UMass Chan Five-Year Strategic Planning Consulting

The University of Massachusetts Chan Medical School is seeking a consultant to develop a five-year strategic plan, including enterprise strategy, stakeholder engagement, financial and organizational analysis, implementation planning, and technology enablement recommendations.

University of Massachusetts > Unified Procurement Services Team > University of Massachusetts Chan Medical School


General
Open
UMWOR-2027-1119
Sep 17, 2026 12:00 PM
Aug 18, 2026 01:30 PM
6 months
Request for Proposal (RFP)
State
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Original Solicitation Links
Contact
etully@umassp.edu
55 North Lake Avenue, Worcester, MA, USA
Description

UMass Chan Medical School is seeking a strategic planning partner to develop a comprehensive five-year enterprise strategy and executable strategic plan. The engagement will assess the institution’s current position, external environment, peer and aspirational benchmarks, strategic risks, financial sustainability, organizational structure, partnerships, research and educational missions, and opportunities involving artificial intelligence, data, and digital capabilities. The work will cover the medical school’s academic pillars, research enterprise, clinical-academic alignment, financial and infrastructure strategy, people and culture, public impact, and relationships with affiliated organizations and the broader university system. Expected deliverables include a project workplan and governance structure; current-state and external-environment assessment; strategic alternatives and preliminary enterprise imperatives; a board-ready strategic framework by the November 12 board-materials deadline; leadership workshops and retreats; a final five-year strategic plan; an implementation and execution roadmap; a first-year action plan; and an AI, data, and technology enablement roadmap. The anticipated engagement is approximately six months, with an October 2026 contract start. Proposals must address firm qualifications, key personnel, methodology, project schedule, fixed fees and billing rates, relevant sample work, and three similar higher-education or healthcare references.

Classification Codes
NAICS541618Other Management Consulting Services
PSCR499Other Professional Services
Smart Codes
strategic planning consultingorganizational development consultingfinancial strategy consulting
Specifications
Service Only
Timeline
Aug 18, 2026-Open Date
Aug 27, 2026-Consultant Questions Due
Sep 3, 2026-Responses to Consultant Questions
Sep 17, 2026-Proposal Submission Deadline
Requirements
Required
  • Professional Liability — $1,000,000.00
  • General Liability — $2,000,000.00
  • Workers Compensation
  • Automobile Liability — $1,000,000.00
  • Cyber Liability — $1,000,000.00
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
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