Strategic Planning Issues Research Articles

ПЛАНУВАННЯ СТРАТЕГІЧНОГО РОЗВИТКУ ПІДПРИЄМСТВА З НАДАННЯ ОЗДОРОВЧИХ ПОСЛУГ

In the article, the definition of “strategy” and its interconnection with development of enterprises are researched. The essence of strategic plan, its codes and stages are defined. The interrelation between main terms and concepts is researched. The relevance and importance of the concept of “strategic planning” and its role in the activities of enterprises providing health services are also studied. The practical aspects of modern tools of strategic planning of development of organizations for the provision of health services are selected and the essence of the formation of its individual components is revealed. Methodical approaches of introduction were proposed on an example of the enterprise rendering improving services – the children’s wellness complex “Paradise corner” in the city of Berdyansk was developed. Alternative methods and possible aspects of improving methodological approaches to the formation and realization of organizational strategy are identified. With the help of SPACE analysis it was investigated and proved that the process of strategic planning can be represented by a consistent solution to the pressing problems of any company. The topical issue of strategic planning with the step-by-step choice of the optimal approach to enterprise development was selected. Also, the world experience of strategy development to improve the organization’s activity was analyzed effective factors of its formation, strategic planning methodology and its stages were singled out. The factors influencing the effectiveness of the chosen strategy were identified in more detail such as financial strength, competitiveness of the enterprise, stability of the industry, attractiveness of the industry. As a result of obtaining weighted estimates of four key factors, the vector of the recommended strategy in the coordinate system SPACE was formed. That indicates the type of strategy of the researched enterprise and it was determined that the perspective development strategy of “Paradise Corner” is aggressive strategy. It was identified that the choice of strategy depends of many factors, including the strategic position of the enterprise, the dynamics of its change, production and technical potential, services provided, the state of the economy, the political environment.

Strategic planning of construction and reconstruction of the facilities of the heat supply systems with the use of scenario approach

Some topical issues of strategic planning of construction and reconstruction of heat supply systems are considered in the article, taking into account the features of its organization in the certain territories of our country with different climatic, economic, city-planning and social conditions. The article presents the results of the analysis of the strategic documents of the heat supply development in various countries, which showed the need of formation of management instruments, providing the possibility of planning of specific scenarios of the heat supply development in the territories of our country. The key conditions of strategic planning, are revealed. They include providing the solution of social and environmental problems as well as the matters of energy security of consumers, which are in the centre of global environmental challenges now. The legislative arrangements and the experience of the use of "Heat Supply Schemes" in the territories of the Russian Federation are chosen as the materials. The scenario approach with the use of the method of the hierarchy analysis is considered to be the basis for planning of construction and reconstruction of the facilities of the heat supply systems. According to the scientific approach, chosen in the research, the level hierarchy of the strategic planning process is offered. The major factors, influencing the development of heat supply of territories are analysed, the main factors and their purposes, as well as the basic scenarios of the development, are described. The authors offer four scenarios for the choice of options for construction and reconstruction of the facilities of heat supply systems, taking into account the practice of its organization in various countries. The importance of the basic scenarios for the strategic development of the heat supply system in the territory is estimated according to the hierarchy levels on the basis of the method of paired comparisons with the subsequent aggregation of the received results. The approbation of the offered management instrument on the example of the urban area allow to prove the scenario of the decentralized heat supply of the explored territory as the most perspective scheme as well as to raise the questions of possible expansion of the offered management instrument.

Методологические проблемы взаимосвязи документов стратегического планирования федерального уровня, разрабатываемых в рамках целеполагания по отраслевому и территориальному принципам (часть 2)

The analysis of methodological problems of interrelation of the documents of strategic planning of the federal level, developed within the framework of goal-setting according to the sectoral and territorial principles, is directly linked to the issues of settlement. The article considers the norms of the corpus of federal regulatory legal acts adopted within the framework of goal-setting in the process of strategic planning of socio-economic development of territories, which includes the provisions of the norms of the Strategy of Socio-economic Development of the Russian Federation, Federal Law No. 172 “On Strategic Planning”, the Urban Planning Code of the Russian Federation, the Resolutions of the Government of the Russian Federation related to the role of local self-government bodies in the implementation of the settlement policy as a factor of socio-economic development of territories. The specifics of the federal policy of territorial development of the regions, which is based on the participation of not only the federal center, but also the state bodies of the regional level of the vertical of power, are revealed. It is argued that the existing “vertical” of public administration does not include an imperative function in relation to the local authorities, which are not assigned the responsibility of developing strategies for the socio-economic development of the municipality. It is determined that, in methodological terms, such consequences should include the need to differentiate measures of state support for municipal territorial entities, regional typologization of settlements when considering budget and urban development policies. The problems related to the legal nature of the federal district in relation to the nature and powers in the field of strategic planning of the constituent entities of the Russian Federation are identified. It is argued that the factors influencing the processes of formation and implementation of the state policy of regional development and directly related to the issues of strategic planning include not only the features of the federal structure, geo-political, geo-deterministic, socio-cultural factors, but also a significant difference in the levels of regional socio-economic development and territorial population. The analysis of methodological problems of interrelation of the documents of strategic planning of the federal level, developed within the framework of goal-setting according to the sectoral and territorial principles, is directly linked to the issues of settlement. The article considers the norms of the corpus of federal regulatory legal acts adopted within the framework of goal-setting in the process of strategic planning of socio-economic development of territories, which includes the provisions of the norms of the Strategy of Socio-economic Development of the Russian Federation, Federal Law No. 172 “On Strategic Planning”, the Urban Planning Code of the Russian Federation, the Resolutions of the Government of the Russian Federation related to the role of local self-government bodies in the implementation of the settlement policy as a factor of socio-economic development of territories. The specifics of the federal policy of territorial development of the regions, which is based on the participation of not only the federal center, but also the state bodies of the regional level of the vertical of power, are revealed. It is argued that the existing “vertical” of public administration does not include an imperative function in relation to the local authorities, which are not assigned the responsibility of developing strategies for the socio-economic development of the municipality. It is determined that, in methodological terms, such consequences should include the need to differentiate measures of state support for municipal territorial entities, regional typologization of settlements when considering budget and urban development policies. The problems related to the legal nature of the federal district in relation to the nature and powers in the field of strategic planning of the constituent entities of the Russian Federation are identified. It is argued that the factors influencing the processes of formation and implementation of the state policy of regional development and directly related to the issues of strategic planning include not only the features of the federal structure, geo-political, geo-deterministic, socio-cultural factors, but also a significant difference in the levels of regional socio-economic development and territorial population.

Financial instrument of ensuring sustainable social and economic development of municipalities

Research background: This article examines the problems of sustainable social and economic development of municipalities and tackles the issues of strategic planning, assessment of budget support and the economic condition of municipalities. Purpose of the article: When analyzing the existing social and economic processes in the municipalities of the Russian Federation, attention is drawn to the main methods of planning at the local level, an integral part of which is the preparation of forecasts of social and economic development of the municipality. On the basis of forecasts, a draft of local budget is prepared, determined by the revenue and expenditure side of the budget, laid the necessary sources of financing the budget deficit, formed municipal (address) for the implementation of the powers of local authorities. Methods: When budget planning and forecasting the social and economic development of a municipality, it is necessary to take into account many factors that contain input data for calculations. This includes demographic changes, labor resources, social security of the population, transport infrastructure, business activity, and much more. Findings & Value added: In this paper, the priority directions of the development of municipalities in modern conditions are identified and justified on the example of the municipal districts of the Leningrad Region. The methodological tools used can also be recommended to other municipalities of the Russian Federation.

Эколого-правовые проблемы и подходы к стратегированию в области пространственного развития Российской Федерации

The article deals with problematic issues of strategic planning of spatial development of the Russian Federation taking into account environmental protection, environmental safety, rational use of natural resources, and environmental rights of citizens On the basis of socio-ecological and economic approach to territorial management, the necessity of building a modern model of spatial development of the Russian Federation is shown, taking into account various factors and conditions, including natural resources and environmental ones. When considering the environmental component of the spatial development strategy in terms of challenges and threats, goals, tasks and directions, their lack of coherence and inconsistency with the provisions of economic and environmental security strategies and other strategic planning documents are revealed. The article substantiates the proposals for a systematic environmental-based spatial development strategy, improvement of legal and other mechanisms for the implementation of conceptual and other strategic planning documents.

Covid-19 shock: Development of strategic management framework for global energy

Energy resources are vital for the economic development of any nation, and they are currently recognised as an essential commodity for human beings. Many countries are facing various levels up to severe energy crisis due to limited natural resources, coupled with the Covid-19 pandemic. This crisis can lead to the shutdown or restriction of many industrial units, limited energy access, exacerbating unemployment, simultaneous impacts on people's lives. The main reason for these problems is the increasing gap between energy supply and demand, logistics, financial issues, as well as ineffective strategic planning issues. Different countries have different visions, missions, and strategies for energy management. Integrated strategic management is requisite for managing global energy. This study aims to develop a strategic management framework that can be used as a methodology for policymakers to analyse, plan, implement, and evaluate the energy strategy globally. A conceptual research method that relies on examining the related literature is applied to develop the framework. The present study yielded two main observations: 1) The identification of key concepts to consider in designing the strategic management framework for global energy, and 2) A strategic management framework that integrates the scope, process, important components, and steps to manage global energy strategies. This framework would contribute to providing a standard procedure to manage energy strategies for policymakers at the global, regional, national, state, city, district, and sector levels.

РАКТИЧЕСКОЕПРИМЕНЕНИЕМЕТОДОВСТРАТЕГИЧЕСКОГОПЛАНИРОВАНИЯНАПРЕДПРИЯТИИ

In a market economy and fierce competition, strategic planning ensures the stable position of the organization and the opportunities for its development. Despite sufficient theoretical study of strategic planning issues, the heads of organizations today have problems with the formation of a strategy and improving the effectiveness ofthe organization. The presented article considersthe process and methods of strategic planning, as well as their specific application using the example of an advertising agency.

Multilevel strategic planning in the system of institutional governance mechanisms in Ukraine

Introduction. The dilemma of «chaos» (a free choice of behavior by each subject) or development based on assessments and strategic goals, formed in account with internal and external factors that would allow keeping things organised, persists in countries that shape a new economic model. Dismantling of the old economic system, the formation of the foundations of post-industrial development in the XXI century raise the issue of strategic planning.Purpose. The study is devoted to the development of the methodological framework of strategic planning based on clarifying the relationships, goals, differences of its main components in the multilevel management system. Besides, it aims to assess the current practices of strategic planning tools in Ukraine and identify areas for improvement in the context of synergy and its security development.Methods. The methodological basis of the study is the use of systematic and comparative approaches in the analysis of the theory and practice of strategic planning at different levels of government. The following research methods were used: induction and deduction; system analysis is used to identify the components of strategic planning at different levels of management; PEST analysis is used to identify factors leading to insufficient effectiveness of this tool in a multilevel management system; institutional and comparative analysis is used to clarify goals and differences of individual components of the system of strategic planning; abstract and logical is used to identify patterns of evolution of strategic planning in the future; marketing analysis is used to clarify the content of management activities in the framework of strategy.Results. Scientific approaches to the interpretation of the essence and place of strategic planning in the management system are generalized. The author’s position on clarification of the content of strategic planning, delimitation of the concepts of «strategy» (as a direction of action), «strategic planning» (as a management function) is presented. The peculiarities of the presentation of strategic planning at different levels of the management hierarchy in Ukraine are shown.The reasons for the low efficiency of strategic goals success in the course of realization of strategies and strategic plans in domestic practice are revealed. The place of strategic planning in the system of institutional mechanisms of multilevel management is specified considering its current documents in Ukraine; the goals and differences of functional load at different levels of the management hierarchy are differentiated.The empirical analysis of the practice of strategic planning allowed us to identify the main challenges that require the search for management decisions at the methodological, legal, and administrative levels. Specifically, the problem of systematization, hierarchy, and autonomy of planning documents; inconsistency of government’s long-term and medium- term strategies with current financial documents (budgets); low quality of macroeconomic forecasts and disregard for international strategies, the presence of «institutional traps» have been defined.Ways to improve strategic planning at the regional and local levels have been identified, in particular in connection with the decentralization reform and increasing the power of local self-government. Attention is paid to ensuring methodologically sound and procedurally fixed interrelation of planning documents, program and financial documents, organizational and methodological support of monitoring and evaluation, as well as information feedback, application of regional and local marketing tools, etc.The conclusion is made about the expediency of considering strategic planning in the system of management mechanisms in the country as a multilevel system, increasing the level of its systematization to achieve a synergy effect, practical implementation of the highest level of strategic planning - strategizing.Discussion. In the mentioned context, the prospects for further research are the problems of coordination of strategic and financial-budget planning systems, the formation of strategic plans in a new format of administrative-territorial entities, the development of methodological and applied provisions for the implementation of strategies.

СТРАТЕГИЧЕСКИЕ ОСНОВЫ РАЗВИТИЯ ФЕРМЕРСТВА НА СЕВЕРО-ЗАПАДЕ

The need to formulate a strategy for the development of farms in the North-West of the Russian Federation is confirmed by the fact of their significant contribution to maintaining rural areas and ensuring food security in the region. The article proposes recommendations for creating strategic foundations for the development of peasant farm enterprises in the North-West of the Russian Federation, which can be used by the authorities when developing such a strategy. The study is based on the works of both domestic and foreign scientists-economists dealing with the issues of strategic planning considering farms and identifies various nuances of this issue. According to the foreign researchers, it is important for a farmer to find his competitive advantage, and this must be done taking into account the assessment of internal and external opportunities and threats. The analysis used the data of the Federal State Statistics Service for the municipal districts of the Northwestern Federal District, as well as methods of socio-economic analysis, economic and statistical (groupings), SWOT analysis, the problem tree method, the method of typing the municipal districts by A.I. Kostyaev. The study made it possible to propose recommendations for the formation of a strategic framework for developing farms in the North-West of the Russian Federation. Main scenarios for the development of this category of farms in accordance with the determined types of municipal districts and the classification of alternative farming strategies existing in modern science were identified, and SWOT was carried out, i.e., the analysis of the peasant farm enterprise development from the point of view of the farmer and the state. Also a problem tree for developing these farms was built, taking into account the specifics of the Northwestern Federal District, which made it possible to identify the difficulties that hinder the successful functioning of farms. In order to improve the functioning of peasant farm enterprises in the region, measures are recommended that should become the basis for the development strategy of these farms in the North-West of the Russian Federation, including: increasing state support, improving the legal framework, expanding educational programs and consulting activities, supporting the sales market by the government authorities.

Designing a sustainable humanitarian relief logistics model in pre- and postdisaster management

In this study, a three-level relief chain problem is proposed in pre- and postdisaster phases in order to support sustainability in the context of humanitarian relief operations. We develop a comprehensive relief logistics network considering the strategic and tactical planning issues of facility location, procurement, and resource allocation, and including multi-objective mixed-integer stochastic programing model which minimizes total costs of the humanitarian relief supply chain (the costs of the preparedness and response phases), maximizes the social welfare (through maximizing the minimum satisfaction rates among the disaster areas), and minimizes the environmental impacts (ecological impacts of the packaging of relief goods, and CO2 emissions in transportation routes of the proposed network in pre- and postdisaster phases), simultaneously. The proposed multi-objective sustainable humanitarian relief logistics problem (SHRLP) is solved using the Compromise Programing (CP) technique and Lexicographic Optimization Method (LOM). Two numerical examples with different scales are provided based on surveying data of possible Tehran earthquakes. The results of solving numerical examples via CP and LOM methods are presented and compared. The efficient Pareto optimal solutions are also provided to examine different preferences of the objectives. LOM produces better solutions than the CP technique in terms of the satisfaction rates and fair distribution of relief items. Also, the results indicate that the novel model is able to survey and model both the sustainability approach and the uncertainty of a disaster relief condition in support of more efficient and effective plans for sustainable facility locations, and procurement and delivery of reliefs.

THE SYSTEM OF EVALUATING THE EFFECTIVENESS OF STRATEGIC PLANNING OF INVESTMENT ACTIVITIES OF ECONOMIC ENTITIES IN THE AGRICULTURAL SECTOR

Introduction. At the current stage of reforming the Ukrainian economy, it is important to increase the level of competitiveness of domestic business entities. One of the ways to achieve this is the transition to the strategic basis of planning and running of economic activity, in particular investment activity. Important in this case is the choice of a system for assessing the level of achievement of certain strategic goals. Therefore, the purpose of writing an article is to determine with a system for evaluating the effectiveness of strategic planning of investment activities of business entities. Methods. According to the theoretical basis of the article, the dialectical method of cognition and the systematic method for studying the issues of strategic planning of investment activity of agricultural entities were used. The main research methods in the article were methods of analysis, synthesis and generalization. Using the analysis method, the components of the system for evaluating the effectiveness of strategic planning of investment activity are analyzed. Using the synthesis method, significant elements of a performance evaluation system are determined. The generalization method was used to form the conclusions of the study. Results. The expediency of strengthening the competitive position of agricultural entities by proving a strategic approach with the definition of strategic development goals and ensuring their achievement and strategic goals of investment activity has been proved. The author has formed a definition of the concept of “the effectiveness of strategic planning of investment activity”. The essential components of the system for evaluating the effectiveness of strategic planning of investment activity: the main and additional indicators. The attention of business entities was emphasized on the importance of flexible application of a system for evaluating the effectiveness of strategic planning of investment activity, taking into account the specialization of their economic activity, the level of material and technical support, the ratio of investment sources, the influence of environmental factors and certain development goals. The results of the study can be used in the process of evaluating the effectiveness of strategies and strategic plans for investment activity at the economic, regional and national levels. Discussion. Prospects for further research are to work out the consistency of the positions of strategic plans for investment activities with certain positions of strategic plans for economic activities of business entities. Keywords: efficiency, economic efficiency, profitability, business activity, liquidity, financial stability.

Правовые проблемы пространственного развития Российской Федерации: вопросы стратегического планирования

Правовые проблемы пространственного развития Российской Федерации: вопросы стратегического планирования

A review of artificial intelligence techniques for selection & evaluation

Today, supplier selection &evaluation has been an important issue of strategic planning for a long time. Various artificial intelligence (AI) methods have been applied in the methodology of supplier section & evaluation from different researchers. This paper provides a review of past various artificial intelligence methods (AI) from 2010 to 2018 in the area supplier selection & evaluation problems. The review report is based on the literature of fifty articles include six review papers. Our survey presents and tries to find out the most useful and prominent AI method recommendable for the future in the problem of supplier selection &evalution.

Team Recommendation Using Order-Based Fuzzy Integral and NSGA-II in StarCraft

As one of the well-known real-time strategy games, StarCraft has become an important benchmark for game artificial intelligence research. Previous works in StarCraft mostly focused on strategic planning and tactical reasoning. One of the key issues in strategic planning, namely unit selection, is to build up an army, so called team in this article, with appropriate units which can gain massive destroy power against enemy's army. It is still a challenge to determine a team that has a good chance of defeating a specified army and there is no any formal algorithm solving it directly at present. Considering that the number of each unit will change during a game, if the player encounters the same enemy for multiple times, we need to select multiple winning troops, which will give the player a number of choices so as to increase the winning chance. In this article, we formulate the team recommendation as a multi-objective optimization problem and propose a novel team recommendation algorithm to solve the problem. We add a normalization of the team size to the order-based fuzzy integral and the normalized order-based fuzzy integral can better estimate the relative combat power of a team. We use genetic algorithm (GA) to learn the fuzzy measure in the fuzzy integral from the StarCraft replay data and adopt Non-Dominated Sorting Genetic Algorithm (NSGA-II) combined with the fuzzy integral for team recommendation. Finally we use a simulator called SparCraft to examine the new algorithm. The experimental results show that our proposed algorithm can recommend winning teams with a high accuracy for ordinary units in StarCraft, and the sizes of recommended teams are mostly not larger than the size of the enemy's team.

Methodology for assessment of repair and restoring potential of real estate

Buildings and structures, as complex technological objects ensuring the effective functioning of a number the urban development environment social processes, need periodically technical updating, conceptually viewed from the standpoint of expedient reconstruction. The respective budgets rational strategic and operational planning issues directed to the immovable complexes’ reconstruction should be considered from the standpoint of both technical and town-planning expediency of reconstruction determined by a number of the object key indicators of reconstruction forming its urban-planning reconstruction potential. Particularly acute is the reconstruction rationality quantitative assessment question when implementing the investment programs financed by municipal and federal budgets, in which the integrated reconstruction of the territory is most effective. The reconstruction resource intensity is made up of the territory individual objects local resources - interrelated territorial functions carriers. The methodological approaches and algorithms for constructing a quantitative assessment of the property repair and restoration potential can be an effective complement to methods of dynamic analysis and the urban planning potential effectiveness evaluation of the actively developed territories. The paper demonstrated the practical use examples of the proposed methodologies, proposed methodological approaches to their integration into practical software industry.

PECULIARITIES OF NATIONAL INTERESTS INSTITUTIONALIZATION IN THE NORTH AMERICAN TRADITION: HISTORY AND MODERNITY

Purpose: This article is devoted to the analysis of characteristics of national interests’ institutionalization in the North American tradition, namely the evolution of their legal consolidation and the practice of implementation in modern conditions. Methodology: The methodological basis of the present research is based on the application of various general scientific methods of scientific knowledge (analysis, synthesis, deduction, induction, system-structural, formal-logical approaches), as well as particular scientific methods, i.e. historical-legal, formal-legal, comparative-legal, and interpretative. Result: The characteristics of the North American approach to the issues of strategic planning and the development of program documents in the field of ensuring national interests are established, systematized, and characterized by the content of US National Security Strategies of past decades, in terms of securing national interests in them and areas of their implementation. Applications: This research can be used for universities and students in history. Novelty/Originality: In this research, the model of national interests institutionalization in the North American tradition is presented in a comprehensive and complete manner.

Strategic planning as a vector of the poultry industry development

The paper touches upon the issue of strategic planning of the poultry industry as a whole, as well as of its individual business entities, and shows the difference between strategic and long-term planning. A comparison of strategic planning in domestic and foreign practice is carried out. The methods and methodology of strategic planning are considered. The goals, directions, tasks of the Poultry Development Concept of the Russian Federation are described. The main digital information of the forecast of domestic production of poultry meat and eggs for the period 2013-2020 is presented. The features of the strategic planning of a specific poultry enterprise with digital information by year are presented.

Theoretical Approaches to the Issue of Strategic Planning of Territories Development

The article deals with theoretical aspects to the issue of strategic planning of territories development. It is noted that the planning strategy includes goals, objectives, principles, elements and implementation mechanisms. The models of strategic planning are characterized. It is concluded that for the effective achievement of the result, a multilevel planning system is required that includes three levels: strategic, tactical and operational, accompanied by monitoring. It is indicated that the task of public administration is to create favorable conditions for regional development in the context of national interests.

The Extended Functions of Strategic Controlling in Relation to the Value Creation of Sustainable Development

Abstract Strategic planning is generally performed internally and particularly by the organization. Another, lesser discussed issue of non-adequate strategic planning is that corporate management is unable to outline its long term resources without it. Supporting and ensuring the feasibility of individual set-ups of this function, which is probably the most important of all, is without doubt an expanded task of strategic control. From the managers’ point of view, the time spent on managing and controlling the individual tasks is also a type of resource to be managed. The strategy is the subject of development on a regular basis – that is, also an expanded task of strategic control – and managers should always take it into consideration alongside the operational tasks, since the design, development and implementation of strategy are affected by high-risk events of the external environment. The mapping of sustainable development at the microeconomic level is part of corporate social responsibility. Sustainable development requires global thinking and action. This is reflected in the fact that, in their economic decisions, businesses should strive for the economical use of scarce resources, achieve a balance between resource development and preservation, and ensure an appropriate dialogue, the so-called “resource” of stakeholders. The aim of the paper is to demonstrate the role of controlling in sustainable development using theoretical modelling.

A hybrid approach to determine the network structure of strategic criteria in carpet industries

Carpet industry is one of the non-oil industries in Iran. So, development of carpet industry through strategic planning may help decision makers in this area. The most important issue in strategic planning is identifying the affecting criteria in the field. A hybrid approach on the basis of DEMATEL and ANP is proposed for ranking of most effective strategic criteria in carpet industry. In the first phase, the most important strategic criteria in carpet industry are selected. Then, the reliability of selected criteria is measured through Cronbach's alpha. In the second phase, the interactive network of selected criteria is quantified using DEMATEL approach and the cause and effect criteria are classified. In the third phase, ANP approach is used to fully rank the criteria and the weights of the criteria are determined. This paper is a case study for ranking and identifying the relationships among key factors of organisational strategy in the carpet industry. The whole approach is applied in the carpet industry in Iran. The final results of the research can help the managers to recognise the complicated interactive network of the cause and effects indicators in development of carpet industry strategies, and to achieve the relative importance of the indicators.