Design, Implementation, and Improvement of a Methodology for Strategic Planning for Small and Medium Companies, Based on the Imaginary Construction of Concurrent Competitors
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Data de Publicação: | 2012 |
Tipo de documento: | Artigo |
Idioma: | por |
Título da fonte: | Revista Ibero Americana de Estratégia - RIAE |
Texto Completo: | https://periodicos.uninove.br/riae/article/view/15078 |
Resumo: | This article shows the results of five (5) research studies carried out in the western extreme of Santa Catarina, financed with the resources of the Fund to Support Research at the Universidade do Oeste de Santa Catarina – Unoesc or by participating companies. Such research had as its central objective the construction, application, and improvement of a strategic planning methodology adjusted to small and medium enterprises, for which conventional methods have proved to have complex, expensive, and questionable results. Having as reference Fahey (2003), we inserted the construction of an imaginary competitor-like tool of analysis of external and internal environments, as well as the establishment of strategies and actions for the company itself, in a time horizon, which acquires features of a fictitious competitor. The methodological procedures are qualitative, the design is the case study, with the adoption of action research in collecting and interpreting data, and research subjects were employees. The surveys were conducted between 2004 and 2010 in firms of service, commercial, and industrial sectors. As result, this methodology demonstrated applicability and feasibility, being able to be adopted by other companies of similar size and characteristics of those tested empirically. The main advantages are the creative process that involves the construction of an imaginary competitor, the participatory nature and of the use of action research, as well as the attachment that focuses on quality choices based on the experiences of the participants, rather than in statistical series, although they are used. |
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Design, Implementation, and Improvement of a Methodology for Strategic Planning for Small and Medium Companies, Based on the Imaginary Construction of Concurrent CompetitorsDISEÑO, APLICACIÓN Y MEJORÍA DE UNA METODOLOGÍA DE PLANIFICACIÓN ESTRATÉGICA PARA LA PEQUEÑA Y MEDIANA EMPRESA, CON BASE EN LA CONSTRUCCIÓN DE UN COMPETIDOR IMAGINARIOConcepção, Aplicação e Aprimoramento de uma Metodologia de Planejamento Estratégico para a Pequena e Média Empresa, com Base na Construção de Concorrente ImaginárioImaginary Competitor; Small and Medium Enterprise; Strategic Planning.Competidor Imaginario; Pequeña y Mediana Empresa; Planificación Estratégica.Concorrente Imaginário; Pequena e Média Empresa; Planejamento Estratégico.This article shows the results of five (5) research studies carried out in the western extreme of Santa Catarina, financed with the resources of the Fund to Support Research at the Universidade do Oeste de Santa Catarina – Unoesc or by participating companies. Such research had as its central objective the construction, application, and improvement of a strategic planning methodology adjusted to small and medium enterprises, for which conventional methods have proved to have complex, expensive, and questionable results. Having as reference Fahey (2003), we inserted the construction of an imaginary competitor-like tool of analysis of external and internal environments, as well as the establishment of strategies and actions for the company itself, in a time horizon, which acquires features of a fictitious competitor. The methodological procedures are qualitative, the design is the case study, with the adoption of action research in collecting and interpreting data, and research subjects were employees. The surveys were conducted between 2004 and 2010 in firms of service, commercial, and industrial sectors. As result, this methodology demonstrated applicability and feasibility, being able to be adopted by other companies of similar size and characteristics of those tested empirically. The main advantages are the creative process that involves the construction of an imaginary competitor, the participatory nature and of the use of action research, as well as the attachment that focuses on quality choices based on the experiences of the participants, rather than in statistical series, although they are used.El presente artículo muestra los resultados de cinco (5) investigaciones llevadas a cabo en el extremo oeste de Santa Catarina. Tales investigaciones tuvieron como objetivo central la construcción, aplicación y mejoría de una metodología de planificación estratégica adaptada a las pequeñas y medianas empresas, para las cuales las metodologías convencionales se han mostrado complejas, costosas y de resultados cuestionables. A partir de estudios de Fahey (2003) seinsertó la construcción de un competidor imaginario como herramienta de análisis del ambiente externo e interno, así como para el establecimiento de estrategias y acciones para que la propia empresa, en un horizonte de tiempo, adquiera características de ese competidor ficticio. Los procedimientos metodológicos son de carácter cualitativo, el delineamiento es el estudio de caso, con la adopción de la investigación-acción en la recolección e interpretación de los datos, teniendo como sujetos de la investigación, funcionarios de las empresas objeto de los estudios. Las investigacionesfueron realizadas entre el 2004 y el 2010 en las empresas de los sectores de servicios, comercial e industrial. Como resultado, se puede afirmar que esta metodología demostróser aplicable y viable, pudiendo ser adoptada por otras empresas de porte y características semejantes a lasque fueron probabas empíricamente.Las principales ventajas son el proceso creativo que implica la construcción de uncompetidor imaginario, el carácter participativo y del uso de la investigación-acción, así como el aspectocualitativo basado en las experiencias de los participantes, más que en series estadísticas, aunquelas mismas sean utilizadas.Este artigo retrata os resultados de cinco (5) pesquisas realizadas no extremo-oeste de Santa Catarina. Tais pesquisas tiveram como objetivo central a construção, aplicação e aprimoramento de uma metodologia de planejamento estratégico adaptado às pequenas e médias empresas, para as quais as metodologias convencionais têm se mostrado complexas, custosas e de resultados contestáveis. A partir dos estudos de Fahey (2003) inseriu-se a construção de um concorrente imaginário como ferramenta de análise do ambiente externo e interno, bem como para o estabelecimento de estratégias e ações para que a própria empresa, num horizonte de tempo, adquira características desse concorrente fictício. Os procedimentos metodológicos são de cunho qualitativo, o delineamento é o de estudo de caso, com a adoção da pesquisa-ação na coleta e interpretação dos dados, tendo como sujeitos da pesquisa funcionários das empresas objeto dos estudos. As pesquisas foram realizadas entre 2004 e 2010 em empresas dos setores de serviços, comercial e industrial. Como resultado, pode-se afirmar que esta metodologia demonstrou aplicabilidade e viabilidade, podendo ser adotada por outras empresas de porte e características semelhantes às testadas empiricamente. As principais vantagens são o processo criativo que envolve a construção do concorrente imaginário, o caráter participativo e do uso da pesquisa-ação, assim como o apego qualitativo que se centra em escolhas fundadas nas vivências dos participantes, mais do que em séries estatísticas, embora estas sejam utilizadas.DOI:10.5585/riae.v11i1.1824Universidade Nove de Julho - UNINOVE2012-04-01info:eu-repo/semantics/articleinfo:eu-repo/semantics/publishedVersionapplication/pdfhttps://periodicos.uninove.br/riae/article/view/1507810.5585/ijsm.v11i1.1824Revista Ibero-Americana de Estratégia; Vol 11, No 1 (2012): Jan./Apr.; 92-119Revista Ibero-Americana de Estratégia; Vol 11, No 1 (2012): Jan./Apr.; 92-1192176-0756reponame:Revista Ibero Americana de Estratégia - RIAEinstname:Revista Ibero-Americana de Estratégia (RIAE)instacron:RIEOEIporhttps://periodicos.uninove.br/riae/article/view/15078/7287Copyright (c) 2012 Iberoamerican Journal of Strategic Managementhttps://creativecommons.org/licenses/by-nc-sa/4.0info:eu-repo/semantics/openAccessMachado, Nelson Santos2021-02-22T18:58:21Zoai:https://periodicos.uninove.br:article/15078Revistahttps://periodicos.uninove.br/riaePRIhttps://periodicos.uninove.br/riae/oai||bennycosta@yahoo.com.br2176-07562176-0756opendoar:2021-02-22T18:58:21Revista Ibero Americana de Estratégia - RIAE - Revista Ibero-Americana de Estratégia (RIAE)false |
dc.title.none.fl_str_mv |
Design, Implementation, and Improvement of a Methodology for Strategic Planning for Small and Medium Companies, Based on the Imaginary Construction of Concurrent Competitors DISEÑO, APLICACIÓN Y MEJORÍA DE UNA METODOLOGÍA DE PLANIFICACIÓN ESTRATÉGICA PARA LA PEQUEÑA Y MEDIANA EMPRESA, CON BASE EN LA CONSTRUCCIÓN DE UN COMPETIDOR IMAGINARIO Concepção, Aplicação e Aprimoramento de uma Metodologia de Planejamento Estratégico para a Pequena e Média Empresa, com Base na Construção de Concorrente Imaginário |
title |
Design, Implementation, and Improvement of a Methodology for Strategic Planning for Small and Medium Companies, Based on the Imaginary Construction of Concurrent Competitors |
spellingShingle |
Design, Implementation, and Improvement of a Methodology for Strategic Planning for Small and Medium Companies, Based on the Imaginary Construction of Concurrent Competitors Machado, Nelson Santos Imaginary Competitor; Small and Medium Enterprise; Strategic Planning. Competidor Imaginario; Pequeña y Mediana Empresa; Planificación Estratégica. Concorrente Imaginário; Pequena e Média Empresa; Planejamento Estratégico. |
title_short |
Design, Implementation, and Improvement of a Methodology for Strategic Planning for Small and Medium Companies, Based on the Imaginary Construction of Concurrent Competitors |
title_full |
Design, Implementation, and Improvement of a Methodology for Strategic Planning for Small and Medium Companies, Based on the Imaginary Construction of Concurrent Competitors |
title_fullStr |
Design, Implementation, and Improvement of a Methodology for Strategic Planning for Small and Medium Companies, Based on the Imaginary Construction of Concurrent Competitors |
title_full_unstemmed |
Design, Implementation, and Improvement of a Methodology for Strategic Planning for Small and Medium Companies, Based on the Imaginary Construction of Concurrent Competitors |
title_sort |
Design, Implementation, and Improvement of a Methodology for Strategic Planning for Small and Medium Companies, Based on the Imaginary Construction of Concurrent Competitors |
author |
Machado, Nelson Santos |
author_facet |
Machado, Nelson Santos |
author_role |
author |
dc.contributor.author.fl_str_mv |
Machado, Nelson Santos |
dc.subject.por.fl_str_mv |
Imaginary Competitor; Small and Medium Enterprise; Strategic Planning. Competidor Imaginario; Pequeña y Mediana Empresa; Planificación Estratégica. Concorrente Imaginário; Pequena e Média Empresa; Planejamento Estratégico. |
topic |
Imaginary Competitor; Small and Medium Enterprise; Strategic Planning. Competidor Imaginario; Pequeña y Mediana Empresa; Planificación Estratégica. Concorrente Imaginário; Pequena e Média Empresa; Planejamento Estratégico. |
description |
This article shows the results of five (5) research studies carried out in the western extreme of Santa Catarina, financed with the resources of the Fund to Support Research at the Universidade do Oeste de Santa Catarina – Unoesc or by participating companies. Such research had as its central objective the construction, application, and improvement of a strategic planning methodology adjusted to small and medium enterprises, for which conventional methods have proved to have complex, expensive, and questionable results. Having as reference Fahey (2003), we inserted the construction of an imaginary competitor-like tool of analysis of external and internal environments, as well as the establishment of strategies and actions for the company itself, in a time horizon, which acquires features of a fictitious competitor. The methodological procedures are qualitative, the design is the case study, with the adoption of action research in collecting and interpreting data, and research subjects were employees. The surveys were conducted between 2004 and 2010 in firms of service, commercial, and industrial sectors. As result, this methodology demonstrated applicability and feasibility, being able to be adopted by other companies of similar size and characteristics of those tested empirically. The main advantages are the creative process that involves the construction of an imaginary competitor, the participatory nature and of the use of action research, as well as the attachment that focuses on quality choices based on the experiences of the participants, rather than in statistical series, although they are used. |
publishDate |
2012 |
dc.date.none.fl_str_mv |
2012-04-01 |
dc.type.none.fl_str_mv |
|
dc.type.driver.fl_str_mv |
info:eu-repo/semantics/article info:eu-repo/semantics/publishedVersion |
format |
article |
status_str |
publishedVersion |
dc.identifier.uri.fl_str_mv |
https://periodicos.uninove.br/riae/article/view/15078 10.5585/ijsm.v11i1.1824 |
url |
https://periodicos.uninove.br/riae/article/view/15078 |
identifier_str_mv |
10.5585/ijsm.v11i1.1824 |
dc.language.iso.fl_str_mv |
por |
language |
por |
dc.relation.none.fl_str_mv |
https://periodicos.uninove.br/riae/article/view/15078/7287 |
dc.rights.driver.fl_str_mv |
Copyright (c) 2012 Iberoamerican Journal of Strategic Management https://creativecommons.org/licenses/by-nc-sa/4.0 info:eu-repo/semantics/openAccess |
rights_invalid_str_mv |
Copyright (c) 2012 Iberoamerican Journal of Strategic Management https://creativecommons.org/licenses/by-nc-sa/4.0 |
eu_rights_str_mv |
openAccess |
dc.format.none.fl_str_mv |
application/pdf |
dc.publisher.none.fl_str_mv |
Universidade Nove de Julho - UNINOVE |
publisher.none.fl_str_mv |
Universidade Nove de Julho - UNINOVE |
dc.source.none.fl_str_mv |
Revista Ibero-Americana de Estratégia; Vol 11, No 1 (2012): Jan./Apr.; 92-119 Revista Ibero-Americana de Estratégia; Vol 11, No 1 (2012): Jan./Apr.; 92-119 2176-0756 reponame:Revista Ibero Americana de Estratégia - RIAE instname:Revista Ibero-Americana de Estratégia (RIAE) instacron:RIEOEI |
instname_str |
Revista Ibero-Americana de Estratégia (RIAE) |
instacron_str |
RIEOEI |
institution |
RIEOEI |
reponame_str |
Revista Ibero Americana de Estratégia - RIAE |
collection |
Revista Ibero Americana de Estratégia - RIAE |
repository.name.fl_str_mv |
Revista Ibero Americana de Estratégia - RIAE - Revista Ibero-Americana de Estratégia (RIAE) |
repository.mail.fl_str_mv |
||bennycosta@yahoo.com.br |
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