Innovation Plans in Portuguese Schools: The Importance of the Aspects and Locus of Action on the Slow Path to Metamorphosis
Abstract
1. Introduction
2. Method, Context, and Participants
- Which organisational (e.g., leadership, school culture, and environment) and structural aspects (e.g., curriculum organisation, time, space, and student groupings) were considered in the implementation of a school model distinct from traditional schooling?
- How is the learning environment characterised in terms of (a) teaching/learning time, space, and student groupings and (b) classroom environment, teaching strategies, pedagogical relationships, curriculum, and assessment processes?
- How is teaching practice characterised (working methods, curriculum management, and teaching and assessment strategies)?
- What difficulties, challenges, effects, and limitations are identified by headteachers, teachers, and students in the implementation of innovation measures?
3. Results
- Interviews—ID followed by H (for headteacher) and then X/Y depending on the school cluster the participant belongs to, e.g., IDHX;
- Narratives—ID followed by the number assigned to the respective narrative, then CT (for coordinating teacher), e.g., ID02CT;
- Questionnaires—ID followed by the number assigned to the questionnaire, e.g., ID02.
3.1. Which Organisational (e.g., Leadership, School Culture, and Environment) and Structural Dimensions (e.g., Curriculum Organisation, Time, Space, and Student Groupings) Were Considered in the Implementation of a School Model Distinct from Traditional Schooling?
3.1.1. From the Students’ Perspective
3.1.2. From the Teachers’ Perspective
- On Top Leadership
- On Middle Leadership
- On School Culture and Environment
3.1.3. From the Perspective of the Coordinating Teachers
3.1.4. From the Perspective of the Headteachers
3.2. How Is the Learning Environment Characterised in Terms of Teaching/Learning Time, Space, and Student Groupings?
3.2.1. From the Students’ Perspective
3.2.2. From the Teachers’ Perspective
3.2.3. From the Headteachers’ Perspective
3.3. How Is the Learning Environment Characterised in Terms of Classroom Environment, Teaching Strategies, Pedagogical Relationships, Curriculum, and Assessment Processes?
3.3.1. From the Students’ Perspective
3.3.2. From the Teachers’ Perspective
3.3.3. From the Coordinating Teachers’ Perspective
3.3.4. From the Headteachers’ Perspective
3.4. How Is Teaching Practice Characterised (Working Methods, Curriculum Management, and Teaching and Assessment Strategies)?
3.4.1. From the Students’ Perspective
3.4.2. From the Teachers’ Perspective
3.4.3. From the Perspective of the Coordinating Teachers
3.4.4. From the Perspective of the Headteachers
3.5. What Difficulties, Challenges, Effects, and Limitations Are Identified by Headteachers, Teachers, and Students in the Implementation of Innovation Measures?
3.5.1. From the Students’ Perspective
- Obstacles to improving pedagogical practice
- Student Perceptions of School
- Curriculum
- Motivating and Demotivating Factors at School
- Suggestions for Timetable Changes
- Suggestions for School Improvements
- Perceived Effects of the Innovation Plan
3.5.2. From the Teachers’ Perspective
- Effects of the Innovation Plan
- Suggestions for Changes to the Innovation Plan
- Perceptions of the School Clustering
3.5.3. Perspective of the Coordinating Teachers
- Obstacles Identified
- Suggestions for Changes to the Innovation Plan
- Perceived Effects
- Key Factors for Building an Inclusive School
3.5.4. From the Perspective of the School Headteachers
- Effects
- Improvements
- Advice/Needs for Implementing an Innovation Plan
4. Discussion
What Underlying Characteristics of AE_Y Might Explain the Limited Participation of Its Stakeholders?
- (I)
- Which Organisational (e.g., Leadership, School Culture, and Environment) and Structural Aspects (e.g., Curriculum Organisation, Time, Space, and Student Groupings) Were Considered in the Implementation of a School Model Distinct from Traditional Schooling?
- (II)
- Characteristics of learning environment
- (a)
- Teaching/learning time, space, and student groupings
- (b)
- Classroom environment, teaching strategies, pedagogical relationships, curriculum, and assessment processes
- (III)
- How is teaching practice characterised (working methods, curriculum management, and teaching and assessment strategies)?
- (IV)
- What difficulties, challenges, effects, and limitations are identified by headteachers, teachers, and students in the implementation of innovation measures?
5. Conclusions
Author Contributions
Funding
Institutional Review Board Statement
Informed Consent Statement
Data Availability Statement
Acknowledgments
Conflicts of Interest
Abbreviations
| ASE | School Social Support |
| CBE | Cycle of Basic Education |
| DGE | Directorate General for Education |
| CT | Coordinating Teacher |
Appendix A
| Aspect | AE_X | AE_Y | |||||
|---|---|---|---|---|---|---|---|
| >Freq. | % | Scale | >Freq. | % | Scale | ||
| Students’ Perspective | |||||||
| Headteacher’s availability in listening to students’ worries | 90 | 52.9% | A | 23 | 67.6% | A | |
| Sufficient time for interaction among students | 81 | 47.6% | A | 11 | 32.4% | A | |
| 47 | 27.6% | D | 10 | 29.4% | D | ||
| Availability of comfortable spaces for student socialisation | 101 | 59.4% | A | 12 | 35.3% | A | |
| 35 | 20.6% | SA | 10 | 29.4% | D | ||
| Teachers’ Perspective | |||||||
| Top Leadership | Headteacher initiated spaces for sharing and discussion during the design phase of the innovation plan | 24 | 68.6% | SA | 19 | 63.3% | A |
| Headteacher was directly involved in the implementation of the innovation plan and sought to know the perceptions of everyone involved | 31 | 88.6% | SA | 14 | 46.7% | A | |
| Headteacher always available to support and help the teachers | 29 | 82.9% | SA | 15 | 50% | SA | |
| Headteacher promotes a collaborative community in the school | 29 | 82.9% | SA | 17 | 56.7% | A | |
| Headteacher is concerned about the well-being of their collaborators | 31 | 88.6% | SA | 18 | 60% | SA | |
| Middle leadership | Coordinating teachers available to listen to worries and debate strategies | 19 | 54.3% | SA | 14 | 46.7% | A |
| 15 | 42.9% | A | 12 | 40% | SA | ||
| Culture and Environment | Common objectives were defined | 19 | 54.3% | SA | 13 | 43.3% | A |
| Teachers feel appreciated | 16 | 45.7% | A|SA | 13 | 43.3% | A | |
| Teachers feel supported when implementing new ideas | 17 | 48.6% | A|SA | 11 | 36.7% | A|SA | |
| There is a good relationship among all teachers | 18 | 51.4% | A | 21 | 70% | A | |
| 17 | 48.6% | SA | 5 | 16.7% | SA | ||
| There are time and physical space for interaction among teachers | 18 | 51.4% | SA | 17 | 56.7% | A | |
| 16 | 45.7% | A | 9 | 30% | SA | ||
| Aspect | AE_X | AE_Y | ||||
|---|---|---|---|---|---|---|
| >Freq. | % | Scale | >Freq. | % | Scale | |
| Students’ Perspective | ||||||
| Chair and tables arrangement varies regularly depending on the work | 74 | 43.5% | A | 13 | 38.2% | D |
| 30 | 17.6% | D | 8 | 23.5% | A | |
| Classrooms are equipped with diverse resources (technology, malleable materials, etc.) | 104 | 61.2% | A | 16 | 47.1% | A |
| 27 | 15.9% | D | 8 | 23.5% | D | |
| Semestral calendar allows more time availability for better learning | 63 | 37.1% | A | 15 | 44.1% | A |
| 32 | 18.8% | D | 7 | 20.6% | D|SA | |
| Students’ timetable promotes development of activities between different subjects | 83 | 48.8% | A | 21 | 61.8% | A |
| 33 | 19.4% | D | 5 | 14.7% | SD | |
| Instructional time limits the development of varied activities | 67 | 39.4% | A | 15 | 44.1% | A |
| 34 | 20% | D | 8 | 23.5% | D | |
| Teachers’ Perspective | ||||||
| Classrooms are suitable for flexible student grouping | 21 | 60% | A | 17 | 56.7% | A |
| Classrooms are equipped with various resources and materials | 18 | 51.4% | A | 18 | 60% | A |
| Classrooms are equipped with technological resources | 20 | 57.1% | A | 17 | 56.7% | A |
| Student timetables facilitate interdisciplinary activities | 17 | 48.6% | A | 13 | 43.3% | A |
| Instructional time limits the implementation of diverse activities | 14 | 40% | A | 15 | 50% | A |
| 9 | 25.7% | D | 6 | 20% | D|SA | |
| Aspect | AE_X | AE_Y | ||||
|---|---|---|---|---|---|---|
| >Freq. | % | Scale | >Freq. | % | Scale | |
| Students’ Perspective | ||||||
| Development of outdoor activities | 63 | 37.1% | R | 15 | 44.1% | R |
| Lessons with 2 or more teachers | 67 | 39.4% | OC | 14 | 41.2% | N |
| Varied student grouping organisation | 54 | 31.8% | A | 17 | 50% | OC |
| Opportunities for students of different classes to work together are promoted | 51 | 30% | O | 18 | 52.9% | R |
| Teacher’s Perspective | ||||||
| Development of outdoor activities | 18 | 51.4% | O | 10 | 33.3% | OC |
| Lessons with 2 or more teachers | 17 | 48.6% | O | 9 | 30% | R|OC |
| Varied student grouping organisation | 15 | 42.9% | O | 10 | 33.3% | O |
| Opportunities for students of different classes to work together are promoted | 12 | 34.3% | VO | 11 | 36.7% | OC |
| 11 | 31.4% | O | 10 | 33.3% | R | |
| Aspect | AE_X | AE_Y | ||||
|---|---|---|---|---|---|---|
| >Freq. | % | Scale | >Freq. | % | Scale | |
| Students’ Perspective | ||||||
| Content aligns with interests, questions, and curiosities of students | 50 | 29.4% | OC | 14 | 41.2% | VO |
| 48 | 28.2% | O | 8 | 23.5% | OC | |
| Content is relevant for students’ life | 39 | 22.9% | O | 13 | 38.2% | O |
| 37 | 21.8% | VO | 6 | 17.6% | A | |
| New subjects promote richer and higher-quality learning | 49 | 28.8% | O | 10 | 29.4% | O |
| 36 | 21.2% | VO | 9 | 26.5% | VO | |
| Group work | 58 | 34.1% | O | 15 | 44.1% | OC |
| 52 | 30.6% | VO | 5 | 14.7% | R|O|VO | |
| Fulfilling interdisciplinary projects | 56 | 32.9% | OC | 11 | 32.4% | OC |
| 38 | 22.4% | O | 8 | 23.5% | O | |
| Interdisciplinary projects facilitate a more active role in the learning process | 47 | 27.6% | O | 10 | 29.4% | VO |
| 43 | 25.3% | VO | 7 | 20.6% | R|OC | |
| Use of different technological equipment between different subjects | 50 | 29.4% | A | 10 | 29.4% | O |
| 36 | 21.2% | O|VO | 8 | 23.5% | R | |
| Student assessments through different tools | 37 | 21.8% | O | 12 | 35.3% | A |
| 36 | 21.2% | VO | 11 | 32.4% | VO | |
| Teachers’ Perspective | ||||||
| Student involvement in activity planning in the learning process | 19 | 54.3% | O | 8 | 26.7% | OC|VO |
| Content linked to real-world issues, context within the school, and interests and curiosities of students | 17 | 48.6% | O | 9 | 30% | O |
| 12 | 34.3% | VO | 8 | 26.7% | OC | |
| Adoption of active methodologies | 14 | 40% | O | 8 | 26.7% | O |
| 11 | 31.4% | VO | 7 | 23.3% | OC | |
| Valuing of formative assessments | 15 | 42.9% | A | 11 | 36.7% | O |
| 12 | 34.3% | VO | 9 | 30% | A | |
| Regular use of student feedback | 25 | 71.4% | A | 13 | 43.3% | A |
| 5 | 14.3% | O|VO | 10 | 33.3% | VO | |
| Application of different assessment tools | 20 | 57.1% | A | 13 | 43.3% | A |
| 10 | 28.6% | VO | 9 | 30% | VO | |
| Aspect | AE_X | AE_Y | ||||
|---|---|---|---|---|---|---|
| >Freq. | % | Scale | >Freq. | % | Scale | |
| Students’ Perspective | ||||||
| Teachers allow the students to choose the topics to address in class | 54 | 31.8% | N | 18 | 52.9% | N |
| 45 | 26.5% | R | 10 | 29.4% | R | |
| Teachers use varied teaching strategies | 51 | 30% | OC | 10 | 29.4% | O |
| 37 | 21.8% | O | 8 | 23.5% | OC | |
| Teachers provide feedback on completed work | 55 | 32.4% | O | 8 | 23.5% | OC|VO |
| 35 | 20.6% | A | 7 | 20.6% | O|A | |
| Teachers’ Perspective | ||||||
| Peer collaborative work integrated into the school timetable | 18 | 51.4% | A | 16 | 53.3% | A |
| 6 | 17.1% | O|VO | 6 | 20% | VO | |
| Planning of activities with peers in the same subject area | 11 | 31.4% | O | 11 | 36.7% | A |
| 10 | 28.6% | A | 10 | 13.3% | O | |
| Planning with peers in different subject areas | 19 | 54.3% | O | 12 | 40% | OC |
| 7 | 20% | OC | 8 | 26.7% | O | |
| Resource, strategies, and activity sharing between teachers | 12 | 34.3% | O|A | 13 | 43.3% | VO |
| 10 | 28.6% | VO | 7 | 23.3% | O | |
| Reflection among teachers about the activities, curriculum options, and effects on student learning | 13 | 37.1% | A | 11 | 36.7% | VO |
| 11 | 31.4% | O | 7 | 23.3% | A | |
| 1 | Decreto-Lei nº 55/2018 de 6 de julho. Diário da República n.º 129/2018, Série I de 2018-07-06, 2928-2943. |
| 2 | Portaria nº 181/2019 de 11 de junho. Diário da República nº 111/2019, Série I de 2019-06-11. |
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| Research Question | Data Collection Technique | Objective |
|---|---|---|
| (1) Which organisational (e.g., leadership, school culture, and environment) and structural aspects (e.g., curriculum organisation, time, space, student groupings) were considered in the implementation of a school model distinct from traditional schooling? | Interviews with Headteachers | To identify the factors that motivated the adoption of the innovation plan and its focus for changes |
| Questionnaires for Students and Teachers | To understand how middle and top leadership intervened and participated during the innovation process, and whether the school culture and climate are conducive to innovation | |
| Collecting Narratives from Coordinating Teachers | To comprehend their perceptions regarding the focus for changes and the obstacles arising from the implementation of the innovation plan | |
| (2) How is the learning environment characterised in terms of a) teaching/learning time, space, and student groupings and b) classroom environment, teaching strategies, pedagogical relationships, curriculum, and assessment processes? (3) How is teaching practice characterised (working methods, curriculum management, teaching, and assessment strategies)? (4) What difficulties, challenges, effects, and limitations are identified by headteachers, teachers, and students in the implementation of innovation measures? | Interviews with Headteachers | To identify the specific features of the adopted innovation plan, its effects, the feelings it generated, and its overall impact To assess and understand the challenges and difficulties associated with the implementation of the innovation plan, as well as the strategies employed to engage the educational community To clarify aspects emerging from the documentary analysis of the plan itself |
| Questionnaires for Students and Teachers | To identify the measures underpinning the adopted innovation plan, its effects, the emotions it elicited, its impact on students’ learning, and their perceptions regarding their participation in the innovation process | |
| Collecting Narratives from Coordinating Teachers | ||
| Direct Observation | To gather data on institutional dynamics and pedagogical interactions | |
| Field Diary | To record relevant information for a deeper understanding of the phenomenon under study |
| Participants | AE_X | AE_Y | ||
|---|---|---|---|---|
| Total | Nº Inquired | Total | Nº Inquired | |
| Headteacher | 1 | 1 | 1 | 1 |
| Coordinating Teachers | 6 1 | 2 | 6 1 | 2 |
| Teachers | 70 2 | 35 | 266 | 30 |
| Students | 344 | 170 | 503 | 34 |
| Grouping | Average Age | Cycle | Knowledge of Innovation Plan | Provided Suggestions During Innovation Plan Design | |||
|---|---|---|---|---|---|---|---|
| 2nd CBE | 3rd CBE | Yes | No | Yes | No | ||
| AE_X | 12.54 | 67 | 103 | 93 | 77 | 12 | 158 |
| AE_Y | 12.91 | 15 | 19 | 25 | 9 | 1 | 33 |
| Students’ Suggestions for Innovation Plan | AE_X | AE_Y |
|---|---|---|
| Proposed subject integration | 1 | |
| Proposed conducting surveys | 2 | |
| Suggested improvements that do not depend on an innovation plan (healthy snacks, new courses, virtual school, digital classrooms, sports equipment, new books, buffet, and classroom improvements) | 5 | 1 |
| Does not remember the suggestions they proposed | 2 | |
| No response | 2 |
| Grouping | Average Age | Cycle That They Teach | Years in Grouping | Professional Status | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 2nd CBE | 3rd CBE | Both | <1 | 1–5 | 6–10 | >11 | Permanent | Contracted | ||
| AE_X | 51.31 | 10 | 19 | 6 | 9 | 7 | 5 | 14 | 31 | 4 |
| AE_Y | 54.13 | 2 | 23 | 5 | 8 | 7 | 3 | 12 | 29 | 1 |
| Aspect | AE_X | AE_Y | ||||
|---|---|---|---|---|---|---|
| >Freq. | % | Scale | >Freq. | % | Scale | |
| Good relationship with teachers | 96 | 56.5% | A | 17 | 50% | A |
| 34 | 20% | SA | 8 | 23.5% | SA | |
| Assessments foster better learning | 78 | 45.9% | A | 16 | 47.1% | A |
| 31 | 18.2% | SA | 7 | 20.6% | SA | |
| Obstacle to Pedagogical Practice | No. of Students (AE_X—170) | No. of Students (AE_Y—34) |
|---|---|---|
| 1º—Constant change in teachers throughout the school year | 50 | 4 |
| 1º—Lack of funding | 50 | 8 |
| 1º—Lack of technological support and technical support | 45 | 17 |
| 1º—Ageing of the teaching staff | 25 | 5 |
| 2º—Lack of funding | 48 | 10 |
| 2º—Lack of technological support and technical support | 42 | 13 |
| 2º—Ageing of the teaching staff | 42 | 6 |
| 2º—Constant change in teachers throughout the school year | 38 | 5 |
| 3º—Lack of technological support and technical support | 48 | 2 |
| 3º—Ageing of the teaching staff | 45 | 9 |
| 3º—Lack of funding | 41 | 16 |
| 3º—Constant change in teachers throughout the school year | 36 | 7 |
| 4º—Ageing of the teaching staff | 58 | 10 |
| 4º—Constant change in teachers throughout the school year | 46 | 18 |
| 4º—Lack of technological support and technical support | 35 | 2 |
| 4º—Lack of funding | 31 | 4 |
| Obstacle to Pedagogical Practice | No. of Teachers (AE_X—35) | No. of Teachers (AE_Y—30) |
|---|---|---|
| 1º—Lack of commitment from guardians and families | 16 | 13 |
| 1º—Low time credit * | 6 | 3 |
| 1º—Teacher mobility | 6 | 1 |
| 1º—Ageing teaching staff ** | 4 | 6 |
| 1º—Lack of funding | 3 | 2 |
| 1º—Teacher resistance to change | 0 | 5 |
| 1º—Lack of technological resources and technical support | 0 | 0 |
| 2º—Lack of commitment from guardians and families | 9 | 2 |
| 2º—Low time credit * | 4 | 7 |
| 2º—Teacher mobility | 5 | 5 |
| 2º—Ageing teaching staff ** | 3 | 6 |
| 2º—Lack of funding | 4 | 1 |
| 2º—Teacher resistance to change | 6 | 6 |
| 2º—Lack of technological resources and technical support | 4 | 3 |
| 3º—Lack of commitment from guardians and families | 2 | 6 |
| 3º—Low time credit * | 1 | 9 |
| 3º—Teacher mobility | 6 | 5 |
| 3º—Ageing teaching staff ** | 7 | 3 |
| 3º—Lack of funding | 4 | 2 |
| 3º—Teacher resistance to change | 12 | 4 |
| 3º—Lack of technological resources and technical support | 3 | 1 |
| 4º—Lack of commitment from guardians and families | 4 | 3 |
| 4º—Low time credit * | 5 | 5 |
| 4º—Teacher mobility | 8 | 5 |
| 4º—Ageing teaching staff ** | 9 | 2 |
| 4º—Lack of funding | 4 | 8 |
| 4º—Teacher resistance to change | 5 | 3 |
| 4º—Lack of technological resources and technical support | 0 | 4 |
| 5º—Lack of commitment from guardians and families | 3 | 3 |
| 5º—Low time credit * | 9 | 0 |
| 5º—Teacher mobility | 3 | 8 |
| 5º—Ageing teaching staff ** | 0 | 1 |
| 5º—Lack of funding | 8 | 2 |
| 5º—Teacher resistance to change | 6 | 3 |
| 5º—Lack of technological resources and technical support | 6 | 13 |
| 6º—Lack of commitment from guardians and families | 1 | 1 |
| 6º—Low time credit * | 5 | 4 |
| 6º—Teacher mobility | 4 | 2 |
| 6º—Ageing teaching staff ** | 3 | 2 |
| 6º—Lack of funding | 7 | 8 |
| 6º—Teacher resistance to change | 3 | 7 |
| 6º—Lack of technological resources and technical support | 12 | 6 |
| 7º—Lack of commitment from guardians and families | 0 | 2 |
| 7º—Low time credit * | 5 | 2 |
| 7º—Teacher mobility | 3 | 4 |
| 7º—Ageing teaching staff ** | 9 | 10 |
| 7º—Lack of funding | 5 | 7 |
| 7º—Teacher resistance to change | 3 | 2 |
| 7º—Lack of technological resources and technical support | 10 | 3 |
| Effect of the Innovation Plan | AE_X | AE_Y | ||||
|---|---|---|---|---|---|---|
| >Freq. | % | Scale | >Freq. | % | Scale | |
| Positive effects on student behaviour | 19 | 54.3% | A | 11 | 36.7% | A |
| Better pedagogical differentiation | 22 | 62.9% | A | 10 | 33.3% | A |
| Positive effects on students’ personal and social development | 18 | 51.4% | A | 16 | 53.3% | A |
| Contributed to improvement in students’ academic results | 19 | 54.3% | A | 13 | 43.3% | A |
| 13 | 37.1% | SA | 6 | 20% | NC | |
| 1 | 2.9% | NC|SD|D | 5 | 16.75 | D | |
| Positive effects on teachers’ collaborative practices | 18 | 51.4% | A | 15 | 50% | A |
| Promotes more autonomy of schools | 21 | 60% | SA | 17 | 56.7% | A |
| Crucial tool to practice improvement | 17 | 48.6% | SA | 10 | 33.3% | A |
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Martins, N.; Palmeirão, C.; Alves, J.M. Innovation Plans in Portuguese Schools: The Importance of the Aspects and Locus of Action on the Slow Path to Metamorphosis. Educ. Sci. 2025, 15, 1531. https://doi.org/10.3390/educsci15111531
Martins N, Palmeirão C, Alves JM. Innovation Plans in Portuguese Schools: The Importance of the Aspects and Locus of Action on the Slow Path to Metamorphosis. Education Sciences. 2025; 15(11):1531. https://doi.org/10.3390/educsci15111531
Chicago/Turabian StyleMartins, Natália, Cristina Palmeirão, and José Matias Alves. 2025. "Innovation Plans in Portuguese Schools: The Importance of the Aspects and Locus of Action on the Slow Path to Metamorphosis" Education Sciences 15, no. 11: 1531. https://doi.org/10.3390/educsci15111531
APA StyleMartins, N., Palmeirão, C., & Alves, J. M. (2025). Innovation Plans in Portuguese Schools: The Importance of the Aspects and Locus of Action on the Slow Path to Metamorphosis. Education Sciences, 15(11), 1531. https://doi.org/10.3390/educsci15111531

