Objective
To develop, align, and finalize UMT’s Strategic Plan through a structured, consultative, and leadership-driven process.
Scope
This SOP applies to the Office of the President, Senior Leadership, and all relevant offices and stakeholders involved in the strategic planning process.
Process Flow Diagram:
Process Description
Initiate Strategic Planning
- A Strategic Planning Committee is formed to manage and oversee the planning process.
- The scope, objectives, deliverables, and timeline for the strategic planning process are clearly defined.
- A review of previous strategic plans, reports, and key performance indicators (KPIs) is conducted to identify lessons learned and areas for improvement.
Conduct Environmental Scanning
- An environmental scanning exercise is carried out to assess internal strengths and weaknesses.
- External opportunities and threats are analyzed using tools such as SWOT, PESTLE, and benchmarking.
- Key findings from the environmental scan are documented for use in planning.
Engage in Stakeholder Consultation
- Consultations are held with internal and external stakeholders to gather feedback on UMT’s vision, mission, values, and strategic priorities.
- Stakeholder feedback is systematically documented to ensure incorporation into the planning process.
Organize Planning Workshops
- Strategic planning workshops are conducted with Senior Leadership and key stakeholders.
- Discussions focus on refining the vision, mission, values, and broad strategic directions of the university.
- Workshop outcomes, including decisions and action items, are properly recorded.
Identify Strategic Themes and Goals
- Strategic themes and goals are identified and finalized based on consultations and workshop outcomes.
- Key performance indicators (KPIs) aligned with strategic goals are developed to track progress.
Draft the Strategic Plan
- A draft strategic plan is prepared by consolidating inputs from environmental scanning, consultations, and workshops.
- The draft is circulated among Senior Leadership for preliminary review and feedback.
Review and Approve the Strategic Plan
- The draft plan is formally presented to Senior Leadership for review and discussion.
- Feedback is incorporated and necessary revisions are made before final approval.
Disseminate the Strategic Plan
- The approved plan is disseminated to all relevant stakeholders via internal and external channels.
- Efforts are made to ensure the plan is accessible and clearly understood across the university.
Implement and Monitor the Strategic Plan
- The strategic plan is implemented through operational activities and action plans within departments and units.
- Progress is continuously monitored, and periodic reports are submitted to Senior Leadership.
Conduct Annual Review and Update
- An annual review of strategic themes, goals, and KPIs is conducted to assess relevance and effectiveness.
- Updates or adjustments are made to ensure alignment with evolving institutional needs and external environment.
Archive Strategic Planning Documents
- All strategic planning documents, including meeting notes, feedback records, draft versions, and final approved plan, are archived securely.
- Archived materials are maintained in an accessible repository for future reference and institutional learning.