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Welcome to the 5th KIX Global Symposium�

��Using evidence for education finance and for scaling innovation

6th #GPEKIX Global Symposium

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Housekeeping

Please use the chat function if you have questions or technical issues

Interpretation in English, French, and Spanish is available, please select the language on Zoom.

If desired, you can also mute the original audio.

6th #GPEKIX Global Symposium

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6th #GPEKIX Global Symposium

Interpretation in English, French, and Spanish is available, please select the language on Zoom. If desired, you can also mute the original audio.

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6th #GPEKIX Global Symposium

You can share your ideas and resources with other participants on our virtual white board

Use the chat to introduce yourselves and submit your questions for the panellists

We want to hear from you

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6th #GPEKIX Global Symposium

ADD PICTURE OF RETRO BOARD 

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6th #GPEKIX Global Symposium

US$97 billion annual funding gap

Sustainable financing pathways and evidence-informed investment is more critical than ever

Addressing the EDUCATION financing crisis

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Agenda, Day 1

Leveraging Evidence in Education Financing

7:30-7:40

Welcome

7:40-7:45

Opening remarks

7:45-8:45

Session 1: Innovative Financing Models — Evidence for sustainable pathways

8:45-8:50

Transition to next session

8:50-9:50

Session 2: Guiding Resource Allocation with Evidence — Lessons from GPE KIX

9:50-10:00

Summary and close

6th #GPEKIX Global Symposium

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Opening remarks

Laura FrigentiCEOGlobal Partnership for Education (GPE)

6th #GPEKIX Global Symposium

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Innovative Financing Models — Evidence for sustainable pathways

Raphaelle Martinez

Lead Economist - Sustainable Financing, GPE

Jennifer Swift-Morgan

Director, Foundational Learning, Prevail Fund 

Lydia Baker

Principal Climate Change and Education Advisor, Save the Children

Focus Question: How does evidence support policy and decision-makers in designing innovative and sustainable financing pathways?

Arushi Terway

Education Finance Lead, NORRAG

Polycarp Otieno

Education Specialist, UNICEF Eastern and Southern Africa Regional Office

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AN EVOLVING LANDSCAPE AND GROWING PARADOX

Global transitions, fiscal strain, and widening inequalities are reshaping economies and testing social cohesion.

THE PARADOX

Education is the most powerful source of resilience �yet it’s being deprioritized precisely when it matters most.

Growing Needs

Shrinking Financing

US$1.1 trillion lost annually due to early school leaving

US$21 trillion lifetime losses from inequity and low learning

The Cost of Inaction at Global Level

Education is a transformative investment, not a cost

Poverty reduction

Income Growth

Gender Equality

Climate Action

Benefits

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SUSTAINABLE FINANCING ECOSYSTEM

RESULTS HORIZON

LEARNING | SYSTEM TRANSFORMATION | EQUITY

principles

System alignment | country leadership | capacities

  • Domestic Resource Mobilization
  • Fiscal management
  • Budget prioritization

DOMESTIC FINANCE AS THE ANCHOR

PRIVATE CAPITAL

Catalytic capital

ODA

Philanthropy

Domestic Finance �as the �Anchor

Co-finances

Catalytic

capital

ODA

Philanthropy

Incentivizes

invests

EFFICIENCY

EFFICIENCY

Private

capital

Public-private partnerships

De-risk

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Private

Public

Catalytic

Ecosystem: Resources Mobilization

Budget

PFM

+

Programmatic Spending

What it buys

  • Reforms
  • Programs
  • Services

Performance

  • Equity
  • Efficiency

Results = Trust and Credibility

Innovative Finance 

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Innovative Financing Models — Evidence for sustainable pathways

Raphaelle Martinez

Lead Economist - Sustainable Financing, GPE

Jennifer Swift-Morgan

Director, Foundational Learning, Prevail Fund 

Lydia Baker,

Principal Climate Change and Education Advisor, Save the Children

Focus Question: How does evidence support policy and decision-makers in designing innovative and sustainable financing pathways?

Arushi Terway

Education Finance Lead, NORRAG

Polycarp Otieno

Education Specialist, UNICEF Eastern and Southern Africa Regional Office

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Innovative Financing Models — Evidence for sustainable pathways

Raphaelle Martinez

Lead Economist - Sustainable Financing, GPE

Jennifer Swift-Morgan

Director, Foundational Learning, Prevail Fund 

Lydia Baker,

Principal Climate Change and Education Advisor, Save the Children

Focus Question: How does evidence support policy and decision-makers in designing innovative and sustainable financing pathways?

Arushi Terway

Education Finance Lead, NORRAG

Polycarp Otieno

Education Specialist, UNICEF Eastern and Southern Africa Regional Office

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Defining Innovative Financing

Impact Bonds

Microfinance

Impact

Investment

Blended

Finance

Crowdfunding

Debt Swaps

Income

Share

Agreements

MORE & BETTER

Social Finance

Venture

Philanthropy

  • Innovative financing aims to use creative financing structures or arrangements to facilitate the movement of funds from sources that are interested in giving funds for a particular purpose to domains or sectors that need funds to carry on their activities.
  • Raise additional funds from existing and new sources of funding
  • Maximise efficiency and effectiveness of the available funds to reach the intended results

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Innovative financing mechanisms in education

    • Taxation (Ghana Education Trust Fund, India Education Cess)
    • Debt buy down
    • Debt swaps
    • Venture philanthropy
    • Remittances

Additional funds from existing actors

    • Blended Finance
    • Social Finance/Impact Investment
    • Crowdfunding
    • Education Bonds

New funds from new actors

    • Impact bonds
    • Income contingent student loans
    • No collateral student loans
    • Income share agreements

New models

    • Results-based/Outcomes-based financing
    • Conditional cash transfers
    • Impact-Linked Loans
    • Microfinance

Improvements in effectiveness and cost-efficiency

    • Education Cannot Wait
    • Outcomes Fund for ECCE
    • GPE Multiplier Fund

New funds attracting attention to specific challenges

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AT GPE KIX, We are the seekers, the builders, the changemakers

6th #GPEKIX Global Symposium

We work collaboratively for the right responses, share great ideas, and scale what works in different contexts

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Connection and collaboration

6th #GPEKIX Global Symposium

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Guiding Resource Allocation with Evidence — Lessons from GPE KIX

Raúl Chacón,

Director KIX LAC Hub, SUMMA

Issa Bacharou

Principal Inspector of Basic Education and KIX focal point, Ministry of National Education of Niger

Lucy Magagula

Deputy Director for Inclusive Education in the Ministry of Education, Science and Technology, Malawi

Focus Question: How has evidence generated through GPE KIX Hubs shaped national resource allocation, informed Partnership Compacts, or helped leverage additional financial resources? 

Germain Anthony

Senior Technical Specialist, OECS Commission

Rasha Sharaf

KIX EMAP Hub Knowledge Lead for South Asia, the Middle East, and North Africa subregions

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Guiding Resource Allocation with Evidence �Lessons from GPE KIX

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GPE KIX REGIONAL HUBS

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EVIDENCE uptake in a broader context

  • Ecosystem of innovation and multiple institutions / actors

  • Leadership from MOEs for allocating resources in education (in articulation with Ministries of Finance).

  • Beyond averages: Inclusive financing to put focus on the most disadvantaged populations and educational gaps (GEI: gender, rurality, migration, ethnic groups, among others).

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Regional Hubs: Catalysts for learning and evidence use

GPE KIX regional Hubs foster demand-driven regional knowledge exchange and strengthen the capacity of hub members to identify, use, share, and mobilize evidence

National dialogues

Learning cycles

Learning visits

Customized country support

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EVIDENCE IN ACTION

 

 

Evidence from GPE KIX is being used to leverage :

  • National resource allocations

  • Processes linked with GPE financing

  • Additional financial resources (multiplier)

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Panel Speakers and Real-World Case Studies

Issa Bacharou

KIX focal point of the national delegation of Niger

Lucy Magagula

Deputy Director for Inclusive Education in the Ministry of Education, Science and Technology, Malawi

Germain Anthony

Senior Technical Specialist, OECS Commission

Rasha Sharaf

KIX EMAP Hub Knowledge Lead for South Asia, the Middle East, and North Africa subregions

National policy dialogue supported by the KIX Africa 21 Hub in Niger

Learning visit to Kenya supported by the GPE KIX Africa 19 Hub

Regional convening of partners through the KIX LAC Hub and the OECS

EMAP Learning Cycle that guided the Ministry of Education in Sri Lanka

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Mise à l’échelle des Centres Communautaires d’Éducation Alternative des Jeunes (CCEAJ)

Présenté par :

Issa BACHAROU, Point Focal National KIX

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Défis et solution innovante

Choc démographique

Choc sécuritaire

Solution innovante

  • Taux d’accroissement annuel très élevé 

  • Une population qui double environ tous les 20 ans 

  • 50% de la population a moins de 15 ans

  • Plus de 2 millions des jeunes âgés de 9 à 14 ans non scolarisés et déscolarisés en attente d’une alternative éducative
  • Insécurité récurrente consécutive aux attaques des groupes armés non étatiques (GANE) provoquant :
    • des déplacements forcés de populations;
    • des fermetures ou des délocalisations des écoles.

  • Alternative éducative au profit de jeunes âgés de 9-14 ans : Centres Communautaires d’Education Alternative des Jeunes (CCEAJ)

  • Préparer les jeunes à réussir les passerelles vers la formation professionnelle, la vie active et la poursuite du cursus scolaire.

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Promotion des innovations

Mise en œuvre du programme KIX

Contribution du programme KIX

Valorisation des initiatives locales

  • Coordination nationale KIX

  • Collecte de bonnes pratiques ou expériences réussies

  • Activités de mobilisation et de partage de connaissances et d’innovations

  • Activités alignées à la politique éducative du Niger

  • Dialogues multi-acteurs

  • Approche de co-construction et de sélection des innovations pertinentes

  • Travaux d’analyse objective des innovations reçues

  • Large dissémination des résultats suscitant l’intérêt et l’adhésion des partenaires.

  • 7 innovations sélectionnées dont les Centres Communautaires d’Education Alternative des Jeunes (CCEAJ)

  • solution efficace pour la scolarisation des enfants de 9 à 14 ans hors système scolaire

  • Les CCEAJ sont identifiés et validés par la commission KIX

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Mise à l’échelle de l’innovation « CCEAJ »

reconnaissance

MISE À L’ÉCHELLE

Leçons apprises

  • La Direction Générale de l’Alphabétisation et d’Éducation Non Formelle (DGAENF) a officiellement reconnu les CCEAJ

  • Expérience pilote mise en œuvre dans 2 régions ( Maradi et Dosso)
    • 315 centres
    • 21 243 jeunes récupérés
  • Mise à l’échelle dans 7 des 8 régions du pays

  • Inscrite dans la planification nationale de la DGAENF

  • Validation du manuel de gestion pour la mise en œuvre de l’innovation
    • 355 centres de l’Etat 
    • 140 centres de l’UNICEF
    • 7 centres de l’ONG « Enfants et Jeunes en Migration » (EJM) 

  • Innovation documentée et diffusée renforçant la visibilité et la crédibilité auprès des partenaires techniques et financiers, facilitant ainsi leur engagement financier

  • collaboration entre :
    • les acteurs publics
    • les chercheurs de l’Université Abdou Moumouni
    • les OSC locales
    • les partenaires internationaux

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Merci de votre aimable attention.

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��USING EVIDENCE FOR EDUCATION FINANCE AND SCALING INNOVATIONS

MINISTRY OF EDUCATION, MALAWI

www.nche.ac.mw

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INTRODUCTION

  • Inclusive education is premised on the Universal Declaration of Human Rights (1948): which emphasizes that everyone has the right to education regardless of race, ethnic group or disability”. ; Malawi Agenda 2026 – Leaving no one behind.
  • Consequently, enrolment for learners with disabilities continue to grow in Malawi’s schools at all levels (EMIS, 2025).
  • However, many children with disabilities or special needs remain out of school due to inadequate financing for inclusive education.
  • Public schools face limited resources (e.g. specialized teaching and learning resources, learning infrastructure), inaccessible infrastructure and insufficient trained teachers.

  • .

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LESSONS LEARNT THROUGH KIX AFRICA 19 HUB

  1. Inclusive Education Financing:
      • The Government of Kenya has strong systems on education financing. As such, Ministry of Education has full support from Government on financing and resource allocation for the implementation of Inclusive Education
      • Additional grants to schools that enroll students with disability
  2. Teacher Training & Support
      • Kenya has a robust system of training teachers in Special Needs and Inclusive Education
      • Kenya has a Government-owned Institute of Special Needs to support teacher education (KISE)
      • Provision of Scholarships to teachers for upgrading
  3. Accessible Curriculum and materials
      • Use of stage-based and age-based curriculum to accommodate the diverse students
      • Disability related accommodation for examination and assessment

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STRATEGIES USED TO INFLUENCE PARTNERS TO FINANCIALLY SUPPORT SCALLING INNOVATIONS

  1. Availability of the data backed with a case for action
      • Conducted a situation analysis in 2022 to inform needs response
      • Presentation of annual statistical reports to key stakeholders and partners to appreciate the trends
      • Sharing progress reports on Inclusive Education implementation through Technical Working Group meetings (TWG)

  1. Community-based financing & Partnerships/PPP:
      • Meaningful collaboration with local government and NGOs to mobilize resources for inclusive classrooms and support services
      • Collaboration with NGOs and private sector to help scale interventions such as assistive technology, teacher training, and accessible infrastructure
      • Building strong partnerships and alignment with partner priorities through joint planning

  1. Evidence-based Planning:
      • Evidence from piloted projects to show the innovations and its effectiveness

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FINANCIAL DECISIONS GAINED FROM THIS PROCESS

  1. Formulation of Legal Frameworks
        • Development of a National Inclusive Education Policy to ensure steady financing (draft policy in place awaiting Cabinet approval)

  1. Financing Inclusive Education
        • Increased budget allocation for inclusive education at all education sector levels to support inclusive education initiatives such as Teacher Training, Procurement of TLMs and Assistive devices and infrastructure development
        • Development of a resource allocation Formula to guide resource allocation to schools
        • Development of inclusive Education Management Information System to ensure resources target the areas of greatest need
        • Alignment with partner priorities through joint planning

  1. Accessible Curriculum and Materials
        • Review of curriculum to accommodate the diverse students through provision of two pathways : Academic and Vocational Skills training
        • Examinations for students with disabilities are provided in accessible formats (Disability coding in place)

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The Sixth Annual GPE KIX Symposium — December 9–10 | KIX LAC Hub

Session 2: Guiding Resource Allocation with Evidence

EMIS Development Support in the OECS

Presenter: Germain Anthony, Senior Technical Specialist, OECS Commission

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KIX SUMMA OECS: Advancing EMIS Development

  • Partnership driving EMIS and data systems development
  • Knowledge mobilisation & evidence-informed reform
  • Shift from fragmented to coordinated regional action
  • Goal: region wide data-driven education ecosystem

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Foundation & Knowledge Mobilisation

  • Initial gaps in EMIS policy, capacity, data & infrastructure
  • Knowledge exchanges: Guyana & The Bahamas
  • EMIS Evaluation Tool + Multi-country diagnostics
  • Regional EMIS Task Force established
  • OECS Theory of Change presented at KIX LAC

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Foundation & Knowledge Mobilisation

  • Initial gaps in EMIS policy, capacity, data & infrastructure
  • Knowledge exchanges: Guyana & The Bahamas
  • EMIS Evaluation Tool + Multi-country diagnostics
  • Regional EMIS Task Force established
  • OECS Theory of Change presented at KIX LAC

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Next Steps & Expected Impact

  • EMIS Improvement Plans advancing in Member States
  • Post-secondary EMIS tools via SKIP
  • Ongoing collaboration with UIS, GPE, IDRC, SUMMA
  • DHIS2 insights from Africa-19 Hub
  • Expected impact: unified EMIS, stronger analytics, better policy decisions

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6th KIX Global Symposium: Using Evidence for Education Finance and for Scaling Innovation

Session 2: Guiding Resource Allocation with Evidence – Lessons from GPE KIX

Guiding Resource Allocation for Secondary Teaching Workforce Management with Evidence - Lessons from Sri Lanka

By Rasha Sharaf

KIX EMAP Knowledge Lead, South Asia, Middle East and North Africa

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EMAP Region

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KIX EMAP: Levels of engagement & expertise-building

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Guiding Resource Allocation for Secondary Teaching Workforce Management with Evidence - Lessons from Sri Lanka

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Policy Uptake

    • Connection/linkage with the GPE System Capacity Grant
    • Contribution to changes on teacher workforce management

Policy Recommenda- tions

    • Knowledge report
    • List of policy recommendations

Data

    • Data collection on provinces level
    • Data analysis

“Shortages in rural areas and surpluses in urban regions”

Capacity Strengthening

    • Learning Cycle 7 interactive sessions
    • Mentorship for developing a quick policy research piece
    • Peer learning

Team Formation

    • Government policy level representation
    • Stakeholders' representation

Facilitated by UNESCO-IIEP as part of the GPE KIX EMAP Hub Learning Cycle 7

  • Align teacher recruitment with actual student numbers
  • Moving from national-level quotas to school-based allocations
  • Informal transfers outside the official annual process were also restricted to ensure transparency and fairness

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Guiding Resource Allocation for Secondary Teaching Workforce Management with Evidence - Lessons from Sri Lanka

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Policy Uptake

Sri Lanka's Ministry of Education recognised the need to strengthen planning skills, such as calculating annual teacher needs for continued teacher management.

The Ministry has launched a comprehensive training programme for education managers and school leaders with the support of UNESCO-IIEP and of the Global Partnership for Education (GPE) System Capacity Grant funding.

EVIDENCE led the national team in Sri Lanka to prioritise capacity strengthening and allocation of funding and resources (human) as a significant policy uptake owned and led by the national team in Sri Lanka.

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Guiding Resource Allocation for Secondary Teaching Workforce Management with Evidence - Lesson from Sri Lanka

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Policy Uptake: Testimonial

Sri Lanka’s secondary teacher management policies are designed to strengthen recruitment, training, and retention to enhance the quality of education. These policies emphasise equitable teacher allocation and efficient use of the existing workforce. However, persistent challenges remain, including shortages in rural areas and surpluses in urban regions, despite regulatory frameworks. Regional disparities and the devolved provincial hiring process further complicate the fair distribution of teachers across the country. The KIX Learning Cycle provided valuable knowledge and experience that directly informed improvements in teacher management.

Insights from this process guided key reforms during the ongoing curriculum modernisation. One major decision was to align teacher recruitment with actual student numbers, moving from national-level quotas to school-based allocations valid for three years. Informal transfers outside the official annual process were also restricted to ensure transparency and fairness. These changes represent a shift towards more evidence-based and accountable teacher management practices.

Ultimately, the contribution of the KIX Learning Cycle demonstrates how to utilise the human resources for education cost effectively while reaching the national education goals and highlighting the need for a teacher licensing system to strengthen professional competencies.

Jayani Prishangika, Director of Education, Policy and Planning, MOE

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Key takeaways Chat wave

  • Take a moment to think of one or two words that describe the actions or next steps these discussions have inspired you to take after this session.

  • Write your answer in the chat but do not send it

  • Press enter and send it in the chat when we say “go!”

6th #GPEKIX Global Symposium

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Summary and close - Day 1

Naser FaruquiDirector of Education and ScienceInternational Development Research Centre (IDRC)

6th #GPEKIX Global Symposium

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Thank you for your participation, we look forward to seeing you tomorrow for the second session of this Symposium!

6th #GPEKIX Global Symposium

Virtual white board