action research plan pdf

The Action Research Planner

Doing Critical Participatory Action Research

• © 2014
• Stephen Kemmis 0 ,
• Robin McTaggart 1 ,
• Rhonda Nixon 2

Charles Sturt University, Wagga Wagga, Australia

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Griffith University, Gold Coast, Australia

Victoria university, canada.

• A step-by-step guide to planning critical participatory action research projects
• Provides concise and readable illustrative examples
• Provides practical resources to assist new and experienced action researchers planning a study
• Provides a theoretical framework that explains ‘participation’, ‘practice’ and ‘research’
• Fully updated new edition of a classic of Action Research literature
• Includes supplementary material: sn.pub/extras

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About this book

A fully-updated and reworked version of the classic book by Stephen Kemmis and Robin McTaggart, now joined by Rhonda Nixon, The Action Research Planner is a detailed guide to developing and conducting a critical participatory action research project. The authors outline new views on ‘participation’ (based on Jürgen Habermas’s notion of a ‘public sphere’), ‘practice’ (as shaped by practice architectures), and ‘research’ (as research within practice traditions). They provide five extended examples of critical participatory action research studies. The book includes a range of resources for people planning a critical participatory research initiative, providing guidance on how to establish an action research group and identify a shared concern, research ethics, principles of procedure for action researchers, protocols for collaborative work, keeping a journal, gathering evidence, reporting, and choosing academic partners.

Unlike earlier editions, The Action Research Planner focuses specifically on critical participatory action research, which occupies a particular (critical) niche in the action research 'family'.

The Action Research Planner is an essential guide to planning and undertaking this type of research.

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• Critical Participatory Action Research

Participatory action research

Principles of Participatory Research

• Action research in the classroom
• Critical aproaches to education
• Professional practice

Rhonda Nixon

Robin McTaggart

• Social and educational research

Stephen Kemmis

• action research in education
• action research project
• research methods
• learning and instruction

Table of contents (7 chapters)

Front matter, introducing critical participatory action research.

• Stephen Kemmis, Robin McTaggart, Rhonda Nixon

A New View of Participation: Participation in Public Spheres

A new view of practice: practices held in place by practice architectures, a new view of research: research within practice traditions, doing critical participatory action research: the ‘planner’ part, examples of critical participatory action research, resources for critical participatory action researchers, back matter, authors and affiliations, about the authors.

Stephen Kemmis is Professor of Education and a member of the Research Institute for Professional Practice, Learning and Education at Charles Sturt University (Faculty of Education, Wagga Wagga). He is also co-leader of the ‘Pedagogy, Education and Praxis’ (PEP) international collaboration involving researchers from universities in Europe and Canada. Stephen has held academic positions at the University of Sydney, University of Illinois, University of East Anglia, Deakin University and the University of Ballarat and also worked for several years as an independent consultant. He has published extensively on professional practice, indigenous education, participatory action research and qualitative methods in educational research. His most well-known publication is the highly acclaimed book (with Wilfred Carr) "Becoming Critical: Education, knowledge and action research". In 2001 Stephen was made an Honorary Life Member of the Australian Association for Educational Research (AARE), and in 2009 he was awarded two honorary doctorates for services to international educational research.

Robin McTaggart is Adjunct Professor at the Griffith Institute for Educational Research at Griffith University, Gold Coast, Queensland, Australia. He was formerly Professor and Head of School of  Administration and Curriculum Studies at Deakin University, Geelong, Australia, and Dean of Education and Pro-Vice-Chancellor Quality Assurance at James Cook University, Townsville, Australia. He was also Adjunct Professor in the International Graduate School of Management PhD program at the University of South Australia for several years. He has practised, taught and published extensively about critical participatory action research in many countries including Thailand, Malaysia, Indonesia, Singapore, Hong Kong, New Zealand, Canada and the USA.

Rhonda Nixon is an Adjunct Professor at the University of Alberta, Alberta, Canada and currently works at Edmonton CatholicSchools.  She has fifteen years of experience as a former elementary, junior and secondary teacher and English Language Arts Consultant for a large urban school district. She is currently supporting schools in critical participatory action research as an approach to professional learning in her role as Manager of Edmonton Catholic Schools’ TRANSFORM professional development programs. Her 2012 PhD thesis, from the University of Alberta, Investigating tension in collaborative action research about comics writing, reported on a critical participatory action research program undertaken with elementary school teachers investigating the power of comics writing as a way to teach narrative writing.

Bibliographic Information

Book Title : The Action Research Planner

Book Subtitle : Doing Critical Participatory Action Research

Authors : Stephen Kemmis, Robin McTaggart, Rhonda Nixon

DOI : https://doi.org/10.1007/978-981-4560-67-2

Publisher : Springer Singapore

eBook Packages : Humanities, Social Sciences and Law , Education (R0)

Copyright Information : Springer Science+Business Media Singapore 2014

Hardcover ISBN : 978-981-4560-66-5 Published: 27 November 2013

Softcover ISBN : 978-981-10-1350-8 Published: 18 September 2016

eBook ISBN : 978-981-4560-67-2 Published: 12 November 2013

Edition Number : 1

Number of Pages : XI, 200

Number of Illustrations : 6 b/w illustrations

Topics : Teaching and Teacher Education , Learning & Instruction , Assessment, Testing and Evaluation

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Methodology

• What Is Action Research? | Definition & Examples

What Is Action Research? | Definition & Examples

Published on January 27, 2023 by Tegan George . Revised on January 12, 2024.

Table of contents

Types of action research, action research models, examples of action research, action research vs. traditional research, advantages and disadvantages of action research, other interesting articles, frequently asked questions about action research.

There are 2 common types of action research: participatory action research and practical action research.

• Participatory action research emphasizes that participants should be members of the community being studied, empowering those directly affected by outcomes of said research. In this method, participants are effectively co-researchers, with their lived experiences considered formative to the research process.
• Practical action research focuses more on how research is conducted and is designed to address and solve specific issues.

Both types of action research are more focused on increasing the capacity and ability of future practitioners than contributing to a theoretical body of knowledge.

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Action research is often reflected in 3 action research models: operational (sometimes called technical), collaboration, and critical reflection.

• Operational (or technical) action research is usually visualized like a spiral following a series of steps, such as “planning → acting → observing → reflecting.”
• Collaboration action research is more community-based, focused on building a network of similar individuals (e.g., college professors in a given geographic area) and compiling learnings from iterated feedback cycles.
• Critical reflection action research serves to contextualize systemic processes that are already ongoing (e.g., working retroactively to analyze existing school systems by questioning why certain practices were put into place and developed the way they did).

Action research is often used in fields like education because of its iterative and flexible style.

After the information was collected, the students were asked where they thought ramps or other accessibility measures would be best utilized, and the suggestions were sent to school administrators. Example: Practical action research Science teachers at your city’s high school have been witnessing a year-over-year decline in standardized test scores in chemistry. In seeking the source of this issue, they studied how concepts are taught in depth, focusing on the methods, tools, and approaches used by each teacher.

Action research differs sharply from other types of research in that it seeks to produce actionable processes over the course of the research rather than contributing to existing knowledge or drawing conclusions from datasets. In this way, action research is formative , not summative , and is conducted in an ongoing, iterative way.

As such, action research is different in purpose, context, and significance and is a good fit for those seeking to implement systemic change.

Action research comes with advantages and disadvantages.

• Action research is highly adaptable , allowing researchers to mold their analysis to their individual needs and implement practical individual-level changes.
• Action research provides an immediate and actionable path forward for solving entrenched issues, rather than suggesting complicated, longer-term solutions rooted in complex data.
• Done correctly, action research can be very empowering , informing social change and allowing participants to effect that change in ways meaningful to their communities.

Disadvantages

• Due to their flexibility, action research studies are plagued by very limited generalizability  and are very difficult to replicate . They are often not considered theoretically rigorous due to the power the researcher holds in drawing conclusions.
• Action research can be complicated to structure in an ethical manner . Participants may feel pressured to participate or to participate in a certain way.
• Action research is at high risk for research biases such as selection bias , social desirability bias , or other types of cognitive biases .

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Inclusion and exclusion criteria

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

Action research is conducted in order to solve a particular issue immediately, while case studies are often conducted over a longer period of time and focus more on observing and analyzing a particular ongoing phenomenon.

Action research is focused on solving a problem or informing individual and community-based knowledge in a way that impacts teaching, learning, and other related processes. It is less focused on contributing theoretical input, instead producing actionable input.

Action research is particularly popular with educators as a form of systematic inquiry because it prioritizes reflection and bridges the gap between theory and practice. Educators are able to simultaneously investigate an issue as they solve it, and the method is very iterative and flexible.

A cycle of inquiry is another name for action research . It is usually visualized in a spiral shape following a series of steps, such as “planning → acting → observing → reflecting.”

Sources in this article

We strongly encourage students to use sources in their work. You can cite our article (APA Style) or take a deep dive into the articles below.

George, T. (2024, January 12). What Is Action Research? | Definition & Examples. Scribbr. Retrieved July 5, 2024, from https://www.scribbr.com/methodology/action-research/

Cohen, L., Manion, L., & Morrison, K. (2017). Research methods in education (8th edition). Routledge.

Naughton, G. M. (2001).  Action research (1st edition). Routledge.

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Research Action Plan

It is a fact that a research action plan is needed not only to provide a solution for an existing problem but also to provide detailed information for a new study. Research action plans are conducted by numerous individuals and groups on different fields (i.e., business, science, academe, government, technology, etc.).

Research Action Plan Template

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To guide you in creating a research action plan, we have provided some examples (in PDF format) as well as tips on how to create a research action plan.

Action Plan Template

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Action Plan Template to Print

User Research Action Plan Example

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New Research Plan Outline Example

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Research Action Proposal Outline Example

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The Importance of Creating a Research Action Plan

The importance of research action plans cannot be understated. As previously mentioned, they are conducted by various individuals and groups on various fields. Although they are commonly used by business entities and scientific organizations, they are also used by academe (by both professors and students alike), government, technology, sports, and social welfare groups. You may also see quality plan examples & samples .

We will be discussing below the importance of research action plans to each sector that was mentioned.

1. Business

This is where research action plans are constantly created and used. Business entities, specifically companies, conduct research for various reasons. Some do research to develop a new product or improve an existing one, some do research to analyze a new market, some do it for investment analysis , while some companies do it to improve their competitive advantage.

The reasons are not limited to the ones mentioned above, as they are other numerous reasons why companies conduct research. But despite the reason, business research is always aimed toward two things: profitability and sustainability.

Similar to business entities, scientific organizations also do heavy research. Scientific research is always aimed to provide better living conditions for not only humans but all the organisms living on this planet. Additionally, scientific research also centers on discovering things that were not deemed possible before (for example: evolution, relativity, space travel, etc.). You may also like company plan examples & samples .

3. Technology

Science and technology are always intertwined. Technology uses scientific processes to discover new objects and possibilities, while science uses technology to do the same thing. Since the dawn of the digital age, technology has been moving at a breakneck speed. Research has resulted in the most groundbreaking technological discoveries in the 21st century, and more is yet it to come in the next few years. You may also check out advertising plan examples & samples .

The images you see in movies (for example, the Iron Man or Black Panther suit, hologram interaction, nanotechnology) will all be possible sooner than you think.

4. Government

The most advanced and progressive countries rely on their government to do research. Either research to develop new infrastructure, improve transportation and utility systems, eradicate poverty, or to increase foreign and domestic investors, research has been key to improve a country’s economic standing and decrease national debt. You might be interested in sales plan examples .

Similar to science and technology, government and academe are also intertwined in which both sectors benefit each other. In most countries, government asks the assistance of academic institutions to create a research action plan, especially in studies relating to education. You may have also noticed that various educators have taken government positions to extend their expertise to the government. You may also see event plan examples & samples .

Playing sports is both a great pastime and a great money earner. There is money in sports, which is why numerous organizations turn it into a business. Sports-centered research do not only focus on increasing physical abilities and skills but also on marketing. Sports apparel companies like Adidas and Nike, as well as sports personalities like Michael Jordan and Lionel Messi, have all benefited not only from sports health and wellness research but also from sports marketing research. You may also like daily plan examples & samples .

7. Social Welfare

Social welfare is a subcategory of government, but this focuses on human resource specifically the improving of living conditions of individuals and communities.

Social welfare is very important as human resource provides the backbone of every country. If individuals are struggling to meet their daily needs, they become unhealthy and unfocused, thus reducing their effectiveness as being part of the country’s workforce. An unproductive workforce cannot support the government in any way possible. You may also check out management plan examples .

That is why research based on social welfare helps government identify and solve issues in regards to their citizens, aiding them to improve their financial standing to become more effective and efficient in their respective industries.

Market Research Action Plan Example

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Research Plan Proposal Example

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Research Proposal Template Example

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Research Action Plan Outline Example

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Basic Research Action Plan Outline

There is no standard outline in creating a research action plan. But there are sections in which are found in most research action plans. Listed below is a basic research action plan outline which is highly recommended when you will be making your own research plan in the future. You may also see annual plan examples and samples .

Feel free to edit and add sections from the PDF research action plan examples we provided if you think some sections are relevant to your research.

1. Introduction

Sometimes, researchers tend to overlook the introduction as it does not contain the meat of the study. But the introduction is as important as the other sections of the research action plan.

The introduction contains information on why the research is being conducted, and also provides info on how the research will affect the industry or sector it was based on. Remember that the introduction is not a summary of the research . That section is called “abstract.” The abstract is written once the study has been accomplished, and is usually inserted after the introduction.

2. Statement of the Problem

The general statement of the problem identifies the problems or issues that need to be solved in the research. The statement of the problem is usually formulated using WH and H questions, but those questions need to be very specific. Providing general questions will be difficult for the researcher especially when he reaches the data-gathering stage.

Here is an example of a “how” question in a problem statement for a research focusing on hologram smartphone development in 2018:

Incorrect (general): How can smartphone companies develop hologram technology in their products in 2018?

Correct (specific): How can the leading smartphone manufacturers Apple, Samsung, and Vivo implement hologram technology in their high-end phones when they have functions and features lined up for their models in the next two years? You may also like audit plan examples & samples .

Based on the examples above, it will be easier for the researcher to conduct the research as he will be focused on three smartphone companies Apple, Samsung, and Vivo instead of all the smartphone manufacturers as stated in the first problem. Additionally, the second problem centers in on the hologram’s impact to the company’s current portfolio of products, while the first problem does not even recognize the current products of the companies. You may also check out work plan examples & samples .

3. Methodology

The methodology identifies the research’s respondents, locale, research design, and data-gathering procedure. This section basically lists down the methods and procedures the researcher will use in his study. The methodology tremendously aids the researcher as he focuses on the methods and procedures he previously chose, creating a more streamlined study that does not stray away from the problems the researcher wants to solve. You might be interested in weekly plan examples & samples .

4. Analysis of Data

Data analysis is basically the meat of the entire study or research. Data analysis is conducted after all the data have been compiled. There are numerous data analysis methods that researchers use, but the one that is actually used depends on the data that was gathered (number of respondents, type of study, research topic, etc.). You may also see implementation plan examples & samples .

Most of the time, a statistician assists the researcher on tabulating the data and also assists in identifying what analysis method to use. Data analysis will help the researcher determine what recommendations to use, so it is crucial that the data should be analyzed carefully. You may also like job plan examples & samples .

5. Recommendation

Recommendations are the result of data analysis. This section answers the statement of the problem through the data that was gathered and analyzed. Make sure each question in the statement of the problem has a corresponding recommendation. Recommendations are basically the solutions to the problems you presented, so again be specific in how you present your recommendations. You may also check out business plan examples .

Here is an example on a recommendation based on the problem listed above. How can the leading smartphone manufacturers Apple, Samsung, and Vivo implement hologram technology in their high-end phones when they have functions and features lined up for their models in the next two years? You might be interested in transition plan examples & samples .

Incorrect (general): The three smartphone companies should have a separate department to produce a new line of products that will implement hologram technology. (No further analysis is discussed).

Correct (specific): Based on 70% of the responses, the three smartphone companies should have a separate department to produce a new line of products that will implement hologram technology. This will create a more smooth production process as two departments will be working on different products, but still under the same company. (Detailed analysis to follow.) You may also see project plan examples .

6. Conclusion

The research conclusion is the last part of the research and serves a similar purpose to the introduction. The conclusion basically reiterates the information that was previously mentioned in the data analysis and recommendation, but it is not the summary of the entire research. The conclusion also agrees on what recommendations were made by the researcher. No further analysis is conducted in the conclusion. You may also like evaluation plan examples & samples .

Doctoral Thesis Research Plan Example

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Executive Summary for Research Plan Example

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Abstract Research Plan Example

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We hope you found this article to be informative as well as helpful when you will be making your own research action plan. We also included some examples in PDF to assist you (they are all free to download). Doing research requires long hours of hard work and patience, and sometimes the results do not even go the way you planned them to. The quality of data you compile and your eventual analysis of the said data are not the only determinants on creating a successful research study, as you also need to have a good research action plan .

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1. descriptive research design, 2. correlational research design, 3. the design of experimental research, 4. design of diagnostic research study, 5. research design with explanatory elements, step 1: clearly define your objectives and goals for the organization., step 2: methods and procedures for the action research plan, step 3: include a review of the literature, step 4: create an evaluation and conclude, step 5: proofread and finalize the overall strategy plan, share this post on your network, you may also like these articles.

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The Heritage Foundation and the 100+ organizations that make up the Project 2025 Advisory Board have mapped out exactly how they will achieve their extreme ends. They aim to try and carry out many of the most troubling proposals through an anti-democratic president and political loyalists installed in the executive branch, without waiting for congressional action. And, while many of these plans are unlawful, winning in court is not guaranteed given that the same far-right movement that is behind Project 2025 has shaped our current court system.

To combat the threats posed by Project 2025, we have to first understand them.

What follows are some of the most dangerous proposals that make up Project 2025, specifically those that they plan to implement through federal agencies and a far-right executive branch.

The majority of Americans share the same values and priorities, but Project 2025 wants to push an extreme, out-of-touch agenda on all of us . By reading this guide and sharing it, we can begin to address these threats and go on offense towards building a bold, inclusive democracy for all people.

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What is Project 2025?

The Project 2025 Presidential Transition Project is a well-funded (eight-figure) effort of the Heritage Foundation and more than 100 organizations to enable a future anti-democratic presidential administration to take swift, far-right action that would cut wages for working people, dismantle social safety net programs, reverse decades of progress for civil rights, redefine the way our society operates, and undermine our economy.

A central pillar of Project 2025 is the “Mandate for Leadership,” a 900+ page policy playbook authored by former Trump administration officials and other extremists that provides a radical vision for our nation and a roadmap to implement it.

Project 2025 Snapshot

Proposals from Project 2025, discussed in detail throughout this guide, that they claim could be implemented through executive branch action alone — so without new legislation — include:

• Cut overtime protections for 4.3 million workers
• Stop efforts to lower prescription drug prices
• Limit access to food assistance, which an average of more than 40 million people in 21.6 million households rely on monthly
• Eliminate the Head Start early education program, which serves over 1 million children annually
• Cut American Rescue Plan (ARP) programs that have created or saved 220,000 jobs
• Restrict access to medication abortion
• Push more of the 33 million people enrolled in Medicare towards Medicare Advantage and other worse, private options
• Expose the 368,000 children in foster care to risk of increased discrimination
• Deny students in 25 states and Washington, D.C. access to student loans because their state provides in-state tuition to undocumented immigrants
• Roll back civil rights protections across multiple fronts, including cutting diversity, equity, and inclusion-related (DEI) programs and LGBTQ+ rights in health care, education, and workplaces

Explore Project 2025's Plans:

Cut wages, create unsafe workplaces, and destabilize our economy.

Project 2025 would enable corporations to cut overtime pay, relax worker safety rules, allow workplace discrimination, and more.

Make It Harder for Americans to Make Ends Meet

A strong democracy is one where people have the resources they need to thrive, not worry about how they will make ends meet. Project 2025 proposals would only make daily life harder for people – with fewer people able to access food assistance and affordable early education, less support for veterans with disabilities, and cuts to support for farmers.

Restrict Reproductive Rights and Access to Health Care

Despite the majority of Americans supporting comprehensive health care and reproductive freedom, Project 2025 would prefer a far different reality. Their attacks would undermine Medicare, keep prescription drug prices high, and restrict access to reproductive care.

Enable Discrimination Across Society

Threatened by decades of progress in advancing civil rights and equality for all, the authors of Project 2025 want to create a country that allows for more discrimination where we live, study, work, and play — and roll back hard-fought victories by our movements for progress.

Set Polluters Loose and Undo Climate Action

We’ve waited decades for meaningful and robust federal action to combat climate change and protect people from the harms of pollution. Project 2025 couldn’t care less about these threats — and now they want to destroy our hard-fought gains.

Make Education Unaffordable and Unwelcoming

Our public schools are foundational to our democracy. When special interests undermine public schools, they undermine the ability of students from all backgrounds to learn, feel safe in their community, and develop skills and knowledge that enable students to thrive. If Project 2025 has their way, our public schools could be stripped of funding, protections for students, and high-quality curricula.

Undermine Government’s Ability to Deliver for People

Civil servants are federal employees who work and live in all 50 states — the more than 2 million people who keep our air clean, water safe, consumers protected, and mail delivered. Attacks on the nation’s civil service are attacks on the government’s ability to work for the people.

The threats from Project 2025 do not end here.

This  People’s Guide only begins to catalog the people and communities who would be harmed if a future presidential administration began to implement Project 2025’s proposals. Businesses and industry across the country could be harmed not just from the lack of data collection discussed above, but also from proposals to politicize the Federal Reserve or to restrict free trade. Our country’s national security itself, too, is threatened by proposals to concentrate military decisionmaking, further undermine our intelligence agencies, or promote isolationist policies.

We continue to analyze these policies and their harms to people, and expect to release updated versions of the  People’s Guide  with reports on the threats that would make it harder to run a business, put our security at risk, and more. Click here to sign up to receive the updated reports directly in your inbox.

We cannot let Project 2025 write the next chapter of our nation’s story.

To learn more about how we can confront the threats presented in this guide head-on and begin to build a bold, vibrant democracy for all people, visit  democracyforward.org/join-2025 .

Our three pillars to advance a bold, vibrant democracy for all people:

Defending democracy and policies that propel progress through public education, regulatory and legal support.

Disrupting unlawful, regressive, and anti-democratic activity through litigation, investigations, and public education.

Building coalitions, supporting communities, and creating a more democratic and just future through the law.

Join us in this generational fight for people and democracy.

New york times: “the resistance to a new trump administration has already started”.

As first reported in The New York Times : Democracy Forward is “ensuring that people and communities that would be affected by a range of policies that we see with respect to Project 2025 know their legal rights and remedies and are able to access legal representation, should that be necessary.”

How America Saves 2024

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Public finance and budgets

Countries across the OECD are facing long-term fiscal pressures in areas such as health, ageing, climate change, and defence. At the same time, governments must grapple with mounting debt levels, rising interest rates and high levels of uncertainty. In this increasingly constrained fiscal environment, reconciling new and emerging spending pressures with already stretched public finances requires high-quality budget institutions and processes.

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Key messages, oecd countries are facing long-term fiscal pressures..

The long-term fiscal pressures associated with climate change and reducing greenhouse gas emissions; ageing populations and shrinking labour supply; and rising health care and social care costs continued to mount. Interest expenditures are now increasing significantly. The current geopolitical tensions are adding further new spending pressures, including in the defence area, as well as greater economic uncertainty.

Reconciling these pressures with already stretched public finances requires high quality budget institutions and strengthened public understanding

Budgets are about more than money. They are a statement of a nation’s priorities. Engagement and oversight of the budget process by Independent Fiscal Institutions, parliaments and the public is fundamental to democratic governance and trust in government. Empowering the public to understand fiscal challenges is essential for generating the will to solve them

Governments must have credible public financial management frameworks to build trust in budgetary governance and maintain enough fiscal space to be able to finance crisis responses when needed.

Governments must have credible public financial management frameworks to build trust in budgetary governance and maintain enough fiscal space to finance crisis responses when needed.

Each of the crises of recent years has shown the importance of preserving the resilience of public finances; countries need to be able to finance large and unexpected expenditures, such as in the aftermath of major natural disasters, to support a distressed sector or to address the consequences of a major pandemic. However, debt levels in OECD countries have risen significantly in recent years.  

General government expenditures amounted to 46.3% of GDP on average across OECD countries in 2021

Between 2019 and 2021 general government expenditures as a percentage of GDP increased by 5.4 percentage points, from 40.9% in 2019. This  increase is largely explained by the COVID-19 pandemic, which led to significant economic disruption. This prompted  large-scale fiscal stimuluses, including increased spending on healthcare, social welfare programmes, and support for businesses and individuals affected by the pandemic, while at the same time GDP was falling.  

General Fiscal Balance

The fiscal balance is the difference between a government’s revenues and its expenditures. It signals if public accounts are balanced or if there are surpluses or deficits. Recurrent deficits over time imply the accumulation of public debt and may send worrying signals to consumers and investors about the sustainability of public accounts which, in turn, may deter consumption or investment decisions. Nonetheless, if debt is kept at a sustainable level, deficits can help to finance necessary public investment, or in exceptional circumstances, such as unexpected external shocks (e.g. pandemics, wars or natural disasters), can contribute to maintaining living conditions and preserving social stability. 

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• Fiscal Frameworks Fiscal frameworks outline the government's fiscal intentions and explain how these will be implemented concretely. Well-designed fiscal frameworks provide clarity and stability in government fiscal operations, ensuring that spending on policy priorities of governments, like healthcare, education, and climate adaptation, are funded and sustainable. Additionally, they build resilience by helping governments prepare effectively for economic challenges. Learn more
• Fiscal federalism network The OECD Network on Fiscal Relations across Levels of Government, also known as the “Fiscal Network”, provides a platform for countries to engage on intergovernmental fiscal relations and fiscal decentralisation policy issues. Its core mission is to improve the efficiency, equity and stability of fiscal systems through cross-country policy analysis and international comparisons. The Network facilitates best practice sharing through high-level meetings and maintaining a comprehensive decentralisation database, informing policymaking and reforms. Through collaborative efforts like workshops and the Fiscal Federalism publication series, the Network enables policymakers to access and contribute to research and insights on managing financial relationships across government levels. Supported by a multidisciplinary OECD team, the Network emphasises concrete outcomes, offering members a structured environment to learn, share and apply successful policy strategies. Learn more
• Gender budgeting Gender budgeting is a public governance tool that governments can use to assess how budget decisions impact gender equality. When implemented effectively, gender budgeting helps expose how gender inequalities may have inadvertently become embedded in public policies and the allocation of resources and promotes budget measures that will be effective at closing gender gaps. Learn more
• Green budgeting Green budgeting uses the tools of budgetary policy making to provide policy makers with a clearer understanding of the environmental and climate impacts of budgeting choices, while bringing evidence together in a systematic and co-ordinated manner for more informed decision making to fulfil national and international commitments. Learn more
• Health budgeting Without a major policy shift, health spending is projected to outstrip both expected growth in the overall economy and in government revenues across OECD countries. Competing priorities for government spending are also squeezing health budgets. Urgent action is therefore needed to finance more resilient health systems while ensuring the fiscal sustainability of health systems. Learn more
• Parliamentary budget offices and independent fiscal institutions Our work with parliaments and independent fiscal institutions (IFIs) supports fiscal transparency and accountability. At a time when the sustainability of public finances is under close scrutiny, these oversight institutions play a crucial role in raising the quality of the debate on fiscal policy and ensuring that public budgets are managed effectively. Learn more
• Performance budgeting In an environment of budget constraints and high citizen expectations it is necessary to demonstrate that public expenditure is providing value for money and delivering on performance. The availability of good-quality performance information not only assists policymakers in making more informed budgetary decisions but also enables the broader public to hold the government accountable for delivering the outcomes promised to citizens. Learn more
• Public accounts Good management of public money is vital for good governance, ensuring essential services like healthcare and education run smoothly. Public accounts track government income and spending, they show how money is managed and if the government can fund these crucial services. Learn more
• Public debt management Prudent public debt management is critical for well-functioning national financial systems and helps to reinforce sound fiscal and monetary policies. Public debt portfolios, both in terms of their size and composition, have the potential to generate substantial risk to countries’ balance sheets and overall financial stability. The OECD promotes good practices in public debt and risk management and provides recommendations to assist policy makers in their efforts to adopt and implement prudent debt management policies. Learn more
• Spending Reviews Spending reviews are tools for systematically analysing the government’s existing expenditure. The OECD has found that spending reviews have proved to be an important tool for governments, not only to control total expenditure by making space for more resources, but also to align spending allocations with government priorities and to improve the effectiveness of policies and programmes. Learn more