Well-prepared self-assessment reports are strategic in the management of Higher Education Institutions (HEIs)

Anne Marie Scoss, affiliated with the Universidade Federal de Santa Catarina (UFSC) and the Universidade do Extremo Sul Catarinense (UNESC), Forquilhinha, SC, Brasil.

Ariél Philippi Machado, affiliated with the Universidade Federal de Santa Catarina (UFSC), Florianópolis, SC, Brasil.

Luan Philippi Machado, affiliated with the Universidade do Extremo Sul Catarinense (UNESC), Criciúma, SC, Brasil.

Luciana Oliveira Penna dos Santos affiliated with the Universidade Federal de Santa Catarina (UFSC) and the Universidade Federal do Rio Grande do Sul (FURG), Florianópolis, SC, Brasil.

Thiago Henrique Almino Francisco, affiliated with the Universidade Federal de Santa Catarina (UFSC) and the Universidade do Extremo Sul Catarinense (UNESC), Criciúma, SC, Brasil.

The study Evaluation of Higher Education: An Exploratory Study on the Compliance of Self-evaluation Reports With Technical Note 065/2014/INEP/DAES/CONAES, published in Educação em Revista (vol. 41, 2025), examined how Brazilian higher education institutions have prepared their institutional self-assessment reports and identified a high degree of compliance with Technical Note No. 065/2014/INEP/DAES/CONAES. The analysis found that the documents meet over 85% of the normative criteria, signaling advances in the systematization of internal evaluation processes.

The research analyzed comprehensive self-assessment reports from three institutions with distinct administrative profiles—a private confessional college, a federal public university, and a community university. A checklist based on Technical Note 065/2014 was used to assess adherence to the required structure. The results show that most mandatory sections were adequately addressed, particularly those related to institutional development, academic policies, and infrastructure.

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Despite overall strong performance, the study highlights recurring weaknesses, such as insufficient detail on data analysis techniques and limited information on financial sustainability—a historically sensitive dimension in institutional self-assessment. According to the authors, these gaps indicate the need for continuous training of Internal Evaluation Committees (CPAs) and for more rigorous methodological procedures in report preparation.

The investigation also incorporated Generative Artificial Intelligence (GenAI) as a supporting tool in the preliminary analysis, combining automation with human review. The authors emphasize that this hybrid approach presents innovative potential for evaluation practices in higher education, especially for repetitive tasks and the systematization of large text volumes, while maintaining the essential role of human validation.

The study concludes that well-prepared self-assessment reports serve as strategic instruments for university governance, supporting planning, self-regulation, and institutional transparency. It also opens new methodological perspectives, such as comparative analyses of institutional maturity based on self-assessment processes.

To read the article, access

Evaluation of Higher Education: An Exploratory Study on the Compliance of Self-evaluation Reports With Technical Note 065/2014/INEP/DAES/CONAES. Published in educação em revista Journal [online]. 2025, vol. 41, e59249 [viewed 13 January 2026].  https://doi.org/10.1590/0102-469859221. Available from: https://www.scielo.br/j/edur/a/dcxfpxYr3GSdrY6RZPcJWDD/

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