ENHANCING A UNIVERSITY'S PDI BASED ON BEST PRACTICES: AN INTEGRATED APPROACH TO BENCHMARKING AND BSC

Abstract

This paper aims to comparatively analyze the Institutional Development Plan (IDP) of the Federal University of Espírito Santo (UFES) in relation to the IDPs of seven other Brazilian universities: Federal University of Santa Maria (UFSM), Federal University of Santa Catarina (UFSC), University of São Paulo (USP), University of Campinas (UNICAMP), São Paulo State University (UNESP), Federal University of Bahia (UFBA) and Federal University of Ceará (UFC). The research uses the benchmarking methodology and the BSC tool to identify best practices in the formulation of goals and indicators related to the institutional challenges and cross-cutting objectives of the PDI 2021-2030 of UFES. Through the Balanced Scorecard (BSC) approach, the institutional challenges were categorized into strategic perspectives and compared to the plans of the universities analyzed. The results point to congruences between the challenges faced by the institutions and highlight opportunities for improvement in the implementation of goals and performance indicators at UFES. The research concludes that benchmarking, combined with BSC, is an effective tool to improve institutional strategic planning and strengthen university governance.