scholarly journals Methodological approach to assessing the quality of strategic planning activities

2021 ◽  
Vol 17 (12) ◽  
pp. 2205-2228
Author(s):  
Sergei N. SIL’VESTROV ◽  
Vladimir G. STAROVOITOV ◽  
Ivan I. BELYAEV ◽  
Aleksandr V. LARIONOV
Keyword(s):  
Strategic Planning ◽  
Methodological Approach ◽  
Economic Security ◽  
Successful Implementation ◽  
Implementation Plan ◽  
Strategy System ◽  
Empirical Estimates ◽  
Specific Outcome ◽  
Definition Of ◽  
Working Out

Subject. The article addresses a methodological approach to determining the feasibility of including an event that ensures the achievement of strategic targets in the implementation plan of a strategic planning document (i.e., a national project or a government program). Objectives. The purpose is to develop a methodological approach to create a balanced list of measures, which, if implemented, will have a positive effect on achieving strategic guidelines for sustainable socio-economic development and strengthening the economic security. Methods. The study rests on expert estimates for calculating the index of activities quality. The calculation of the index is based on the assessment of the index of incoming resources, the index of process, the index of outcome. The approach enables to consider elements associated with the initiation of a particular event, its successful implementation, and achievement of a specific outcome. Results. The study creates an approach to defining the degree of elaboration of the event and the feasibility of including it in the implementation plan of the strategic planning document. The method of expert estimates enables to neutralize some uncertainties and costs caused by initial data quality, empirical estimates of the degree of obtained results’ accuracy, and allocated resources. Conclusions. The working out of organizational, legal, and regulatory measures is only one element of strategizing. Further research should develop methodological approaches to the definition of targeted and critical values of the strategy system to implement a high-quality and operational monitoring.

scholarly journals Balanced Scorecard: estudo sobre sua utilização como instrumento de gestão na empresa Novo Nordisk no Brasil

ForScience ◽  
2019 ◽  
Vol 7 (2) ◽  
Author(s):  
Edmar Souza Moreira ◽  
Wagner de Paulo Santiago ◽  
Igor Veloso Colares Batista
Keyword(s):  
Strategic Planning ◽  
Balanced Scorecard ◽  
Common Knowledge ◽  
Methodological Approach ◽  
Structured Interviews ◽  
The Balanced Scorecard ◽  
Agency Conflict ◽  
Definition Of ◽  
Pharmaceutical Production

Difundido entre empresas de todo o mundo, o Balanced Scorecard, três décadas após a sua criação, continua sendo um instrumento utilizado pelas empresas para gestão do  Planejamento Estratégico. Este estudo tem o objetivo de analisar a utilização prática do Balanced Scorecard como instrumento de gestão do Planejamento Estratégico na empresa Novo Nordisk Produção Farmacêutica do Brasil Ltda., identificando pontos de divergência em relação à teoria criada por Kaplan e Norton nos anos 90. Para a realização da pesquisa, foi adotada a abordagem metodológica empírico analítica, com a condução de estudo de caso em uma unidade fabril da empresa localizada em Montes Claros – MG. Foram feitas 19 entrevistas semiestruturadas com diretores e gerentes e aplicados 207 questionários aos demais funcionários. Os resultados mostraram que entre os gestores da empresa existe um conhecimento comum em relação às premissas para definição do Planejamento Estratégico e  um alinhamento sobre o Balanced Scorecard.  Contrariamente ao exposto por Kaplan e Norton sobre as etapas de criação do Balanced Scorecard, verificou-se que o processo na Novo Nordisk em Montes Claros é desenvolvido de forma inversa, primeiro são recebidas as metas advindas da matriz, para então ser desenvolvido o Planejamento Estratégico que levará ao atingimento destas metas. A pesquisa mostrou ainda as adaptações feitas pela empresa em estudo ao modelo proposto por Kaplan e Norton, de forma a minimizar as barreiras oriundas do conflito de agência que podem levar ao insucesso na obtenção dos resultados esperados para as metas definidas no Planejamento Estratégico das organizações.Palavras-chave: Balanced scorecard. Metas. Planejamento Estratégico.Balanced Scorecard: study on its use as a management instrument in Novo Nordisk company in BrazilAbstractDiffused among companies around the world, the Balanced Scorecard continues to be an instrument used by the companies to manage the Strategic Planning, even three decades after its creation. This study aims to analyze the practical use of the Balanced Scorecard as an instrument for the management of Strategic Planning in Novo Nordisk Produção Farmacêutica do Brasil Ltda (Novo Nordisk Pharmaceutical Production of Brazil Ltda), identifying points of divergence from the theory created by Kaplan and Norton in the 1990s. To develop the research, the analytical empirical methodological approach was adopted, with the conduction of a case study at a company unit located in Montes Claros - MG. There were 19 semi-structured interviews with directors and managers and 207 questionnaires were applied to the other employees. The results showed that among the managers of the company there is a common knowledge regarding the premises for the definition of Strategic Planning and also an alignment on the Balanced Scorecard. Contrary to what Kaplan and Norton presented about the stages of the creation of the Balanced Scorecard, it was verified that the process at Novo Nordisk in Montes Claros is developed in an inverse way: first, the goals coming from the head quarter are received. Then the Strategic Planning, which will lead to the attainment of these goals, is developed. The research also showed the adaptations made by the company under study to the model proposed by Kaplan and Norton, in order to minimize the barriers from the agency conflict that can lead to the failure to obtain the expected results for the goals defined in the Strategic Planning of the organizations.Keywords: Balanced Scorecard. Goals. Strategic Planning.  

scholarly journals Improvement of Methodological Approaches to Determining Directions of Ensuring Financial Security of Insurance Companies of Ukraine

2021 ◽  
Vol 39 (5) ◽  
Author(s):  
Oleg A. Diegtiar ◽  
Olena A. Lutsenko ◽  
Liudmyla A. Polyvana ◽  
Tetiana A. Pushkar ◽  
Hanna A. Zhovtyak
Keyword(s):  
Methodological Approach ◽  
Financial Economic ◽  
Economic Security ◽  
Insurance Companies ◽  
Financial Security ◽  
Insurance Company ◽  
Insurance Sector ◽  
Destabilizing Factors ◽  
Methodological Approaches ◽  
Definition Of

Financial security of the insurance market significantly affects the financial, economic and social stability of society and should be included in the range of problems that are directly related to the issues of financial security of Ukraine. The main purpose of the article is to set out and solve the problem of improving methodological approaches to determining the directions of ensuring the financial security of insurance companies in Ukraine. The main functional tasks of financial security of insurance companies are identified. It has been proved that financial security is a component of economic security and a refined definition of this category has been provided. Destabilizing factors of influence on financial security of insurance companies have been identified and analyzed. A methodological approach to managing the financial security of an insurance company has been developed. A complex of proposals for the development of the insurance services market has been formed as a basis for strengthening the financial security of insurance companies. It was concluded that the insurance sector of Ukraine can actively develop provided that there is a clear theoretical and methodological justification of the toolbox, the implementation of a methodological approach to managing the financial security of the insurance company, taking into account all the problems and proposals for its continuous improvement and development in the changing conditions of the present.

Strategic planning approaches to knowledge management: a taxonomy

VINE ◽  
2015 ◽  
Vol 45 (4) ◽  
pp. 495-508 ◽  
Author(s):  
Ettore Bolisani ◽  
Enrico Scarso
Keyword(s):  
Knowledge Management ◽  
Strategic Planning ◽  
Planning Process ◽  
Real Life ◽  
Two Dimensions ◽  
Successful Implementation ◽  
Content Type ◽  
Km Strategy ◽  
Definition Of ◽  
A Company

Purpose – The purpose of this paper is to discuss and propose a taxonomy of approaches to the strategic planning of knowledge management (KM). The concept of KM strategy is relatively recent and has been developed based on the assumption that any KM programme requires the definition of long-term goals, resources and plans, i.e. a KM strategic planning. Empirical evidence shows that the conditions for the successful implementation of KM can change from a company to another and in relation to the external context, and this may call for different appropriate approaches to KM planning. Design/methodology/approach – By drawing inspiration from the classic literature about strategic planning and combining it with the KM literature, a taxonomy of four possible approaches to KM strategic planning is developed. This taxonomy is based on the combination of two dimensions, namely: the nature (rational vs emergent) of the planning process, and the competitive factors (internal vs external) that drive the strategy formulation. Examples of companies, drawn from an analysis of recent case studies based on secondary data, are then provided, with the purpose to depict the features of each KM strategic planning approach, as well as asses the consistency and usefulness of the formulated taxonomy. Findings – The analysis of available empirical data shows that the proposed taxonomy fits cases that can be found in real life. The two dimensions of KM strategic planning previously presented allow to highlight the differences in the behaviour of companies. This can provide important food for thought for strategic thinking applied to KM, and can also reinforce the link between KM and other areas of management. Practical implications – The awareness that companies can follow different approaches to KM planning is important for executives that consider KM as a primary activity for their companies. In particular, in the case of an emergent KM strategy, managers should be able to recognize it, and, as far as possible, to align it with the company’s overall strategic goals. Originality/value – To date, the literature has primarily focused on the definition of different types of KM strategies, while the process that can lead to the formulation of these strategies has been less studied. The paper aims to fill this gap by identifying, discussing and classifying different possible approaches to KM strategic planning that a company can adopt.

Principles of economic security management of institutions of higher education

2019 ◽  
pp. 174-181
Author(s):  
Nataliia Tsymbalenko
Keyword(s):  
Management System ◽  
Semantic Analysis ◽  
Security Management ◽  
Economic Security ◽  
Theoretical Concepts ◽  
Economic Role ◽  
Social Mission ◽  
Analysis And Synthesis ◽  
Definition Of ◽  
The University

The subject of research-theoretical concepts of economic security managementof universities. The purpose of the article. The study of the essence of the economicsecurity management system of the university and the definition of its main tasks,the formulation of principles of economic security management of the university.Methodology. The dialectical method, methods of analysis and synthesis, methodsof structural-logical and semantic analysis were used to study and summarizescientific papers on the research topic. The results of the work. The essence of theuniversity’s economic security management system has been reviewed. The maintasks of the control system have been identified. A definition of the university’seconomic security system has been proposed. Principles of management of economicsecurity of the university have been formulated. These are: scientific andorganizational and social principles. Conclusions. The proposed principles allow totake into account the economic role and social mission of universities in managingeconomic security.

Identification of managerial competencies of the organizational leaders of the Passifloraceae production sector in the Huila Department

2020 ◽  
Vol 36 (67) ◽  
pp. 61-78
Author(s):  
Hernando Gil Tovar ◽  
Derly Cibelly Lara Figueroa
Keyword(s):  
Methodological Approach ◽  
Superior Performance ◽  
Organizational Leaders ◽  
Management Skills ◽  
Generational Change ◽  
Production Sector ◽  
Managerial Competencies ◽  
Conducting Research ◽  
Definition Of ◽  
Small Producers

Managerial competencies, defined as the “underlying characteristics of an individual that have a causal relationship with effective or superior performance in the job” (Boyatzis, 1982, p. 12), are key to achievement of productive purposes in the Huila department, in Colombia. The present article, as an investigative result, seeks to identify those managerial competencies, both current and required, of the organizational leaders in the Passifloraceae productive sector in the Huila department, in Colombia. The epistemological paradigm used in this article is that of interpretivism. The reasoning method is deductive, and the methodological approach is mixed. The unit of analysis for this study consists of the directors of the associative organizations of Passifloraceae producers in the productive chain, where two types of players are identified: thirteen (13) leaders of organizations producing passion fruit, and five (5) representatives of institutions in the Huila department that influence the sector. The study concludes with the definition of the map of current managerial competences of organizations in the passionfruit productive sector, and is then contrasted with the map of competences required from these. It also highlights the importance of associativity for small producers, the need to continue conducting research in the sector, and the need to intervene through social outreach projects, so as to generate appropriation and training processes for a set of managerial competencies identified herein, which will strengthen management skills and competitiveness in this type of organization, and ensure, over time, generational change within the sector.

Two Theories of Effective Government

2017 ◽  
Author(s):  
Johannes Lindvall
Keyword(s):  
Political Science ◽  
Political Institutions ◽  
Public Policies ◽  
Methodological Approach ◽  
Decision Makers ◽  
Precise Definition ◽  
Policy Changes ◽  
Political Decision ◽  
Definition Of ◽  
The Relationship

This chapter introduces the problem of “reform capacity” (the ability of political decision-makers to adopt and implement policy changes that benefit society as a whole, by adjusting public policies to changing economic, social, and political circumstances). The chapter also reviews the long-standing discussion in political science about the relationship between political institutions and effective government. Furthermore, the chapter explains why the possibility of compensation matters greatly for the politics of reform; provides a precise definition of the concept of reform capacity; describes the book's general approach to this problem; and discusses the ethics of compensating losers from reform; and presents the book's methodological approach.

Emerging Framework for Planning and Implementation of Online Programs

2010 ◽  
Vol 1 (4) ◽  
pp. 1-16 ◽  
Author(s):  
Victor M. Hernández-Gantes
Keyword(s):  
Strategic Planning ◽  
Online Education ◽  
Program Planning ◽  
Successful Implementation ◽  
Online Programs ◽  
The Past ◽  
Effective Program ◽  
Assessment Strategies ◽  
Interactive Feedback ◽  
Dramatic Growth

The dramatic growth of online education over the past two decades is requiring colleges to make a shift from fragmented approaches to program planning and implementation towards a framework integrating both into a coherent support system. This article provides an overview of an emerging holistic framework for planning and implementation of online programs calling for shared strategic planning needs assessment strategies, and establishing program consensus. Guided by a program vision, curriculum and instructional strategies are identified along with internal and external supports needed for successful implementation. The framework suggests demand-driven strategic planning, benchmarking approaches to implementation practices, and interactive feedback to ensure effective program planning and implementation.

Badania biograficzne rodzin więźniów. Refleksja metodologiczna Angelika Cieślikowska-Ryczko 1

2021 ◽  
pp. 135-162
Author(s):  
Angelika Cieślikowska-Ryczko
Keyword(s):  
Methodological Approach ◽  
Family Members ◽  
Research Field ◽  
Correctional Institution ◽  
Research Experience ◽  
Parental Relationships ◽  
Biographical Research ◽  
Narrative Interview ◽  
Definition Of ◽  
Autobiographical Narrative

The article deals with the life situation of the families of prisoners, in particular, parental relationships connected with the experience of incarceration in a correctional institution. During the realisation of the research I noticed many difficulties in finding contact with potential interlocutors, therefore I considered the families of prisoners as an environment “invisible in the research field”. In addition, I defined families of prisoners as marginalised and stigmatised environments. The main aim of the article is to show selected methodological dilemmas that can be encountered through the design and analysis of biographical research of family members of prisoners. The theoretical introduction of the paper as an extended definition of the penitentiary crisis allowed to characterise the dominant trends and directions of research on prisoners’ families. Further, it focused on selected problems of realisation of qualitative research (especially biographical research). I analyse the literature and present my own methodological approach based on the direction of interpretative sociology. Using the potential of the autobiographical narrative interview technique (of the German sociological school of Fritz Schütze), I collected 31 interviews with adult children of prisoners and 30 interviews with parents of prisoners. Finally, I refer to my own research experience and discuss the “usefulness and ineffectiveness” of an autobiographical narrative interview. Moreover, I characterise key reflections on the role of the researcher in obtaining autobiographical narrations. The article is an invitation to discuss the improvement of research procedures, especially in the area of research on family members of persons in prisons.

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