Strategic Planning Methodology Research Articles

Innovative Costing Methodology for Strategic Financial Planning and Resource Allocation: Navigating Budgetary Constraints to Drive Sustainable Growth and Business Leadership

Innovative Costing Methodology for Strategic Financial Planning and Resource Allocation: Navigating Budgetary Constraints to Drive Sustainable Growth and Business Leadership

DEVELOPMENT AND IMPLEMENTATION OF THE FINANCIAL MODEL OF EXPORT IN THE CONTEXT OF STRATEGIC PLANNING OF FOREIGN ECONOMIC ACTIVITY OF ENTERPRISES

The article deals with the development and implementation of a financial model of exports in the context of strategic planning of foreign economic activity of enterprises. The model described in this paper aims to measure, analyse, evaluate and propose improvements to administrative processes by identifying various variables involved in strategic foreign trade planning. This paper is a survey that is being developed for export activities in Ukraine. Exports in Ukraine were analysed to test the methodology and to build an additive model.The model empirically shows the links that exist between the internal functions of a company and its ability to generate performance management indicators and business dynamics as a way to improve processes in strategic foreign trade planning. Some relevant findings from the first two stages of the empirical research conducted to date are presented. Validation has proven that the use of the methodology of strategic planning of foreign economic activity allows you to compensate for investments in new resources by increasing the number of operations carried out eliminating delays and attracting new customers as a result of improving the client's perception of the quality of service. During the audit, it was possible to determine that the delays created in the activities of support systems increase their negative impact on the process, consuming the slack of many actions of the central system and delaying their implementation, negatively affecting foreign economic activity. The model will be useful for enterprises engaged in foreign trade.

Methodology of strategic planning of health preservation of the population of territorial community

Methodology of strategic planning of health preservation of the population of territorial community

Theoretical model of "smart" urban planning as a cyber-physical complex

A theoretical model of "smart" urban planning is presented. The model demonstrates the possibility of integrating modern universal and specialized information platforms with appropriate planning programs and methods, "digital twins", and modeling automation technologies into the methodology of advanced spatial planning of complex urban systems. The methodology of strategic urban planning for regions and macroregions is based on a system of laws and principles of dialectical unity in goal-setting, forecasting, programming, and design and implementation of solutions for their development. In total, ten paired groups of principles are presented, taking into account five patterns, each of which includes three principles. Within the framework of this study, a synthesis of specialized concepts is used in the areas of strategic urban planning and information planning and modeling, and the notion of strong artificial urban intelligence is defined. The composition of urban planning information platforms includes heuristic, simulation, software, design, and implementation automonitoring platforms, as well as their most important modeling functions based on the "digital twin" of the object planned, introduction of appropriate advanced scientific and technological knowledge, integration of successful practices, and mechanisms for diagnosing and monitoring the implementation of solutions for the development of regional settlement systems. The theoretical and diagnostic structure of criteria for assessing the territorial and spatial development of regions is demonstrated.

APPLICATION OF STRATEGIC PLANNING IN RURAL DEVELOPMENT: THE CASE OF POLAND FOR UKRAINE

The paper presents theoretical, methodological and practical principles for creating a coherent system of strategic planning, taking into account European experience in organising this process. The characteristics of the Ukraine 2020 Sustainable Development Strategy and the rural development strategy are outlined. The methodology of strategic planning is examined, analysing the system and hierarchical construction of development strategies. A general logical sequence of procedures for developing and implementing development strategies at different levels is formulated. Approaches to strategic planning for rural development are also analysed, emphasising the importance of rural development in European Union Member States and outlining sources of agricultural funding. It is noted that in the current economic conditions European countries are shifting from subsidy strategies to grant strategies for specific agricultural development programmes. The situation of strategic planning in Ukraine is presented in comparison with the Polish system, highlighting its development stages and strategic planning principles. Special attention is given to the Polish experience in multifunctional rural development planning. The aim of the paper is to study the peculiarities of the use of strategic planning for rural development in Ukraine and Poland. The research is based on the analysis of statistical data, scientific literature and strategic documents, using dialectical methods for understanding the impact of economic laws, systematic approaches to studying economic phenomena, as well as monographic, abstract-logical and abstract methods. The research findings propose recommendations for further effective planning in Ukraine based on the Polish experience. Ukraine is in the early stages of strategic planning, and monitoring and evaluation of strategies are still of a recommendatory nature. Comprehensive evaluations have not yet been included in academic publications. In this context, it would be particularly important to incorporate insights and content guidelines from Polish strategic documents in order to better conceptualise and subsequently implement new strategy editions more effectively. The research led to the development of a comprehensive and logical sequence of procedures for preparing and implementing rural development strategies at different territorial levels. The paper emphasises the priority of rural development in EU Member States. The state of strategic planning in Ukraine is compared with Poland, taking into account both stages and principles. The paper highlights the Polish experience in multifunctional rural development planning, covering three planning perspectives: 2004-2005, 2007-2013 and 2014-2020.

Роль человеческого капитала в стратегическом планировании развития аграрного сектора

The article considers the methodological approach to strategic planning of human capital in the agrarian sector. The theoretical model of strategic planning of formation and use of human capital is constructed, taking into account the specifics of the industry, and includes the goal, objectives, scientific methods of solution, tools for achieving the goal and the expected result. In the process of the research, the peculiarities of human capital of the agrarian sector complicating the strategic planning of its formation were determined. Based on the analysis of various methodological approaches, the scheme is defined and the algorithm of the methodology of strategic planning of human capital development in the agrarian sector, including six stages, is presented. A special place is given to the analysis of educational activity in the industry in the context of employee categories and measures to improve it as the main condition for strategic human capital development.

SWOT analysis of electric transport and V2G implementation for power system sustainable development in the terms of Ukraine

An analysis was carried out to examine the prospects for the integration of smart charging technologies, such as Vehicle-to-Grid (V2G), into the power system in Ukraine. The country is experiencing a growing concern regarding greenhouse gas emissions. The transport sector in Ukraine is one of the most energy-intensive sectors of the economy and contributes significantly to environmental degradation. The use of internal combustion engines in transport also increases the country’s dependence on imported fuel due to the high demand for petroleum products. The integration of electric transport and smart charging technologies, particularly V2G, is seen as a critical solution with immense potential to mitigate climate change. V2G technology is becoming increasingly relevant as the world transitions towards a more sustainable energy future. V2G refers to the bi-directional flow of energy between electric vehicles (EVs) and the grid. With V2G, EVs can not only consume energy from the grid but also supply energy back to the grid during peak demand periods, helping to stabilize the grid and increase its resilience. Therefore, it is imperative to develop a stable policy to promote these technologies and compare the features of the policy of integrating electric vehicles and the energy system in Ukraine. A qualitative strategic planning methodology, Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis, was used to evaluate the diverse measures and initiatives related to electric transport development and infrastructure while integrating them into the power system. This analysis identified problems associated with the impact of EV charging on the power system, such as the inability to provide increased energy needs or limiting the EV charging infrastructure load. However, a high percentage of renewable energy sources, increased social awareness of climate change, and reduced prices of electric vehicles could provide the necessary opportunities for developing electric transport in Ukraine.

Стратегические прогнозы частичного равновесия физической и экономической доступности продукции

Abstract. Purpose. Preparation of forecasting models to describe the balance of domestic production and domestic consumption of products, taking into account the new mission of strategic planning of the agri-food sector, related to ensuring physical and economic accessibility at the level of rational consumption rates for every citizen of the country. The implementation of the mission is based on the scientific position on food independence in the process of solving food problems. At the present stage, there is a significant potential for increasing the production and consumption of products per capita to the level of rational norms recommended by the Russian Ministry of Health. The fundamental difficulty in solving the problem is due to the lack of balance between the pace of formation of physical and economic accessibility. Methods. Scientific and theoretical generalization of the simulation capabilities of Western European forecasting models, econometric description of physical accessibility depending on economic accessibility for the main types of products. Information support was a set of all-Russian data on resources and their use by types of products for the period 1990–2021, prepared on the basis of the author's methodology for strategic planning of the food balance. Scientific novelty lies in the development of functional models of partial equilibrium of the agri-food market, showing the dependence of physical accessibility on economic accessibility for the main types of products. Results. The calculation results show that the stimulation of physical accessibility through the formation of economic accessibility will lead to improvement and stabilization of the situation in terms of self-sufficiency of rational consumption rates. The resulting models can be used by the participants of strategic planning and management bodies as tools to support the adoption of strategic decisions to determine the level of formation of the physical availability of products when the level of consumption of rational norms is reached and, on this basis, to make adjustments to the strategic documents for the development of the agro-industrial complex.

НАУКОВО-МЕТОДИЧНІ ОСНОВИ СТРАТЕГІЧНОГО ПЛАНУВАННЯ РОЗВИТКУ УРБАНІЗОВАНИХ СИСТЕМ ТЕРИТОРІАЛЬНИХ ГРОМАД

This article presents an alternative approach to strategic planning for the development of territorial communities. The essence of this method is an integral approach by the territorial community to the use of available resources necessary for its development with differential planning of specific operational tasks for a specific time. An urbanized system is considered as a spatial, hierarchically structured functional system. Strategic planning is based on the principles of organization and development of systems through their resources, processes and structure. The methodology of strategic planning is based on a hierarchical representation of the object, determining the efficiency of urbanized systems. The methodology includes three stages: description, strategy modeling, and implementation. Based on the systemic and structural analysis of the object, a standard scheme for describing the city and its functional subsystems has been developed, which includes structure, resources, and processes. Each of them is characterized by indicators of different hierarchical levels - absolute, group, complex and integral. Each of the characteristics has a name, type, type, value, and unit of measurement. The analysis of the object and the evaluation of its functioning efficiency are carried out taking into account the efficiency, environmental friendliness and comfort of the urban environment. To determine the effectiveness of strategic planning of the city, the author proposes methods for assessing the efficiency, environmental friendliness and comfort. They are suitable for use at different hierarchical levels and will allow to evaluate the effectiveness of the strategy, development programs, plans, and projects. This methodology allows you to create an operational computer system for modeling, researching, and managing the development of systems depending on changes in the external characteristics of the structure, processes, and resources.

Conceptual approaches and methodology of strategic planning in the field of consumer waste management

One of the trends of modern state policy is the formation of a comprehensive system of solid municipal waste management aimed at reducing the negative impact on the environment, public health, and ensuring environmental safety. This direction is being implemented as part of the reform of the sphere of waste management of production and consumption, which is carried out on the basis of strategic planning documents. The complexity of the problems of such waste requires the use of scientifically-based conceptual approaches and methodology in the process of strategizing, ensuring the inclusion in the management process of all stages of waste management (collection, accumulation, transportation, processing, disposal, neutralization, disposal), as well as levels of adoption and implementation of management decisions (federal, regional and municipal).The article substantiates the need to apply an ecosystem approach to these relations, the concept of sustainable development, shows the importance of using system-structural and structural-functional methods that allow taking into account the specifics of this area, as well as to ensure consistency and balance of sectoral priorities, targets, objectives, indicators, means of achieving them with similar elements of strategic planning documents, developed in related fields. Proposals are formulated to improve the strategy in the field of consumer waste management, including MSW (on the development and adoption of an industry strategy, elimination of conceptual gaps, allocation of measures for the formation of consumer waste as a priority, creation of a system for their separate collection, organization of selective collection and disposal of types of consumer waste, etc.), aimed at improving efficiency management in this area.

ПРОБЛЕМАТИКА УСТОЙЧИВОГО РАЗВИТИЯ В СТРАТЕГИЯХ РЕГИОНОВ СЕВЕРО-ЗАПАДНОГО ФЕДЕРАЛЬНОГО ОКРУГА

Based on investigation of strategies of 11 Northwest Federal District regions (NWFD), this study assesses the impact of sustainable development and the current principles on formation of strategic priorities for regional development. The results show that: 1) the regions do not have clear plans of integrating sustainable development goals and objectives into regional strategies; 2) the tasks of improving quality of life of the population, creating a comfortable environment and favorable conditions for people, are a priority for the regions; 3) strategic plans of the regions are focused on society prosperity, as they mainly pay attention to economic development and human well-being; 4) the strategic planning process of sustainable development in the regions of the NWFD is launched, but is experiencing great difficulties. The conclusions can be used as a recommendation for public authorities to improve approaches and develop the methodology of strategic planning of regional development.

SITUATION ANALYSIS OF ELECTRIC TRANSPORT DEVELOPMENT PROSPECTS AND ITS INTEGRATION INTO UKRAINIAN POWER SYSTEM

An analysis of the prospects for the development of electric transport and its integration into the energy system in the conditions of Ukraine was carried out using strategic planning methods. It was found that the transport sector in Ukraine has a significant impact on the environment, is one of the most energy-consuming sectors of the economy, and, in addition, transport with internal combustion engines is a significant factor in increasing dependence on imported fuel due to a steady and significant demand for petroleum products. Instead, it is electric transport and technologies for its interaction with the power system that are one of the key technologies that offer great potential for mitigating the effects of climate change. Thus, at the current stage, there is an urgent need to develop a stable policy of promoting these technologies, for which it is necessary to determine and compare the features of the policy of integration of electric vehicles and the energy system in the conditions of Ukraine. This study uses a qualitative strategic planning methodology using a Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis to take into account as much as possible the multifaceted activities and initiatives related to the development of electric transport and its infrastructure while integrating them into the power system. The research conducted reveals problems related to the impact of electric vehicle charging on the power system, for example, the inability to provide for increased energy needs or to limit the electrical load of the electric vehicle charging infrastructure. On the other hand, a high percentage of the share of RES, increasing social awareness of climate change and lowering the prices of electric vehicles can provide the necessary opportunities for the development of electric transport in the conditions of Ukraine.

APPLICATION OF PROSPECTIVE SCENARIOS TO INFORMATION AND COMMUNICATION TECHNOLOGY PLANNING: PMDF CASE STUDY

The Information and Communication Technology area of the Military Police of the Federal District has a vital and strategic function for the public security of the Federal District and is inserted in a complex and dynamic environment. Its performance is guided by official documents that consolidate the strategic and tactical planning of this technological area. In this context, this descriptive research aims to verify if there is adequacy of the strategic planning methodology by scenarios in the proposed area, since it is commonly seen as a tactical and not strategic level. For this purpose, official documents guiding the area of Information and Communication Technology of the Military Police of the Federal District will be used. The research is justified by contributing to the development of a theoretical basis to support the studies and their applicability to this important corporate area of the Military Police, as well as the identification of points of improvement in the light of the strategic planning methodology by scenarios, in order to make the less reactive and short-term and more strategic processes. The methodology used was the case study based on document analysis and literature review. The results indicate that the PMDF, considering its area of activity, has a Strategic plan based on prospective scenarios. However, the ICT area does not have a specific strategic plan. The guiding document of the PMDF's ICT is the PDTIC, that is, the ICT Strategy is developed directly in the PDTIC, which is prepared based on the SISP methodology and has a double scope: strategic and directive.

Innovative strategy for the development of a depressed region

The problem of choosing a strategy for the development of depressed regions is of particular importance both from the point of view of ensuring economic security and improving the dynamics of the national economy. At the same time, most regions trapped in depressiveness during the period of market reforms, cannot reach the trajectory of sustainable economic growth. One of the reasons for this situation is the underestimation of the importance of the innovative strategy. The purpose of the work is to develop methodological aspects of the formation of an innovative strategy and the justification of effective tools for its implementation. The official statistics of Rosstat, as well as the strategies of socio-economic development of the regions of the North-Western Federal District are used as the information base of the study. The research methodology is based on the systematization of effective tools to support the economy of depressed regions, presented in the scientific literature, as well as the analysis of the regional practice. The paper systematizes the principles of strategy formation, the priority of human capital development is among the most important, as well as the need for an ecosystem approach that ensures effective interaction of all participants in the innovation process. The systematization of regional practice made it possible to identify the declaration of innovative strategy in the strategic documents of depressed regions. Thus, the importance of integration tools that make it possible to use external resources and compensate for the problem of insufficient own scientific and technical potential is underestimated. The results of the study contribute to the development of strategic planning methodology at the regional level.

Enhancing Public Service Delivery in a VUCA Environment in South Africa: A Literature Review

There is widespread consensus that the volatility, uncertainty, complexity, and ambiguity (VUCA) environment has contributed to the subpar quality of public sector service delivery in South Africa. Hence, the aim of this paper is to ascertain how the South African government can enhance service delivery in a VUCA world. This article presents a comprehensive study of a number of secondary literature sources. The author makes an effort to draw attention to knowledge gaps that might serve as the foundation for more research in the future. The main finding is that for the South African government to provide good service in a VUCA environment, its employees must be proficient in Results-Based Monitoring and Evaluation, Strategic Planning, Programme and Project Management Methodology, and Change Management Methodology. There is a severe lack of empirical study on the delivery of public sector services in an environment characterized by VUCA. As a result, there is a need for more research on this topic. Specifically, in order to establish the effect that the VUCA environment has on the governments of emerging nations. The research will be beneficial to the governments of developing countries, notably South Africa, as well as to those who work in the field of public administration.

Theoretical reflections on mobility and sustainable urban planning applied to the Greater Metropolitan Area, Costa Rica

In Costa Rica and in particular in the Greater Metropolitan Area (GAM), most of the studies on the subject of inter-modality and transportation raise proposals related to the right to mobility and the implementation of inter-modality, however, they do not establish the feasibility to execute it. Also, the analysis of the theoretical issues and the approach under which they are oriented are left aside. This article proposes a series of theoretical reflections on important concepts and principles of urban mobility, based on the methodology of strategic city planning and under the sustainable urban planning approach. From the principles of continuity and connectivity that seek to promote the movement and displacement of people, goods and services, this article considered the approach of the concept of urban corridor as a strategy for mobility. It's included, a brief study of urban morphology and a circulation model (in a sector of the Greater Metropolitan Area). The results evidenced the GAM's limited capacity to promote interconnections between different places.

Business Strategy and Automation in Senior Care Franchising

Building a resilient and sustainable firm with sound strategy and intelligent automation in the context of increased challenges of business environments and technological changes is becoming a necessity for businesses, decision makers, and researchers. In this paper, the authors show a design methodology of strategic planning, putting the strategic plan into action, and aligning automation to strategic action for the senior care industry using franchising to grow their businesses. The methodology is grounded in the theories of sciences of the artificial, docility and distributed cognition, input-process-output model of strategic entrepreneurship, and digital nervous systems. Managerial implications for decision makers in senior care franchising are also discussed.

The mechanism of national recovery in the system of European legislation

The problem of applying the concept of “recovery” in modern European legislation and related analytical documents of a descriptive and recommendatory nature, prepared by groups of experts, is investigated. Variants of the use of this term, differences in their “legal content” are analyzed. The pan-European post-covid recovery program of the EU member states is implemented in European legislation in the form of an operationally prepared set of documents that include a special toolkit (mechanisms and tools) of legal regulation of this process. The effectiveness of its implementation is, first of all, that the special legislative support created for these purposes is based on the norms of European legislation that have already been worked out in practice over many years. Secondly, by clearly establishing a single methodology of national strategic planning for recovery, the general framework of its goals and procedures. A single strategic planning tool in the form of “Recovery and Resilience Plans” aimed at mitigating the economic and social consequences of the Covid-19 pandemic has been applied for all EU member states. Thirdly, the formation of a new global, European and national model of the executive structure, which includes special institutions with appropriate lists of functions, changes in the rights and duties of public authorities. Fourth, realism, confirmed by practice, provides a financial mechanism for long-term attraction and distribution of funds, which cannot be implemented without ensuring the confidence of investors. Fifth, political support on the part of civil society institutions. The model also includes a set of state-citizen initiatives in specific areas and proposals for the development of a new toolkit of public-citizen management, which as a whole will form the basis of new “social contracts”. The set of available legal and expert documents of modern European legislation on the problems of post-covid recovery, the set of initiatives, tasks and risks defined in them, allows us to draw conclusions about the possibility of its application when working out the general contours of the concept of post-war recovery of Ukraine.

Development of a Methodological Framework for Measuring Energy Performance of Urban Patterns in New Egyptian Communities (Toward Achieving Sustainable Urban Regeneration)

The concept of Sustainable Urban Regeneration/Retrofitting (SUR) is considered a promising approach for addressing most of the current environmental issues. Developed countries have shown a growing interest in achieving SUR in consistence with raising the efficiency of urban performance. Since the energy sector greatly impacts urban development, it is necessary to adapt new approaches & frameworks (FW) to activate Energy Efficiency (EE) in planning a new, not just Egyptian settlement. Enhancing Energy Performance of Urban Patterns (EPUP) is achieved by: (i) controlling energy consumption of urban patterns; & (ii) pursuing energy self-sufficiency. Egypt still confronts major challenges in how to manage growing consumption rates in a way that is not commensurate with the rates of growth of local production. Practical case studies confirmed the failure in applying the principles of EE in most urban pattern of new cities. Therefore, the research problem is formulated as: the current urban planning methodology in Egypt fails to consider EPUP. Consequently, this research aimed to develop a comprehensive Methodological Framework for Energy Performance Measures (MFEPM) of spatial urban patterns of new Egyptian communities. The MFEPM was developed based on the analysis of relevant Literature & comparative analysis of SUR case studies & tools, resulting in a set of indicators (checklist) to measure & minimize EE of the main urban systems forming the diverse urban patterns. Next, the suitability of the checklist for the Egyptian context was improved based on national strategies & guidelines, and through questionnaires with local stakeholders. Then, the MFEPM was tested on urban pattern samples from new Egyptian cities through an extensive qualitative analysis with GIS tools. Finally, the MFEPM will be integrated into the strategic urban planning methodology adopted by the researcher. The MFEPM assists decision makers to apply the concept of contingency planning through developing more efficient interventions to cope with the dynamic urban context.

The role of strategic master planning in the development of tourism and recreation in the Novosibirsk region

The purpose of this study is to analyze the application of the methodology of strategic master planning (territorial development strategy) in the field of recreation and tourism. The actual problems of organizational, economic and legal nature arising during strategic master planning are identified. The technology of master planning is analyzed, as well as the world and Russian experience in creating strategic master plans in the field of tourism and recreation. Despite the fact that this technique is intended to clarify the master plans of cities, it has recently also been used at the regional level for the spatial development of tourism, including the creation of tourist and recreational clusters. The article discusses the features of the development of master plans for the development of tourism in the Novosibirsk region. The master plan makes it possible to take into account not only the interests of the main participants in planning the socio-economic development of regions (government bodies), but also business structures and the local population (consumers of tourist services). In the modern sense, the master plan for tourism development is a strategic planning tool that is located at the junction between the master plan, socio-economic and spatial development strategies. The master plan is necessary to visualize the concept of using the resource potential of the territories, contributes to the creation of favorable conditions for the development of tourism and recreation.