PHELPS^STOKESISM AND EDUCATIONIN ZIMBABWE*RJ. CHALLISSDepartment of History, University of ZimbabweTHE MAIN AIM of this article is to consider the impact of certain importantexternal influences on the formulation of educational policy in Zimbabwe,which most historians have tended to overlook, with the result that educationalpolicy in Zimbabwe has not always been informed by reliable historicalperspectives,1The term 'Phelps-Stokesism' is derived from the name of a fund bequeathedin 1909 an American heiress, Miss Caroline Phelps-Stokes, for the welfareof Blacks in the United States and Africa2. In 1912 the Phelps-Stokes Trustees,decided that a sociologist, Dr Thomas Jesse Jones, with the co-operation of theUnited States Bureau of Education, should undertake extensive studies ofeducational facilities for Blacks in. the United States.3 After the First WorldWar, in co-operation with the Imperial Government and British and Americanmissionary and philanthropic bodies, the Phelps-Stokes Commissions, underthe chairmanship of Jones, undertook similar investigations in Africa.4 In1925 the recommendations of the Phelps-Stokes Commissions were officiallyendorsed by the Imperial 'Government as the basis of a racially differentiatededucational policy in all British colonies,5 However, the policy had beenofficially adopted -already in Zimbabwe by 1921 under the regime of theBritish South Africa Company.6*This is an edited version of a paper delivered to the Conference on Zimbabwe History:Progress and Development, University of Zimbabwe, 1982,1 See generally, R.J. Challiss, 'Education planning for Zimbabwe: The problem of unreliablehistorical perspectives', Zambezia (1979), VII, 215-41,2The most thorough historical study of Phelps-Stokesism is by K. J. King, Pan-Africanismand Education. A Study of Race Philanthropy and Education in the Southern States of Americaand East Africa (Oxford, The Clarendon Press, 1971): the Phelps-Stokes family had for longinterested itself in the welfare of Black Americans, and from i 890 onwards the institution foundedby Booker T. Washington at Tuskegee, Alabama, in 1881 received generous endowments fromthe heiresses Olivia and Caroline Phelps-Stokes, L.R. Harlan, Booker T. Washington: TheMaking of a Black Leader (New York, Oxford Univ. Press, 1972), 196-7.'King, Pan-Africanism and Education, 33.4L.J. Lewis (ed.), Phelps-Stokes Reports on Education in Africa, Abridged with an Intro-duction by L.J. Lewis (London, Oxford Univ. Press, 1962), 1-11; see also, Phelps-Stokes Fund,Education in Africa: A Study of West, South, and Equatorial Africa by the African EducationCommission, under the Auspices of the Phelps-Stokes Fund and Foreign Mission Societies ofNorth America and Europe: Report Prepared by Thomas Jesse Jones, Chairman of theCommission (New York, Phelps-Stokes Fund, [1922]); and Phelps-Stokes Fund, Education inEast Africa: A Study of East, Central and South Africa by the Second African EducationCommission under the Auspices of the Phelps-Stokes Fund, in Co-operation with the Inter-national Education Board: Report Prepared by Thomas Jesse Jones, Chairman of theCommission (New York, Phelps-Stokes Fund, 1925).5King, Pan-Africanism and Education, 99; L.J. Lewis, Education and Political Indepen-dence in Africa and Other Essays (Edinburgh, Thomas Nelson, 1962), 86-7.6R-J. Challiss, 'The Foundation of the Racially Segregated Education System in SouthernRhodesia, 1890-1923, with Special Reference to the Education of Africans' (Salisbury, Univ. ofZimbabwe, D. Phil, thesis, 1982), chs 4, 5, passim: The European Educational System inSouthern Rhodesia, 1890-1930 (Salisbury, Univ. of Zimbabwe, Supplement to Zambezia,1982), 101-8.109The racially segregated and differentiated educational policy, which Jonesand his associates advocated for adoption in America and Africa alike, wasderived from a strategy devised by Booker T. Washington to deal with therising tide of racial friction that afflicted the United States in the late nineteenthcentury.7 This racial tension arose mainly from White reaction to theemancipation of Blacks after the Civil War and clashes between Black andWhite workers during the American industrial revolution.8 To curb clashesand ameliorate race relations generally Booker Washington advocated arurally orientated education for Blacks that was very different fromconventional Western education. The aim of this racially differentiatededucation was to encourage Blacks to remain rurally based and thereby avoidclashes with Whites in cities and industrial centres.9 The education combinedliterary with practical vocational training designed to develop self-reliance andself-respect amongst Southern Black communities. By their efforts to improvethemselves amongst themselves Blacks would eventually impress Whites tothe extent of eliminating prejudices and securing equal rights based uponrespect and co-operation between the races.10Precedents for the educational scheme devised by Washington are to befound in early nineteenth-century policies on the education and vocationaltraining of children from the lower classes in Europe and the United States, aswell as in schemes for subject races in the British Empire, notably the 1847memorandum by Sir James P. Kay-Shuttle worth, Practical Suggestions as toDay Schools of Industry, Model Farm Schools and Normal Farm Schools,for the Coloured Races of the British Colonies.11 More immediately,Washington was inspired by the practically orientated education given at hisalma mater, the Hampton Institute in Virginia, which had been founded byGeneral S.C. Armstrong in 1869.12 However, what rendered the work ofWashington specially significant lay in the fact that it 'was the first outstandingexample of the blackman's turning to industrial education of his own accord'.13Booker Washington died in 1915, but his kind of differentiated educationlived on mainly because it was favoured by Jones in the influential Phelps-Stokes reports on Black education in America.14 In his endorsement of theWashington strategy Jones was influenced by a racial theory, which he hadimbibed at Columbia University in New York, described as 'consciousnessof kind'. The theory was based on Social Darwinistic notions to the effect thatit was 'precocious' or 'not natural' for Blacks, who were allegedly on a lowerlevel of civilized evolution compared with Whites, to 'set themselves againstthe social forces controlling and limiting the development of races'.15 Joneswas careful to exclude this racial theory from his reports.16 Even so, Jones7A. Conway, The History of the Negro In the United States (London, The HistoricalAssociation,General Series Pamphlet No. 67, 1968), 18-20.8See generally, Harlan, Booker T, Washington; Conway, The History of the Negro, 18-20.9 Booker T. Washington, Up from Slavery; An Autobiography (Boston, Western Islands,reset from the original 1901 Doubleday edition, 1965), 46, 66, 105-6.l0Ibid., 123, 168."See generally, A.E. duToit, The Earliest British Document on Education for the ColouredRaces (Pretoria, Univ. of South Africa, Communication 34, 1962); H. D'Souza, 'Externalinfluences on the development of educational policy in British tropical Africa from 1923 to 1939',African Studies Review (1975), XVIII, ii, 35-~43; Harlan, Booker T. Washington, 63- 5; King,Pan-Africanism and Education, 44-8.12King, Pan-Africanism and Education, 7.13Ibid.,47. 14Ibid.,21.ISIbid., 23. "Ibid, 28.110believed that It was futile to antagonize Whites by strongly criticizing racialoppression. Instead, co-operation between the races should be fostered byfocusing attention upon constructive action that diverted attention fromcontentious issues. Consequently, Jones deliberately minimized criticism ofthe White South and excluded from his reports consideration of such mattersas Civil Rights, Klu-Klux-Klan lynchings and discrimination." In the Pheips-Stokes Reports on Africa Jones adopted a similar tactic by virtually turning ablind eye to racially unjust colonial practices.18The man who was mainly responsible for securing Imperial Governmentapproval of Phelps-Stokesism was Dr J.H. Oldham, Secretary of theInternational Missionary Council19 Oldham was greatly impressed by theway Jones managed to secure co-operation between Blacks and Whites inAmerica, as well as between American Government, philanthropic andmissionary agencies, and he felt that there was need for similar co-operation inAfrica.20 This was particularly so when the war ended and when the idealism ofthe League of Nations called for more vigorous governmental action on thewelfare of subject races, action which until then had been left almost entirely tomissionaries.21Influenced as the Imperial Government undoubtedly was by Oldham,additional reasons for its encouragement of the Phelps-Stekes Commissions inAfrica included the realization that there was an urgent need for aninvestigation that might provide a useful guide for the formation of Imperialeducational policy, a matter that had suffered prolonged neglect as a result ofthe war,22 The Phelps-Stokes Commissions also offered a welcomeopportunity for Anglo-American missionary and governmental co-operationas well as the promise of financial assistance from philanthropic bodies whichsupported Phelps-Stokesism, notably the Rockefeller, Carnegie and Jeanesagencies.23However, the Phelps-Stokes Commissions in Africa were propagandistrather than objectively investigative in their nature. Indeed, the firstCommission embarked for the shores of Africa in August 1920,24 and after 'arapid tour of West Africa',25 followed by a very brief visit to Salisbury, Joneshad already formulated the essential features of the policy that was to berecommended In the reports of 1922 and 1924. This Is revealed by amemorandum which Jones sent to the Administrator of Southern Rhodesia,"Ibid, 25.18Ibid., 137-9."Ibid., 51; L. J. Lewis, Educational Policy and Practice in British Tropical Areas (LondonThomas Nelson, 1954), 13.20King, Pan-Africanism and Education, 99.21Ibid.; Lewis, Educational Policy and Practice, 9-10.22Lewis, Educational Policy and'Practice, 13."Lewis, Education and Political Independence, 79.24Phelps-Stokes Fund, Education in Africa, xvii."Lewis, Educational Policy and Practice, 16, where it is erroneously stated that the tour tookplace in 1919.IllDrammond Chaplin, in March 1921.26 The policy was based on the premisethat African education should be specially 'adapted' to what theCommissioners considered to be African developmental and environmentalneeds. The Phelps-Stokes Reports are lengthy documents but the policyadvocated in them can be briefly summarized under four main headings, whichJones called 'The Four Essentials of Education* for Blacks in Africa,embracing 'the "Simples" of health, home life training, industry (includingagriculture) and recreation'.27 A good idea of what 'adaptation' would involvein Southern Rhodesia is provided by the memorandum which Jones sent toChaplin in March 1921,With reference first to 'Sanitation and Hygiene', Jones informed Chaplinthat these subjects usually received little or no attention in mission schools andso special efforts should be made to ensure that they received an importantplace in the curriculum of African education.28 Under a second heading,'Effective use of Environment to Obtain the Essentials of Life', Jones criticizedthe 'lamentable neglect of this' in the curricula of most mission schools. In thisregard Jones was particularly critical of'higher technical education' in missionschools which simply prepared Africans for the needs of 'the Whitecommunity', for while such training might be 'desirable it [was] by no meansequal to the preparation of workers who [would] go out among the NativeAfricans and teach them to make better use of the soil and the facilities at hand'in their kraals. Industrial training, therefore, should concentrate mainly onland husbandry of a simple kind and 'simple handicraft' instruction.Under the heading 'Recreation', Jones referred to American missionary'experience in the Philippine Islands' as indicative of the way 'communitiesmay be turned away from excessive sex indulgence and other harmfulpleasures to recreations that improve the physique, morals and morale'.Consequently, the leisure-time of Africans should be directed towards thedevelopment of beneficial cultural pursuits, notably singing and dancing, andparticipation in vigorous sporting activities. Closely related to these aspects ofAfrican education was what Jones had to say about 'Development ofCharacter'. Jones lamented that while this should be the 'first' aim in all26 National Archives, Zimbabwe, Harare [all documentary citations are to this Archives],LO/1/1/178 [London Office: Board of Directors' Papers: Agenda with Annexures: 6 Jan.-26May 1921], Dr Thomas Jesse Jones to [the] Administrator of Southern Rhodesia], 31 Mar.1921, I am grateful to Dr S.B. Stevenson for drawing my attention to this documentAlthough Zimbabwe was not 'included in the original. . . itinerary' of the Phelps-StokesCommissioners in 1921, Jones and Loram decided to pay a special visit to Salisbury in that yearbecause they had heard that the Government had undertaken work at nearby Domboshawa for thepromotion of a policy that was very similar to the one advocated by themselves, The RhodesiaHerald, 1 Apr. 1921, Editorial, 'Native Welfare', However (as it is seen later in this article),Government policy had been subjected to strong criticism from certain leading missionaries andsenior officials of the Department of Education by 1921, No evidence has come to light whichindicates that Jones and Loram knew of this criticism before their arrival in Salisbury. Even so, itis evident from the memorandum to Chaplin and in press reports that the Commissioners learnedof the controversy during their stay in the capital, Chailiss, 'The Foundation of the RaciallySegregated Educational System', 386-93, Consequently, as the Commissioners were widelyregarded as being leading authorities on African education, their public endorsement of Govern-ment policy and praise for the work that had been undertaken at Domboshawa must have gone a longway towards undermining missionary and Department of Education opposition to what theGovernment was doing."King, Pan-Africanism and Education, 97,28LO/1/1/178, Jones to Chaplin; until otherwise stated all the quotations and information thatfollow are from this source.112mission schools, It was 'too frequently neglected'. In the development ofcharacter Jones stressed that it should involve not merely theteaching of honesty, but the cultivation of those virtues in which theNative peoples are known to be weak. Emotional groups of people areespecially in need of the virtues of perseverance, regularity, thorough-ness, thrift, cleanliness, order. These virtues should be taught, not somuch by verbal exhortation but, by the development of habits throughthe simple activities of the school and community life.As for literary education, Joees, under the heading 'Rudiments ofKnowledge', observed rather ruefully that in most African schools the teachingof the Three R's was the 'chief object', but he was particularly critical of whathe felt was a general failure to relate such instruction to 'the realities of the lifeof a simple people'. African education, Joees asserted, should be 'as closelyrelated to the life of the people as the circumstances require'. Jones, therefore,deplored a tendency to teach Africans arithmetic of an advanced kind moresuited to the solution of problems arising in 'London finances, rather than thesimple exchanges of kraal and village'. Jones also lamented the fact that MsCommission had rarely come across African pupils who had read BookerWashington's Up from Slavery, which he described as 'the wonderful story ofthe American slave boy . . , who taught Ms people to live in peace with oneanother and with the world; to make the largest possible use of theirenvironment'.Finally, with reference to the 'School and Community', Jones describedwhat he clearly regarded as the most important function of African schools.Jones felt that village schools should be the engines of communitydevelopment, but lamented the fact that 'this function' was' almost unknown inmany parts of Africa'. Indeed, Jones asserted that the criteria for theevaluation of any African school should be based on the extent to which itexercised 'its influence directly and indirectly on the community in which it islocated'. As for teachers, they should be made to 'realize that their influenceand responsibility extend beyond the walls of the school room to the health, thework, the recreations and the general well-being of the community'.Generally speaking, two basic principles of policy advocated by Joneswere that all Africans should receive an education based on the inculcation ofthe 'Simples', and that European rule was essential for the promotion of Africanprogress. There was little or no room for independent African initiative andleadership. Jones was of the opinion thatNatives themselves, without guidance, will adopt the superficialelements of European education, religion and life. We could giveillustration after illustration of Native groups that have organizededucational and religious activities that are unrelated to their own past aswell as to their best interests.Only Europeans knew what was in the 'best interests' of Africans, and so it wasessential that Europeans should monitor gradual African progress based on aracially differentiated educational policy which placed 'emphasis' on whatEuropeans felt was most suitable for a 'primitive people'.Assisted by Dr Charles T. Lorani, who joined the Pheips-StokesCommissioners after they had completed their West African tour, Jones, from1921 onwards, personally promoted Pheips-Stokesism in Southern Rhodesia.29"Challiss, 'The Foundation of the Racially Segregated Education System', chs 4, 5, passim.113A South African graduate of Cambridge University, and an inspector of schoolsin Natal, Loram went to the United States in 1914, where he attended Jones'sold university, corresponded with Booker Washington, visited his famousTuskegee Institute in Alabama, and, like Jones, was impressed by the Blackleaders' exposition 'of the conventional wisdom in race relations" in the UnitedStates.30 In 1917 Loram published his doctoral dissertation, The Education ofthe South African Native, which established his reputation as an authority onAfrican affairs.31 Like Jones, Loram believed in the racial inferiority of Blacks32but he also felt that Africans should receive special protection in the context ofescalating racial tensions in Southern Africa. Consequently, Loram opposedwhat he called White 'repressionists' who simply wished to utilize Blacks ascheap, unskilled labourers, and he also opposed what he called 'equalists', whofelt that Blacks should receive the same education and rights as Whites.33Instead, Loram favoured the views of 'segregationists', who believed thatBlacks had a right to develop, but 'any such development must be a slowprogress, and not. , . entirely upon European lines'.34 Governments, Loramfelt, should protect Blacks from exploitation by 'repressionists' and shouldguide them along the path of gradual progress 'along their own lines'.35Documentary evidence shows that direct Phelps-Stokesist influences oneducational policy in Zimbabwe go back at least as far as 1917, when Loram'sbook was published, and as far back as the turn of the century with regard to theideas of Booker Washington.36 However, before examining the Phelps-Stokesist impact on Zimbabwe, it should be noted that the policy, from thevery beginning, received strong criticism from certain well-informed observersof African affairs. Although these contemporary critics were unable to preventthe vigorous promotion of Phelps-Stokesism in Africa, in retrospect their fearsabout the consequences of the policy have in some ways proved to have beenprophetic. One of the most eminent of these critics was the distinguished BlackAmerican scholar, W.E, Burghardt Du Bois. As early as in 1903, Du Boisexpressed the fear that Booker Washington's strategy might result in Blacksubservience to Whites becoming 'a veritable way of life'.37 Du Bois latercriticized Pfaeips-Stekesism on the grounds that the policy was based on30For a study of Loram's career, see R. Hunt Davis, 'Charles T. Loram and an Americanmodel for African education in South Africa', African Studies Review (1976), XIX, ii, 87-99; thequotation only is from Harlan, Booker T. Washington, 229.31ChaIliss, 'Education planning for Zimbabwe: The problem of unreliable historicalperspectives', 217,32H. Jowitt, 'The Re-Construction of Native Education in Southern Rhodesia' (Univ. ofSouth Africa, unpubl. M.Ed, thesis, 1928), 137-41."C.T. Loram, The Education of the South African Native (New York, Longmans, Green,1917), 18-22."Ibid., 23, "Ibid.36Early in 1918, the Chief Native Commissioner, H.J. Taylor, cited Loram's book as anauthority for the formulation of policy on African affairs in Zimbabwe, A/3/18/9 [Admin.'sOffice : Correspondence : Native Affairs : 7 Sept 1917-10 June 1920], H. J. Taylor to Secretary]Department of the] Admin., 4 June 1918; in 1925 H.S. Keigwin, whose name was given toGovernment policy on African education from 1919 onwards recalled that the 'Keigwin Scheme'was 'largely inspired by what fhej had read and heard of the work among Negroes in America,particularly by General Armstrong and Booker Washington', SI 38 [Native Affairs, Chief NativeCommissioner, Correspondence, Numerical Series, 1923-1933], 69 [African Industrial Schools,,1920Š1932|, H.S. Keigwin to H. Taylor, 24 June 1925; King, Pan-Africanism and Education,48, also mentions that the first Inspector of Schools in Southern Rhodesia, H.E.D. Hammond,had recommended the adoption of the Washington Model in 1905."W.E.B. Du Bois, 'Of Mr Booker Washington and others', quoted in King, Pan-Africanismand Education, 11,1J4political rather than educational principles and was likely to institutionalizethe repression of Africans in'British colonies,38 Norman Leys, author ofKenya, the famous expose of colonial malpractices, agreed with Du Bois,39Leys was particularly critical of the wordy vagueness and ambiguities thatcharacterized the first Phelps-Stokes report and warned, that in Africa theobscurantist is an even greater danger than the exploiter,40 Leys felt thatWhites should encourage the emergence of a thoroughly well-educated Blackleadership and co-operate with such leaders in the promotion of colonialwelfare and development41 Professor A, Victor Murray, author of the wellknown study, The School in the Bush, also strongly criticized the lack of soundeducational principles in Phelps-Stokesism and warned that 'Differentiationwithout equality means the permanent inferiority of the Black man'.42However, little heed was paid to these critics, for Phelps-Stokesismrepresented a typically Galbraithian 'conventional wisdom* on race relationsin Anglo-American official, missionary and philanthropic circles.43With reference to the impact of Phelps-Stokesism on Zimbabwe, there arethree aspects which evidently require special attention, namely, the initialimpact of the policy, its enduring influences, and confusion in the historio-graphy of education in Zimbabwe arising from failures to clearly identify andtherefore fully appreciate the importance of Phelps-Stokesist influences. Theterm 'initial impact' refers to what appear to have been crucially importantyears between 1919 and 1929 when what can be very loosely described asconventional progress along Western lines of educational development forBlacks in Zimbabwe came to a virtual halt, mainly because of the combinedinfluences of the Phelps-Stokes Commissioners, Jones and Loram, and of theNative Affairs Department. To clearly describe what happened in that decadeit is necessary to indulge in considerable simplification of somewhat complexprocesses.By the end of the First World War the British South Africa CompanyAdministration, and particularly the Native Affairs Department, conscious ofthe growing deterioration of race relations in South Africa, became more thanever aware of the danger of African education in Zimbabwe becoming a'subversive activity5 Š subversive, that is, to what were considered to be thebenefits of peace and stable progress under European colonial rule.44 At thesame time, it was felt by local and Imperial Government authorities, that therewas an urgent need to make the soon to be re-constituted Native Reserves more38King, Pan-Africanism and Education, 144Š5,"Ibid, 130-45,40N. Leys. Kenva (London. Hogarth Press, 1924), 393.41King, Pan Africanism an^ I dm »<>>; l 30.42A.V Marram 7VNative Education ,'i Ł;1929), 30* t-M43J.K GJi. ,, .1958), 1S.\ |._ir , ic,with what trosl dotw navoid awl *ard eftort i.:44Chd!hs>, "The Friwhere a sti»i\ i^ .nade ofsecurity.School ,r tht Bu-1 j Critical Study of the Theory and Practice ofŁŁia (L<.r« >n Lcingn->.i ,s. Green, 2nd revised edn, 1938, first published,i '» Ph ips Sr skts;sT., see generally, ch. 13 "America in Africa',*/r./" , s>.K'un Honrondsworth, Penguin Books. 1962, first publishedact <, % w it^nicC .