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A model approach to medium- and short-term planning in a research institute

Turek Marian, Jonek-Kowalska Izabela

Zeszyty Naukowe. Organizacja i Zarządzanie / Politechnika Śląska

2024

z. 191

571--583

Purpose: This paper is aimed at presenting the proper significance of the research institute operations’ planning, including, but not limited to, the ones relating to the development of tactical and operating plans. It refers to the development of the tactical and operating activity plans in research institutes. Their importance for the effective institute work organization is stressed. Design/methodology/approach: Its provisions are based primarily on the analysis of reference works and various planning documents developed in different institutes. Findings: To guarantee that the projects will ensure existence and development of the institute, the plan scope (in particular for the operational ones) should cover the largest scope of the institute operations possible. The applicable legal requirements refer to four different plans, including two operational ones, i.e. the activity and financial plan. Besides them, it is advisable to develop plans “complementing” the implementation scope of the assumptions made in the operational strategy or medium-term plans, e.g. the marketing activity plan or plan to employ the required scientific or technical personnel. Originality/value: In the article, the authors attempt to adapt universal planning principles to the specific activities of research institutes. This is a new issue and a response to practical needs.