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Financial impacts of class-size reduction in portuguese educational system
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Advisor(s)
Abstract(s)
This research emerges in the follow up of a research project, funded by the Portuguese Ministry of
Education, which had a great impact, and which promoted a new legal regulation regarding the size of
classes. The present research aims to promote a reflection toward the benefits derived from the classsize reduction, looking, in this sense, to demonstrate that the costs resulting from this are usually
overvalued when they are determined on the basis of a worker's gross cost to the State, and not taking
into account the corresponding net costs. For this academic exercise, it was considered the Portuguese
case and the costs of a teacher for the public education system in Portugal. Keeping in mind a
methodological approach designed to estimate not only gross costs, but, in the same way, the net costs
of hiring a teacher at reference prices of 2015/2016, and crossing that cost with the projections of classes
to be created in the Portuguese educational system, in the academic year of 2017/2018, starting from a
scenario of reduction of the maximum number of students per class, it was estimated that the net costs
of that measure will be in the order of 20 million euros, a significantly lower value to those usually
assumed by policy makers and considered in the scientific debate on that measure of educational policy.
In addition to these net costs, it is necessary to consider other factors that justify the use of a policy of
reduction of classes in Portugal. These are the positive pedagogical effects on students' learning -
particularly in the most disadvantaged socioeconomic contexts -, the financial savings resulting from the
amounts applied in programs to promote school retention, as well as a spillover effect in the medium to
long-term resulting from a more educated population. If, to these factors, we still consider a scenario of
a strong demographic decline in Portugal, it is demonstrated the opportunity and importance in
reinforcing a policy of reducing the number of students per class in Portugal. This work aims to contribute
to a better reflection on this subject, in Portugal and in other countries, sensitizing different educational
actors for a closer approximation of the relationship between cost and direct and indirect benefits that
may result from a policy of class-size reduction.
Description
Keywords
Class-size reduction Educational policies Educational economy
Pedagogical Context
Citation
Mucharreira, P. R., Cabrito, B. G., & Capucha, L. (2019). Financial impacts of class-size reduction in portuguese educational system. In INTED 2019 Proceedings – Exploring New Frontiers in Education (pp. 3425-3432). Valencia: IATED Academy.