SHAMBAEH A. USMAN, Ph.D.

Professor
Educational Planning
Reporter
SHEILAH MAE E. ROMINES
MA-EPM 1

Definition of Terms
Ernesto Franco

Developing a Plan for Planning

Objectives of the Grant from the Ford
Foundation
Program Activities to Date Aimed Toward
Achieving These Objectives
UST, UP and De La Salle
Definition of terms


History- the branch of knowledge that records and analyzes
past events
Project- a task or planned program of work that requires a large
amount of time, effort, and planning to complete
Development- the process of changing and becoming larger,
stronger, or more impressive, successful, or advanced, or of
causing somebody or something to change in this way
Planning- is a method of doing something that is worked out in
advance
Analysis- the examination of something in detail in order to
understand it better or draw conclusions from it
Ford Foundation- it is a globally oriented private fountion with
the mission of advancing human welfare.
Appraisal Program

ERNESTO A. FRANCO
Appraisal Program

The countrys largest, oldest in
Asia, and highly reputed
university, now 409 years old. In
terms of student population, it is
the largest Catholic university in
the world in a single campus. The
institution was established
through the initiative of Bishop
Miguel de Benavides, O.P., the
third Archbishop of Manila. On
July 24, 1605, he bequeathed the
amount of P1,500 and his
personal library for the
establishment of a seminary-
college to prepare young men for
the priesthood. Those funds, and
his personal library, became the
nucleus for the start of UST and
its library.
Appraisal Program

It was a veritable hunting ground for planning and management
practitioners. Franco found himself in exhilarating grounds, challenging and
promising. The Spanish Rector Fr. Diaz supported him strongly;
(i) A Fact Sheet on UST was produced, forming an education management
information system;
(ii) The University Annual Report was issued in English, where before it was
always issued and sent to Rome in Latin;
(iii) The University budget was based on plans, programs, and projects, on
student projections and fee collections and no longer simply as an increment
of the budget from the preceding year;
(iv) More planning workshops and academic gatherings were held to
develop coordination of communications among deans;
(v) Audits were made of campus grounds operations, library stocks,
laboratory facilities and equipment, museum holdings (UST has one of the
countrys richest collections cramped in tiny quarters in the main building),
textbooks, etc.;
(vi) Profiles were made of faculty capabilities, from which were drawn a
number of training and staff development programs;
(vii) Project feasibility studies were required for any new academic program
or course offering suggested by any of the faculties and institutes.
Appraisal Program

UNIVERSITY OF THE
PHILIPPINES

The countrys
prestigious state
institution of higher
learning, these efforts
were largely made
moving into education
from an engineering
degree, and eventually
into professional
management.

Appraisal Program

DE LA SALLE
UNIVERSITY

The effort was
promoted with
full support
from the Dean
of the College.


Developing a Plan For Planning

Three Major Outputs
1. The 5-Year University
Development Plan, which will
include specific College and
Faculty 5-Year plans;
2. A comprehensive systems and
procedures manual on university
planning, management, and
controls; and
3. A comprehensive analysis of the
Greater Manila system of higher
education.


I. Objectives of the Grant
from the Ford Foundation

To support the University by
way of financial assistance for:

1. Consultants, Technical Staff,
and Inter-University Groups;
2. Conferences and Seminars;
and
3. Documentation, Publication
and Supplies.


1. Formulate a 5-Year Academic
Development Plan for the University of
Santo Tomas with emphasis on 6 areas
of study;

2. Support this 5-Year Plan with the
preparation of a comprehensive
operational Manual of Systems and
Procedures covering every major
Management aspect of University
operations with the dual objectives;

3. Construct the outlines of a Metro
Manila University System, on the basis
of inter-university meetings and
consultants, with the triple objectives;

1. Formulate a 5-Year Academic Development
Plan for the University of Santo Tomas with
emphasis on 6 areas of study;

1.1 Paramedical sciences like
i. Faculty of Medicine
ii. Faculty of Pharmacy
iii. College of Nursing
The Discipline of Paramedical Sciences is
shaping the medical technocrats for tomorrow
by imparting quality education in the field of
Clinical microbiology and Medical lab
technology. On the other side, the Discipline is
preparing brilliant candidates in Industrial
Microbiology who could cater to the needs of
modern industries for mobilizing the revolution
in globalization.

1. Formulate a 5-Year Academic Development
Plan for the University of Santo Tomas with
emphasis on 6 areas of study;

1.2 Faculty of Civil Law
The University of Santo Tomas Faculty of Civil Law or
UST Law Established in 1734, it is the first law school
in the Philippines. It is one of the Top Performing Law
Schools in the Philippine Bar Examinations. The faculty
has produced numerous alumni in government, public
service and the academe. On several occasions during
the American regime, the University of Santo Tomas
modified the curriculum of the Faculty of Civil Law in
order to meet the changing conditions. But firm in the
resolve of turning out worthy members of the Bar and
practical Catholic lawyers, the University adhered to its
basic policy of retaining in its curriculum important
subjects introduced during the Spanish regime in order
to fully accomplish the aims and purposes of a sound
Catholic legal education.

1. Formulate a 5-Year Academic
Development Plan for the University of
Santo Tomas with emphasis on 6 areas of
study;

1.3 Humanities and Educational Sciences
i. Faculty of Arts & Letters
ii. College of Education
iii. College of Architecture and Fine Arts
Humanistic knowledge continues to provide the ideal
foundation for exploring and understanding the
human experience. Investigating a branch of
philosophy might get you thinking about ethical
questions. Learning another language might help you
gain an appreciation for the similarities in different
cultures. Contemplating a sculpture might make you
think about how an artist's life affected her creative
decisions. Reading a book from another region of the
world, might help you think about the meaning of
democracy. Listening to a history course might help
you better understand the past, while at the same time
offer you a clearer picture of the future.

1. Formulate a 5-Year Academic
Development Plan for the University of
Santo Tomas with emphasis on 6 areas of
study;

1.4 Engineering and Educational Sciences
i. College of Science
ii. Faculty of Engineering
iii. Institute of Technological Courses
A vibrant engineering education enterprise benefits civic, economic, and
intellectual activity in this country. Engineering graduates learn to integrate
scientific and engineering principles to develop products and processes that
contribute to economic growth, advances in medical care, enhanced national
security systems, ecologically sound resource management, and many other
beneficial areas. As a result, students who graduate with engineering degrees
bring highly prized skills into a wide spectrum of sectors in the American
workforce. Some conduct research that results in socially or economically
valuable technological applications. Others produce and manage the
technological innovations said to account for one third to one half of growth in
the American economy. Still more bring advanced analytical abilities and
knowledge of high technology to fields as diverse as health care, financial
services, law, and government. Within all of these groups, the diversity of
engineering graduates' backgrounds and viewpoints contributes to their ability
to achieve the advances in innovation, productivity, and effectiveness that
make them valuable contributors to the American workplace.

1. Formulate a 5-Year Academic
Development Plan for the University of
Santo Tomas with emphasis on 6 areas of
study;

1.5 College of Commerce and
Business Administration

Its pedigree and stature as an
institution of academic
excellence trace back to a time of
immense historical significance,
to a period of revolutionary
changes and developments in the
field of education and learning as
part of a wider social reform.


1. Formulate a 5-Year Academic
Development Plan for the University of
Santo Tomas with emphasis on 6 areas of
study;

1.6 Graduate School and Research

Research lets you turn your
soul into a fascination engine,
consuming the output of
human intelligence, living and
breathing the very pinnacle of
human progress. Then
reaching out to push it a little
bit further.



Support this 5-Year Plan with the preparation
of a comprehensive operational Manual of
Systems and Procedures covering every major
Management aspect of University operations
with the dual objectives;
1. Formalizing the
systems approach to
UST planning,
management, and
controls.
2. Providing colleges and
universities in the
Philippines with a
workable model on
university planning and
management.

Construct the outlines of a Metro Manila
University System, on the basis of inter-
university meetings and consultants, with the
triple objectives;
1. Properly
locating USTs role
and contributions
to this Metro
Manila University
Systems; a process
which can be
useful to any
university in the 10
other regions of
the country;
3. Constructing a
set of educational
indicators based
on audits of these
excellent
institutions.
2. Selecting the
Manila colleges
and universities
which excel in
various
disciplines
according to
given criteria;

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PHASE I
PHASE II

1.1 SELECTION OF EXCELLENT INSTITUTIONS

(a) The Task Force took 2.5 months to collate data on
the results of Government Examination by
Institutions.
(b) Employment Absorption of Graduates- The Task
Force completed a survey of over 410 Managers,
Personnel Officers, and Senior Executives of various
businesses in the Metro Manila area, public and
private sectors.
(c) Interviewed Ranking Government Officials, a total
of 38 Executives.
(d) Interviewed 61 Senior Members of the following
Catholic Orders.

1.1 SELECTION OF EXCELLENT INSTITUTIONS

(e) 40 Cultural Attaches and Press Attaches of the
following Foreign Embassies in Manila were
interviewed.
(f ) 85 Editors and Education Reporters of publications
were interviewed.
(g) 52 Presidents and Officers of Alumni Chapters of
the UST Alumni Association were interviewed.
(h) 34 Presidents and Officers of Professional
Organizations were interviewed.
(i) 209 members of Top Management of 190 of the
Top 1,000 Corporations of the Philippines (1973 BIR
Classification) were interviewed.

Select the Institutions, Public and Private, that are deemed excellent
in the Metropolitan Manila Area
Conduct inventory of results of
government examinations in different
professions past 3 to 5 years
Identify top ten institutions, whether
public or private by profession or
occupation
Conduct series of Prestige or
opinionated surveys discreetly among
the following groups whenever feasible
Among
Foundations
Among Mass
Media
Editors
Among
Professionals
Among
Foreign
Embassies
Among
Church
Members
Prepare Information Profiles of Select Top Institutions for
Comparative Purposes
Conduct survey of employability of
graduate outputs of colleges and
universities in Manila Business Firms
Among UST and
Non-UST
Professors and
Administrators
Among UST
Alumni
Among
Private
Businessmen
Among
Government
Officials
Among
D.E.C.
Officials

1.2 EDUCATIONAL AUDITS













UST
Academic
Unit
Others
UST
Non-
Academic
Unit

UST ACADEMIC UNIT

Re-evaluation of operative objectives
Academic Affairs
Policy-making and Management
Faculty
Students
Graduates
Research and Publications
Library Facilities and new acquisitions

UST ACADEMIC UNIT

New Facilities, Machineries, Equipments, and
Laboratory Improvements plus time space
utilization studies
Religious activities of the College
Community service projects of the College
Alumni Affairs
Planning and fund-raising activities (if any)
Financial operations of the College
Consortium programs of the College

UST NON-ACADEMIC UNIT

Manual on Internal Auditing System and Procedures for
UST
Accounting Systems and Procedures for UST
Personnel Policies and Procedures for Health Service at
UST
Systems and Procedures for Health Service at UST
Organizational Set-up and Systems and Procedure for
Improving the UST Registrars Office
Systems and Procedures for Purchasing at UST
Organizational Set-up and Operational Procedures for
ROTC at UST
Set-up of the UST Office of Public Affairs
Systems and Procedures for Faculty Classification

OTHERS

Complete inventory of machineries,
equipment, facilities, rooms, laboratories
of all Colleges and Faculties of UST.
Complete inventory of textbooks,
manuals, and references authored by UST
Professors and published by the UST Printing
Press.
Updated listings of books at the UST
Libraries.

Conduct Detailed Educational Audit of Select Institutions and
the University of Santo Tomas
Area of Analysis:
Conduct Academic Audit using
Prospectus, Handbooks,
Published data, and select
interviews where feasible
Textbook
Program
Library
Resources
Research
Projects
and
Resources
Community
Service
Projects
and
Resources
Nominate
one or two
Outstanding
Teachers
on that
Institution
Student
Profile and
Student
Services
Faculty
Profile and
Development
Profile
Methods of
Instruction
Curricula
and
Program
of Study
Trim down top 10 list to
top 2 institutions per
Academic Program of
Study
Analyses of Colleges,
Faculties and Institutes of
the University of Santo
Tomas
Area of Analysis:
Support Services for the
Academic Program Mix
Conduct financial
analyses of incomes
and expenditures of
institutions
Examine consortia
and accreditation
programs of
institutions
Examine possible
areas of government
assistance
Inventory of campus
physical plant and
teaching facilities of
institutions
Examine
organization,
management and
personnel set-up of
institutions
Construct Series of Educational Indicators of Excellence for Purposes
of Comparison and Standards and Accreditation Base
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Series 2
Series 1











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Series 3
Series 2
Series 1
Comparative Analysis of Metro Manila
Colleges and Universities

(a) Comparative Analysis of the Powers,
Memberships, Structure, etc. of the policy-making
Board of Trustess or Directors of some excellent
institutions being selected.
(b) Comparative Analysis of
Academic Programs of the UST versus
the excellent institutions.
(c) Comparative Analysis of financial
operations of UST versus
excellent institutions.

1
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Series 2
Series 1
Regional Analysis of Metro Manila

This analysis will be most useful to all colleges and
universities in the Metro Manila area.
It can also serve as a model for colleges and universities
in all 10 other regions of the country.
This approach-analysis of the
environmental context in which
the university is located- is unique
and crucial to the Project and serves
as a benchmark in educational
planning in this country.


2

Conduct Regional Analysis of Metropolitan Manila
Area Based on all Available Data, Statistics, Reports
by Government and Private Sectors
Describe civic
and social
activities and
organizations
Describe
political/administ
rative machinery
and financial
situation of local
governments
Describe
economic
profile of
the area
Specify
dempgraphic
characteristics
including
employed and
unemployed base
Define
geographic areas
and describe
natural
resources
Do short
history
Summarize priority programs and
projects in Metro Manila Area as
planning by the government and private
sectors
Include
OPW Plans
Include
DOT Plans
Include
Private
Sector Plans
Include
BOI Plans
Include
NEDA
Plans
Project growth potential of Metropolitan Manila Area up to 2000 A.D. in
Physical and Human Resources as exemplified by study of UP Institute Oil
Planning
Include
EPZA Plans
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Category 1 Category 2 Category 3 Category 4
Series 3
Series 2
Series 1
Manpower Supply and Demand Analysis
of Metro Manila

A name-by-name count of all the graduates of UST since 1611-363 years
running in cooperation with the UST Alumni Association.
A survey of over 2,000 UST students on various topics relating to their
socio-economic profile and career choices in cooperation with the
Association of Catholic Universities of the Philippines, a project
profile.
Number of registered professionals in the country.
Compilation of laws governing the different professions.
A small model of manpower demand by over
100 firms of the top 1,000 corporations is being
undertaken, pending a project proposal to
Filipinas Foundation for an enlarged model
applicable to all 10 other regions of the
country.

3

Conduct Analysis of Demand for Trained Manpower in the
Metropolitan Manila Area
Do it by
industry
Narrow Quantity down to
Regions involved
Establish current
demand for trained
manpower
Project future
demand for trained
manpower
Use findings
of surveys of
professional
and alumni
associations
Use
findings
on Brain
Drain
Studies
Use
findings of
Regional
Analysis
Use
findings of
newspaper
Help
Wanted
Advertisement
Establish
historical
trend
growth
Formulate Manpower Blueprint for Demand and Supply, if possible
* Surplus* Occupations - *Deficit* Occupations
Do it by
occupation
by profession
Zero quantity in on
Metropolitan Manila
Area
Begin with overall
Philippine Market
Use
findings of
survey of
commercial
firm

Conduct Analysis of Supply for Trained Manpower in the
Metropolitan Manila Area
Conduct inventory of the formal system
of Higher Education in the Metropolitan
Manila Area, Public and Private
Identify Universities in Metropolitan Manila
Area
Make arbitrary selection
of institutions with
minimum 3,000
population
Establish current supply
for trained manpower
Estimate growth potential
of select institutions on
basis of government
incentives/subsidy plans
Estimate impact
on enrolment of
NCEE exams
Estimate impact
of brain drain
trends abroad
Estimate plant
capacities of select
institutions on basis
of educational audit
findings
Establish historical
trend of graduates
the past 5 years
Formulate Manpower Blueprint for Demand and Supply, if possible
* Surplus* Occupations - *Deficit* Occupations
Project future supply for
trained manpower
Identify Technical in Metropolitan Manila
Area
Identify Colleges in Metropolitan Manila Area

Operationalize the Planning Process for the
Formulation of the 5-Year Academic Development
Plan of the University of Santo Tomas
Prepare
Information
Profiles of
Select Top
Institutions
for
Comparative
Purposes
Construct Series
of Educational
Indicators of
Excellence for
Purposes
of Comparison
and Standards
and
Accreditation
Base
Project growth
potential of
Metropolitan
Manila Area up to
2000 A.D. in
Physical and
Human Resources
as exemplified by
study of UP
Institute Oil
Planning
Formulate
Manpower
Blueprint for
Demand and
Supply, if
possible
* Surplus*
Occupations -
*Deficit*
Occupations
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90%
100%
Category 1 Category 2 Category 3 Category 4
Series 3
Series 2
Series 1
PLANNING PROPER

All the College and Faculties of UST have been given a
deadline to complete the 1
st
drafts of their 5-Year Plans.
Various orientations with their Planning Committees have
been conducted by Prof. Ernesto A. Franco, in addition to face-
to-face meeting with their Faculty Members.

CONFERENCES & MEETINGS

Prof. Franco and members of the Task Force have
presented the details of the Project and conducted
comparative meetings and consultations WITHIN UST and
OUTSIDE UST groups.



Alhumdulilah