at school);
synchronous live (remote and in-person simultaneously by videoconference); and asynchronous hybrid (mix of learning activities in-person and through
asynchronous platform at home)
• Once systems have chosen a hybrid-learning model, they can choose the optimal shift system (staggered hours, days, weeks) for in-person learning and allocate
staff accordingly. This may require filling capability or resource gaps (e.g., expanding teaching capacity through hiring additional teachers, aides, and coaches).
Monitor and adjust
4 • Hybrid-learning models are an experiment by nature. Systems will need to evaluate and adjust their approach based upon changing circumstances, student
engagement and learning outcomes, and feedback from students, parents, and teachers.
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Introduction
Remote learning considerations are also relevant to hybrid learning, but are addressed
in a separate chapter
Hybrid learning consists of in-person … so it will be impacted by remote learning considerations …
and remote learning …
• Remote learning challenges
Hybrid learning … which are only explored in the
• Infrastructure and connectivity constraints remote learning chapter
This chapter focuses on the integration
In-person learning • Remote learning solutions options of in-person and remote learning
(assuming strategies for both already
exist)
• Remote learning solutions rollout
It can be seen as an extension of the
remote learning chapter that addresses
a series of considerations that though
Remote learning
• Teacher training to teach remotely crucial for hybrid learning are not
treated in this chapter
• Parent support to accompany student learning at home
• Closer accompaniment of vulnerable students
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02
The problem
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Why it is important
Definition of hybrid learning
Many countries are beginning to fully or partially reopen K-12 schools
Since the beginning of the pandemic, school systems have moved predominantly between three
models: in person, remote, and hybrid
To become truly resilient, all school systems can develop capacity to switch easily from in-person
learning to remote learning …
… but educational systems and schools face significant challenges in setting up hybrid learning
systems, and in preparing to switch between models
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The problem
Definition of hybrid learning
Hybrid learning can be defined as a learning approach that combines both
remote learning and in-person learning to improve student experience
and ensure learning continuity - it is of particular relevance during school
partial reopening and in preparation for potential virus resurgence
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The problem
Many countries are beginning to fully or partially reopen K-12 schools AS OF JUNE 15TH 2020
Country-wide school r(e)open Localized school closure/reopen Country-wide school closure
Status of K-12 schools in countries around the world1
2/15/2020 3/15/2020 4/15/2020 5/15/2020 6/15/2020
Country-wide closures: 1 Country-wide closures: 53 Country-wide closures: 190 Country-wide closures: 162 Country-wide closures: 119
Schools have begun to reopen in …
Sweden2 Denmark (Primary from Apr 15) New Zealand (Apr end) Iceland (May 11)
Japan (Localized from 1st wk of April) Norway (Primary Apr 20) Israel5 (1st week of May) Netherlands (May 11)
Cook Islands (April 2) Vietnam8 (April 20) Austria6 (May 4) Seychelles (May 11)
Marshall Islands (Apr 6) Madagascar (April 22) Papua New Guinea (May 5) Switzerland (May 11)
Tonga (April 14) China4 – (April 27) Australia (May 11) South Korea (May 20)
Vanuatu (April 14-20) Germany (Last wk. of April) France (May 11) Cyprus (May 21)
United Kingdom (June 1)
1 As of 6/15/2020; 2 Primary/secondary schools opened as of April 16; yet, closed for students >16 years of age; 3 At least one level at the national scale; 4 Although very few schools in selected regions opened March end
5 Special education schools reopened on April 21; 6 For graduating classes only, all compulsory classes May 18
Source: UNESCO; UNICEF 12
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The problem
Since the beginning of the pandemic, school systems have moved predominantly
between three models: in-person, remote, and hybrid
Potential effect of virus resurgence Effect of school closure Effect of school re-opening
Learning models Description
1 1 Schools open – in-person model
Schools
fully open Fully
The schools capacity (100%) in- Prior to COVID-19, schools had a full in-person model as
to offer in-person 80-99% person teachers and students interacted full-time in person. Most
learning varies model schools had a traditional variant (i.e., textbook, blackboard
according teaching) while some had a blended variant (i.e., employed
to the local 3 Edtech solutions). It is possible for schools to return
epidemiological 60-80% to this model after the risk of the virus becomes controlled
scenario and the
% school in- Hybrid
schools’ capacity to
person capacity model
deal with it
2 Schools closed – remote model
40-60%
E.g., 40% capacity 2
means Schools Most schools closed to mitigate the spread of the virus
a school can receive closed and switched to a fully remote model with all learning
Fully
40% of its total 1-40% without and teacher-student interactions taking place remotely. It will
remote
student population remote probably continue in areas with high risk of transmission
model
at a given time Schools learning
fully closed
(0%)
No remote Fully remote 3 Schools partially open– hybrid model
learning (0%) learning (100%)
% remote learning Following the immediate response and the peak of the virus,
schools started opening partially so students could return
in person for a partial school day or for a few days a week
The degree of remote learning schools offer means how much time of the student’s learning
is pursued through remote tools, .e.g., 40% remote learning means that of all student
learning time 40% is done through remote methods
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The problem
To become truly resilient, all school systems can develop capacity to switch easily
from in-person learning to remote learning … ILLUSTRATIVE
Learning models Description
As school systems navigate school reopening
Schools and prepare for future virus resurgence, they can
fully open be found to be in one of three states:
3 1 No learning continuity: schools are at risk of
not ensuring learning continuity given that in-
Resilient learning continuity
person and remote learning capacities are not
% school in- sufficient to address the full learning needs
person capacity
2 2 Unstable learning continuity: schools
Example drivers are vulnerable to falling into “no learning
of capacity: physical continuity” if they experience a shock into their
space, teacher remote learning capacity (e.g., platform
availability, support malfunctions) or if do not increase capacity
1 in their in-person capacity
operations
No learning
3 Resilient learning continuity: schools have
continuity
capacity to ensure learning continuity as it has
“extra” remote learning capacity to quickly
switch to remote learning in case in-person
Schools learning is disrupted
fully closed
Schools unable to % remote learning capacity Schools able to fully School systems need to channel their budgets
offer remote learning offer remote learning to enable enough capacity for both in-person
and remote learning, the operational agility to be
in a state of “resilient learning continuity” and allow
Example drivers of capacity: digital infrastructure, volume of curriculum for an easy shift between adequate mixes of in-
adapted to mass media (e.g., TV), number of textbooks per student person and remote learning methods
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The problem
… but educational systems and schools face significant challenges in setting up
hybrid learning systems, and in preparing to switch between models NOT EXHAUSTIVE
Type
Remote learning In-person learning Integration and switching
Challenge
Difficulties across student adoption, teacher training, Safety concerns and related constraints of social Limited capacity deciding which students and which
choosing right technological solutions, and school distancing measures,limited teacher availability parts of the curriculum are prioritized between each
system constraints and functioning of handwashing facilities method of learning or both
Difficulty in achieving the same learning outcomes Difficulty in dealing with the increased complexity Limited experience in designing integrated students’
through remote learning as in-person learning with the of operationalizing diverse in-person schedules journeys across both learning methods
current level of system prepared-ness across the majority and segmentation to adapt to the circumstances
of student population
Unfamiliarity with alternative staffing models that
distribute capacity between learning methods and allocate
students to teaching teams that deliver remote and in-
person learning in an integrated way
Increased operational complexity to adjust to a remote
and in-person mix and switch between both learning
methods
Source: UNESCO; World Bank; Africa4tech
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03
The response
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Framework and practices
Hybrid learning involves a 3-step approach supported by continuous monitoring and adjustment
Understand and envision
Decide and design
Enable and execute
Monitor and adjust
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The response
Hybrid learning involves a three-step approach supported by continuous
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01 02 03
Understand and Envision: Decide and Design: Determine Enable and Execute: Operationalize the
Assess the needs and capabilities the hybrid learning model hybrid learning method for each grade level
Define guiding principles for hybrid Decide whether to distribute capacity evenly Decide which subjects should be studied
1A 2A 3A
learning strategy or prioritize certain segments remotely and which ones prioritized for in-
person learning
Assess students’ needs for remote Decide which grades to prioritize for in-person
1B 2B Determine which learning activities should be
and in-person learning learning 3B
prioritized for in-person learning
Assess the accessibility Decide whether certain vulnerable groups
1C 2C Determine optimal distribution of hybrid model
and effectiveness of current remote should be brought back irrespective of grade 3C
across age and subjects
learning solutions
Define hybrid model combination considering Organize a shift system that distributes access
Assess teacher capacity (e.g., ability 2D 3D
1D school system context to in-person learning amongst students
to return to school or teach remotely)
(e.g., half days)
Assess availability of physical space Decide how to phase in more students over time Define the teacher allocation model between
1E 2E 3E
for in-person learning as epidemiological conditions improve learning methods
Assess availability and flexibility Fill capability gaps to enable delivery of quality
1F 3F
of support levers (e.g., transportation, hybrid learning
cleaning, and budget)
Monitor and Adjust:
04 evaluate hybrid learning
experience
4A
Monitor key indicators
of hybrid learning processes
and outcomes
4B
Set up an adjustment mechanism
to continuously adapt the hybrid
learning strategy to emerging needs
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The response
Hybrid learning involves a three-step approach supported by continuous
monitoring and adjustment
01 02 03
Understand and Envision: Decide and Design: Determine Enable and Execute: Operationalize the
Assess the needs and capabilities the hybrid learning model hybrid learning method for each grade level
Define guiding principles for hybrid Decide whether to distribute capacity evenly Decide which subjects should be studied
1A 2A 3A
learning strategy or prioritize certain segments remotely and which ones prioritized for in-
person learning
Assess students’ needs for remote Decide which grades to prioritize for in-person Determine which learning activities should be
1B 2B 3B
and in-person learning learning prioritized for in-person learning
Assess the accessibility Decide whether certain vulnerable groups Determine optimal distribution of hybrid model
1C 2C 3C
and effectiveness of current remote should be brought back irrespective of grade across age and subjects
learning solutions
Assess teacher capacity (e.g., ability Define hybrid model combination considering Organize a shift system that distributes access
1D 2D 3D
to return to school or teach remotely) school system context to in-person learning amongst students
(e.g., half days)
Assess availability of physical space Decide how to phase in more students over time Define the teacher allocation model between
1E 2E 3E
for in-person learning as epidemiological conditions improve learning methods
Assess availability and flexibility Fill capability gaps to enable delivery of quality
1F 3F
of support levers (e.g., transportation, hybrid learning
cleaning, and budget)
Monitor and Adjust:
04 evaluate hybrid learning
experience
4A
Monitor key indicators
of hybrid learning processes
and outcomes
4B
Set up an adjustment mechanism
to continuously adapt the hybrid
learning strategy to emerging needs
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The response > Understand and Envision
1A When setting a vision, leaders can consider balancing between key trade-offs
NOT EXHAUSTIVE
Balancing between …
Limited scope Creating a hybrid learning strategy simply to Expanded Rethinking the learning strategy to optimize remote
to “now” mitigate immediate disruptions of COVID-19 scope to future and in-person learning methods fully
Maintaining full curriculum coverage expectations
Light Reducing the curriculum that has to be covered to Full
to prevent learning losses and disruption of future
curriculum reduce pressure on students and teachers curriculum
academic years
Having students follow the pace of the teacher and Allowing students to study at their own pace to
Class pace Self-paced
the class to keep everyone at same level tailor expectations to their situation
Prioritize Prioritizing in-person learning for a subset of
Standardized Distribute the same mix of remote and in-person
vulnerable students who have a higher learning and well-
allocation learning across all students
students being risk
Changing only incrementally from the traditional
Experiment Innovating radically by leveraging ideas “outside
Play safe educational model
boldly the box”
starting point
Keeping summative assessment to incentivize
Pause Pausing all summative assessment to not impact Continue
students to study and facilitate academic
assessment disproportionally vulnerable students assessment
progression
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The response > Understand and Envision
1B To understand the needs and capacities for hybrid learning, it is necessary to carry out key
-G assessments
Assessing the need for in-person learning Assessing system in-person capacity
Following government lockdowns, most schools switched to remote learning – now that Several factors will influence a school’s capacity to return to in-person learning, resulting
restrictions are partially lifting, schools need to assess how their current remote learning is in the hybrid learning alternatives
catering for its students’ needs
1B Assess students’ needs for remote and in-person learning 1D Assess teacher capacity (e.g., ability to return to school or teach remotely)
Assess the accessibility and effectiveness of current remote
1C 1E Assess availability of physical space for in-person learning
learning solutions
1F Assess availability and flexibility of support levers
(e.g., transportation, cleaning, and budget)
Assessments of capacity to be based upon the latest health advice from global and local sources and local epidemiological context
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The response > Understand and Envision
1B There are student segments whose needs and circumstances need to be
considered when crafting a hybrid learning strategy ILLUSTRATIVE
NOT EXHAUSTIVE
1 2 3 4 5 6 7
Vulnerable student at risk Students without Students without Transition students General student Students whose parents Students at high risk
by being away from school access to remote childcare population may not be comfortable if infected by the virus
learning with a return
Students at risk of having their Students who would not Students whose parents Students who are Students who have no Students who do not have Students who due
learning or well-being have their learning and cannot provide childcare in the last grade of their particular risks any particular risk and to intrinsic health factors,
impacted while away from in- well-being at risk if had (e.g., essential workers) education system (e.g., and that can either study could study remotely or in living with people of high-
person learning (e.g., second access grade 12) and who have remotely person but whose parents risk or another factor
language, at-risk home, to remote learning more to lose academically or in person will not allow to return cannot attend in-person
special education students, solutions (e.g., advanced from the disruption learning until vaccine
parents unable to support, at- device
risk of dropping out, girls in or broadband)
many LMIC1 countries)
Learning Primary • Lack of conditions • Lack of access • Less effective remote • Less effective remote • Less effective remote • Need to continue
method school for successful to remote learning learning learning learning using remote learning
considerations remote learning solutions • Urgent need • Need for stability solutions
• Urgent need to mitigate of childcare and in-person • Need to show
learning and well-being assessments for the safety measures
risks from being remote academic progression for in-person learning
Secondary • Lack of conditions • Lack of access • Less need for • Need for stability • Remote learning • Might need to be • Need to continue
school for successful remote to remote learning childcare and in-person more effective, quickly using remote learning
learning solutions • Remote learning assessments therefore flexibility accommodated into solutions until the
• Urgent need to mitigate more effective, to determine to stay remote segment 3 virus threat becomes
learning and well-being therefore flexibility to academic progression or return to in-person negligible
risks from being remote stay remote or return learning
to in-person learning
Urgency High Low High
to return
Low
Need to stay
School systems can have different segments or prioritize them differently according to their local circumstances
remote
1 Low- and lower-middle income countries
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The response > Understand and Envision
1C As part of their remote learning strategy, school systems will have already determined
a solution mix that will now influence their hybrid learning alternatives ILLUSTRATIVE
NOT EXHAUSTIVE
Core learning activities
Comprehensiveness of the Communicating how Teaching new concepts Enabling student practice Profeedbackviding Type of learning activities
solution, addresses … remote learning works remotely formative and coaching Communication activities
Content activities
… all learning Paper-based Teachers deliver physical notes Students read textbooks Students complete paper-based Teachers deliver physical
activities materials with instructions worksheet notes with feedback Remote learning mix being
illustrated across
Live video- the document
Teachers explain Teachers deliver class Students work in small Teachers coach small
conference (VC) assignments through VC through VC groups through VC groups or 1-on-1 through VCs
• To offer a complete remote
learning strategy, schools
Adaptive software Program guides students Program shares new Students complete Students receive feedback
had to cover each learning
programme to current assignments content with student assignments in the programme from the programme
activity with at least one
solution
… communication Online platform Teachers upload instructions Teachers upload feedback
learning activities and assignments
• Certain solutions have high
technological requirements
and end up only being
E-mail Teachers send e-mails Teachers send email with
suitable for systems with
with instructions feedback
high digital maturity (high
Solution
tech penetration in general
mix … content Recorded video Teachers share video population + high user
learning activities created capability + high tech
in school)
Recorded video Teachers share video
leveraged
• The remote solution mix
which schools have adopted
will influence the hybrid
Nonadaptive Students complete nonadaptive
learning possibilities
software program assignments
Offline devices Students access content
through offline device
… partially both TV and radio Teachers describe assignments Teachers describe concepts
communication & programmes
content activities
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The response > Understand and Envision
1C Schools need to assess the access, quality, and equity outcomes of their remote
learning solutions to evaluate their overall effectiveness ILLUSTRATIVE
NOT EXHAUSTIVE
Educational outcomes
• The urgency to return to in-
Remote learning access Remote learning quality Remote learning equity person learning is dependent
on a number of factors among
which is the level of
effectiveness of remote
learning
• The effectiveness of remote
Goal Ensure all students fulfill the necessary Ensure learning outcomes in remote Ensure remote learning solutions do learning can be assessed
prerequisites to participate in remote learning are as close to in-person not create or worsen inequities through 3 key educational
learning solutions expectations as possible between student groups outcomes – access, quality,
and equity
Assessment How many students have access How well are students achieving Are any groups in particular being left • This assessment should be
question to the remote learning solutions learning outcomes? behind? segmented per school
and the content covered? grades and geographies and
focused on the latest state
of remote learning
Assessment Stakeholders’ access to digital tools Summative exams scores Variations of access and quality
elements (e.g., students access to advanced Formative exams scores indicators across:
devices) Samples of key documents • Gender
Stakeholders’ capabilities to use and students’ work
devices (e.g., parents ability to use Stakeholders’ experience • Geography
advanced devices) (e.g., teachers satisfaction) • Ethnic background
Students’ attendance and participation • Family education
• Economic status
• Disability
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The response > Understand and Envision
1D School capacity to offer in-person learning can be distributed between the amount
-F of time it can offer and the number of students it can cover High capacity Medium capacity Low capacity ILLUSTRATIVE
School in-person learning capacity matrix; Assuming standard of quality remains constant
The school can ensure
The school can ensure The school can ensure
complete in-person learning
complete in-person learning complete in-person learning A school’s in-person capacity is distributed by:
time to a small portion of its
students
time to some of its students time to all of its students • How much time it can offer its students
• How many students it can offer in-person
learning to
For example, if a school has 40% of capacity
The school can ensure some The school can ensure some The school can ensure some to offer in-person learning it can mean it can
% in-person time be full-time for 40% of its students or have
in-person learning time to a in-person learning time to in-person learning time to all
school can offer their all of the students 40% of their time
small portion of its students some of its students of its students
students in person
The quality of in-person learning is a factor
to consider that will change depending on
how many students are in school
The school can ensure low in- The school can ensure low in- The school can ensure low in- and for how long they attend school
person learning time to a person learning time to some person learning time to all (assumed constant in the matrix)
small portion of its students of its students of its students
% student population it can offer in-person learning
HOW CAN THIS CHAPTER BE USED?
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The response > Understand and Envision
1D Availability of current pool of teachers can be affected by different factors
and can be segmented between grades and subjects ILLUSTRATIVE
Teacher segmentation Assessment of teacher capacity by grade and subject
90-100% availability 70-80% availability 50-60% availability
Context 80-90% availability 60-70% availability >50% availability
• Schools need to
Subject
Factor Vulnerable teachers Suspected case Uncomfortable with Compromised Available to work
assess their teacher
return to in-person logistically in person
availability to work in Social
person Grade Math Science studies Languages Sport
• Schools have several
pools of teachers and Description Teachers that are part Teachers that have Teachers who live Teachers might be Teachers who do not Grades 1-4
due to specificities of the vulnerable had contact with a with someone who unable to go to work have any factors that
across grade and group to the virus, due suspected case and is vulnerable due to logistical constrain their return
subject this to age, health are unable to come to or are simply afraid issues (e.g., their to in-person classes Grade 5
segmentation needs conditions, or other school due to the risk and unwilling to return children’s school is
to be done for each reasons they pose to infecting to work in person still not open, the
• This can help indicate other staff or the transport they use to Grade 6
which grades can be children get to school is
held in-person unavailable)
learning, and for Grade 7
students in hybrid
learning which Challenge Cannot work in Cannot work Uncomfortable with Needs support to be n/a
subjects to study in person in person returning in-person able to reach school Grade 8
person
• Teachers who are
less familiar with Action Assign to remote Engage teachers Take constraints into Engage to ensure Grade 9
teaching remotely can teaching and further and communicate consideration and find teachers remain
be prioritized to return develop capabilities about health ways to support available
for in-person learning for remote learning and safety measures (e.g. enable to bring Grade 10
if they are not in high and allow them to children to work
risk groups and are make decision based or create a
comfortable with a on circumstances if customized schedule) Grade 11
return they are comfortable
Segment Unavailable for in-person learning May become available for in-person learning Available Grade 12
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The response > Understand and Envision
1E Safety measures define how many students can share the physical space available AS OF JUNE 15TH 2020
-xx% Lost classroom capacity
Among example safety measures schools need to … which can reduce physical space availability … … but can be mitigated by 3 levers
implement, some are related to classroom layout …
Health and Use masks Pre-COVID-19 classroom size and class size Hiring new spaces
behavioral norms or not yet used
Ensure increase of circulation Classroom size m2 Class size Av. space per person
of outdoor air No. pupils (students + 1 teacher)
Post signs in highly visible 52m2 30 ~1.7m2
locations that promote Costa Rica
everyday protective measures
50m21 24 ~2.0m2
Clean and disinfect frequently France
touched surfaces Repurposing other
functional
Avoid and discourage Post-COVID-19, as classrooms remain the same, governments are spaces like a hall
sharing objects issuing guidelines to limit number of students
Classroom size m2 Class size Av. space per person
No. pupils (students + 1 teacher)
Physical Adjust space seating either
infrastructure 1m or 2m metres apart 52m22 10 ~5m2
Turn desks to face in the
-66.0% Costa Leveraging outside
Rica spaces
same direction or students sit
only one side of tables
50m22 15² ~3m2
Install physical barriers when
difficult for physical distancing -37,5% France
It is necessary to consider the availability of basic hygiene services at schools (e.g., WASH standards)
There will be additional steps of preparation for locations that used schools as COVID-19 quarantine facilities during school closure
1 Minimum classroom size; 2 Reference value from the government Note: to be determined with and in accordance with public health authorities
Source: CDC; OECD Stat
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The response > Understand and Envision
1F Supporting levers will influence schools’ capacity to receive students for in-person
learning and need to be assessed Level of capacity at school re-opening NOT EXHAUSTIVE
Supporting levers Availability assessment What to assess?
Transportation How many students can one support safe transport to school • The budget is the enabler of all the
for? capacity levers (teacher and space
• School buses and public transportation capacity availability and supporting levers)
as it sustains increased payroll
• Switching to individual transportation (e,g., walking, biking or cars)
hours for teachers, admin staff,
supervisors, janitors, extended
Cleaning With the current cleaning schedule, how many students infrastructure use, transportation
would it potentially be safe to receive? of students, extra PPE, and
healthcare products, etc.
• Frequency and rigorousness of cleaning rosters that ensure
• A school’s potential to offer in-
common areas and objects are frequently cleaned
person learning will most likely be
limited by staff, physical space or
PPE and other How many students can one safely receive given the transportation, thus most attention
healthcare expected supply of PPE? could be channeled to expanding
capacity in these areas
products • Volume of masks, hand sanitizer, and other equipment that
• Transportation can be limited up to
can be necessary to ensure students and staff safety on
25% of normal capacity in any
premises
given day if the 2 meters distancing
is required on buses
Catering How many students can one offer food to?
• Interventions in the kitchen to abide by food production safety
regulations or other external alternatives
School capacity
for in-person learning
0-10% 10-40% 40-70% 70-90% 90-100%
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The response
Hybrid learning involves a three-step approach supported by continuous
monitoring and adjustment
01 02 03
Understand and Envision: Decide and Design: Determine Enable and Execute: Operationalize the
Assess the needs and capabilities the hybrid learning model hybrid learning method for each grade level
Define guiding principles for hybrid Decide whether to distribute capacity evenly Decide which subjects should be studied
1A 2A 3A
learning strategy or prioritize certain segments remotely and which ones prioritized for in-
person learning
Assess students’ needs for remote Decide which grades to prioritize for in-person Determine which learning activities should be
1B 2B 3B
and in-person learning learning prioritized for in-person learning
Assess the accessibility Decide whether certain vulnerable groups Determine optimal distribution of hybrid model
1C 2C 3C
and effectiveness of current remote should be brought back irrespective of grade across age and subjects
learning solutions
Assess teacher capacity (e.g., ability Define hybrid model combination considering Organize a shift system that distributes access
1D 2D 3D
to return to school or teach remotely) school system context to in-person learning amongst students
(e.g., half days)
Assess availability of physical space Decide how to phase in more students over time Define the teacher allocation model between
1E 2E 3E
for in-person learning as epidemiological conditions improve learning methods
Assess availability and flexibility Fill capability gaps to enable delivery of quality
1F 3F
of support levers (e.g., transportation, hybrid learning
cleaning, and budget)
Monitor and Adjust:
04 evaluate hybrid learning
experience
4A
Monitor key indicators
of hybrid learning processes
and outcomes
4B
Set up an adjustment mechanism
to continuously adapt the hybrid
learning strategy to emerging needs
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The response > Decide and Design
2A Decide whether to spread in-person capacity evenly across all students, or prioritize certain
segments
Same allocation of in-person capacity Prioritizing some students for in-
Remote allocation for all students across all students person, leaving others remote Mixed model of allocation
Description The education system offers either in- The education system offers each The education system operates both in- The education system allocates some
person or remote learning and all student both in-person and remote person and remote learning methods but students to a specific learning method,
students are allocated to the same learning methods, so that the students students only experience one or the other while it offers other groups of students
learning method have a hybrid experience by being permanently allocated to it both methods of learning
When to When there are constraints in offering in- When all students’ needs exceed the When the limited in-person learning When priority segments in-person
use it person learning, or in-person learning is limited in-person learning capacity capacity is sufficient to address priority learning needs can be fully met and there
impossible segments needs full-time is still capacity to rotate among other
students
Pros Simpler with everyone in the same Every student has a portion of in-person Attends to immediate needs of vulnerable Optimize learning for every student
system learning segments segment
Cons Certain student segments needs’ might Difficult to integrate learning across both Has a portion of students permanently Complex to operationalize
not be met methods in remote lessons full-time
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The response > Decide and Design
2B Decide which grades to prioritize for in-person learning AS OF AUG 25th 2020
Current evidence leads us to … Return in person Inconclusive Stay remote
Considerations
Early elementary Late elementary Secondary Secondary graduating class
Student age 4-8 8-12 12-17 17-18
Criticality of remoteness Children may face less intrinsic risk Children may face less intrinsic risk Students may face more intrinsic Students may face more intrinsic
for public safety1 of contracting the virus but face of contracting the virus but face risk of contracting the virus but face risk of contracting the virus but face
higher risk of failing at higher risk of failing at lower risk of failing at implementing lower risk of failing at implementing
implementing physical distance implementing physical distance physical distance measures physical distance measures
measures measures
Criticality of school Students have high need of Students have a medium need of Students have a low need of Students have a low need of
reopening for economic childcare to free up parents childcare to free up parents childcare to free up parents childcare to free up parents Systems need to
activity prioritize between
considerations and
look at how
Stakes of losing High risk of disruption of academic Medium risk of disruption of Medium risk of disruption of High risk of disruption to academic pressures maybe
learning during school progression to initial literacy and academic progression to initial academic progression at the stage progression to university look different in
closure cognitive development literacy and for some groups to of decisions of academic paths to different contexts
drop-out or not transition follow and for some groups to drop-
out or not transition
Effectiveness of Very low effectiveness due to Low effectiveness due to social Medium effectiveness due to nature High effectiveness in comparison to
remote learning social learning and basic literacy learning and need for teacher in- of learning and existing remote other age groups due to autonomy
and need of supervision person coaching learning options of students and what they are
learning
Logistics of scheduling Simple as can segment student Simple as can segment student Complex as students have different Complex as students have different
safely in-person cohorts per single teacher cohorts per single teacher combinations of subjects, teachers combinations of subjects, teachers
and groups of colleagues and groups of colleagues
Note: This is an indicative prioritization system and should be adapted based on context and new research
1. US CDC statistics of COVID-19 deaths (as per 6th of June) suggest mortality of virus is inferior to the seasonal flu for children between 1-14 years old but superior from 15 years old onwards; The National Institute for Public Health and the Environment of
the Netherlands suggest “children play a small role in the spread of the new coronavirus” (as per 18th of June)
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The response > Decide and Design
2C Decide whether certain vulnerable groups should be brought back irrespective of grade
There are two main ways to prioritize these
groups
• Bringing prioritized groups full time while
the majority of the student population
remains mostly remote
• Allocating a higher portion of in-person
Options of Vulnerable groups Essential workers’ children time for prioritized groups than for the
prioritization general student population within a hybrid
model
School systems might
Rationale Schools open or remain open for specific segments Schools prioritize opening for children of essential
identify other prioritized
that are disproportionately impacted by school workers to enable them to continue working
segments within their
closures (e.g., special education schools, vulnerable
particular context
population)
Examples1
Estonia United Kingdom Israel Norway Denmark United Kingdom
Source: UNESCO; WHO; Reuters; BBC; UNICEF; public government websites
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The response > Decide and Design
2D Different countries have combined this grade-level and vulnerable population AS OF AUG 25th 2020
prioritization in different ways ILLUSTRATIVE
NOT EXHAUSTIVE
In-person method Hybrid experience Remote method
Types of hybrid models
Targeted crosscutting student Older students in important
All students Youngest students population(s) Mixed approach transition years
Illustrative
representation
Crosscutting
Crosscutting
Crosscutting
Crosscutting
Crosscutting
Primary Primary Primary Primary Primary
population
population
population
population
population
Secondary Secondary Secondary Secondary Secondary
Rationale In contexts where there is limited Younger students may be harder Specific crosscutting student Taking a nuanced approach allows Older students may benefit
COVID-19 transmission, full school to engage in a remote environment segments may be disproportionally at least some in-person instruction from in-person instruction as they
return offers logistical simplicity, and their return to campus may negatively impacted by remote to be offered to all student groups prepare for high-stakes exams
and equal access to the benefits enable their parents to return instruction (e.g., special education who are likely to benefit most and may be more likely than
of in-person instruction to work students, those with limited younger students to adhere
internet bandwidth) to health protocols
Example New Denmark United Israel South
Zealand Kingdom Africa
Due to the highly limited Denmark was the first country in The U.K. prioritized maintaining in- Israel first resumed in-person South Africa resumed in-person
community spread of COVID-19, Europe to begin to reopen schools person instruction for students instruction for grades 1-3 and 11- instruction for its 7th and 12th grade
New Zealand fully resumed in- and began by resuming instruction enrolled in alternative provision 12 as well as for special education students first to help them prepare
person instruction for all students for students in grades 5 and below (AP) programmes, which educate and select groups of at-risk for important examinations
at the same time several categories of at-risk students
students
Source: UNESCO; WHO; Reuters; BBC; UNICEF; public government websites
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The response > Decide and Design
Remote learning In-person learning
2E Decide how to phase in more students over time as epidemiological
AS OF AUG 25th 2020
conditions improve, opening up more capacity
ILLUSTRATIVE
Epidemiological • Large-scale community • Sustained transmission with • Isolated cases with limited • Long period of time with no cases
condition transmission possibility for rapid increase community transmission
Opening phase • Phase I: Remote apart from • Phase 2: Hybrid with younger • Phase 3: Hybrid with most • Phase 4: In-person with health
vulnerable populations and vulnerable students students having some in-person safeguards
prioritized for in-person
Learning method
allocation
Description of hybrid • All school types likely closed • Early elementary full time in- • Elementary full time in-person • All schools open full-time in-
model except (potentially) for certain person • Secondary hybrid person
narrow segments (e.g. children of • Late elementary hybrid • Remote for populations most
critical workers, high-risk • All vulnerable populations in-
• Secondary school remote person at risk from virus
students)
• All vulnerable populations in-
person
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