turanВестник университета «Туран»Bulletin of "Turan" University1562-29592959-1236Университет «Туран»10.46914/1562-2959-2026-1-2-745-757turan-5629Research ArticleОБРАЗОВАНИЕ И ОБУЧЕНИЕ: МЕТОДОЛОГИЯ, ТЕОРИЯ, ТЕХНОЛОГИЯEDUCATION AND TRAINING: METHODOLOGY, THEORY, TECHNOLOGYМетодологические основы формирования стратегии развития университетов: критерии, показатели и механизмы оценки эффективностиMethodological foundations of university development strategy formation: criteria, indicators and effectiveness evaluation mechanismshttps://orcid.org/0000-0003-4490-1460КарабаевШ. Т.KarabayevSh. T.

докторант 

г. Караганда

doctoral student

Karaganda

shingis_kz1@mail.ruhttps://orcid.org/0000-0003-4590-8242АймагамбетовЕ. Б.AimagambetovE. B.

д.э.н., профессор 

г. Караганда

d.e.s., professor

Karaganda

mail@keu.kzhttps://orcid.org/0000-0003-4486-8349КупаловаГ. И.KupalovaG. I.

д.э.н., профессор

г. Киев

d.e.s., professorKyiv

Kyiv

prof.galina@gmail.comКарагандинский экономический университет КазпотребсоюзаКазахстанKaraganda Economic University of KazconsumerallianceKazakhstanКиевский национальный университет им. Т. ШевченкоУкраина2Taras Shevchenko National University of KyivUkraine20261607202602745757Copyright © Карабаев Ш.Т., Аймагамбетов Е.Б., Купалова Г.И., 20262026Карабаев Ш.Т., Аймагамбетов Е.Б., Купалова Г.И.Karabayev S.T., Aimagambetov E.B., Kupalova G.I.Данная работа распространяется под лицензией Creative Commons Attribution 4.0.This work is licensed under a Creative Commons Attribution 4.0 License.https://vestnik.turan-edu.kz/jour/article/view/5629

Современные университеты в условиях глобализации и цифровой трансформации образовательной среды сталкиваются со сложными вызовами, требующими обновления концепций стратегического развития. Рост конкуренции на рынке образовательных услуг, расширение академической мобильности и международного сотрудничества, проникновение цифровых технологий в образовательные процессы – все это обусловливает необходимость вывода стратегического менеджмента университетов на качественно новый уровень. Цель исследования – определить методологические основы формирования стратегии развития университетов и разработать комплексную систему оценки ее эффективности. Основные направления работы включают систематизацию теоретических основ стратегического планирования с позиций ресурсной теории, теории стейкхолдеров и концепции «тройной спирали»; сравнительный анализ критериев международных рейтинговых систем QS, THE и ARWU; разработку интегральной модели оценки эффективности стратегии для вузов. Научная значимость работы состоит в предложении комплексной модели оценки эффективности стратегии, объединяющей академическое, организационное, социальное и инновационное измерения. Предлагаемый интегральный индекс стратегической эффективности (ИИСЭ) рассчитывается как средневзвешенная сумма нормированных показателей по четырем измерениям. Практическая значимость: предложенная система критериев и показателей может быть непосредственно применена при планировании стратегического развития университетов. Практические результаты – апробированная на 12 казахстанских университетах модель адаптации BSC и трехуровневая система мониторинга.

Modern universities in the context of globalisation and digital transformation of the educational environment face complex challenges that require updating strategic development concepts. Growing competition in the educational services market, expanding academic mobility and international cooperation, and the penetration of digital technologies into educational processes – all of these necessitate bringing university strategic management to a qualitatively new level. The purpose of the study is to identify the methodological foundations for forming university development strategies and to develop a comprehensive system for evaluating their effectiveness. The main directions of the work include: systematisation of the theoretical foundations of strategic planning from the perspectives of the Resource-Based View, stakeholder theory, and the “Triple Helix” concept; comparative analysis of the criteria of international rating systems QS, THE, and ARWU; development of an integral model for evaluating strategy effectiveness for higher education institutions. The scientific significance of the work lies in proposing a comprehensive model for evaluating strategy effectiveness that integrates academic, organisational, social and innovation dimensions. The proposed Integral Index of Strategic Effectiveness (IISE) is calculated as the weighted average of normalised indicators across four dimensions. Practical significance: the proposed system of criteria and indicators can be directly applied in planning the strategic development of universities. Practical results include a BSC adaptation model tested at 12 Kazakhstani universities and a three-level monitoring system.

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The authors declare that there are no conflicts of interest present.