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Investing in school systems: conceptualising returns on investment across the health, education and social protection sectors
  1. Stéphane Verguet1,
  2. Pratibha Gautam1,
  3. Iman Ali2,
  4. Arif Husain3,
  5. Stefan Meyer3,
  6. Carmen Burbano3,
  7. Edward Lloyd-Evans3,
  8. Margherita Coco4,
  9. Martin Mphangwe4,
  10. Albert Saka5,
  11. Meseret Zelalem6,
  12. Boitshepo Bibi Giyose7,
  13. Zhihui Li8,
  14. Agnes Erzse9,
  15. Karen Hofman9,
  16. Céline Giner10,
  17. Sylvie Avallone11,
  18. Heli Kuusipalo12,
  19. Elizabeth Kristjansson13,
  20. Linda Schultz14,
  21. Donald A P Bundy14,
  22. Noam Angrist15,16
  1. 1Department of Global Health and Population, Harvard TH Chan School of Public Health, Boston, Massachusetts, USA
  2. 2Tufts University, Medford, Massachusetts, USA
  3. 3World Food Programme, Rome, Italy
  4. 4World Food Programme, Lilongwe, Malawi
  5. 5Ministry of Education Science and Technology, Lilongwe, Malawi
  6. 6Maternal, Child and Adolescent Health Lead Executive Officer, Ethiopia Ministry of Health, Addis Ababa, Ethiopia
  7. 7FAO/AUDA-NEPAD (African Union Development Agency – New Partnership for Africa’s Development), Johannesburg, South Africa
  8. 8Tsinghua Vanke School of Public Health, Beijing, China
  9. 9SAMRC Wits Centre for Health Economics and Decision Science PRICELESS SA, University of Witwatersrand School of Public Health, Johannesburg, South Africa
  10. 10Organization for Economic Cooperation and Development, Paris, France
  11. 11QualiSud, Univ Montpellier, Institut Agro, CIRAD, Avignon Université, Université de La Réunion, Montpellier, France
  12. 12National Institute for Health and Welfare, Helsinki, Finland
  13. 13University of Ottawa, Ottawa, Ontario, Canada
  14. 14Research Consortium for the School Meals Coalition, London School of Hygiene and Tropical Medicine, London, UK
  15. 15University of Oxford, Oxford, Oxfordshire, UK
  16. 16Youth Impact, Gaborone, Botswana
  1. Correspondence to Professor Stéphane Verguet; verguet{at}hsph.harvard.edu

Abstract

Public policies often aim to improve welfare, economic injustice and reduce inequality, particularly in the social protection, labour, health and education sectors. While these policies frequently operate in silos, the education sphere can operate as a cross-sectoral link. Schools represent a unique locus, with globally hundreds of millions of children attending class every day. A high-profile policy example is school feeding, with over 400 million students worldwide receiving meals in schools. The benefits of harmonising interventions across sectors with a common delivery platform include economies of scale. Moreover, economic evaluation frameworks commonly used to assess policies rarely account for impact across sectors besides their primary intent. For example, school meals are often evaluated for their impact on nutrition, but they also have educational benefits, including increasing attendance and learning and incorporating smallholder farmers into corporate value chains. To address these gaps, we propose the introduction of a comprehensive value-for-money framework for investments toward school systems that acknowledges the return to a common delivery platform—schools—and the multisectoral returns (eg, education, health and nutrition, labour, social protection) emerging from the rollout of school-based programmes. Directly building on benefit-cost analysis methods, this framework could help identify interventions that yield the highest gains in human capital per budget expenditure, with direct implications for finance ministries. Given the detrimental impact of COVID-19 on schoolchildren and human capital, it is urgent to build back stronger and more sustainable welfare systems.

  • Child health

Data availability statement

All data relevant to the study are included in the article or uploaded as supplementary information.

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Summary box

  • While public policies often operate in silos, the education sphere can operate as a cross-sectoral link. Schools represent a unique locus, with globally hundreds of millions of children attending class every day.

  • We introduce a comprehensive value-for-money framework for investments toward school systems that acknowledges the return to a common delivery platform—schools—and the multisectoral returns emerging from the rollout of school-based programmes.

  • Building on benefit-cost analysis methods, the framework could help identify interventions with the highest gains in human capital per budget expenditure, with direct implications for finance ministries.

Introduction

Wealth inequality and poverty are major concerns globally.1 The COVID-19 pandemic has further deepened these disparities across as well as within countries.1 2 To address inequality and improve welfare, public policies often focus on redistributive mechanisms, namely in the social protection, labour, health and education sectors,3 4 which are closely linked. Yet, these policies often operate in silos. A series of efforts have aimed to bridge this gap. For instance, the 2030 Sustainable Development Goals (SDGs) adopted by the United Nations (UN) in 2015 emphasise the need to end poverty and other deprivations alongside strategies that improve health and education, reduce inequality and spur economic growth.5 To capture the performance of countries across multiple human achievement domains at once, the UN has used the Human Development Index (HDI), which is a summary composite measure of three basic human development indicators including life expectancy at birth, mean years of schooling and income.6 Another recent example of composite measures includes the World Bank’s Human Capital Index (HCI), which draws from measures of child and adult survival, the quantity and quality of education and stunting.7 Both the HDI and HCI represent a substantial advance, aggregating national-level indicators; yet most rigorous evaluations of specific policies still only report impact in a single sector. For example, while school meals are often evaluated for their impact on nutrition, they also have educational benefits, including increasing attendance and learning and often incorporate smallholder farmers into corporate value chains. To address this gap, we propose the introduction of a comprehensive value-for-money framework for investments toward school systems that acknowledges the multisectoral returns (eg, education, health and nutrition, labour and social protection) emerging from the rollout of school-based programmes.

In designing publicly financed policies aiming at increasing welfare and equity, we must emphasise the interdependencies and leverage the integrated features of various sectors. Impact evaluation of these policies should document the multisectoral returns of a policy, which in turn will reveal the maximum achievable return on investment. Schools represent a unique locus and opportunity, with hundreds of millions of children attending class every day globally.8 A high-profile policy example is school feeding, with over 400 million students worldwide receiving meals in schools.9 Additional examples of health interventions successfully delivered in schools at scale include education on sexually transmitted infection prevention, oral hygiene, deworming treatment, immunisations, vision and eye health screening.9–11 These examples demonstrate that the education sector plays an instrumental role in not only fostering learning, but in improving the health status of the learners. This also includes instilling long-term healthy habits and behaviours (eg, hygiene and hand washing, abstinence from tobacco consumption or drinking of sugar-sweetened beverages). Moreover, school health programmes have been shown to not only enhance health outcomes, but also educational outcomes.12 A randomised trial of school feeding found positive effects on learning outcomes in Ghana13; and in Kenya deworming improved educational attendance, and future earnings.14

However, multisectoral benefits do not end with the education and health spheres. School-based programmes, for instance school retention can promote women empowerment and equity by preventing the most vulnerable from health hazards (eg, sexually transmitted infections),15 and it can also ensure targeted food safety nets for malnourished and poor children.16 By keeping girls in school, we can also avert early childhood marriages or break deeply embedded societal cultural beliefs.17 Importantly, school feeding programmes, which reach hundreds of millions of schoolchildren every day, potentially span benefits across at least the four sectors of education, health and nutrition, social protection and agriculture including local food systems.18–20

Although numerous scholarly efforts have documented the impact, benefits and cost-effectiveness of education and health interventions,21–23 with education benefits accruing from health interventions and health benefits accruing from education interventions, the economic evaluation framework used would not systematically account for the multiple cross-sectoral effects.

We support and argue for the need to conceptualise and apply a comprehensive value-for-money framework for investments in the rollout of school-based programmes in low- and middle-income countries (LMICs). This value-for-money framework will acknowledge and integrate multisectoral returns for education, health and nutrition, labour and social protection. It will enable us to identify interventions that yield the highest gains in human capital per budget expenditure in LMICs. Many features of our proposed framework are similar to those in traditional benefit-cost analysis (BCA). Indeed, our value-for-money framework emulates BCA methods which have long been developed and applied in many sectors (eg, environmental sector) and across sectors.24–28 Here, we especially emphasise and describe the multiple outcomes, the multisectoral impact and benefits of school-based programmes.

Multisectoral returns of school-based programmes

We describe the school-based interventions from the published literature that have shown an impact on educational, health, social protection or labour outcomes, in LMIC settings. We begin by listing those interventions that have demonstrated an impact on education outcomes, as quantified by the recently developed metric of learning-adjusted years of schooling (LAYS),29 which captures both quantity and quality components of education. We then report on those interventions that have shown an effect on health outcomes, whether mortality or morbidity outcomes or as quantified via the constructed disease burden metric of disability-adjusted life years (DALYs).30 Lastly, we briefly present selected interventions that can impact other outcomes, in particular social protection and labour outcomes.

Returns on education outcomes

We present interventions that have shown a direct impact on improving access and learning outcomes (as captured by LAYS). We exhibit summary findings from a recent review by Angrist and colleagues,23 which assessed the value for money of interventions in terms of LAYS gained per dollar spent, in LMICs.

LAYS adjusts the quantity of schooling for the quality of learning in each year of school. For example, in South Africa, the average child can be expected to receive 12 years of schooling. A LAYS can be interpreted as a high-quality year of schooling according to global benchmarks and be considered an analogy to DALYs (as estimated in the Global Burden of Disease study31) for education, enabling value-for-money comparison across a range of outcomes. For example, if children in South Africa learn only about half as much as children in high-performing countries, such as Singapore (as measured by international achievement tests such as PISA (Programme for International Student Assessment)32 and TIMSS (Trends in International Mathematics and Science Study)33), the LAYS measure is discounted by about half, yielding six LAYS. Alternative high-performance benchmarks can be used as well, such as regional high performers (eg, Kenya in sub-Saharan Africa). To construct LAYS on a global scale, a recent effort by the World Bank harmonised learning outcomes globally.22

When examining specific policies in terms of LAYS, a recent review found that nearly half of education interventions did not affect education, including very popular approaches, such as general-skills teacher training or increasing teacher salaries. This reveals the importance of correctly identifying and implementing the most appropriate interventions, with an acute understanding of contextual barriers in LMIC settings. To improve education, it is also necessary to understand the real needs of society to define the skills that learners must master regardless of their age at leaving school. Integrating these elements into education programmes makes it possible to train people who are most useful to society and to facilitate their professional integration, especially in settings with high unemployment rates.

The most effective interventions yielded just over one LAYS, showing that most education policies do not seem to work. When accounting for costs, we see approaches such as structured pedagogy and teaching at the right level yielding three to five LAYS per US$100, closing large education gaps at low cost. Estimates ranged from 140 LAYS gained per US$100 spent for providing information on the return to education to the government of Madagascar to 0.01 LAYS gained per US$100 spent for a conditional cash transfer in Malawi (table 1). These results show the importance of value-for-money calculations, with multiple orders of magnitude differences in the returns even among effective policies. These findings can help governments prioritise specific policies to improve the quality of education. There are also several other interventions that can have a large impact on improving school attendance and academic performance. The primary intent of some of them is not necessarily to improve educational outcomes but to improve health (see examples provided in table 2). Indeed, some school-based health interventions can rank among the most cost-effective for education programmes, with, for example, up to six LAYS gained per US$100 spent (table 1).

Table 1

Estimated return on learning-adjusted years of schooling (LAYS) per budget expenditure for selected school-based interventions

Table 2

Selected school-based interventions, whose primary intent is not necessarily to improve educational outcomes, but yet can positively impact school attendance and academic performance

Returns on health outcomes

We briefly summarise a list of potential interventions that can directly improve health outcomes, reduce mortality, morbidity and DALYs, with estimated cost and cost-effectiveness, as discussed in the Disease Control Priorities, third edition exercise.9 21 34 35 This brief excerpt from what might be an essential package of school-based health interventions could include low-cost and highly cost-effective interventions like mass drug administration for deworming, as well as immunisations like the human papillomavirus (HPV) vaccine (table 3). Furthermore, exposing schoolchildren to healthy meals can help increase optimal dietary behaviour in childhood and beyond.36 School curricula which include home economics, health education and model gardens for boys and girls can positively impact health literacy and lead to sustainable healthy lifestyles. Schools are uniquely positioned to augment the reach and quality of health systems via integrated service delivery platforms and multisectoral approaches toward jointly improved health and social systems.37

Table 3

Selected school-based health interventions along with their estimated annual cost per child per year and cost per DALY averted, in low- and middle-income countries

Returns on other outcomes

Beyond the education and health impacts, school-based interventions can also yield additional positive outcomes for other sectors. The COVID-19 pandemic disrupted food systems, supplies and security for the most vulnerable and the ongoing Russian-Ukraine war has further exacerbated the severity of food insecurity globally. Governments can use schools to improve the social protection of households by delivering in-kind transfers and strengthening safety nets.38–41 For example, school feeding programmes potentially enable families to save money and reduce their vulnerability to economic fluctuations that affect food procurement and cost.19 42 In addition, by providing preventive health interventions, schools can prevent both communicable and non-communicable disease onset among children. Conditional cash transfer (CCT) programmes that are focused on school enrolment can increase non-employment household income and enable families to invest in the education and human capital of their children. CCTs allow households to maximise welfare by freeing child and parental time, and market resources. Hence, a higher transfer will result in greater gains in human capital production via increased school enrolment and attendance.43 44

Education can also contribute to the development of local communities and economies, with the learning of traditional and indigenous knowledge in a child’s formative years and by creating work opportunities for community members through various school activities. Notably, community health workers or nurses could be hired to deliver health interventions within schools. Similarly, school feeding programmes can create local jobs for cooks or food handlers, but also more skilled employment in areas like management, monitoring and quality control.42 Furthermore, home-grown school feeding (HGSF) programmes, which solely rely on domestically sourced food, can stir the demand for local food with multiple impacts on agricultural value chains in LMICs.45 46 Depending on the context, the food can be procured at the communal, district, regional or national level.47 For instance, supply agreements with farmers or agricultural organisations can sustain farming jobs, promote diversified production systems to include nutrient-dense horticultural products and stabilise wages in rural areas.48–50 The structuring of local producers’ organisations can enable small family farmers to respond collectively to canteen orders in terms of volume and quality level. Their connection to public orders can help stabilise their income and promote the development of local economies. Local processors, traders and the transportation sector can also benefit from continued orders of HGSF programmes.51 HGSF programmes can trigger the development of diversified value chains in rural areas and thereby improve access to nutritious food for other community members.52 Lastly, if marginalised groups, such as smallholder farmers, benefit from the programmes, this could ultimately reduce poverty and contribute to social protection.53 In sum, these programmes can strongly engage local communities and empower them in a long-term sustainable manner.

Equity and gender impact

School-based interventions have a strong potential to yield the greatest gains to those who are most in need and are further behind at the outset.54 Even though reaching out to and retaining those poorest children may come with higher costs, the distributional impact can be substantial, across socioeconomic groups and subnational geographical regions, of school-based programmes. Depending on the precise context, these programmes should be designed to either be universal or to target specific population subgroups (eg, poor children, orphans, children with special needs and students with learning disabilities). However, programmes that do not target all children at school can create stigma, thus in the long run should be avoided. For example, both well-off and worse-off children have to learn health literacy including how to avoid foods and drinks with harmful health effects.

Likewise, because young women and girls are often the most vulnerable students, school-based interventions are likely to demonstrate a strong pro-girl impact. In many instances, young girls face higher risks of disease and hunger, male dominance and gender-based violence, and remain over-represented among school dropouts; this is especially true for the poorest girls.55–57 As such, ensuring the retention of adolescent girls at schools may yield large education and health benefits, along with possibly preventing multiple harmful consequences (eg, domestic violence, teenage pregnancy, early marriage and ensuing financial vulnerability17 58–62).

For instance, CCT programmes enable households to invest in young women. They can reduce school dropouts and increase regular school attendance, thereby delaying marriage and childbearing.63 In addition, certain programmes such as the female secondary school stipend programme in Bangladesh can promote mutually dependent goals like universal access and gender equality in the context of improved quality education. Such programmes can offer stipends to keep girls in school, which results in a range of positive spillovers on girls’ lives such as delayed age at marriage and childbearing and higher employment and income levels.64

In sum, the pro-poor and pro-female intents are intrinsically linked to the objectives, design and delivery of education systems and their school-based interventions. This is crucial in LMIC settings with limited financial resources but should be seen as temporary on the path to the long-term universalist vocation of school systems.

Conceptualising the value for money of school-based investments

As detailed above, the value of school-based programmes covers multiple sectors. Any return on investment from school-based interventions should thus capture the full suite of impacts across sectors (eg, LAYS gained, DALYs averted, number of poverty cases avoided, number of jobs created) with multiple outcomes potentially improving simultaneously. Depending on the school-based intervention considered, there can be either large or small returns on those outcomes. For example, one additional year of education has been consistently associated with 8–12% increased future earnings65; while school health packages can bring significant returns toward mortality reductions from infectious diseases (eg, malaria, measles, HPV) for instance.34 35

Moreover, because of the strong equity and gender potentials of school-based interventions, these outcomes, benefits and costs, should be examined across various socioeconomic groups (eg, by wealth or income quintile) and by gender (eg, girls vs boys). As a result, in addition to highlighting what might be the most cost-effective interventions (say, in terms of aggregate value for money), such disaggregation will enable prioritisation and sequencing of those interventions that are also likely to be pro-poor or pro-girl.

Furthermore, economic evaluations of school-based interventions should encompass both short-term and long-term impacts. There are rapid effects that occur on a short time scale that will be easy to track as they are simple to document: for example, the prevention of endemic infectious diseases, the improvement in school attendance and educational achievement, the in-kind transfers of meals or the local food supply and production that materialise into wages. There are also long-term effects that are more difficult to capture but should be considered: for instance, the intergenerational benefits of improved education and health to young girls toward their future working lives and the future upbringing of their children, the long-lasting benefits of lifestyle behaviour habits on the prevention of future risk factors (eg, obesity, smoking) and associated non-communicable diseases with costly treatments.

In sum, the analyst could generate a dashboard of outcomes (see66–68 for some illustrations for the health sector) for the quantification of school-based investments (figure 1). The empirical validity of this dashboard must be contextualised. While aiming for comprehensiveness is desirable, collecting a wide array of outcomes from school-based interventions might be difficult practically (eg, adding data collection burden and requiring financial resources). Quantifying some of these outcomes (figure 1) might necessitate hard-to-source inputs, such as longitudinal data on the linkages between educational attainment and future professional development, which might be hard to monitor in LMIC settings where informal sectors are predominant.

Figure 1

Conceptualisation of an analytical dashboard for assessing the value for money of school-based interventions, with the illustrative example of school feeding programmes. DALY, disability-adjusted life years; LAYS, learning-adjusted years of schooling.

We can apply this value-for-money framework in practice and yield new insight and novel priority setting. Take the example of school feeding programmes, where one would quantify across wealth quintiles, women and men and regions of a country, the following outcomes (per given budget expenditure)19: the nutritional benefits and disease burden (eg, anaemia cases, worm infections) averted among schoolchildren; the additional days of education gained via retention in schools; the monetary value of a free school meal for families, especially for the poorest ones; and the translation of increased food production via school meals into stable prices and markets for local farmers. As such, the dashboard of outcomes would capture the full range of multisectoral returns conveyed by school meals, potentially enabling the involvement of the key sectors and stakeholders charged with priority setting and policy implementation.

Sustainability and financing

The most relevant audience for multisectoral impacts would ultimately involve ministries of finance, and offices of presidents and prime ministers, as well as donors and funding agencies. These entities can often ensure cross-sectoral coordination so that the most effective and cost-effective integrated approaches are implemented.

Moreover, when considering expanding or making new programme investments and reviewing evidence on returns on investment, ministries of finance will need to examine in detail the running costs, fixed and marginal costs associated with the implementation of those programmes. In addition, the question—and opportunity cost—remains regarding which sectoral or cross-sectoral budgets should be mobilised to fund school-based interventions. An implication of our value-for-money framework is that an optimal budget could resource programmes across multiple sectors, rather than the more typical approach of single-sector budgeting and involve multisectoral stakeholders, depending on where the benefits and costs of the school-based interventions are incurred sector-wise.69 70

Take school feeding programmes as an illustration. For many countries, it will be critical to evaluate the future costs of fully decentralising and transferring the delivery (hence operating costs) of those programmes to the local communities and administrative districts. As a result, linking school-based programme investments to public budget expenditure and financing is essential. In many countries, the scale-up of school-based programmes will need to be effectively tied to the national political economy of donor versus domestic financing, as well as considerations of private sector financing and eventually linked to the path toward economic growth and ‘graduation from aid’.

Furthermore, the coordination and management of school-based programmes can also benefit from assessments relying on the value-for-money framework. Ministries of education are often the custodian of school-based programmes,71 but joint evidence of impacts on health, labour and social protection can convince the respective ministries to contribute to the implementation and develop co-financing models.72 73 Depending on the type of programme and the range of outcomes, the list of potentially participating ministries can be even longer. For example, the ministry of agriculture and local governments should be involved in HGSF programmes. A multisectoral collaboration of ministries has various advantages. First, due to un-siloed programme development, experts from different ministries can contribute with their sectoral knowledge to harness synergies and thereby make programme implementation cost-effective. For example, school feeding programmes can be designed to be cohesive with other social assistance tools in a country.72 Second, collaboration can reduce implementation costs. Third, compared with programmes managed by an individual ministry, a consortium will be in a stronger position to advocate for sustainable funding of school-based programmes with the ministry of finance, which can also be beneficial when negotiating the funding size of a programme. Finally, a broad ministerial involvement in school-based programmes can push for the programmes being written in policies and thereby achieve their political sustainability. For example, with the aim of securing their continuance, school feeding programmes have been documented in sectoral policies, and in some cases, national school feeding policies have been designed or school feeding laws adopted by parliaments.72 However, there remains a need to have a unified comprehensive, and cohesive school-feeding policy that pulls all the sectors together to de-silo the approach to school feeding planning, implementation, monitoring and accountability. Most importantly, regarding implementation, focusing on community involvement and the importance of local leaders will be decisive for strong community engagement and promotion of the sustainability of HGSF programmes.

Conclusions

Accelerating progress toward the 2030 SDGs requires investment in the next generation of learners. We need to reach children and their families most effectively and cost-effectively. School-based interventions represent a unique opportunity to deliver multiple types of policies and programmes and to improve human capital sustainably in LMICs. In addition, many school-based programmes have impacts across sectors, including health and education. This implies that economic evaluations of public policies must expand to demonstrate return on investment making it more likely that governments and donors will be willing to provide financing. The proposed value-for-money framework is one possible tool to help researchers, policymakers and funders to address the limitations of current evaluation approaches, foster multisectoral collaboration to accelerate progress toward the SDGs.

Data availability statement

All data relevant to the study are included in the article or uploaded as supplementary information.

Ethics statements

Patient consent for publication

Ethics approval

Not applicable.

Acknowledgments

We are grateful for the support of the Research Consortium for School Health and Nutrition, an initiative of the School Meals Coalition of 95 countries and 112 organizations (as of November 2023) which have committed to rebuilding and strengthening national school health and nutrition programmes affected by the COVID pandemic. The Research Consortium was created by the Coalition to provide national policymakers and programme designers with evidence-based programmatic guidance, and currently receives principal support from: Dubai Cares, UAE; the Federal Ministry for Economic Cooperation and Development, Germany; the International Development Research Centre, Canada; NORAD, the Norwegian Agency for Development Cooperation; the Novo Nordisk Foundation, Denmark; the Rockefeller Foundation, USA; and the World Food Programme, Rome. The Secretariat of the Research Consortium is hosted by the London School of Hygiene & Tropical Medicine. AE and KH are supported by the SAMRC/Wits Centre for Health Economics and Decision Science - PRICELESS SA (grant number 23108). We thank two anonymous reviewers for their valuable comments.

References

Footnotes

  • Handling editor Seye Abimbola

  • Twitter @StephaneVerguet, @SylvieAvallone, @angrist_noam

  • Contributors SV, NA and DAPB conceptualised and designed the report. PG conducted data collection with inputs from IA. SV wrote the original draft with inputs from PG, IA, NA and DAPB. PG, IA, AH, SM, CB, EL-E, MC, MM, AS, MZ, BG, ZL, AE, KH, CG, SA, HK, EK, LS, DAPB and NA reviewed and edited the manuscript.

  • Funding The authors have not declared a specific grant for this research from any funding agency in the public, commercial or not-for-profit sectors.

  • Competing interests None declared.

  • Provenance and peer review Not commissioned; externally peer reviewed.