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Efficacy, efficiency, and effectiveness in public education: Critical foundations for a new administrative rationality

Authors

  • Raul Alonso Universidade de Santiago de Compostela; inED- Centro de Investigação e Inovação em Educação https://orcid.org/0000-0002-4458-5042
  • Pedro Araújo inED- Centro de Investigação e Inovação em Educação, Portugal https://orcid.org/0000-0003-3849-0167
  • Paula Romão Escola Superior de Educação do Instituto Politécnico do Porto, Portugal; inED- Centro de Investigação e Inovação em Educação https://orcid.org/0000-0002-3919-7563
  • Paulo Delgado Escola Superior de Educação do Instituto Politécnico do Porto, Portugal; inED- Centro de Investigação e Inovação em Educação, Portugal https://orcid.org/0000-0001-6977-8214

DOI:

https://doi.org/10.14507/epaa.34.10090

Keywords:

assessment, educational administration, efficacy, efficiency, full effectiveness

Abstract

This conceptual article offers a critical, theoretically grounded reconceptualization of efficacy, efficiency, and effectiveness in educational administration and assessment. In response to semantic ambiguity, technocratic appropriations, and the absence of consistent normative criteria, it develops an epistemological clarification grounded in an interdisciplinary review and an original interpretive framework, culminating in rigorous, context-sensitive definitions of the Three Es. It associates efficacy with instrumental rationality and efficiency with technical rationality, while distinguishing effectiveness, understood as effects produced in real-world contexts, from full effectiveness, conceived as an ethical-political criterion oriented toward social justice, the common good, and meaningful change in the lives of members of the educational community. It argues that the dominance of instrumental and technical rationalities compromises the formative value of assessment and proposes reversing the technocratic hierarchy of the Three Es by subordinating goal attainment and resource optimization to the educational value of the effects produced, thereby recentering school governance on full effectiveness. A critical and operational matrix, illustrated through a heuristic example, reveals evaluative imbalances and implications for public policy. Full effectiveness therefore requires formative rigor, ethical deliberation, and contextual sensitivity, while revaluing pedagogical judgment and public schooling as a site of educational justice.

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Author Biographies

Raul Alonso, Universidade de Santiago de Compostela; inED- Centro de Investigação e Inovação em Educação

Bachelor’s degree in Physics and Master’s degree in Physics and Chemistry from the Faculdade de Ciências da Universidade do Porto. Master’s degree in Education, with a specialization in Educational Organization Administration, from the Escola Superior de Educação do Instituto Politécnico do Porto. Doctoral researcher in Education at the Universidade de Santiago de Compostela (Spain). Researcher at inED – Centre for Research and Innovation in Education, Portugal. Primary and secondary school teacher and representative of secondary education teachers on the Municipal Education Council of Viana do Castelo.

Pedro Araújo, inED- Centro de Investigação e Inovação em Educação, Portugal

Bachelor’s degree in Classical and Portuguese Languages and Literatures from the Faculdade de Letras da Universidade de Coimbra. Primary and secondary school teacher since 1994. School administrator between 1999 and 2017 at Escola Secundária de Felgueiras. Founding member and first registered associate of the first association of school administrators in Portugal (ANDE). Master’s degree in Educational Organization Administration from ESE/IPP. Research collaborator at inED – Center for Research and Innovation in Education.

Paula Romão, Escola Superior de Educação do Instituto Politécnico do Porto, Portugal; inED- Centro de Investigação e Inovação em Educação

PhD in Education Sciences from the Universidade Católica Portuguesa, Faculdade de Educação e Psicologia. Master’s degree from the Faculdade de Ciências do Desporto da Universidade do Porto (FCDEF.UP) and Bachelor’s degree in Physical Education from the same institution. Former school manager. Integrated researcher at inED – Center for Research and Innovation in Education and invited Adjunct Professor at the Escola Superior de Educação do Porto.

Paulo Delgado, Escola Superior de Educação do Instituto Politécnico do Porto, Portugal; inED- Centro de Investigação e Inovação em Educação, Portugal

PhD in Education Sciences from the Universidade de Santiago de Compostela (USC), Master’s degree in Educational Administration, and Bachelor’s degree in Law. Researcher at inED – Centre for Research and Innovation in Education and Adjunct Professor at the Escola Superior de Educação do Porto (ESE-IPP), Portugal.

Published

2026-10-20

How to Cite

Alonso, R., Araújo, P., Romão, P., & Delgado, P. (2026). Efficacy, efficiency, and effectiveness in public education: Critical foundations for a new administrative rationality. Education Policy Analysis Archives, 34. https://doi.org/10.14507/epaa.34.10090

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