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DELIVERABLE 9
ROADMAP FOR THE INTEGRATION
OF LANGUAGE LEARNING IN SOCIAL INCLUSION POLICIES
IN EUROPE
2
DOCUMENT SUMMARY Deliverable Title Roadmap for integration of language learning in inclusion policies in
Europe Version 1 Deliverable Lead P1- IRS Related Work package WP 4 Author(s) Nicola Orlando, Joe Cullen Contributor(s) Reviewer(s) Marie-Christine Deyrich, Véronique Maes Dissemination level PU Public
PP Restricted to other programme participants (including the Commission Services)
RE Restricted to a group specified by the consortium (including the Commission Services)
CO Confidential, only for members of the consortium (including the Commission Services)
Project Number 530938-LLP-1-2012-1-IT-KA2-KA2NW Grant Agreement Number 2012-4255 Instrument LLP KA2 Networks Start date of Project 01/01/2013 Duration 36 months Project coordinator IRS Document Summary The already existing ‘heritage’ of EU policy recommendations to promote language learning and to strengthen the role of language learning in fostering social inclusion should not be ignored, but should be built on, systematised and valorised. The INCLUDE Roadmap aims to support the achievement of this goal by integrating what has already been done in the field of language learning and social inclusion in the light of specifically identified existing gaps and needs. Actions to promote social inclusion through language learning are presented in the Roadmap, addressed to three different types of stakeholders: policy makers, practitioners, and researchers. These three groups can play a pivotal role in enhancing the contribution of language learning to reach the key social inclusion goals of EU2020 (particularly: increasing employment, reducing early school leaving and reducing the number of people at risk of poverty and social exclusion) and – more generally -- to promote active social inclusion. The INCLUDE Roadmap provides a coherent, holistic blueprint and a ‘logic of intervention’ for achieving key policy targets set out in EU2020, the ‘Charter’ on linguistic diversity and the Commission’s ‘Action Plan’ and related initiatives that support better language learning, mobility, educational attainment, increased employment and social cohesion. The Roadmap is underpinned by a grounded theoretical framework that draws on state of the art evidence in the field of language learning and social inclusion.
This project has been funded with support from the European Commission.
This publication reflects the views only of the author, and the Commission cannot be held responsible for any use which may be made of the information contained therein.
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Checklist completed by
Name: Marie-Christine Deyrich Signature:
Date: 24/02/2016
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DOCUMENT REVIEW HISTORY Version Name Status * Date Summary of changes
1. Marie-Christine
Deyrich
PIR 22/02/2016 some proofreading in English
2. Véronique Maes SIR 24/02/2016 Addition of target group NEET and the private sector in the practitioners
3. Nicola Orlando A 25/02/2016 EN proofreading and incorporation of remarks by SIR
*Status: Indicate if:
A - Author (including author of revised deliverable);
PIR – Primary internal reviewer;
SIR – Second internal reviewer;
ER – External Reviewer (note: external reviewer refers to a supplementary review carried out for D.4, 5, 6)
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TABLE OF CONTENTS
INTRODUCTION ...................................................................................................................... 6 1. WHY LANGUAGES ARE IMPORTANT FOR ACTIVE SOCIAL INCLUSION................................... 7
1.1 Language policies/learning in Europe: an overview ............................................................. 7 1.2 The affinity between language policies/learning and social inclusion objectives in Europe ......... 10
2. LANGUAGE POLICIES/ LANGUAGE LEARNING PROMOTING SOCIAL INCLUSION: GAPS AND
NEEDS TO BE ADDRESSED ............................................................................................. 13 2.1 EU2020 strategy: status and implementation ................................................................... 14 2.2 Evidence about gaps in the role of EU language policies/learning in promoting social inclusion .. 16 2.3 Needs to be addressed by the Roadmap ........................................................................ 18
3. PRINCIPLES ON WHICH THE ROADMAP IS BASED ............................................................. 20 4. ROADMAP: ACTIONS TO PROMOTE SOCIAL INCLUSION THROUGH LANGUAGE LEARNING... 22
4.1 Policy makers............................................................................................................ 23 4.2 Practitioners.............................................................................................................. 25 4.3 Researchers: monitoring and evaluating the promotion of social inclusion through language
learning.................................................................................................................... 26 4.4 Roadmap Summary and its Theory of Change ................................................................. 30 REFERENCES .............................................................................................................. 32
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INTRODUCTION
Multilingualism and social inclusion are key objectives of Europe, unanimously pursued
by Member States. They underline common concerns of European countries –
employability, mobility, active citizenship and full participation of citizens, regardless of
nationality, age, gender, social and economic background. Local, regional and national
initiatives in the field have already been carried out, and yet achieving limited goals at a
small scale. However, to move forward, European action is needed to contribute to
policy cohesion: the issue is widely recognized as common to all European states, and
requires a common vision and an agreed roadmap for the future.
The Roadmap for integration of language learning in inclusion policies in Europe is the
result of the wide consultation and analysis which has taken place during the networking
activities about language policies for inclusion. Its aim is to provide inspiration to the
multiple stakeholders, including the European Commission, that play a role in language
learning, in defining future strategies and approaches, and in setting priorities in the
language policy development processes for social inclusion purposes.
Within its overall purpose of promoting integration of language learning in inclusion
policies in Europe, the Roadmap is set out in four chapters:
• The first chapter, after briefly presenting the current landscape of language policies
and language learning in Europe and briefly discussing their affinity with social
inclusion objectives, explains the reasons why a ‘roadmap for the integration of
language learning in inclusion policies in Europe’ is needed;
• In the second chapter, the focus is on existing gaps and needs -- in terms of
language learning and social inclusion objectives and targets -- that the Roadmap
aims to address in order to foster social inclusion through language learning;
• Chapter three presents the values and principles on which the Roadmap is based,
which essentially come down to multilingualism as a crucial factor to enhance social
cohesion and inter-cultural dialogue;
• Finally, chapter four presents the actions -- addressed to three different kinds of
stakeholders (policy makers, practitioners and researchers) – that are needed to
define the pathway to integrate language learning in inclusion policies in Europe.
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1. WHY LANGUAGES ARE IMPORTANT FOR ACTIVE SOCIAL INCLUSION
Linguistic diversity in Europe is a de facto situation: 28 Member States, 500 million
citizens, 3 alphabets and 24 official languages with some 60 other languages spoken in
specific regions or by specific groups. In addition, immigrants have brought a wide
range of languages with them. As a consequence, in a EU founded on ‘unity in
diversity’, the ability to communicate in several languages is a must for individuals,
organisations and companies alike. The EU has thus designated language learning as
an important priority in order to promote mobility and intercultural understanding.
1.1 Language policies/learning in Europe: an overview
In order to give a general overview about language policies / learning in Europe on the
basis of the main EU provisions (Charters, Communications, Resolutions, Plans, etc.),
the following ‘key elements’ -- without claiming to be exhaustive -- can be identified:
• Linguistic diversity is supported by the European Charter of Fundamental Rights1
(Article 22: ‘The Union respects cultural, religious and linguistic diversity’), as well as
by the Treaty on European Union2 (Article 3: ‘It shall respect its rich cultural and
linguistic diversity, and shall ensure that Europe’s cultural heritage is safeguarded
and enhanced’).
• Regional and minority languages are protected and promoted by the European
Charter for Regional or Minority Language3. Within the scope of the European
Charter for Regional or Minority Language are the languages traditionally used
within a given territory of a state by nationals of that state who form a group
numerically smaller than the rest of the state’s population, but it does not cover
those connected with recent migratory movements or dialects of the official
language.
• Promotion of linguistic diversity in education and training is relevant for planning the
successful construction of Europe. In this context, several initiatives have been
launched by the EU in the field of Content and Language Integrated Learning 1 Proclaimed in 2000, the Charter has become legally binding on the EU with the entry into force of the Treaty of
Lisbon, in December 2009. 2 Official Journal C 326 , 26/10/2012. Consolidated versions of the Treaty on European Union and the Treaty on the
Functioning of the European Union - Consolidated version of the Treaty on European Union - Protocols - Declarations annexed to the Final Act of the Intergovernmental Conference which adopted the Treaty of Lisbon, signed on 13 December 2007.
3 It was drawn up on the basis of a text put forward by the Standing Conference of Local and Regional Authorities of Europe, was adopted as a convention on 25 June 1992 by the Committee of Ministers of the Council of Europe, and was opened for signature in Strasbourg on 5 November 1992. It entered into force on 1 March 1998.
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(CLIL)4, which is described as: an approach concerning languages or intercultural
knowledge and understanding (Marsh, 2002)5; a meaning-focused learning method
(Van de Craen, 2006)6 and an “umbrella” term used to talk about bilingual education
situations (Gajo, 2007)7.
• Knowledge of languages is one of the basic skills each citizen needs in order to take
part effectively in the European knowledge society. and therefore facilitates both
integration into society and social cohesion8.
• An Action plan on ‘Promoting language learning and linguistic diversity’9 was
adopted for the period 2004-2006, setting out three areas in which it would be
providing funding for short-term action to support measures taken by Member States
under existing Community programmes: i) lifelong language learning; ii) improving
the teaching of foreign languages; iii) creating a language-friendly environment.
• The Commission's multilingualism policy has three aims: i) to encourage language
learning and promote linguistic diversity in society; ii) to promote a healthy
multilingual economy; iii) to give citizens access to European Union legislation,
procedures and information in their own languages10.
• Within the framework of education and vocational training policy, the EU’s objective
is for every citizen to master two languages in addition to his or her mother tongue.
In order to achieve this objective, children are to be taught two foreign languages at
school from an early age11.
• Multilingualism policy is relevant to strengthen life chances of EU citizens: in
particular, to increase their employability, facilitate access to services and rights and
4 The Council Resolution of 31 March 1995 on improving and diversifying language learning and teaching within the
education systems of the European Union represents one of first pieces of legislation regarding European cooperation in CLIL.
5 Marsh, D (Ed) (2002) CLIL/EMILE- The European Dimension: Actions, Trends and Foresight Potential Public Services Contract DG EAC: European Commission.
6 Van de Craen, P. (2006), “Content and Language Integrated Learning, Culture of Education and Learning Theories”. Brussels: Vrije University Brussels, Department of Germanic Languages.
7 Gajo, L. 2007, “Linguistic knowledge and Subject knowledge: how does bilingualism contribute to subject development?” International Journal of Bilingual Education and Bilingualism, 10:5,563-581.
8 Council Resolution of 14 February 2002 on the promotion of linguistic diversity and language learning in the framework of the implementation of the objectives of the European Year of Languages 2001” (2002/C 50/01).
9 COM(2003) 449 final. 10 The Communication from the Commission to the Council, the European Parliament, the European Economic and
Social Committee and the Committee of the Regions - A New Framework Strategy for Multilingualism (COM/2005/0596 final).
11 Communication from the Commission to the European Parliament, the Council, the European Economic and Social Committee and the Committee of the Regions - Multilingualism: an asset for Europe and a shared commitment {SEC(2008) 2443} {SEC(2008) 2444} {SEC(2008) 2445} /* COM/2008/0566 final */
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contribute to solidarity through enhanced intercultural dialogue and social
cohesion12.
• Sign languages are an important part of Europe’s multilingual diversity. Each spoken
language in the European Union (EU) has a counterpart sign language, based on
gesture and rich in terms of grammar, structure, syntax, and lexicon.
• With the financial support of the Education and Culture DG of the European
Commission, projects looking into how languages can be taught most effectively to
visually impaired adults have been realised (e.g. The Languages project - blind and
partially sighted adults learning languages, lead by EBU - the European Blind
Union).
• Policy responses are provided to the challenge represented by the increasing
number -- in schools in the past years -- of children from a migrant background, who
face linguistic and cultural differences and are in a weak socio-economic position.
The educational disadvantage experienced by children from a migrant background is
related to several factors, including the lack of proficiency in the host language which
Member States try to counteract – among other policy approaches adopted -- by
promoting the learning of the host and heritage languages and intercultural
education13.
• The ‘Education and Training 2020’ strategic framework identifies language learning
as a priority. Communication in foreign languages is one of eight key competences
needed to improve the quality and efficiency of education and training. In addition to
the main skill dimensions of communication in the mother tongue, this includes
mediation and intercultural understanding.
• Guidance is provided to Member States to enhance the effectiveness of their
measures to achieve Roma integration and strengthen the implementation of their
national Roma integration strategies or to integrate sets of policy measures within
broader social inclusion policies aimed at improving the situation of Roma and at
closing any gaps between Roma and the general population14.
• European Structural Funds (in particular, the European Social Fund) as well as
direct management funds (managed directly by the European Commission, for
12 Communication adopted in September 2008 by the European Commission -- titled ‘Multilingualism: an asset for
Europe and a shared commitment’ (COM(2008) 566 final. Council Resolution on a European strategy for multilingualism (2008/C 320/01)
13 Green Paper of 3 July 2008 – Migration and mobility: challenges and opportunities for EU education systems [COM(2008) 423 final.
14 2013/C 378/01.
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example Erasmus+) put in place further opportunities to offer linguistic support in
order to improve learning performance, to increase employability, to make mobility
more efficient and effective.
• On the basis of available data sources, the European Commission monitors the
progress of language teaching and learning to ensure the development of relevant
policies and effective initiatives (evidence based policy).
1.2 The affinity between language policies/learning and social inclusion objectives in Europe
The context of language policies and language learning in Europe shows that EU
language policies and language learning have a strong affinity with social inclusion
objectives. Languages/language skills already play or could play a relevant role in
promoting (active) social inclusion to:
• fight any form of discrimination by promoting and protecting linguistic diversity as
well as regional and minority languages, by reinforcing the learning at school of the
host and heritage languages for children from a migrant background, by removing
language barriers between migrant families and the school, by strengthening Roma
integration measures;
• promote the teaching and learning of foreign languages in the EU to create an
environment that is friendly towards all Member State languages;
• improve the quality and efficiency of education and training by promoting and
adopting innovative methods in language learning (e.g. CLIL used to teach classes
in a foreign language for disciplines other than languages, thus providing bilingual
teaching; providing high quality training for language teachers; etc.);
• improve EU citizens’ educational and employment opportunities within the European
learning society, in particular by making use of the right to freedom of movement of
(young… but not only young!) persons;
• enhance intercultural dialogue and social cohesion, with regard especially to the
most disadvantaged groups (NEET, migrants; Roma people; people with disabilities:
people with hearing and sight loss in particular).
It is also evident that policy structures exist to promote social inclusion through
language learning. Nevertheless, according to the analysis of the most relevant EU
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language policies as well as to the existing studies about the degree of
implementation15, they are not well implemented in practice:
• With regard to the Action Plan ‘Promoting language learning and linguistic diversity’,
only one of the sixteen elements embedded in the three Strategy Areas of the Action
Plan (Lifelong Language Learning; Better Language Teaching; Building a Language-
Friendly Environment) directly refers to social inclusion (‘Building an inclusive
approach to linguistic diversity’ in the ‘Strategic Area 3: Building a Language-
Friendly Environment’).
• As regards the European Charter for Regional or Minority Languages, most of the
EU28 countries signed it, but fewer EU Member States ratified it and implemented it.
In conclusion, multilingualism and social inclusion are key objectives of Europe,
unanimously pursued by Member States. They underline common concerns of
European countries – employability, mobility, active citizenship and full participation of
citizens, regardless of nationality, age, gender, social and economic background.
However, to move forward, European action is needed to contribute to policy cohesion,
in which language learning can play a relevant role. Although the respect of cultural and
linguistic diversity in Europe is ensured by the main existing EU legislative and
normative provisions, the effective implications of the EU approach in language policies
and learning based on multilingualism for inclusion and intercultural communication are
not properly developed. Promoting social inclusion through language learning is an
issue common to all European states, and requires a common vision and an agreed
roadmap for the future in order to support:
• policy makers in defining targets, future strategies and approaches, and in setting
priorities in the language policy development processes for social inclusion
purposes;
• practitioners in adopting already existing (ad hoc improved) practices and/or
innovative practices in language teaching and learning to spread language
knowledge among the EU citizens, with particular care to the most vulnerable social
groups, and in cooperating to promote social inclusion;
15 COM(2007) 554 final/2. Commission Working Document - Report on the implementation of the Action Plan
’Promoting language learning and linguistic diversity’. Doc. 13436, 03 March 2014, Application of the European Charter for Regional or Minority Languages, Biennial Report by the Secretary General of the Council of Europe to the Parliamentary Assembly.
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• researchers, in developing an evidence-based approach to the role of language in
order to assess the intersection between language learning and social inclusion, and
in particular to evaluate existing or new policy approaches to linguistic and cultural
diversity to assess whether (or not) they promote social inclusion and whether social
inclusion is construed primarily in terms of enhancing intercultural communication, or
of assimilation to the mainstream.
The development of an evidence based approach to the role of language in
promoting social inclusion can also play a significant role in supporting policy makers
to ensure the development of relevant policies and effective initiatives as well as the
adoption by practitioners of language learning and teaching practices that are
effective in supporting the social inclusion of target groups at a higher risk of social
exclusion.
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2. LANGUAGE POLICIES / LANGUAGE LEARNING PROMOTING SOCIAL INCLUSION: GAPS AND NEEDS TO BE ADDRESSED
In early 2010, the European Commission launched a ten-year growth strategy (Europe
2020 Strategy) which was conceived as a partnership between the EU and its Member
States, with a set of goals focused around the priorities of smart, sustainable and
inclusive growth, with five interrelated headline targets for the EU to be achieved by
2020 in the areas of employment, research and development (R&D), climate change
and energy, education, and the fight against poverty and social exclusion (Fig. 1).16 The
strategy objectives and targets are further supported by thematic flagship initiatives (Fig.
2).
Fig. 1 - Europe 2020 strategy headline targets and their interlinkages.17
16 Although these are not exhaustive of the strategy objectives, they reflect the kind of dynamic change the strategy
calls for. 17 Source: Eurostat, “Europe 2020 indicators – introduction” [http://ec.europa.eu/eurostat/statistics-
explained/index.php/Europe_2020_indicators_-_introduction].
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Fig. 2 - The Europe 2020 strategy's key priorities, EU overall headline targets and flagship initiatives.18
2.1 The EU2020 strategy: status and implementation
The Communication of the EU Commission “Taking stock of the Europe 2020 strategy
for smart, sustainable and inclusive growth”19 shows that experience with the targets
and flagships of the Europe 2020 strategy has been mixed (Tab. 1). Despite the crisis,
there have been more positive structural trends, for instance in education levels,
building a more sustainable energy mix and the reduction in the carbon intensity of the
economy; on the other hand the crisis has had a clearly negative impact in particular on
employment and levels of poverty, increasing the differences in performance between
Member States (also according to the different degree of policy response to face the
crisis across the EU).
18 Source: Eurostat, “Europe 2020 indicators – introduction” [http://ec.europa.eu/eurostat/statistics-
explained/index.php/Europe_2020_indicators_-_introduction ] 19 Communication from the Commission to the European Parliament, the Council, the European Economic and
Social Committee and the Committee of the Regions, COM(2014) 130 final/2.
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UNIT REFERENCE PERIOD TARGET
2008 2011 2012 2013 2014 2015
75% of the population aged 20-64 should be employed
Employment rate - age group 20-64 % of population aged 20-64 70.3 68.6 68.4 68.4 69.2 (:) 75
3% of the EU's GDP should be invested in R&D
Gross domestic expenditure on R&D % of GDP 1.85 1.97 2.01 2.03 2.03(p) (:) 3
Greenhouse gas emissions should be reduced by 20% compared to 1990 The share of renewable energy sources in final energy consumption should be increased to 20% Energy efficiency should improve by 20%
Greenhouse gas emissions Index 1990 = 100 90.16 82.9 81.69 80.2 (:) (:) 80
Share of renewable energy in gross final energy consumption
% 10.5 12.9 14.3 15.0 (:) (:) 20
The share of early school leavers should be under 10% and at least 40% of 30-34 years old should have completed a tertiary or equivalent education
Early leavers from education and training % of population aged 18-24 14.6 13.4 12.7 11.9 11.2(b) (:) 10
Tertiary educational attainment % of population aged 30-34 31.2 34.8 36.0 37.1 37.9(b) (:) 40
Poverty should be reduced by lifting at least 20 million people out of the risk of poverty or social exclusion
People at risk of poverty or social exclusion(1)
Cumulative difference from 2008 in thousand
(:) 3426 6173 5009 4382 (:) (:)
(1) People are counted only once even if they are present in more than one sub-indicator
Table 1 – EU28, EU2020 Headline Indicators (source: Eurostat).
Because of the economic and financial crisis, the EU needs to strengthen and review its
smart, sustainable and inclusive growth strategy so that the right post-crisis policy
priorities can be set for the EU in the second half of the decade leading to 2020. In
particular, policy interventions are still necessary to ensure that the key social inclusion
objectives and targets of EU2020 will be reached.
• Millions of additional workers (of both genders) would be needed to meet the
EU2020 employment target: young and well-educated people would be needed to
participate in the labour market as well as a much larger representation of women,
older people, inactive adults and migrants: the latter (except for women) tend to be
less educated than the rest of the labour force on average and are therefore would
be likely to join the less-skilled part of the workforce. Active labour market policies,
coupled with lifelong learning strategies and comprehensive integration policies, thus
remain essential for the achievement of employment goals.
• The EU has diverged from its employment target (96.4 million people by 2020)20 and
the situation has worsened particularly in certain Member States, with a sharp
20 The number of people at risk of poverty and social exclusion (comprising people at risk of financial poverty,
experiencing material deprivation or living in jobless households) increased from 114 million in 2009 to 123 million
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increase in severe material deprivation and in the share of jobless households.
Some groups are at higher risk of poverty and social exclusion compared with the
EU average. The most affected groups are women, children, young people, people
living in single-parent households, lower educated people, ethnic minorities, and
migrants. EU policies aim at reducing the number of people at risk, therefore tend to
focus on these groups.
2.2 Evidence about gaps in the role of EU language policies/learning in promoting social inclusion
The lack or scarcity of language knowledge can exacerbate the risk of more vulnerable
targets to be excluded from the labour market and / or to be socially excluded. If on the
one hand European language policies aim to promote: • multilingualism (i.e., all are entitled to develop a degree of communicative ability in
a number of languages over their lifetime in accordance with their needs),
• linguistic diversity (i.e., Europe is multilingual and all its languages are equally
valuable modes of communication and expressions of identity; the right to use and to
learn one’s language(s) is protected in Council of Europe Conventions),
• mutual understanding (i.e., the opportunity to learn other languages is an essential
condition for intercultural communication and acceptance of cultural differences),
• democratic citizenship (i.e., participation in democratic and social processes in
multilingual societies is facilitated by the multilingual competence of individuals),
• social cohesion (i.e., equality of opportunity for personal development, education,
employment, mobility, access to information and cultural enrichment depends on
access to lifelong language learning),
on the other hand descriptive statistics -- based on existing data and information --
provide evidence about gaps in language policies and language learning in Europe,
which lower their effective contribution to achieve key social inclusion goals of EU2020
(particularly increasing employment, reducing early school leaving and reducing the
number of people at risk of poverty and social exclusion) and -- generally -- to promote
active social inclusion:
• The average number of foreign languages learned per pupil at upper secondary
general education students (ISCED level 3 general) in EU28 decreased to 1.4 in
2013, from 1.6 in 2008, and just over half (50.8 %) of upper secondary general
in 2012 and then slightly decreased to 121 million in 2014 in the EU27 and rose from 118 million in 2010 to 124million in 2012 and then declined somewhat to 122million in the EU28.
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education students (at ISCED level 3 general) in the EU-28 studied two or more
languages in 2013, down from 53.1 % in 2008.21
• Most of the (general) upper secondary education students in Europe – in 2013 --
studied English (93.7%), followed by French (24.1 %) and German (19.5 %), while
the average share of upper secondary education students not learning any foreign
language was about 10%.22
• Between 2008 and 2013, the proportion of students at ISCED level 3 (general) in the
EU-28 studying English increased (up 2.3 percentage points), while the proportions
studying French and German fell 2.5 and 4.0 percentage points respectively.23
• Foreign-born and ethnic minorities leave education and training earlier and
languages24 play a relevant role in early school leaving:
o Young foreign-born residents have a higher tendency to abandon formal education
prematurely. In the EU, the share of early leavers among migrants in 2014 was
much higher than for natives (20.3 % compared with 10.4%). Language difficulties,
leading to underachievement and lack of motivation, are possible reasons. Lower
socioeconomic status of foreign-born residents increasing the risk of social
exclusion is another.
o Ethnic minorities are likely to be excluded from education due to a combination of
factors including parental choices, poverty, discriminatory practices, residential
segregation and language barriers.
• The share of European adults speaking 2 or more foreign languages is still low
(29.9% in 2011) and over one third (34.3 %) of working-age adults (defined here as
25–64 year-olds) in the EU-28 reported that they did not know any foreign languages.
The share of adult individuals who do not know any foreign language is particularly
high for the most disadvantaged adults, because less educated (61.1% for ISCED 0-
2), not employed (43.6% among unemployed and 46.7% among inactive people) or
less skilled (45.5% among skilled manual workers and 49% among elementary
occupations).25
21 Eurostat and Unesco Institute for Statistics (UIS), OECD 22 Eurostat and Unesco Institute for Statistics (UIS), OECD 23 Eurostat and Unesco Institute for Statistics (UIS), OECD 24 Early leaver from education and training, generally refers to a person aged 18 to 24 who has finished no more
than a lower secondary education and is not involved in further education or training; their number can be expressed as a percentage of the total population aged 18 to 24. For Eurostat statistical purposes, an early leaver from education and training is operationally defined as a person aged 18 to 24 recorded in the Labour force survey (LFS).
25 Adult Education Survey, 2011. The Adult Education Survey (AES) is a household survey which is part of the EU Statistics on lifelong learning.
18
• On average only few foreign-language immigrants in the EU (25.9%) speak the host-
country language at home,26 and 33.9% of foreign-language immigrants do not speak
the host-country language at home.
2.3 Needs to be addressed by the Roadmap
In conclusion, Europe is multicultural and multilingual. Multilingualism, already prevailing
in some EU countries and regions, is increasing further due to the high number of
migrants, the EU principle of free mobility of citizens and the increased focus on
mobility. Yet, in this context and according to different sources of information,27 there is
still much work to do to foster multilingualism and its social inclusion perspective. In
particular, some specific needs which should be addressed by the Roadmap can be
identified according to the evidence highlighted above, provided by descriptive statistics
and by the implementation level of EU language policies:
• the share of upper secondary general education students studying two or more
foreign languages should be increased and there should not be any upper
secondary education students not learning any foreign language;
• the range of foreign languages (offered and chosen) in upper secondary general
education should be wider and not only focussed on traditionally most widespread
languages like, English, German and French;
• the acquisition of the language of the host country is fundamental for integration,
social inclusion and citizenship or nationality purposes, in the case of asylum
seekers, refugees, and immigrants;
• promotion and protection of regional or minority languages is relevant for legal and
administrative purposes, but should be made more relevant in socio-economic
activities (for example, awareness of one’s citizen rights; ability to engage with public
administrations);
• adult foreign language learning should be strengthened, with particular focus on
individuals most disadvantaged because less educated, not employed or less skilled
in order to encourage and assist them in acquiring language skills;
26 According to the Survey of Adult Skills -- conducted in 2012 in 33 countries as part of the OECD Programme for
the International Assessment of Adult Competencies (PIAAC). 27 Such as the conclusions of the latest Eurobarometer on language use and competence in Europe (Special
Eurobarometer 386, Europeans and their Languages, February – March 2012)
19
• adult language learning should be addressed with particular focus among non-native
speakers in order to spread official (state and regional) languages learning and
stimulate their active inclusion in the host country;
• although the main aim of CLIL is to achieve communicative competence in second
and foreign languages across the educational curriculum, it would be advantageous
to consider extending the adoption of CLIL to the social inclusion of specific target
groups who are actually socially excluded;
• language learning should be particularly targeted to low-educated and low-skilled
workers in order to increase their skills and to improve their chances of finding a
(better) job. Furthermore, language learning can facilitate education and
employment of (young) European citizens across Europe;
• further research is necessary (e.g. counterfactual analyses to evaluate the effects of
language learning on social inclusion) in order to verify the extent to which language
learning influence social inclusion outcomes of groups at higher risk of social
exclusion (young people, lower educated people, migrants, ethnic minorities, etc.) as
well as to plan policy interventions to promote their effective integration into society.
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3. PRINCIPLES ON WHICH THE ROADMAP IS BASED
Linguistic diversity is part of the European landscape and languages are a basic
element for Europeans who wish to work, study and live together.
Multilingualism is thus a fundamental value of the European Union because (Civil
Society Platform on Multilingualism, 2011):
• facilitating intercultural dialogue -- through learning other languages -- is a key factor
in the promotion of social inclusion;
• creating better learning opportunities and making language learning affordable, in
particular for marginalised groups, is crucial to enhance social cohesion and inter-
cultural dialogue;
• knowing languages improves competitiveness and mobility of companies and
citizens, thus leading to better working conditions and job opportunities;
• language knowledge is relevant for developing European political dialogue.
In other words, multilingualism provides the necessary conditions for mobility within
Europe for leisure and work purposes, is vital for social and political inclusion of all
Europeans whatever their linguistic competences, and for the creation of a sense of
European identity.
Language learning in Europe should therefore enable individuals to be multilingual
either by maintaining and developing their existing multilingualism or by helping them to
develop from monolingualism (or, as is often the case for members of minorities,
bilingualism) into multilingualism (COE, 2007).
The principles on which the Roadmap is based can therefore be summarised as follows:
• language rights are part of human rights: to facilitate the use of all the languages
spoken by European citizens as well as the recognition of other people’s language
rights may contribute to solve social conflict and recognize human rights;
• social inclusion depends also on language knowledge: full linguistic knowledge is
essential to participate in social processes and therefore to support policies for social
inclusion;
• economic/employment opportunities for the individual and the development of human
capital in a society depend also on language knowledge: individual mobility for
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economic purposes is facilitated by multilingualism; the multilingualism of a workforce
is a relevant part of human capital in a multilingual marketplace, and a condition for
the free circulation of goods, information and knowledge;
• multilingualism has a significant influence on the evolution of a European identity:
since Europe is a multilingual area, the sense of belonging to Europe and the
acceptance of a European identity is dependent on the ability to interact and
communicate with other Europeans using the full range of linguistic knowledge;
• multilingualism is multiple, because the multilingualism of EU citizens may change
with mobility and throughout life and it is not only a matter of competence but also an
attitude of interest in and openness towards languages and language varieties of all
kinds;
• multilingualism is possible: the technical capacity for developing multilingualism is
available in language teaching methodology, and already achieved in practice even
though it is still not widespread; the Common European Framework of Reference for
Languages, the European Language Portfolio, the Content and Language Integrated
Learning and other technical as well as legal instruments already provide the basis
required; the chance to develop multilingualism should and can be made available to
citizens by European education and lifelong learning;
• multilingualism is practical: education policies, curriculum patterns, teaching methods
exist and permit the re-consideration of existing concepts of first, second, third ....
language, and the development of a multilingual competence which enables EU
citizens to acquire whatever language they need or are interested in at a given point
in time.
The purpose of this Roadmap is to convert these principles into concrete actions, thus
providing the means of developing a common approach to promote social inclusion
through language learning, taking into account that every situation needs its particular
policy.
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4. ROADMAP: RECOMMENDED ACTIONS TO PROMOTE SOCIAL INCLUSION THROUGH LANGUAGE LEARNING
Numerous studies, action plans, guidelines, policy recommendations, roadmaps, etc.
have been produced over the past decade tracing pathways to promote language
learning and linguistic diversity in Europe and -- in some cases -- to enhance the role of
language learning and linguistic diversity in promoting social inclusion. Among the most
relevant documents, the following ones are of particular relevance:
• The ‘Action plan on language learning and linguistic diversity’ (COM(2003) 449 final)
defined specific objectives and a set of actions to be implemented between 2004
and 2006. The ‘Action plan’ identified three broad areas (lifelong language learning,
improving language teaching and creating a language-friendly environment) for
action and defined specific objectives for each of them. In order to achieve these
objectives, the Action plan proposed actions to be taken -- between 2004 and 2006 -
- at European level for each of them, aimed at supplementing Member States’
initiatives.
• The ‘Guide for the Development of Language Education Policies in Europe’ (Council
of Europe, 2007) whose purpose was to consider:
i) the necessity of formulating and implementing language education policies
coherent with the promotion of social inclusion and the development of
democratic citizenship in Europe;
ii) how policies of language education could be developed and maintained whose
outcomes would be in accord with the pursuit of linguistic diversity in societies
and plurilingualism for citizens of Europe.
• ‘Policy Recommendations for the Promotion of Multilingualism in the European
Union’ (Civil Society Platform on Multilingualism, 2011) in which the highlighted key
priorities are:
i) to promote multilingualism for social cohesion and intercultural dialogue;
ii) to provide opportunities for migrants to learn the language of the host country
and to cultivate their own native language at the same time;
iii) to take advantage of the media which have the potential to open channels for
intercultural dialogue;
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iv) to enhance multilingualism policy to secure the rights of all European languages
(official, regional, minority, and migrant languages);
v) to secure lifelong language learning opportunities for all citizens.
• ‘Languages for Jobs. Providing multilingual communication skills for the labour
market’ (Report from the thematic working group "Languages for Jobs" - European
Strategic Framework for Education and Training), providing policy recommendations
for a better match between demand and supply of language and communication
skills on the European labour market.
The already existing ‘heritage’ of policy recommendations to promote language learning
and to strengthen the role of language learning in fostering social inclusion -- derived
from previous studies and analyses – should not be ignored but should be built on,
systematised and valorised. The INCLUDE Roadmap aims to support this goal by
integrating what has already been done in the field of language learning and social
inclusion in the light of the gaps and needs identified in section 2 above. Actions to
promote social inclusion through language learning are thus presented below,
addressing them to three different types of stakeholders: policy makers, practitioners
and researchers. These three groups can play a pivotal role in enhancing the
contribution of language learning to reach the key social inclusion goals of EU2020
(particularly increasing employment, reducing early school leaving and reducing the
number of people at risk of poverty and social exclusion) and -- generally -- to promote
active social inclusion.
4.1 Policy makers
• Although multilingualism is protected and promoted by many different and
chronological subsequent EU provisions, the European Commission should develop
a unique and comprehensive ‘EU language plan’ to protect, promote and develop all
the languages regularly used in Europe which should be:
o comprehensive and inclusive, focusing not only on the official working languages
of the European Union but also on less widely used languages, languages of
immigrant communities, regional and minority languages, in order to guarantee
Europe’s cultural diversity;
o individual-centred, informed by the needs, requirements, goals, and social
context of EU citizens as well as of asylum seekers, refugees, immigrants,
coming to Europe in high and increasing numbers;
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o integrated with other EU policies, including language learning in all the EU
policies, where appropriate, such as economic competitiveness, social cohesion,
lifelong learning, mobility, and employment.
• A coordinated public information campaign to raise awareness of the benefits of
multilingualism amongst European institutions and citizens is still needed.
• Acquisition from a very young age of intercultural and multilingual competences
should be promoted in preschool and school curricula, because knowing foreign
languages and cultures is a key tool to fight any form of discrimination based on
linguistic differences.
• Use of CLIL should be promoted in VET, where training is usually monolingual and
mono-subject. Guidelines for incorporating CLIL in VET training funded under the
ESF for instance, or other public funds, would be relevant.
• Promotion of social inclusion through language learning should be implemented at
EU, national, regional and local level, to benefit disadvantaged groups (NEETs, early
school leavers, low-skilled workers, migrants, illiterate citizen, people with
disabilities, etc.), for example through new EU programmes related to the promotion
of multilingualism and through other existing programmes in the field of employment
and social innovation (EaSI) and regional policy (e.g. ESF) as well as through policy
strategies for candidate and potential candidate countries.
• In addressing language policies for social inclusion, policy makers should take into
account the more socially vulnerable groups (migrants; Roma; low-skilled workers or
workers with obsolete skills; people belonging to regional or minority language
communities; people with communicative handicaps such as deafness, blindness,
dyslexia, etc.; citizens with low motivation due to their special economic or social
situation, and/or low schooling, NEET, especially illiterate persons, etc. for whom
language learning is not only a goal to be reached but also an instrument to ensure
their social empowerment and assure competences to allow their full participation
and integration in society. In doing so, policy makers should consider that these
target groups are not mutually exclusive (some people can be affected by different
kind of vulnerabilities) and could often be affected by additional roadblocks to
language learning (e.g. low or defective competence level even in their own
language, poor writing ability, negative school experience, etc.). As a consequence,
any policy aiming at successful social inclusion of these most social vulnerable
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targets -- through language learning -- should pay particular attention to how to
overcome these multiple and additional barriers.
• Particular attention should be devoted to asylum seekers, refugees, immigrants,
because lack of language skills hampers their integration. This should be addressed
with a twofold aim: i) to improve asylum seekers, refugees, immigrants’ language
skills; ii) to develop an inclusive multilingual society, which values all languages and
cultures equally. Integration of asylum seekers, refugees, immigrants through
language learning should always take into account their linguistic and cultural
background.
4.2 Practitioners28
• A bottom-up approach to foreign language learning should be encouraged. Although
the primary responsibility for educational and cultural services lies with Member
States, cooperation with the civil society (NGOs, trade unions, foundations,
associations, private sector etc.) should be implemented at community level.
• Cooperation and partnerships with international, regional and national organisations
working in the field of integration and social inclusion of vulnerable groups as well as
in the promotion of intercultural dialogue should be promoted.
• Initiatives, best practices and projects taking place across Europe -- such as CLIL
(Content Language Integrated Learning) -- should be widely supported, shared and
disseminated. Networks should play a vital role in this respect, by gathering
information, raising awareness and disseminating knowledge on social and
economic advantages of languages as well as on new methodologies and
approaches to language learning and teaching.
• The supply of languages taught and learned in upper secondary education should
be widened by promoting new methods of teaching languages in order to motivate
learners to keep languages in their study programmes and by fostering the
collaboration between education authorities and organisations as well as individuals
offering education and career guidance.
• Opportunities for young people in Europe to learn languages while on international
and cultural exchange programmes, or as participants in art education programmes
28 Language practitioners such as language teachers, teachers associations, unions, trainers, facilitators,
interpreters in the provision of public services (health & social services, police, justice administration…) and social practitioners mainly such as social mediators and inter-cultural mediators, etc.
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also aiming at language learning should be increasingly provided, because they offer
access to cultural diversity and to resources which are beyond linguistic barriers.
• Good practice in teaching languages to learners with disabilities can be further
developed and new methods and approaches need to be developed for the teaching
of foreign languages to such learners.
• Appropriate methodologies (e.g. distance learning, help with the funding of staff and
teacher training and development) for adult language learning should be developed,
in order to foster the awareness that language learning is a lifelong task and is not
an exclusive task of schools, examining bodies and teachers. Furthermore,
promoting lifelong learning in foreign languages is fundamental to achieve the
Barcelona goal (mother tongue plus two foreign languages for all Europeans).
• Teachers and trainers – in particular in VET - should be encouraged to acquire high
quality language competences and should have access to high quality teaching
resources.
• Specialised language training modules and methodology for teachers and trainers in
Vocational Educational Training (VET) should be developed by encouraging
collaboration between language teachers and teachers of other subjects who may
lack adequate language skills.
• Methodologies such as content and language-integrated learning (CLIL) in both
general education and VET should be more widely applied to support the mobility
and employability of workers. In particular, CLIL should be developed in VET, where
training is usually monolingual and mono-subject, possibly supported by digital
resources in L2 (e-learning platforms, etc.).
• Awareness raising activities at community level with the participation of the relevant
stakeholders should be promoted (in schools, media, etc.), in order to promote the
value of languages, including minority and migrants’ languages, as an integral part
of the EU cultural heritage.
4.3 Researchers: monitoring and evaluating the promotion of social inclusion through language learning
The evidence suggests that the European Commission needs to develop a sound
evidence-base to monitor the progress of language teaching and learning and to ensure
the development of relevant policies and effective initiatives. In particular, the
Directorate General for Education and Culture (DG EAC) works with
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Eurostat, UNESCO, and the OECD to collect and analyse data on language teaching
across Europe. On this basis, sound language competence indicators and standards
are developed at European level, and some possible recommendations can be
specifically devoted to the research community in order to further improve the evidence
based approach.
• Some language observatories in the EU have been put in place – e.g.,
Poliglotti4.eu, Mercator, CLARIN. However they should be made more accessible to
stakeholder groups. A possible development could be a merge of existing
observatories into a ‘new European linguistic observatory’ dealing with social
inclusion, working with datasets and new methodologies, focusing on the new
‘immigration crisis’, in order to collect data, monitor language use throughout
Europe, numbers of people speaking the different languages used in Europe,
implementation of legislation, teaching provision and courses, develop a regularly
updated database on the use and status of the various languages as well as on the
role of languages in promoting social inclusion.
This new EU linguistic observatory should also provide the necessary empirical data
as a basis for the formulation of realistic policies and as the instrument of
measurement of the effect of policy measures.
o A specific activity of the ‘European linguistic observatory’ should be dedicated to
identify, select, describe and disseminate good - and possibly also ‘bad’ -
practices on the use of languages and promotion of multilingualism to foster
social inclusion.
o In order to improve the information flow on language skill needs on the labour
market, regular surveys of trends in the demand for languages in the labour
market should be carried out to anticipate skills needs. Such surveys should
ideally be coordinated at EU level in order to facilitate aggregation of data and
create synergy and impact. Hence these surveys could be coordinated by the ‘European linguistic observatory’.
• Research on multilingualism and social inclusion should be promoted at EU- level,
with the involvement of international multidisciplinary teams.
o More research is needed on some key pedagogical elements of
multilingualism, such as language testing; teacher training; early language
learning; new media; and the ‘qualities of various languages as a preliminary
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instruction or as an introduction to further study, to exploit the transfer effect
of language learning skills more effectively.
o Further research is necessary in order to estimate the effects of language
learning and multilingualism on social outcomes, especially in case of the
most socially disadvantaged groups. In particular, the counterfactual
approach (see box on the following page) could be helpful to evaluate the
impact of language learning on social inclusion.
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COUNTERFACTUAL EVALUATION APPROACH
The objective of counterfactual analysis is to evaluate the effectiveness of a public intervention, analyzing whether the change observed among beneficiaries is to be attributed to their exposure to the intervention or to other intervening factors that impact on the change irrespectively of the intervention they have been exposed to.
Counterfactual evaluations focus on external effectiveness, namely the effect of the intervention on the relevant social/economic/environmental variables. The effect is quantified as the difference ascribable in a causal way between what the evaluator observes after the implementation of the analyzed intervention and what he/she would have observed in the same period and for the same units in the absence of the intervention.
The complexity of this approach arises from isolating the effect of the intervention from the other numerous factors that impact upon collective phenomena (e.g. characteristics of the context, of the units exposed or not exposed to the intervention). In order to attribute a specific effect to the analyzed intervention, the evaluator has to identify and isolate those observable and non observable changes that would have not occurred in the absence of the intervention, estimating the situation or condition in which individuals, groups, territories or organizations might hypothetically find themselves in the absence of the intervention (the so–called “counterfactual” situation).
Two main risks should be considered when carrying out counterfactual evaluations: • The risk to attribute to the analyzed intervention effects that are actually caused by changes in the social and
economic context occurred during the implementation period of the intervention and that are totally independent from the analyzed intervention. This is especially the case in identifying the effects of an intervention from before-after comparisons of beneficiaries.
• The selection risk (bias): the risk to attribute to the analyzed intervention the effects actually produced by the individual unobservable characteristics that differentiate the units exposed to the intervention from those not exposed to it. In this case the causal interpretation depends on the nature of the selection process that make some units to be exposed to the intervention and others not. Thus, the observed difference can be considered as a sum of: the true effect of the analysed intervention and the difference created by the selection process itself. Evaluating the effects of a binary intervention is a well-studied problem in both econometrics and statistics.
Two of the most common approaches to deal with selection bias are: • Randomization, namely randomly selecting the units exposed and not exposed to the intervention from the same
target population. According to statistical theory, the difference in the change observed between the two groups is in this case attributable to the units’ exposure to the intervention. However, randomization is rarely a feasible option, especially in the policies considered in this lot (environmental, public health, food safety and employment and social policies).
• Non–experimental methods and techniques based on the assumption that controlling and treating control and treatment groups for differences in observed covariates, or pre-treatment variables, remove most biases in comparisons between treated and control units. There are different non-experimental methods that can be used: propensity score matching, which allows to observe all the relevant characteristics of both units exposed and not exposed to the intervention and to pick up the non exposed units that “look alike” those exposed to the intervention along these characteristics; sensitivity analyses, where robustness of estimates to specific limited departures from unconfoundedness are investigated; bounds analyses, where ranges of estimands consistent with the data and the limited assumptions the researcher is willing to make, are derived and estimated; regression discontinuity design, applying to settings where, in its pure form, overlap is completely absent because the assignment is a deterministic function of covariates, but comparisons can be made exploiting continuity of average outcomes as a function of covariates; difference–in–differences, feasible only when data on effects are available for both units exposed and not exposed to the intervention before and after the intervention, when the pre-post trend for units not exposed to the intervention is a good approximation of the (counterfactual) trend among units exposed to the intervention.
The selection of the appropriate method depends on the available information. Socio-economic literature has made substantial improvements to reduce, prevent or eliminate selection bias, and to estimate policy effects by comparing treated and not treated groups exploiting random assignment when feasible, and a variety of (ever developing) non experimental methods (matching, double difference, discontinuity, instrumental variables).
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4.4 Roadmap Summary and its ‘Theory of Change’
Every Roadmap describes a ‘change journey’ that takes us from the present situation –
in which change is needed – to where we want to arrive at a future point in time.
Underlying this journey is what can be described as a ‘theory of change’. This starts
with a ‘presenting problem’ and ends with a desired solution – the expected impact the
Roadmap wants to achieve, and which changes the presenting problem. Linking the
presenting problem with the desired end solution, at different points along this change
journey, are actions that are implemented to take us further down the road, and
outcomes that occur as a result of these actions, and which together lead, in the longer
term, to the desired impacts.
Fig. 3 below illustrates the change journey and theory of change that is described by the
INCLUDE Roadmap.
PRESENTING PROBLEM ACTIONS & OUTCOMES EXPECTED IMPACT
Fig. 3. The INCLUDE theory of change.
CURRENT SITUATION
Policy structures exist to promote social inclusion through
language learning, but they are not well
implemented in practice
Low contribution of language learning to
social inclusion (and to EU2020 key inclusion
goals: particularly increasing employment, reducing early school leaving and reducing
the number of people at risk of poverty and social exclusion)
Some target groups are at a higher risk of poverty and social
exclusion
The lack or scarcity of language knowledge
can even exacerbate the risk of more vulnerable targets to be excluded
ROADMAP POLICY RECOMMANDATIONS
A comprehensive, inclusive, personalised
and integrated approach to spread language
learning and to enhance its link with social
inclusion goals (to be developed by policy
makers) Exchange of best
practices and development of
innovative practices to teach and to learn
languages in education and training (to be
learned and adopted by practitioners)
An evidence based approach to monitor the
progress of language teaching and learning
and to ensure the development of
language policies and initiatives more effective
in promoting social inclusion (to be fostered
by the research community)
FUTURE SITUATION - 2020
A higher quality education and training
system
Lowered number of early school leavers
Enhanced mobility of students and workers
Increased job opportunities and employment rate
increased language knowledge among the
targets at higher risk of social exclusion
Reduced number of people at risk of poverty
and social exclusion
Increased social cohesion
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As Fig. 3 shows, The Roadmap begins with an initial presenting problem - language
learning is not contributing effectively to promoting social inclusion - together with a
theory of what causes this problem – policy structures exist to promote social inclusion
through language learning, but they are not well implemented in practice. The desired
impact the Roadmap hopes to achieve is focused on positive social active inclusion –
like a reduction in early school leaving, increased job opportunities and increased social
cohesion.
Following on from this initial theory of change, each step in the Roadmap then has its
own individual ‘theory of change’, for example, if it is true that language learning
supports increased social and occupational mobility then it follows that steps should be
taken to improve the policy environment to support a common EU-wide vision of
language learning as a tool for active social inclusion through, for example, exchanging
best practices and innovation between policy-makers, practitioners and other
stakeholders.
Exchange of best practices and innovation will then lead to an improvement in the
evidence base on what works, and a clear, and shared vision of what initiatives should
be supported, for example in EU-funded programmes.
Better targeted language learning programmes, combined with other measures like
increased support for language teaching and training, will in turn create a critical mass
of new policies, new innovations and new knowledge that will, in the longer term, lead to
real improvements in social inclusion and a greater likelihood of policies like EU202
meeting their targets.
Summarising: the INCLUDE Roadmap provides a coherent, holistic blueprint and a
‘logic of intervention’ for achieving key policy targets set out in EU2020, the ‘Charter’ on
linguistic diversity and the Commission’s ‘Action Plan’ and related initiatives that support
better language learning, mobility, educational attainment, increased employment and
social cohesion. The Roadmap is underpinned by a grounded theoretical framework
that draws on state of the art evidence in the field of language learning and social
inclusion as well as by the lessons learned by the INCLUDE work team through all the
activities carried out during the project.
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