Planejamento estratégico em instituições federais de ensino superior: análise da utilização do balanced scorecard na Universidade Federal do Pará

Abstract

Higher education institutions have fundamental importance for the social and economic development of the population in which they are inserted and therefore need to use appropriate tools to plan and measure their strategic institutional performance. In this sense, the general objective of this study is to carry out a strategic planning process analysis of UFPA based on institutional documents and the perception of the managers of the areas directly involved with this process, considering the period from when the institution started adopting the Balanced Scorecard (BSC) methodology. In order to achieve this objective, an applied research was developed, based predominantly on a qualitative, exploratory and descriptive approach. Regarding the types of procedures used, the research is considered as a case study based on documentary research and application of a questionnaire. The research was inserted in the context of the UFPA’s Strategic Planning structure dealing specifically with the process of monitoring the achievement of the objectives and goals of the institution's performance panel. The research focused on the period that covers the beginning of validity of the UFPA's Institutional Development Plan (PDI) 2011-2015, when the Balanced Scorecard (BSC) methodology was implemented, until the first years of the PDI 2016-2025, analyzing how the strategic strategic performance evaluation in this period was developed. The results of the research allowed to conclude that the institution adopts properly the BSC model and that institutional planning in general is well evaluated and recognized as a relevant factor for the success of the institution. However, possible fragilities have been identified in certain parameters of the institution's planning policy, especially those related to the correlation between what is recorded in the planning and what is actually executed. It was also identified a perception that there are deficiencies in the process of communicating the results of planning for the whole team of the organization.