INTRODUCTORY NOTE ON METHODOLOGY

1. This report is concerned with school funding policies that can help countries achieve their educational goals and student learning objectives. It draws on a major study, the OECD Review of Policies to Improve the Effectiveness of Resource Use in Schools (School Resources Review), conducted in collaboration with countries and under the guidance of the OECD’s Group of National Experts on School Resources. This report on school funding is the first of the series of thematic comparative reports. Two other thematic reports are currently planned: School Offer and the Organisation of the School Network (late 2017); and Human Resources Management (late 2018).

2. The OECD School Resources Review is designed to respond to the strong interest in the effective use of school resources evident at national and international levels. It provides analysis and policy advice on how to govern, distribute and manage resources so that they contribute to achieving countries’ educational objectives to the fullest. It reviews policy evidence to help governments achieve efficiency and equity objectives in education. School resources include financial resources (e.g. expenditures on education, funding mechanisms, school budget), physical resources (e.g. school size and location, school buildings, equipment), human resources (e.g. teachers, school leaders) and other resources (e.g. learning time). The overarching policy question is “What policies best ensure that school resources are effectively used to improve student outcomes?”

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