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Abstract:
Globalization and technological innovations
of the 21st century have changed the way organizations compete.
Knowledge society places increasing emphasis on a high-performance
workforce that is able to acquire and to process knowledge
rapidly. Increasingly, “knowledge”, “skills”, “attitudes”,
“innovations”, “creativity”, “flexibility”, “learning capacity”
and “entrepreneurship” are key elements which determine the
success of an organization, in addition to the traditional
concerns for product mix, pricing strategy, distribution channels,
branding etc. These fuel the growth of continuing education
in Hong Kong and in many other parts of the world. Moreover,
China’s membership of the World Trade Organization (WTO) brings
profound changes to China and the world. There are opportunities
for Hong Kong scholars and practitioners to bring in their
international experience to China. As complimented by Professor
Lee Yanbao, Sun Yat-Sen University’s Party Secretary-General,
in the opening ceremony for Sun Yat-Sen University-HKU Joint
Centre for Professional Education on 19 November 2001, “globalization
requires education to go international, making it necessary
for China to partner with overseas universities to launch
courses with an international perspective, useful to China’s
development, so contributing to its modernization efforts.”
The joint HK-China efforts will inevitably bring prosperity
to both China and HK. On the other hand, the trend for diversified,
multi-channel, flexible and interlinked system of higher education
provides learners with more choices of studies according to
their abilities, needs and preferences, rather than being
determined by teachers’ arrangements or administrative convenience
of institutions. Furthermore, running on a self-financing
basis, the on-going drive to achieve higher efficiency, flexibility
and openness as well as to offer higher value added products
and services at a reduced cost impose intense pressure on
all providers of continuing education. They need to be more
effective in building the human capital of their staff and
reinventing in the process in order to sustain their market
share and achieve competitive advantage. In this sense, few
outstanding deeds can be accomplished alone. It pays to be
part of a team. With this vision, we would like to show how
to collaborate strategically with local and overseas academic
institutions to meet the challenges and opportunities ahead
of all continuing education providers in HK and in the PRC.
Key Words: Globalization, Knowledge
Society, Continuing Education, Collaboration and Partnership
1. INTRODUCTION
The global market is undergoing momentous
changes in economy, technologies, as well as a shift in social
and cultural paradigms. For instance, the industrial economy
is gradually being replaced by the knowledge-based economy;
industries that rely heavily on extensive labour are giving
way to emerging industries based on knowledge, technology
and innovation. Meanwhile, multi-layered rigid organizations
with strict division of workforce are gradually displaced
by lean management structures with more flexible staffing;
the key to success of these industries, organizations and
individuals are linked with their abilities to create, update,
apply their knowledge and adapt to various changes. Rapid
developments in Information Technology (IT) have also removed
the boundaries and territorial constraints for trade, transport
and communication. These transformations have created keen
competitions in the globalized market leading to a rapid expansion
of market-centered administrative reform. Some CEOs and managers
are so frustrated with the inadequacies of traditional performance
measurement systems that they have abandoned financial measures
like ‘return on equity’ and ‘earnings per share’. Other executives
even stressed on the notion of “make operational improvements
and the numbers will follow" (Kaplan & Norton, 1998,
p.123). Since they want a balanced presentation of measures
that allow them to simultaneously view the organization from
different perspectives, it follows that management performance
in these companies is now measured by the mostly widely used
tool derived from the concept of Balanced Scorecard. In simple
term, the Balanced Scorecard is a management system that measures
performance beyond mere financial analyses. It is a carefully
selected set of measures derived from corporate goals, departmental
objectives and critical success factors that represents a
tool for corporate leaders to communicate strategic direction
and monitor performances. Translating the company’s strategy
and mission statements to specific goals and measures can
create a balance scorecard. These measures communicate vision,
strategy and performance expectations to stakeholders from
the customer, financial, internal process as well as staff
innovation and learning perspectives.
To
envisage the likely scenario of the global tertiary education,
attention should be paid to the changing needs of the learners.
Their new roles and functions in the new environment should
also be defined. In order to cope with these challenges, the
tertiary education must provide opportunities for all learners
so that they can take charge of and build a better future
for their own life. Educators have the responsibilities and
obligations of laying a flexible, solid ground which allows
learners a fair chance of pursuing continuous improvement
through life-long learning. In such a knowledge-based globalized
market, learners need to keep themselves abreast with new
and emerging skills and knowledge before their existing ones
become obsolete. They should be well equipped with abilities
for life-long learning.
2. IMPACTS OF CHANGES IN TECHNOLOGY IN
THE 21st CENTURY
The MIT90s (MIT/Sloan, 1990) research suggests
that business turbulence and technological changes imply potential
organizational changes, and that the external forces associated
with such changes must be reacted to constructively for survival.
It further suggests that Information Technology (IT) can alter
the way work is done, and that it can shrink the effects of
both time and space. The challenge, therefore, is to create
a situation where changes can be implemented to the maximum
benefit of the organization.
Concerning the impacts of technological changes
in the 21st Century, Gregg Philips predicted the following
scenario at the Concept User Group (CUG) Conference 2000 in
Gold Coast (Philips, 2000):
2.1 Technology Development -- there
will be rapid development in quantum computers, with super
fast and huge capacity, satellite broadcasting, digital data
transmission, networking, interfaces (including PCs), portals,
and the increasing use of wireless application protocols (WAP).
2.2 Sociological Issues -- work settings
will become virtual such that: (a) there will be more company
loyalty through share ownership; (b) family centered and female
owned business will become more powerful; and (c) employees
will become more self-serving, with people retiring and re-entering
the workforce constantly at any age.
2.3 Business Practices-- only few
global-large or small businesses in the form of super ocean
liners and many small service boats can survive. Companies
will have to change their size and shapes regularly. Work
locations will become more disparate. Routine business to
business will be automated with less paper and more phones
bills via emails. Companies will keep only their best/core
business and have everything else outsourced. Intellectual
capital with knowledge economy and innovation will become
the only differentiator. Service industries will be far bigger
than any other sectors.
2.4
Human Resources --
typical human resources (HR) departments are at one of the
four levels - i) limited capability other than automated payroll,
ii) internal full service unit which is procedural and compliance
focus, iii) multidivisional with focus moving to staffing
and compensation programs, and iv) strategic focus aimed at
increasing the organization's productivity. The transaction
and process oriented HR departments, which cannot marshal
enough resources to change, will not be able to survive. As
a result, some HR departments will dramatically engage themselves
in outsourcing (which has been growing at over 50% p.a. in
the USA). These new HR departments are characterized by their
smaller business partner mentality, being more focused on
strategic planning, with high potential growth areas and limited
internal administration. Outsourcing for specialists, on the
other hand, will include training, payroll and IT.
3.
THE FUTURE TREND OF GLOBAL TERTIARY EDUCATION
3.1
Education Reforms in the Global Tertiary Education
It
is essential for universities to respond and cope with the
constant threat of the global changes in technology and information
transfer in order to survive and protect their share in the
market place. Although many top universities in the world,
such as Yale and Oxford, are good at teaching and research,
they are not strong enough in certain areas. For example,
Cambridge University has formed partnerships with Bill Gates
of Microsoft and Massachusetts Institutes of Technology whilst
Oxford cooperates with Princeton University, all with the
purpose of strengthening and complementing their weaknesses
in the field of IT (Ming Pao, 27 November 2000).
In
recent years, the phenomena of collaborations and merges of
universities also became a prevailing trend in China. The
establishment of the New Shanghai University, the New Szechuan
University and the New Chekiang University are genuine examples
that follow the global trend of strategic alliances of universities.
Examples of PRC universities merging are also found in the
report of Daniel Kwan in Hangzhou (Zhang, 2000). Mr. Zhang
Junsheng, head of Zhejiang University and formerly vice-director
of Xinhua's office in Hong Kong, was put in charge of merging
several universities in Zhejiang three year ago. And on September
15, 1998, Hangzhou University, Zhejiang Agricultural University,
Zhejiang Medical University were merged into Zhejiang University,
forming a huge institute of more than 55,000 students and
staff. Zhejiang University has become one of the nine universities
the PRC Government has pledged to develop into world-class
learning institutions. The merger has been hailed as a major
attempt by the Government to overhaul its tertiary institutions
and increase enrolment.
On
the other hand, some other universities resisted reforms and
fought to maintain their independence. For example, the merger
between Tianjin University and Nankai University foundered,
after neither party agreed to give up their names despite
intensive lobbying by Vice Premier Li Lanqing. Mr. Zhang considered
mergers good for universities, although he could also appreciate
some of the opponents' views. He noted that it is natural
for some people to oppose the idea because it is simply impossible
for everyone to agree. However, he argued that modern sciences,
not just subjects like engineering but also disciplines such
as humanities, often required input from different sectors.
Through mergers, universities could offer students better
choices and perspectives. He continued, "I support mergers,
not because I am the head of Zhejiang University. In the long
run, everybody can benefit from mergers." While China accelerated
the reforms of its state-run universities, Mr. Zhang said
that more privately funded universities, universities run
by the society, would be established in coming years to become
an important force of the education system. He added that
Zhejiang University had established one such University-City
College-last year. Instead of relying on funding by the state,
the college was set up as a joint venture between Zhejiang
University and the Hangzhou municipal Government. He recommended
that the Chinese universities should merge to raise the competitiveness
of teaching faculties and meet the needs of the society.
Similarly,
Wong (2001) also reported about the reforms in Japanese Tertiary
education in the 21st century, where strategic alliances among
the universities have long been established. For example,
the alliances among a number of Universities in Kyoto enable
students to choose a wider scope of subjects from the disciplines
offered by other universities. Other series of reform exercises
in the form of strategic alliances can also be found from
several universities in Hong Kong and Singapore. To cite a
few, the collaboration of University of Hong Kong with Tsinghua,
Fudan, British Columbia, California (Berkeley), Southern California,
London, and Curtin; the partnership of Singapore National
University with Harvard, Massachusetts Institutes of Technology,
Princeton, Oxford and Cambridge, etc. Wong (2001) recommended
that the rationale and effectiveness behind restructuring
and merging exercises of university can certainly assist the
universities in having better teaching and research development,
resources utilization, talents nourishment and administrative
management. He further added that, unlike Japan and China,
universities in Hong Kong could adopt its own features and
maintain only up to about three governments subsidized universities
whilst others will be encouraged to opt for privatization,
with the government subsidizing them in terms of research
and development and operational costs. He also stressed that
the effective measures and quality control mechanisms should
ensure that the learning experience is of an adequate standard.
In this new environment, private universities can have their
bases to recruit more students, establish relationships across
territories with various organisations, enterprises, funding
bodies such that professional collaborations, competitions
and co-operations are facilitated and made possible - achieving
what is called "Rebuilding another Hong Kong" and "two coasts
four places" strategies (Wong, 2001, p.93).
Current
education reforms in places like Shanghai, Singapore, Korea,
Taipei, Chicago and USA, highlight some salient points regarding
life-long learning, quality assurance and IT reforms in education
(see Appendix I). The proposed timeframe for implementation
of the education reform (Education Commission, 2000a) regarding
the priority items, interim measures and long term goals for
higher and continuing education are also summarized in Appendix
II.
3.2
International Education in Australian Universities
Australian
Universities use a strategic operations approach based on
developing unique relationships with partners (including suppliers,
customers, employees, shareholders, government, and sometimes,
with competitors). They recruit international students via
differentiated regional, global and country strategies as
well as virtual campuses through the creation of innovative
international degree products, relationship and technology
management and commission agents. This new business model
is one in which competitive advantage is based on rapid and
flexible responses to market change. The new capabilities
are based on an understanding of and the ability to use and
manage the new technology, and understanding the impact of
knowledge creation and its distribution. This paradigm has
been the basis of a service industry for the Australian Universities
that has grown from a few hundred thousand dollars in export
value in 1986 to more than $3.7 billion in 2001 (Walters and
Adams, 2001). Yang and Welch (2001) reported that 38.98% of
Guangzhou universities had joint/double degree programs with
foreign institutions. These degrees were mainly at Masters
and Bachelor levels. Doctoral level was the least common.
Reasons for this cooperation emerge from both sides: while
many foreign institutions are seeking partners in China, Chinese
universities equally seek international partners. Benefits
to Chinese universities include updated teaching contents,
methods and textbooks, increasing equivalence of Chinese degrees
with international qualifications etc. A typical example is
the joint Masters program between Guangzhou University and
the University of New South Wales in Australia. Market force
is the real dynamics for such cooperation.
3.3
Crisis in Tertiary Education: the New Zealand Experience
As
in many other places of the world, serious concerns have been
raised in New Zealand about the commodification, marketization
and privatization of education at the university level. The
marketization process is posing a threat to those working
in the state run universities, so special attention is paid
towards the emergence of the "perpetual chooser", the potential
changes in conditions of work for academics, and the reconfiguration
of academic priorities in the age of the market (Roberts,
1999). Perpetual shortage of funds at all levels of the education
system has also been perceived as an impediment to the full
development of tertiary educational programs. The question
of how to acquire more and how to spend less remained uppermost
in many minds when references to crises in the higher education
sector are made.
The
Ministry of Education document (1997d) responded to these
concerns by suggesting that increased competition could enhance
the quality and relevance of tertiary education, such that
they become 'more readily responding to the educational needs
of students through diversification and specialization' (1997d:
4). They also recommended "competitive neutrality", where
students would be given an entitlement (tertiary education
voucher) to use as they see fit. By using such a system, resources
that follow students would pose even greater competitions
among service providers, which eventually lead to both cost
reductions and improvements in educational quality. Current
research funding arrangements, with their "poor accountability
and inadequate quality assurance also require revision" (1997d:
overview, p.4). So students are expected to pay more for a
better education, whilst the institutes/universities have
to compete with each other to offer the best services and
products to students (Peters and Marshall, 1996; Fitzsimons,
1997). This transformation in the direction of education policy
making has been accompanied by a new language and redefinition
of key concepts:
"Education"
has become a commodity that is to be bought, sold, traded,
and consumed. Competition between "providers" (i.e. educational
institutions and other organizations offering courses of study
for formal qualifications) is explicitly fostered. Students
become consumers of course offerings, and are expected to
wander the educational "marketplace" making continuous (supposedly
"free", "autonomous" and "rational") choices about which programs
to accept or reject. Instead of educational processes, we
now have "inputs", "throughputs" and "outputs" (as well as
"outcome"), with (ostensibly) clearly defined "pathways" through
the maze of qualifications currently on offer. (Roberts, 1999,
p.68)
3.4
Universitas 21: A Network for International Higher Education
To
strengthen the capacity to operate internationally and to
enhance international recognition and standing, partnerships
among universities across borders become inevitable and desirable.
One of the most representative examples is the Universitas
21 (Universitas 21, 2000), a company incorporated in the United
Kingdom with a network of eighteen universities (Ref. Appendix
IV) in ten countries. Collectively, it enrolls about 500,000
students each year, employs some 44,000 academics and researchers,
and has a combined operating budget of almost US$9billion.
The Company's core business is the provision of a pre-eminent
brand for educational services. The network offers experience
and expertise across a range of vital educational functions,
with the support of a proven quality assurance capability
and high brand value. It also provides a framework for member
universities to pursue agendas beyond their individual capabilities,
capitalizing on the established reputation and operational
reach of each member. As an incorporated entity, Universitas
21 is in a position to leverage the reputation, resources
and experience of its members on behalf of corporate partners,
claiming that it has uniquely placed to address the cross-jurisdictional
branding requirements of new educational providers. Universitas
21 has been established for the purpose of:
| • |
Developing international
curricula for graduates educated and trained to operate
in a global professional workforce, with credentials that
are internally portable and accredited across a range
of professional jurisdiction; |
| • |
Providing
a quality assurance structure that operates globally to
offer internationally valid processes for enrolment, instruction,
assessment and certification of students, and an internationally
recognised brand identifiable with a global network of
high quality universities; |
| • |
Providing
partnership opportunities for major new providers, including
corporateuniversities, wishing to access a fast-growing
international market for higher education and advanced
training; |
| • |
Bringing
to such partnerships international recognition and legitimacy,
premium highereducational branding, a demonstrable quality
assurance capability, and a proven capacity for producing
and delivering quality higher education and training programs. |
However,
alliances such as the Universitas 21 and the Australian Technology
Network are bound in the end to fail to meet reasonable expectations
because they bring together like institutions with same set
of capabilities, strategies, course types, and student profiles
separated only by physical location, when what is required
is to bring together different but complementary capabilities.
3.5
Global University Alliance: Power of Shared Knowledge
The
Global University Alliance (GUA) is a partnership of ten fully
accredited international universities guaranteeing high quality
education using the latest easy-to-access interactive web
and data based technologies (GUA, 2002). The network of academics
and campuses link all parts of the world with accessible,
fully accredited educational courses. The GUA's Member Universities
(Ref. Appendix III) Could offer Award Programs to a great
range of countries and students. Their new Member Universities
network gives students from anywhere in the world access to
courses in a way that was not possible using the traditional
distance learning methods. The GUA creates opportunities for
its Member Universities to gain advantage in using economies
of scale in providing student services. They can create opportunities
for university collaboration in course development, platform
software and hardware development, provision of reliable systems
and better management of customer relationships.
The
GUA is committed to being the premier global provider of the
highest quality university accredited education, distinguished
by its flexibility and accessibility for its worldwide students.
It is driven by its student-centric philosophy, its investment
in leading edge technologies and its extensive international
reach and presence.
Each
Member University, by combining their resources under the
GUA network, offers a greater choice of courses, more than
any other individual institution. It also provides an enhancement
of quality because of the possibility of receiving co-branded
academic awards. Unique co-branded awards are created out
of the ability of the GUA universities to provide cross accreditation
through their network members. Access to cross-accreditation
gives students competitive advantage over traditional single-site
universities and over providers of unaccredited courses. Internet
delivery of the GUA courses from their participating Member
Universities makes receiving, studying and course fulfillment
requirements an easy, pain-free way to achieve a further degree
regardless of where they live.
• System
design
• Program design approval and review
• Management of program delivery
• Student development and support
• Student communications and representation
• Student assessment
Students
can e-mail to their instructors or other students, and raise
questions through discussion groups. Administrative support
will be supplied through inquiry forms on the web, e-mails
and Common Questions section on the web site. Most courses
have assigned a technical mentor to help students solve technical
problems and make effective use of the online learning environment.
4.
TERTIARY AND CONTINUING EDUCATION REFORMS IN HONG KONG
4.1
The Need for Life-long Learning
In
view of the globalized economy and high operating costs, a
large pool of talents with good communication, innovative
and analytical skills, generalists and specialists alike,
are urgently needed to maintain Hong Kong's position as an
international center of finance and trade as well as further
develop into a world class cosmopolitan city. With Hong Kong's
lack of natural resources, human resources are undoubtedly
the most critical success factor contributing to its competitive
edge. Thus it is imperative that the tertiary education system
keeps track with the times, becomes responsive to the changing
needs of the learners, and nurtures talents to promote a society's
prosperity and progress. It is also crucial to help more people
enhance their life-long learning abilities in meeting the
needs of the knowledge-based society by increasing the post-secondary
learning opportunities (as recommended by the Education Commission).
This is necessary especially when Hong Kong is far behind
in comparison with the world's proportions of post-secondary
places to the relevant age group, which is only about 34%
(1999 data, 1999 Statistical Yearbook) compared to 81% (1995
data) for the United States, 80% (1997 data) for Australia,
52% (1996 data) for the United Kingdom, and 68% (1997 data)
for the Republic of Korea.
A
series of reforms have taken places to remove obstacles to
learning, and to create more room for effective teaching and
learning. With reference to the consultation document (Education
Commission, 2000a, 2000b) concerning the aims of education
for the 21st century, one of the reform proposals focuses
on the promotion of lifelong learning and all-round development.
In order to equip individuals with the abilities for continuous
development towards the above goals, the Education Commission
(EC) has proposed the concept of 'Through Train', which strengthens
the linkages between different stages of education and the
adaptation to the natural course of the physical and psychological
developments of students. This one-stop education service
provides a consistent link in philosophy and aspiration all
through the various learning stages, from early childhood,
primary and secondary school education, to higher education
and continuing education. The admission system of the universities
as well as the interface between nine-year basic education
and senior secondary education are also adjusted accordingly.
4.2
How to Excel in the Knowledge-based Economy
In
the 1998 Policy Address, Mr. Tung Chee-hwa, the Chief Executive
of the Hong Kong Special Administrative Region, mentioned
for the first time the concept of lifelong learning as a foundation
stone of the education system. During a talk delivered by
Professor Enoch C.M. Young at the Annual General Meeting of
the Hong Kong Library Association on 7 December 2000 (Young,
2000), he maintained that only 18% of the young people (among
the age cohort of 18 to 21) in Hong Kong has a chance of receiving
university education at degree level. This falls far behind
the figures of 30-40% in many East Asian countries, not to
say the even higher percentages in the Western countries.
Thus, in the 2000 Policy Address delivered by Mr. Tung Chee-hwa
on 12 October 2000, Mr. Tung recognized this problem and set
forth an important target: to bring the percentage of senior
secondary school leavers who can have access to higher education
from the present 30% to at least 60% in ten years' time.
This
move sets forward the incorporation of more diversity and
flexibility in the tertiary education system. For instance,
with the assistance of the Government, the Shue Yan College
has commissioned the Hong Kong Council for Academic Accreditation
to conduct accreditation for some of its proposed degree programs.
The Hong Kong Government is also promoting the development
of private higher education institutions by encouraging distinguished
overseas universities to set up private universities in Hong
Kong (Education Commission, 2000a). In fact, it is a common
phenomenon in many places worldwide to have private-run universities,
so that the students can have more channels of university
education. For example, in the United States, private universities
account for around 33% of the total number of universities
in the country. In Japan and Korea, the ratio is 74%.
Private
college education in China, after nearly a five-decade hiatus,
has also resurfaced. Even the National People's Congress is
preparing to revise the Higher Education Law to set guidelines
and incentives for the establishment of non-government colleges
(SCMP, 2000). There are now over 1,200 private colleges and
vocational schools on the mainland, and new ones are still
opening every month. Many are directly established by local
businesses, while others form partnerships with leading enterprises
to create research facilities and target specific training
programs. Yang Ao, a senior administrator at Baiyun College
said, "As China is about to enter the World Trade Organization
and opens itself completely to international competition,
and global competition is decided by a rapid development of
education". The actual number of students attending private
colleges remains small (less than 3% of the total enrolment).
Even in Guangdong, there are only about 13,000 college students
attending private schools, accounting for only 5% of the province's
tertiary student population of 240,000. However, with the
rising family incomes and the failure of the state system
to find places for all students demanding tertiary education,
students are more prepared to pay for a better college education.
With fewer than one in ten mainland college-age youth being
able to attend some form of advanced study (which is less
than 25% of the country's six million high school graduates
going to college each year), they believe that more opportunities
are likely to be created in the long run which outweighs all
the hardships in the short run (SCMP, 2000). Xu Xueqiang,
the province's higher education department chief, commented,
"Our goal is to establish a new structure that will allow
government and non-government education to develop together
to meet the needs of social development." Xu continued that
Guangdong has a tremendous demand for talent, and state-owned
education has been unable to meet the challenge. So it is
expected that the number of private school students will double
over the next 10 years.
To
summarize, education of the learners and the work environment
will become more integrated to pave way for the global market.
Privately funded educational institutes will be encouraged.
Increasing use of education vouchers will also provide greater
freedom for students to choose Universities/Institutes, such
that funds will go to students instead of the education units.
Likewise, changes in technology will also increase the opportunities
for an organization, although such changes can also at the
same time expose
1.
Professor Enoch C.M. Young is the Director of the School of
Professional and Continuing Education (SPACE), The University
of Hong Kong.
threats
to those not yet ready to change. New ways of doing jobs not
otherwise possible, new service opportunities, new levels
of cost or new relationships with partners will prevail. In
the education sector, teachers and students can access valuable
teaching and learning materials on the Internet, and make
use of the various teaching support networks such that learning
becomes more lively and interactive. Learners will make extensive
use of technology in learning and learn at a distance, from
home or in the workplace and not just on a campus. They can
use a wide range of learning resources including computer-based
learning packages, printed open learning studying materials,
networked information resources which they will seek out across
the Internet; and books and other documents held in the library
or resource centers. They will also inhabit a much more diverse
and richer information environment (Ford et. al., 1996). Competitions
from foreign universities offering distant learning courses
will also be keen.
4.3
The Emerge of Private Universities and Continuing Education
In
the past, the upgrading of human resources was mainly seen
as the responsibility of the formal education system. This,
however, has changed drastically following the new reform
initiatives mentioned earlier. Continuing education, usually
funded on the 'user-pays' principle, actually helps cater
for the needs of different learners. They develop the potentials
and personal qualities of the learners, which in turn contribute
to manpower and resources needed by the Hong Kong society.
A recent survey has indicated that the number of Hong Kong
citizens engaging in continuing education is close to 0.7
million every year, with a total trade volume of about 9 billion
Hong Kong dollars (Young, 2000). Thus, a series of measures
were proposed by the Education Commission (Education Commission,
2000a) to help learners pursue continuing learning. They recommended
that continuing education institutions or community service
organizations should make use of existing community resources
to set up life-long learning centers embracing teaching facilities,
libraries, information technology equipment, study rooms and
advisory services. They also recommend that educational institutions
/ public organizations (e.g. schools, community halls, tertiary
institutions, languages education institutions, etc.) should
consider allowing continuing education providers and learners
to use their classrooms, lecture rooms and libraries on a
cost-recovery basis. Moreover, the Government is planning
to further expand the Non-Means Tested Loan Scheme to cover
professional and educational courses offered in Hong Kong
by registered schools, non-local tertiary institutions, professional
organizations and recognized training institutions. All these
recommendations will definitely help those who wish to pursue
continuing learning but lack the means to do so; if they are
not given the proper channels and support, their potentials
and talents will not be realized. After years of neglect,
there is no doubt that the importance of continuing education
is now being fully recognised.
The
education system in Hong Kong is becoming more diversified
and vigorous in fostering the growth of community colleges,
continuing education, open and private universities; this
provides a variety of learning opportunities to assist individual
learners acquire skills and qualifications recognized by employers.
Most of them operate in a very flexible program structure
and duration to easily meet individual circumstances and needs.
Some examples of such program structure takes in the form
of broad-based curriculum and a student-centred approach,
continuous and formative assessment in addition to lectures,
group discussions, tutorials, group projects, the introduction
of work-based learning (WBL) programs, on-line learning courses,
credit unit system etc. In comparison with traditional universities,
entry requirements of these education institutes are relatively
more lenient so that more people can fulfill their aspirations
for higher education programs that suit their abilities. However,
stringent exit standards are secured to meet the requirements
set by the employers, professional bodies and other organizations.
In fact, the Education Commission recommended the establishment
of a comprehensive mechanism whereby qualifications are mutually
recognized and transferable among various continuing education/
formal education/ professional/ vocational training programs.
Such framework will include the following elements: (a) features
of qualification assessment and accreditation, (b) multiple
points of entry and exit on the qualifications ladder, (c)
due recognition of uncompleted program when the learners resume
their studies in the future, and (d) possibility for qualifications
acquired through various channels to migrate to another mode
of learning geared to one's own needs, with the credits accumulated
from different modes of learning being counted as well. All
these mechanisms are essential in equipping learners with
up-to-date knowledge, especially in the knowledge-based information
era. So, it is expected that the present trend of global tertiary
education will be sustained and promoted. More collaboration
in offering specialized programs currently unavailable in
the local context will occur between overseas tertiary institutions.
Some may even draw on overseas experiences and expertise
4.4
The University of Hong Kong, School of Professional and Continuing
Education (HKU SPACE) Experience
HKU
SPACE has established vast arrays of international network
and collaboration with both local and overseas institutions
and professional bodies, which, geographically, include the
UK, Canada, USA, Australia, New Zealand and the Mainland China.
For somebody as busy as the Hong Kong adult learner, convenience
and ease of access are important ingredients of continuing
learning. In contrast to the traditional philosophy of "bringing
the students to the classrooms", "bringing the classrooms
to the students" has been the motto used by HKU SPACE (Young,
2000). This motto has two new meanings. First, the classrooms
are not only limited to physical ones but also include those
in the "virtual domain". This paved way for the development
of a web-based learning platform called the SPACE On-line
Universal Learning (SOUL). With the increasing power of the
Internet, this service can be extended even into the remotest
regions, which is indeed a great improvement breaking down
the barriers of space and time. The second meaning of the
"bringing the classrooms to the students". With China's entry
into the World Trade Organization (WTO), professionals familiar
with international standards and practices are in great demand.
Moreover, globalization requires education to go international,
making it necessary for China to partner with overseas universities
to launch courses with an international perspective. Given
the strength of both institutions, high-level programmes will
be offered. For example, HKU SPACE established "SPACE Shanghai"
with Fudan University and "SPACE Beijing" with Tsinghua in
2001 offering advanced professional programmes. In 2002, SPACE
collaborated with Guangzhou's Sun Yat-Sen University to open
the third learning centre in Mainland China, "Sun Yat-Sen
University-HKU Joint Centre for Professional Education". Plans
are already under way to set up similar arrangements in Shenzhen
and other cities in the Mainland China. Although there are
strong desire and demands from students in China to upgrade
their qualifications to degree and post-degree levels, external
institutions are required to have a local partner, with a
maximum of 50% share, who are resident Chinese national. All
Degree and post-graduate programmes need to get approval from
central authourities, the process is often very long and difficult.
Furthermore, there are not sufficient students in China to
have the acceptable English language abilities. Many of them
cannot afford to pay the high fees for the joint external
programmes.
4.5
The Asia International Open University (Macau)(AIOU) Experience
Another
unique example is the Asia International Open University (AIOU)
of Macau, a small International University based in Macau
and Hong Kong which serves students from the region. Its objective
is to train and educate needy administrators and managers
mainly in the area of Business Management. It currently offers
programs at the Diploma, BA, MBA, M.Phil, DBA and Ph.D. level,
and is going to extend its services to include MPA, LLM and
M.Sc. in IT. Its courses are highly flexible to suit the needs
of the working groups, with face-to-face lectures and tutorials
conducted on either a full time or part time distance-learning
mode. Because of its specialized service, AIOU has formed
strategic alliances with more than thirty partner institutions
in various parts of the world, including Institutions and
Universities in Hong Kong, Macau, Mainland China, Singapore,
Malaysia, Canada, Portugal, UK and USA. AIOU is collaborating
with Hong Kong Management Association (HKMA) to run the Chinese
MBA program.
5.
CONCLUSIONS
Implications
from the above scenario as educators move into the 21st century
suggest that flexible and continuing learning will become
the global trend in tertiary education. In a world marked
by rapid technological change, and with the increasing emphasis
on 'student-led resourcing' and 'portable qualifications',
there will be an increasing demand on premium intellectual
skills over manual skills (Ministry of Education, 1997b, p.8).
Information technologies, including distance learning that
support individualized learning programs, will also have a
major impact on the structure and policy making in tertiary
education in the future. Most policies will induce keen competitions
between tertiary institutions and universities (Ministry of
Education, 1997a, b, c, d). Both individuals and organizations
have to continually update themselves with the latest technology,
knowledge and skills in order to keep up with the escalating
pace of change in the highly competitive and globalized economy.
The risks associated with marketization are, however, worth
noticing. Education providers of the future will need to be
increasingly responsive to the needs of individual students
and local communities. Staff will be held accountable for
their incompetence if they do not adapt adequately to the
changing global tertiary market. Covey, Merrill and Merrill
(1994) provided educational leaders with a series of important
issues in preparing for 2020. They must have conscience and
need to be professionals with self-awareness, which is our
capacity to stand apart from ourselves and examine our thinking,
motives, history, social and educational rootedness. Michael
Hammer and Steven Stanton (1995), in their book The Reengineering
Revolution, make the point that all change is loss and requires
grieving, but if you believe you cannot change, you will not
change, and then you become the loss!
Students,
on the other hand, with increased autonomy under the voucher
system, are also expected to bear greater responsibility for
their choices. As one of the performance indicators is built
on the logic of revenue generation, a more commercial and
accountability set of operating arrangements with greater
flexibility and diversity will be essential. Selection of
staff will also be advocated on the basis of their demonstrated
ability to win contestable research funding from outside bodies.
The provision of services or products to specialized groups
of customers, "niche marketing", will become part of the strategy
of higher education. "Flexible" working conditions allow productive
workers, high achievers, and innovative thinkers to flourish
while, at the same time, leaving room for the easy removal
of the less competent ones from the system. The rules here
very much resemble those of the business world. As the Government
of most nations lacks the resources to fund their educational
needs, this fosters the growth of private institutes/universities
in their pursuit of "continuing and professional education"
(CPE), the underlying philosophy of which is "Lifelong Learning"
and "Lifewide Learning".
China
is now aware that no economy can remain immune from global
market competition. It higher education system is thus being
compelled to embark upon reform: from being a 'social institution'
to being an 'enterprise', under the influence of a market-oriented
economy. Given this scenario of increasing financial stringency
and the urgent pursuit of efficiency, it is increasingly important
for universities to cooperate among themselves. As China's
regional economy develops, its 'Open Door' policy continues,
and the devolution of higher education continues, such cooperation
will continue to increase in the coming years.
In
light of the partnerships and strategic alliances discussed
so far, universities will need to develop strong alliances
with key channel providers: global and regional agents, offshore
partners, technology platform and Web navigation companies,
and universities etc. These relationships should be strategically
managed and will open both organizations to cross boundaries
with processes, quality assurance, and strategy. To conclude,
no tertiary education institution can excel by itself in the
new millenium. The only way to succeed is to form strategic
alliances with other institutions and partners.
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Appendix
I
Reforms
in the education sectors
With
reference to the Reform Proposal set by the Education Commission
(Education Commission, 2000a), comparisons have been made
on the education reforms in Shanghai, Singapore, Korea, Taipei,
USA and Chicago. Some salient points regarding life-long learning,
quality assurance and IT reforms in education are highlighted:
Education
Reforms in Shanghai
| • |
Marketize
human resources; |
| • |
Rationalize
distribution and structures; |
| • |
Diversify
the system for running schools; |
| • |
Allow variations
in investment; |
| • |
Postgraduate
continuing education will be emphasized with a view to
establishing a system of lifelong education; |
| • |
In higher education,
the aim is to bridge the gaps between …ordinary tertiary
institutes. Strengthening their cooperation and merging
some of them are necessary; |
| • |
Poorly performing
schools in rural area will be renewed, or re-built, or
removed/merged; |
| • |
Local
amateur universities will join other local educational
institutes to form community colleges; |
| • |
In 2000, new
teachers have to be appointed according to qualification
standards; |
| • |
Experts or
teachers are introduced from overseas; |
| • |
Development
of interactive distance learning is being started after
initial completion of computer network to support education
and scientific research in Shanghai. |
Education
Reforms in Singapore
| • |
Increasing
access to university education; |
| • |
Giving greater
"autonomy" to schools with high added values; |
| • |
Modular systems
for some self-pacing in learning; The National University
of Singapore (NUS) has created the Office for Continuing
Education to strengthenthe university-community interface;
|
| • |
Schools as
learning organizations; |
| • |
Nations envisioning
a national culture and social environment that promotes
lifelong learning; |
| • |
Students must
be IT comfortable and confident in an IT environment and
able to pick up new skills and adapt along the way; |
| • |
Continual
teacher training: more opportunities for non-graduate
teachers to pursue degree studies have been opened up. |
Education
Reforms in Korea
| • |
More
specialized schools and more diverse educational programs
will be established, contributing to the cultivation of
creativity; |
| • |
Schools will
be given more autonomy in their own governance; |
| • |
The principles
of freedom and equality will allow more opportunity for
people to develop their own potentials; |
| • |
Using information
technology to improve classroom instructions; |
| • |
Teacher policy
is reformed. Teacher unions are approved since 1999. Reward
and promotion will be based on competency rather than
only on length of service. A school will be able to recruit
its own principal and teachers; |
| • |
Autonomy and
accountability will be increased in higher education; |
| • |
Government
will built the infrastructure for a lifelong education
system and establish life education centers; |
| • |
Credit Bank
System has been adopted to link diverse educational institutes
across both
formal and non-formal; |
| • |
Cooperation
between schools and industries has been improved; |
| • |
Government
supports the establishment of an information network and
the training of teachers; |
| • |
Software and
electronic textbooks are developed and distributed to
schools; |
| • |
Teachers are
encouraged to use computers in subject-centred education. |
Education
Reforms in Taipei
| • |
Reduce the restrictions
on education to stimulate vigour; |
| • |
Strengthen professional
autonomy to create new school culture; |
| • |
Accelerate education research
to induce education innovations; |
| • |
Several schools carry out
localized education innovations as well as multi-cultural
and bilingual education; |
| • |
Board and international
education--in the proposed "White Paper for Information
Technology Education in Taipei City", it is planned that
within three years, they will achieve the goal of having
"a network for each and every school" and "interconnectivity
of all networks". |
Education
Reforms in USA
| • |
Grants
to increase students' access to educational technology
and to integrate this technology into teaching and learning; |
| • |
College raise
entrance requirements for teachers-to-be and that they
should have at least a minor in the subjects they
intend to teach; |
| • |
Grants to support
high-quality professional development for teachers; |
| • |
All schools
to end promoting students to the next grade based on their
age rather than on their satisfactory performance; |
| • |
All states
and districts to improve their worst performing schools
or to close them; |
| • |
All states
and districts to be held responsible for the quality of
their teachers; |
| • |
All new teachers
to pass performance examinations. |
Education
Reforms in Chicago
| • |
Local School
Council (LSC) can hire/dismiss the school principal, can
control the school budget and the three year School Improvement
Plan (SIP); |
| • |
Principal's status from
tenure to performance contract; |
| • |
Principal has the authourity
to hire/dismiss teachers with shortened process to remove
incompetent teachers; |
| • |
Teachers have an advisory
role to LSC regarding curriculum, instruction and budget; |
| • |
Greater revenue equity
across the system and new discretionary resources to foster
restructuring and school-based budgeting. |
Appendix
II
Implementation
of the education reform
The
proposed timeframe for implementation of the education reform
as recommended in the Education Commission (Education Commission,
2000a) regarding the priority items, interim measures and
long term goals for higher and continuing education are summarised
and listed below:
Priority
Items
| • |
All universities
conduct a comprehensive review of the existing admission
system; |
| • |
All universities work towards
a transferable credit unit system among institutions and
departments. To facilitate the implementation of the credit
unit system, UGC will discuss with all concerned institutions
to work out an appropriate funding methodology; |
| • |
Various concerned parties,
including the government, universities, post-secondary
colleges, etc. actively promote the development of community
colleges; |
| • |
To set up a working
group to advise the government on the policy and measures
concerning continuing education; |
| • |
To promote the use of the
web-site on continuing education to facilitate lifelong
learning; |
| • |
To encourage various concerned
organisations to make use of the existing community resources
to set up lifelong learning centres. |
Interim
Measures
| • |
To
promote the development of private universities/ post-secondary
institutions; |
| • |
Universities
may consider introducing more flexibility into the admission
system to take in students at various levels; |
| • |
To increase
the number of post-graduate places; |
| • |
To continue
to promote the development of community colleges; establish
a mechanism to ensure that the graduates meet the required
standards and develop a mechanism for mutual recognition
of qualifications; |
| • |
To promote
the establishment of a comprehensive qualifications accreditation
and recognition mechanism covering different types of
programmes and educational institutes; |
| • |
To encourage
various sectors of the community to support continuing
education by contributing manpower and resources. Where
resources permit, the Government will consider implementing
further measures to promote continuing education. |
Long
Term Goals
| • |
A diversified
higher education system becomes well developed. It provides
learners with more opportunities and channels to
pursue higher education |
| • |
A mechanism for mutual recognition
of qualifications covering different programmes
offered by various tertiary institutions has been put
in place; |
| • |
All institutes continue
to strengthen the quality assurance mechanisms; |
| • |
A comprehensive qualifications
accreditation and recognition mechanism covering various
continuing education/formal education/professional/vocational
training programmes has been in place; |
| • |
A lifelong learning society
has been developed. |
Appendix
III
At
present, the GUA's membership consists of ten prestigious,
fully accredited international universities well recognized
for their academic excellence and the practical relevance
of their courses.
Athabaca
University, Canada
Canada's leading distance-education university and a world
leader in E-Learning, it offers more than 70 programs and
550 courses to a total of 20,000 students.
Auckland
University of Technology, New Zealand
Founded in 1895, AUT is one of New Zealand's largest universities
offering a range of courses to 25,000 students with a strong
emphasis on practical learning.
George
Washington University, USA
The largest institution f higher learning in Washington D.C.,
it offers comprehensive programs in medicine, law, engineering,
education, business and public management.
International
Business School (Hogeschool Brabant), The Neverlands
Part of the Academy of Brabant, it is one of the foremost
institutions dedicated to meeting the needs of professional
business people in the Neverlands.
Rochester
Institute of Technology, Australia
RMIT is one of Australia's largest, oldest and most successful
multi-level universities with over 55,000 students and 20
research centers and institutes.
University
of Derby, United Kingdom
Unique in its wide-ranging links with universities and educational
institutions in Europe and beyond, it offers programs to over
29,000 students.
University
f Glamorgan, United Kingdom
One of the leading modern universities in the United Kingdom,
it is described by the British Press as having "one of the
finest teaching records of all new universities."
University
f South Australia, Australia
Known for its high quality teaching and learning programs,
and its collaborative industry research, it offers a range
of professional education courses to its 25,000 students
University
of Wisconsin Milwaukee, USA
Ranked as a Research 1 institution by the Carnegie Foundation,
it offers 145 programs to over 25,000 students every year.
Appendix
IV
Universitas
21 Membership
Australia
- University of Melbourne, University of New South Wales,
University of Queensland
Canada
- McGill University, University of Toronto, UBC
UK
- University of Birmingham, University of Edinburgh, University
of Glasgow, University of Nottingham
China
- Fudan University, Beijing University, / HKU
Singapore
- National University of Singapore
Sweden
- Lund University
Germany
- Albert Ludwigs University Freiburg
New
Zealand - University of Auckland
USA
- University of Michigan
|