Strategic Planning and Assessment Cycle

The Strategic Planning and Assessment Cycle (SPAC) ensures strategic stewardship of the University of Montana. As a planning, budgeting, implementation, and assessment cycle, the structured process represents an annual mechanism to continually refine and validate the University’s strategic direction.

The process integrates ongoing strategic planning, thoughtful updating of the Priority for Action strategies, strategy-driven and responsible budgeting, effective and timely implementation, and rigorous assessment. Both top down and bottom up, the Strategic Planning and Assessment Cycle draws upon the shard governance strength of the University of Montana as well as upon the reservoir of expertise across the institution. The annual process is integrated, transparent, iterative and responsive to changing conditions.

The core components of the SPAC include:

Planning (UPC): Strategic processes that provide for collaborative and responsive direction setting for the University, as well as data analysis that informs the alignment of resources with that direction.

Budgeting (UBC): Budgeting processes that ensure alignment of resources with institutional strategy, as well as fiscal management that provides for sustainability and strategic growth.


Implementation (ULC + Senates): The principled, disciplined process of executing on strategic priorities, distributing responsibility, tracking progress, and making necessary adjustments.

Assessment (UAAC): The continuous and diligent assessment of those activities that will allow for institutional effectiveness.

Strategic Operating Rhythm and Timeline

Strategic Operating Rhythm and Timeline