Gal Zohar - OECD Activation Policies.pdf · Gal Zohar July 1st 2014 ELS Seminar (OECD)...

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Gal Zohar July 1 st 2014 ELS Seminar (OECD) [email protected]

Transcript of Gal Zohar - OECD Activation Policies.pdf · Gal Zohar July 1st 2014 ELS Seminar (OECD)...

Gal Zohar

July 1st 2014

ELS Seminar (OECD)

[email protected]

Dual pole research

A. The Development of the Activation Policy and ALMPs (Reflection of major principles at the OECD Employment Outlook Series) Labour Market Literature; The Welfare State.

B. The Development of the Epistemic Communities in a Global Context

1. How was Activation Policy socially constructed?

Rational Choice Theories (employment, unemployment, income-support)

Socially Construction of Policy Repertoire:

Inner bureaucratic conflicts and epistemic (professional) communities

Geopolitical landscape 2

Active Society Activation Policy

Activation and ALMPs (Quotes) in Employment Outlook Series

OECD (1987-2008)

3

1 19

1

8

40

93

11

101

71

39

20

38

109

4

63

25

0

20

40

60

80

100

120

Activation (Paragraphs and Titles) ALMP

“Current strong employment growth

provides both the opportunity and a

particular need to reactivate the long-

term unemployed.” (1989 Employment Outlook – Editorial: p. 1)

Activation and Countries

Ranking among OECD Countries

(Number of Quotations in Relevant Paragraphs)

4

DENMARK, 8

IRELAND, 3

KOREA, 2

SWEDEN, 1

UNITED STATES, 3

0

1

2

3

4

5

6

7

8

9

Rank #1 Rank #2

Context :

Global Diffusion/Translation of

Policy Paradigms

5

France, UK,

Germany,

Canada, etc.

US

Sweden

UK

OECD Sifting-out and framing

Local level Global level

•eg. Weishaupt 2011

• Paradigm shifts: Shift towards the activation periods - Few

epochs

• Ask in what way activation is different

• But not why it was changed.

• What diffuse? The main effort is trying to analyze what

diffuse? diffusion of the already crystallized recommendation

• Empirical research – adoption of Activation:

Zohar & Frenkel; Daguerre, Kildal etc.

• Theoretical – Konle-Seidle: in what way does

the activation is different

• Esping-Andersen’s Welfare state

• How organizations affect countries: EU VS. OECD

• Weishaupt 2011

• Noaksson and Jacobsson (2003)

• Dostal (2007): Campaigning on expertise: how the OECD framed

EU welfare and labour market policies – and why success could

trigger failure

• Kildal 2007

•Diffusion Literature

• Rogers

• Czarniawaska (translation)

• Djelic

Epistemology Social Construction of

Reality Episteme; Discourse

1. Framing :

Coser, Goffman

Ontology: Paradigm Shift

Hall’s Policy paradigm goals, tools and the nature of policy

Institutional Change

Institutional

Entrepreneurs

1. Agencies vs.

2. Structures: Epistemic; organizational;

geopolitical

Theoretical

Development: Diffusion Literature

International

Organizations

Epistemic Communities;

Communities of Practice

1. Changing role of IO

2. OECD

Empirical Research:

Activation Welfare State Literature

Employment:

Neo-Liberal VS.

Social Democratic

1. Activation Policy

Direct pressures:

Pressures to adopt certain policy paradigm

Indirect pressures:

Narrows and frames (Goffman) the menu from which countries

can choose to adopt

Generating Global Discourse Through

the Prisms of the OECD

Global level analysis: the role of IOs

Sifting-out and selection process of alternatives

A Global ‘super’ policy paradigm?

Discourse, terminology, social problem, set of

alternatives

Path Dependency and Policy Sequences

6

"selectively punctuate and encode objects, situations, events,

experiences and sequences of actions (Snow & Benford, 1992:137)

Do International Organizations are

detached from the local sphere?

Activation Policy Revisited

7

Conditionality Level

How strong is the linkage?

Human Capital Development

What countries want to achieve?

Hu

man

Cap

ital

Develo

pm

en

t

Conditionality Level

Train-first & Long Term oriented approach

Loose Coupling

Strong Conditionality

Workfirst & Short-term oriented approach

“0”-”12” “0”-”12”

More

About the

Typology

Multiple Typologies and Numerous Researches

(Partial list)

Barbier (2000, 2004, 2007) Holzer (2004, 2009) Pascual (2004, 2007)

Bonoli (2010) Kildal (2001) Peck and Theodore (2000)

Classen & Clegg (2006) Lerman & Watson 1998 Van Berkel & Borghi

(2008)

Eichhorst & Konle-Seidle

(2008)

Lodemel and Trickey

(2001)

Verschraegen &

Vanhercke (2011)

Geldof (1999) Ochel (2005) Weishaupt (2011)

Graziano (2012) Pascual & Magnusson

(2007)

Zohar & Frenkel (2011)

And many more….

OECD Employment Outlook Series

8

Oth

er S

up

po

rting

Se

rvic

es

Te

mp

ora

ry E

mp

loym

en

t

Po

ve

rty

Re

cip

roc

ity o

f La

bo

ur M

ark

et a

nd

O

the

r Fie

lds

(Ca

pita

l, Tra

de

, etc

.)

Info

rma

l Em

plo

ym

en

t

Ho

us

eh

old

Se

lf-Em

plo

ym

en

t an

d

En

trep

ren

eu

rsh

ip

Co

llec

tive

Ba

rga

inin

g

Ac

tiva

tion

an

d A

LM

P, 5

Wo

rkin

g H

ou

rs a

nd

Pa

rt-Tim

e

Wo

rk

Ins

titutio

na

l La

nd

sc

ap

e (P

ES

, etc

) a

nd

Po

licie

s

Se

cto

res

Pe

riod

ica

l

En

terp

rise

s a

nd

Wo

rkp

lac

es

EP

L (F

lex

icu

rity a

nd

Le

ave

P

rac

tice

s)

Wa

ge

& S

ala

ries

Fin

an

cia

l Inc

en

tive

s to

Wo

rk V

S.

Co

mp

an

sa

tion

Pro

gra

mm

es

Sk

ills, O

cc

up

atio

ns

, an

d T

rain

ing

So

cia

l Gro

up

s

La

bo

ur fo

rce

- Ba

sic

0

2

4

6

8

10

12

14

16

18

20

Total

Number of Chapters by Main Subjects*

* Some chapters have 2 main subjects

Employment Analysis and Perspectives

1976 Manpower

Policy

1977 McCracken

Report 1983 EO

1984 EO 1985 EO

1986 EO

1987 EO 1988 EO

1989 EO

1990 EO

1991 EO

1992 EO

1993 EO 1994 Job

Study

1995 EO

1996 Job Strategy

1996 EO

1997 EO 1998 EO 1999 EO

2000 EO

2001 EO 2002 EO

2003 EO

2004 EO 2005 EO

2006 Boosting Jobs and Incomes

2006 EO 2007 EO

2008 EO

2009 EO

2010 EO

2011 EO

0

3

6

9

12

0 3 6 9 12

2.

Hu

man

Cap

itla

Dev

elo

pm

en

t A

pp

roah

c

1. Conditionality Level

Activation Policy Revisited - OECD Activation Policy Regimes: Conditionality Level & Human Capital Development

Activation Policy Regimes

(main principles)

~ Neo-Liberal

~ Inclusive

~ Social Democratic

Chronicle

Development

of the OECD

Activation

Policy

0

2

4

6

8

10

12

0 2 4 6 8 10 12

Hu

ma

n C

ap

ita

l A

pp

roa

ch

Conditionality level

Chronicle Development of Activation’s principles:

Conditionality and HCD 1960-2008

0

2

4

6

8

10

12

19

64

19

65

19

66

19

67

19

68

19

69

19

70

19

72

19

73

19

74

19

75

19

76

19

77

19

78

19

79

19

80

19

81

19

82

19

83

19

85

19

86

19

87

19

88

19

89

19

90

19

91

19

92

19

93

19

94

19

95

19

96

19

98

19

99

20

00

20

01

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

20

11

Conditionality Level Human Capital Development Approaches

0

2

4

6

8

10

12

19

64

19

65

19

66

19

67

19

68

19

69

19

70

19

72

19

73

19

74

19

75

19

76

19

77

19

78

19

79

19

80

19

81

19

82

19

83

19

85

19

86

19

87

19

88

19

89

19

90

19

91

19

92

19

93

19

94

19

95

19

96

19

98

19

99

20

00

20

01

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

20

11

Conditionality Level Human Capital Development Approaches

Conditionality Human Capital Development

Approach

5th Order Polynomial Trendline

The OECD: Innovator or Early Adopter?

0

2

4

6

8

10

12

Conditionality Level Human Capital Development Approaches

Chronicle Development of Activation’s principles :

Conditionality and HCD 1960-2008

1989: “Active Society” and the

New Framework for Active

Labour Market Policies

The Ministerial Meeting: the

mandate to develop an

independent study

The OECD Job Study

Initiation of many Activation

programmes

(de facto or de jure(

Mid-End 1990’s

Unemployment Rate (OECD Average 15-65)

and the Development of Activation Policy Recommendations

Conditionality Human Capital

Development Approach

5th Order Polynomial Trendline

0

2

4

6

8

10

12

0

2

4

6

8

10

12

15

25

35

45

55

65

75

0

2

4

6

8

10

12

19

83

19

84

19

84

19

85

19

86

19

86

19

87

19

88

19

88

19

89

19

90

19

90

19

91

19

92

19

92

19

93

19

94

19

94

19

95

19

96

19

96

19

97

19

98

19

98

19

99

20

00

20

00

20

01

20

02

20

02

20

03

20

04

20

04

20

05

20

06

20

06

20

07

20

08

20

08

20

09

20

10

20

10

20

11

Chronicle Development of Activation’s principles :

Employment Rate

(OECD Average 1987-2008)

OECD 60-64

OECD 55-64

OECD 15-64

Chronicle Development of Activation’s principles :

Out-of-Work Income Maintenance and Support

(Expenditures as a % of GDP)

OECD Average

Denmark

Canada

France

Germany

United Kingdom

Netherlands

United States

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

5

0

2

4

6

8

10

12

1

1

1

2

2

2

1 2 1

1 2

1 1 1 1 1

“History of all hitherto Activation Policy Regimes is the history of ????? struggle”

Social Construction of

Policy Alternatives Professional Decision making (Rational Choice Theories)

Social Constructivists Theories

Inner bureaucratic conflicts: Triangular (ELS-ECO-

Secretariat) and the role of Institutional Entrepreneurs

Geopolitical landscape: OECD’s autonomy from its member

countries; status of countries among members and non-

members (incl. super-power struggle)

16

Inner bureaucratic

conflicts and

Epistemic

Communities

Geopolitical power

relations

0

2

4

6

8

10

12

14

0

2

4

6

8

10

12

14

The OECD as an Organizational Reflection

of the locals institutional landscape

ELS as part of the A-Grades (%)

ECO

ELS

EDU

Entrepreneurship

1985, 1994, 2000, 2004 2008

1976 Manpower

Policy

1977 McCracken

Report 1983 EO

1984 EO 1985 EO

1986 EO

1987 EO 1988 EO

1989 EO

1990 EO

1991 EO

1992 EO

1993 EO 1994 Job

Study

1995 EO

1996 Job Strategy

1996 EO

1997 EO 1998 EO 1999 EO

2000 EO

2001 EO 2002 EO

2003 EO

2004 EO 2005 EO

2006 Boosting Jobs and Incomes

2006 EO 2007 EO

2008 EO

2009 EO

2010 EO

2011 EO

0

3

6

9

12

0 3 6 9 12

2.

Hu

man

Cap

itla

Dev

elo

pm

en

t A

pp

roah

c

1. Conditionality Level

Activation Policy Revisited - OECD Activation Policy Regimes: Conditionality Level & Human Capital Development

Conversion of policies?

More variations within narrow domains

~ Neo-Liberal

~ Inclusive

~ Social Democratic

Final notes

The paradigm shift begun during the 1980s From encouraging early retirement to foster Activation

From a ‘naïve’ to a more mature Activation (Martin 2014)

A renew “Full Employment Policy”?

The future of ‘Labour’? Employment, Skills, Local, Entrepreneurship, Health

The role of the employment outlook – and the OECD Annual Reports

Organizational questions – Tackling built-in biases

The next part of the research: Finding the model can explain the process.

19

20

Gal Zohar

[email protected]

The Hebrew University of Jerusalem

Priorities – ELSAC

21

Adults Skills and Occupations Disabilities Education System (Genearl)

Employment Outlook

General Outlook (exc. Employment Outlook)

Health Industrial and Trade Relations

Labour Market Policieis/Programmes

Labour Market Standards and Statistics

Migration

Retirement, Senior Citizens and Pension

Social Policies and Benefits

Wage and Income

Women Youth

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1986 1987 1991 1992 1993 1994 1996 1997 1998 2001 2002

Adults Skills and Occupations Disabilities Education System (Genearl) Employment Outlook

Families and Work General Outlook (exc. Employment Outlook) Governance Health

Industrial and Trade Relations Labour Market Policieis/Programmes Labour Market Standards and Statistics Migration

Retirement, Senior Citizens and Pension Social Policies and Benefits Wage and Income Women

Working Time Youth

Wisconsin in Israel

Global Fashion with local Policy Paradigms

Global Local

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Followers

Antagonists

;משרד האוצר1.

(שלמה קרמר)שחקנים פרטיים 2.

(epistemic community)קהילה מקצועית 3.

(אדוה)ארגוני מחקר , ארגוני סינגור1.

(*שירות התעסוקה)גורמים ממשלתיים 2.

.1 (בשלב מאוחר יותר)כים ושרים "ח3. Structures vis-à-vis Agents

1. American Fountainhead (practice and discourse)

2. Followers and Antagonists (Autonomous role)

Now the Wisconsin Plan is being adopted all around the world… we are the

first one to adopt it outside of the US”.

Importing Welfare to Work Model (Activation Policy) to Israel – Policy Making in Israel, Israel Economic

Quarterly (Hebrew),