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Evaluation of the Union Learning Fund Rounds 15-16 and Support Role of Unionlearn

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Evaluation of the Union Learning Fund Rounds 15-16 and Support Role of Unionlearn Evaluation of the Union Learning Fund Rounds 15-16 and Support Role of Unionlearn FINAL REPORT October 2016 Mark Stuart, Jo Cutter, Hugh Cook, Danat Valizade and Reece Garcia Centre for Employment Relations Innovation and Change, University of Leeds with Hilary Stevens Marchmont Observatory, University of Exeter Acknowledgements The research team would like to thank all of the participants for their time and energy in taking part in this research study. Particular thanks goes to the evaluation steering group members: Kenny Barron (Unite), Louise Grainger (Equity), Anne Hansen (UNISON), Emily King (RMT), Sam Rooney (BIS, now DfE), and Julia Jones, Matt Creagh and Iain Murray of unionlearn, In addition, many thanks to the union project officers that helped to distribute the learner survey and provide contact details. About the authors Professor Mark Stuart is Montague Burton Chair of Human Resource Management and Employment Relations and Director of the Centre for Employment Relations Innovation and Change at the University of Leeds. Dr Jo Cutter is Faculty Research Engagement Manager at Leeds University Business School, University of Leeds. Dr Hugh Cook is Lecturer in Employment Relations and Human Resource Management at Leeds University Business School, University of Leeds. Dr Reece Garcia is a Research Fellow at CERIC, University of Leeds. Dr Danat Valizade is a Research Fellow at CERIC, University of Leeds. Hilary Stevens is a Research Fellow at the Marchmont Observatory at the University of Exeter. About CERIC Leeds University Business School’s Centre for Employment Relations Innovation and Change (CERIC) engages with contemporary issues in the areas of work and employment that have direct policy relevance and significance. Members of CERIC have a recognised external reputation and an outstanding track record of publications at the level of international excellence. Research conducted by members of CERIC has led and contributed not only to academic debate but provided an important evidence base for policy makers. Engagement with end-users and knowledge translation forms a central component of the research activity of much of the Centre’s work. i Contents Acknowledgements ................................................................................................................ i About the authors ................................................................................................................... i About CERIC .......................................................................................................................... i List of Tables and Figures .................................................................................................... iv Executive Summary ................................................................................................................. 1 1 Introduction: union learning and the ULF ................................................................. 7 1.1 Overview .................................................................................................................... 7 1.2 Background to unions and workplace learning ......................................................... 7 1.3 The Union Learning Fund and unionlearn ................................................................ 9 1.4 Unionlearn and the ULF funding settlement ........................................................... 10 1.5 ULF bid assessment and project monitoring processes ........................................ 11 1.6 Previous evaluations of the ULF ............................................................................. 12 1.7 Evaluation aims and objectives............................................................................... 13 1.8 Approach ................................................................................................................. 15 1.9 The plan of work ...................................................................................................... 17 1.10 Structure of the report ............................................................................................. 17 2 Analysis of ULF management information Rounds 15 & 16 ................................. 18 2.1 Overview .................................................................................................................. 18 2.2 Sources of data and reporting................................................................................. 18 2.3 ULF funding 1998-2016 .......................................................................................... 19 2.4 ULF funding for evaluation rounds 15 and 16 ........................................................ 20 2.5 ULF outcome data and analysis ............................................................................. 23 2.6 Summary ................................................................................................................. 27 3 Learner survey ............................................................................................................ 28 3.1 Overview .................................................................................................................. 28 3.2 Methodology ............................................................................................................ 28 3.3 Demographic profile of learners .............................................................................. 29 3.4 Employment characteristics .................................................................................... 30 3.5 Previous educational attainment ............................................................................. 31 3.6 Motivations, facilitators and inhibitors ..................................................................... 31 3.7 Workplace learning context ..................................................................................... 33 3.8 Barriers to learning .................................................................................................. 35 3.9 Engagement in union learning ................................................................................ 37 3.10 Reasons for taking part in union learning ............................................................... 38 3.11 Union learning activities .......................................................................................... 38 3.12 Frequency of union learning ................................................................................... 39 3.13 Satisfaction with union learning support ................................................................. 40 3.14 Qualifications gained ............................................................................................... 40 3.15 Qualification progression......................................................................................... 41 3.16 Skills gained and their use ...................................................................................... 43 3.17 Application of skills to work ..................................................................................... 44 3.18 Outcomes of learning .............................................................................................. 45 3.19 Hard outcomes ........................................................................................................ 45 3.20 ‘Soft’ outcomes ........................................................................................................ 47 3.21 Union related impacts of union learning ................................................................. 49 3.22 The deadweight and added value of union learning .............................................. 49 3.23 Longitudinal analysis of learner surveys ................................................................. 50 4 Employers’ perspectives of union-led learning ...................................................... 55 4.1 Survey method ........................................................................................................ 55 4.2 Company background ............................................................................................. 55 4.3 Management-union arrangements .......................................................................... 58 4.4 Training practices at work ....................................................................................... 60 4.5 Union learning activity ............................................................................................. 62 4.6 Outcomes and added value of union learning activity ............................................ 66 ii 4.7 Multivariate analysis of impact of union learning on employer outcomes .............. 70 4.8 Summary ................................................................................................................. 72 5 Multilevel analysis of union learning outcomes ..................................................... 73 5.1 Introduction .............................................................................................................. 73 5.2 ‘Soft’ outcomes ........................................................................................................ 74 5.3 ‘Hard’ outcomes ...................................................................................................... 75 5.4 Summary ................................................................................................................. 76 6 Union project managers’ action learning sets .......................................................
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