The Olivia Framework:Concepts for Use in Finely-Grained, Integrated Social Policy Analysis (Working Paper 45)

The Olivia framework is a set of concepts and measures that, when mature, will allow users to describe, in a consistent and integrated manner, everything about individuals and institutions that is of potential interest to social policy. The present paper summarizes the current stage of development in achieving this highly ambitious goal. The current version of the framework supports analysis of social trends and policy responses from many perspectives: • The point-in-time, resource-flow perspectives that underlie most traditional, economics-based policy analysis. • Life-course perspectives, including both transitions/trajectories analysis and asset-based analysis. • Spatial perspectives that anchor people in space and history and that provide a link to macro-analysis. • The perspective of the purposes/goals of individuals and institutions, including the objectives of different types of government programming. The concepts of the framework, which are all potentially measurable, provide a language that can support integrated analysis in all these areas at a much finer level of description than is customary. It provides a language that is especially well suited for analysis of the incremental policy changes that are typical of a mature welfare state. It supports both qualitative and quantitative analysis, enabling some integration between the two. It supports citizen-centric as well as a government-centric view of social policy. In its current version, the concepts are most highly developed as they related to social policies as they related to labour markets, equality and social integration, care-giving, immigration, income security, sustainability, and social and economic well-being more generally. However the paper points to likely extensions in the areas of health, justice and safety.

Rules for the governance of coastal and marine ecosystem services: An evaluative framework based on the IAD framework

There is an increasing need for a comprehensive institutional understanding pertaining to ecosystem services (ESs) in coastal and marine fields. This paper develops a systematic framework to inform coastal and marine governance about the integration of ES concepts. First, as a theoretical basis, we analyze the generic rules that are part of the Institutional Analysis and Development (IAD) framework. Second, by an extensive literature review, we formulate a set of ES-specific rules and develop an evaluative framework for coastal and marine governance. Third, we examine this evaluative framework in a specific action situation, namely coastal strategic planning concerning Qingdao, China. Results from the literature review and the case study reveal that when designing ES-specific rules for coastal and marine governance, there are several socio-spatial and economic aspects that should be taken into account: (1) conceive of stakeholders as ES users, (2) capture the effect of ecological scaling, (3) understand ES interactions and clarify indirect impacts and causalities, (4) account for ES values, and (5) draw on economic choices for use rights to deal with ES issues.

Sustainability, creativity and innovation in project management – Model development for assessing organizational performance through projects

Today a number of studies are published on how organizational strategy is developed and how organizations contribute to local and regional development through the realization of these strategies. There are also many articles dealing with the success of a project by identifying the criteria and the factors that influence them. This article introduces the project-oriented strategic planning process that reveals how projects contribute to local and regional development and demonstrates the relationship between this approach and the regional competitiveness model as well as the KRAFT concept. There is a lot of research that focuses on sustainability in business. These studies argue that sustainability is very important to the success of a business in the future. The Project Excellence Model that analyses project success does not contain the sustainability criteria; the GPM P5 standard consists of sustainability components related either to the organizational level. To fill this gap a Project Sustainability Excellence Model (PSEM) was developed. The model was tested by interviews with managers of Hungarian for-profit and non-profit organizations. This paper introduces the PSEM and highlights the most important elements of the empirical analysis.

Uppföljning och utvärdering av det balanserade styrkortet : Är balanserat styrkort ett värdeskapande och strategiskt instrument inom den kommunala verksamheten?

The need to steer economic development has always been great and as management model has the balanced scorecard has been popular since the mid- 1990s, mainly in the private sector but also in the municipal sector. The introduction of the balanced scorecard has been primarily to organizations to see more than economic dimensions. The Balanced Scorecard was originally a measurement system, and today it works more as a strategic instrument. In our study is a case study to evaluate a municipality and how they make use of the balanced scorecard as a tool for strategic and value-adding work in municipal activities. In the local business is it important that the organization adapts the balanced scorecard, so it fits on the basis that it is a politically driven organization, with mandates, committees and administrations. In our study, we used a qualitative method with a deductive approach. In the study, we have gathered information through a case study where we interviewed 7 people in leading positions. In our analysis and results section, we came to the conclusion that the municipality does not use the balanced scorecard correctly. We also found that the balanced scorecard as a tool for value creation and strategic planning does not work in a favorable way. In our study, we see difficulties with the implementation of the balanced scorecard. If the municipality has invested in implementing the balanced scorecard at all levels of the business so the municipality would be able to use it on one of the activities more adequately. When the municipality is a politically driven organization, it is important that vision alive and changing based on the conditions that reflect the outside world and the municipality in general. Looking at a vivid vision, goals and business ideas, it's balanced scorecard in line with how a balanced scorecard should look like. The municipality has a strategic plan in terms of staff and employees at large. In the study, we have seen that the strategic plan is not followed up in a good way and for the business favorably, the municipality chooses the easy way out for evaluation. Employee participation to changes and ongoing human resources management feels nonexistent. However, as has been the vision of creating empowered and motivated employees. In our conclusion, we describe how we in our study look at the use of the balanced scorecard in municipal operations. We can also discern that a balanced scorecard as a tool for value creation and strategic work is good if it is used properly. In the study, we have concluded that the municipality we have chosen to study should not use the balanced scorecard when you have not created the tools and platforms required for employees, civil servants and politicians to evaluate, monitor and create a living scorecard change over time. The study reveals major shortcomings in the implementation, evaluation and follow-up possibilities, and the consequence of this is that the balanced scorecard is not - 4 - preferable in municipal operations as a strategic instrument for value creation and long-term planning.

Cold weather plan for England

The cold weather plan gives advice to help prevent the major avoidable effects on health during periods of cold weather in England. The documents for the 2015 to 2016 winter season include: cold weather plan making the case: why long-term strategic planning for cold weather is essential to health and wellbeing letter for local authorities chief executives, directors of public health, directors of adult and child services, chairs of health and wellbeing boards, NHS England regional, clinical leads of CCGs

Avaliação do Processo Sucessório em Empresas de Gestão Familiar

As mudanças e o aumento da concorrência em todos os segmentos econômicos têm exigido das empresas um grau de profissionalização cada vez maior. As empresas familiares, além desse desafio frente ao mercado, ainda se deparam com dificuldades intrínsecas às suas características, como a dificuldade em separar o que é família, empresa e patrimônio. Portanto, é necessário se preparar para continuar no mercado e desenvolver um plano de sucessão para as próximas gerações. O objetivo geral deste trabalho é propor um instrumento de avaliação do processo sucessório em empresas familiares. Dentre os objetivos específicos, encontram-se identificar itens de maturidade no processo sucessório, oferecer diretrizes estratégicas para promover a sucessão em empresas familiares e avaliar a aplicabilidade do instrumento de pesquisa. Para a empresa estar preparada para a sucessão, ela não pode tratar somente o assunto isoladamente. Portanto, os temas estratégia, planejamento estratégico, distinção entre família, propriedade e gestão, governança corporativa e maturidade, também são aprofundados ao longo da revisão de literatura. Por meio de um estudo de caso com abordagem exploratória, o trabalho foi desenvolvido tendo-se como base modelos disponíveis na literatura para avaliação de maturidade. Antes da aplicação, o instrumento foi submetido à avaliação por cinco especialistas em empresas familiares. Como resultado, foi possível propor uma avaliação para o processo sucessório, identificando itens de maturidade e oferecendo diretrizes estratégicas para promover a sucessão em empresas familiares. Conclui-se que a avaliação do processo sucessório pode contribuir para a empresa identificar seus pontos fortes, minimizando dificuldades e superando obstáculos para sua sobrevivência no mercado ao longo das gerações. / The advance of competition in all of the economy markets has being demanding companies to have professional businesses, in an increasing way. The family business, beyond this challenge, still faces particular difficulties, such as the difference among family, business and ownership. So, it is a necessity for them being ready for their continuity in the market and developing a succession plan for the next generations. The main objective of this work is to propose an evaluation instrument for succession process. Specific objectives are to identify maturity items in the succession process, offer strategic directions to promote succession in family businesses and evaluate the usage of the research instrument. To get ready for succession, the company can not work just this subject. Therefore, it includes topics like: strategy, strategic planning, difference among family, business and ownership, corporate governance, and maturity are reviewed along the literature. Using a case study research method with an exploratory approach, it was developed based on maturity models available in the literature for maturity evaluation. Prior to the application, the research instrument was applied to five specialists in family businesses. As a result, it was possible to propose an evaluation model for succession, identifying maturity items and offering strategic perspectives to promote the succession process in family businesses. As conclusion, the succession evaluation could contribute for the company identifies its strengths, minimizing difficulties and overcoming obstacles for survival throughout generations.

Planejamento municipal do turismo: diretrizes e perspectivas - o caso da SETURDE

Given the uncertainties of the environment in today's world, strategic planning is again discussed as an important tool to position the organization in future likely. To address this a more dynamic and less linear, trying to adapt the multiple realities, the method of scenarios can be one of the strategies to anticipate future designs. In the public sphere, an efficient implementation of human resources and financial managers require a new approach to the formulation of strategies. Tourism, in turn, presents itself as an important segment of the national economy shaped up as a major source of funds for the formation of the Gross Domestic Product - GDP - of states and municipalities. This study aims to know the guidelines and perspectives of municipal planning of tourism in the city of Natal/RN from the case by the representatives of the sector. The survey was developed based on a qualitative, exploratory, based on the case in the Secretaria Municipal de Turismo e Desenvolvimento Econômico - SETURDE. The results express that the body goes through a time of changes in its organizational structure and in defining its role with the local tourism. The national plan for tourism and the choice of Christmas as the host city for the World Cup in 2014 have stimulated interest in developing a formal strategic planning in the organization. However, when it comes to more complex tools, such as the method of future scenarios, the technical know its definition and importance for future actions. The results presented support the conclusion that the actions are designed intuitively and without complying with the scientific methods developed for this purpose, as the method of strategic scenarios. However, the evidence beginning to emerge from the plans and documents issued by the federal government, as well as the Secretary's own initiative, direct the actions of the body to coordinate and act as a fulcrum for local action to the increase in tourism

Processo de planejamento estratégico em universidade pública: o caso da Universidade Federal do Pará

The goal of this research is to check if the strategic planning developed between 2001 and 2009 into the State University of Para (Universidade Federal do Pará - UFPA) was consolidated into its Academic Centers as a management practice. To this end, we identified the planning formalization degree of the Academic Centers, the conceived tools for the planning, the conception and the methodological process used in the tools elaboration, as also its implementation. The research used a qualitative approach: it is descriptive and it uses the case study technique. The data were gathered from primary and secondary sources, through bibliography, documents, and field researches through semi-structure interviews. The analysis and data interpretation were done by each investigated Academic Center from the analytics categories guided by the specifics goals. We used theoretic fundamental based principles and the university as a study empiric reference based on its structure analysis, organizational processes and institutional strategic plan. We inspected how the strategic planning process was developed throughout the fixed period and how the investigated Academic Centers are from the collected documents and interviews. The theoretical foundation was built from three axis: the Brazilian undergraduate and posgraduate education system; the university itself including its singularity and complexity as an organization; and the planning as a strategic management process. The main results show us that the UFPA has updated regulatory milestones, presenting organizational structure, laws, instructions, manuals and deployed management model that give the strategic planning development conditions beyond its administration, i. e., into its Academic Centers. The centers also present those established milestones and develop the basic planning processes of the institution. Those processes are conceived based on the institutional strategic planning and the managers mainly use the procedural orientation defined by the university management, from where the conceptual foundation is originated and propagated. According to the literature and to the research done in this work, we can conclude that the Academic Centers from the UFPA developed the strategic planning practice. This planning is organized and founded and guided the plans and decisions which avoided the disordered management and, according to the managers, allowed the advances and performance improvement. We can conclude that the UFPA built an important foundation with respect to the management professionalization. On the other hand, we can not conclude that the management practice is consolidated since there are weaknesses into the structuring of the technical teams and there is not any management tool for the implementation of the elaborated plans

Análise da gestão da cadeia de suprimentos de um supermercado varejista através da utilização do modelo SCOR

In the last decade the complexity of the environment in which organizations are embedded increased dramatically, having on one side the increasingly demanding consumers in regard to the quality and value of the product and the other companies with the need to reduce operating costs in order to achieve greater profitability, without this there is a downturn in growth or market share powers. In this context the necessity of effectively structuring actions relating to the line with the operational work processes so that business objectives are achieved organizational strategic planning, ensuring the competitiveness of the organization. This study aims to analyze how you have made the management of the supply chain in a grocery retailer in the light of guidelines of Supply Chain Management by using the SCOR model. For realization of this study a survey was needed, classified according to their goals, exploratory and descriptive as to its procedure, document, field and case study. Thus, the processing of data will be qualitative merit, using the thematic categorical analysis of Bardin (1977). Thus, to obtain data interviews together the operational and strategic management of a company that was named Supermarket Omega were performed. After analyzing the information obtained is perceived that there is an effort of the organization enhance its management of the supply chain. However, there is a lack of alignment between the various areas that compose it. About their work processes, we stress that the focus of the company is still very directed on sailing than profitability, although it is undergoing a transformation in its organizational culture However, records the existence of many improvement projects in developing. Thus, it can be noticed that there is some consistency between the assumptions of the SCOR model and applied within the supply chain Omega Supermarket, although a greater effort to better align with the model still needs to be studied

Theory development in humanitarian logistics : A framework and three cases

Purpose: There is a need for theory development within the field of humanitarian logistics to understand logistics needs in different stages of a crisis and how to meet these. This paper aims to discuss three dimensions identified in logistics and organization theories and how they relate to three different cases of humanitarian logistics operations - the regional concept of the International Federation of Red Cross Red Crescent Societies, the development and working of the United Nations Joint Logistics Centre and coordination challenges of military logistics in UN mandated peacekeeping operations. The purpose is to build a framework to be used in further studies. Design/methodology/approach: A framework for the study of humanitarian logistics along three dimensions is developed, followed by a discussion of the chosen cases in relation to these dimensions. The framework will be used as basis for the case studies to be undertaken for the purpose of understanding and identification of new questions and needs for other or revised concepts from theory. Findings: The paper shows the relevance of a wide literature to the issues pertinent to humanitarian logistics. There is considerable promise in extant literature on logistics, SCM and coordination, but this needs to be confronted with the particular issues seen in the humanitarian logistics setting to achieve further theory development. Originality/value: The major contribution of the paper lies in its breadth of theoretical perspectives presented and combined in a preliminary theoretical framework. This is applied more specifically in the three case studies described in the paper.

O Processo de Planejamento Estratégico em Pequenas Empresas

O planejamento estratégico é o processo através do qual as empresas identificam recursos potenciais, reconhecem fraquezas, avaliam oportunidades e ameaças no ambiente que atuam e formulam as estratégias para obter vantagens competitivas sobre a concorrência, assegurando o sucesso dos resultados planejados. Esse trabalho desenvolveu-se com o objetivo de aprofundar os conhecimentos sobre o processo de planejamento estratégico e adaptá-lo à realidade das empresas de pequeno porte, através de um caso prático, com a elaboração do plano de negócios de uma pequena empresa de prestação de serviços no segmento de educação especial, o caso “Mundo Novo Educação Especial”. Com relação à metodologia adotada, podemos descrevê-la como uma abordagem qualitativa, com design exploratório através de pesquisa bibliográfica para a fundamentação teórica sobre o processo de planejamento estratégico, seguida de estudo de caso aplicado ao planejamento estratégico da empresa Mundo Novo Educação Especial, com levantamento de dados secundários internos e externos, e dados primários qualitativos. Dentre as conclusões do estudo foi possível identificar a existência de uma grande lacuna de conhecimento sobre os processos de gestão empresarial no ambiente da empresa pesquisada, e que esse despreparo e a falta de planejamento podem torna-la mais vulnerável aos riscos do mercado e contribuir para o seu insucesso. Isso reforça a importância do processo de planejamento estratégico como uma ferramenta de apoio que amplia o conhecimento sobre o ambiente de negócios, desenvolve habilidades de gestão e que pode ser adequado a todos os tipos de empresas, inclusive às empresas de pequeno porte, como no caso estudado.

An iterative analytical design framework for the optimal designing of an off-grid renewable energy based hybrid smart micro-grid

Creative ways of utilising renewable energy sources in electricity generation especially in remote areas and particularly in countries depending on imported energy, while increasing energy security and reducing cost of such isolated off-grid systems, is becoming an urgently needed necessity for the effective strategic planning of Energy Systems. The aim of this research project was to design and implement a new decision support framework for the optimal design of hybrid micro grids considering different types of different technologies, where the design objective is to minimize the total cost of the hybrid micro grid while at the same time satisfying the required electric demand. Results of a comprehensive literature review, of existing analytical, decision support tools and literature on HPS, has identified the gaps and the necessary conceptual parts of an analytical decision support framework. As a result this research proposes and reports an Iterative Analytical Design Framework (IADF) and its implementation for the optimal design of an Off-grid renewable energy based hybrid smart micro-grid (OGREH-SμG) with intra and inter-grid (μG2μG & μG2G) synchronization capabilities and a novel storage technique. The modelling design and simulations were based on simulations conducted using HOMER Energy and MatLab/SIMULINK, Energy Planning and Design software platforms. The design, experimental proof of concept, verification and simulation of a new storage concept incorporating Hydrogen Peroxide (H2O2) fuel cell is also reported. The implementation of the smart components consisting Raspberry Pi that is devised and programmed for the semi-smart energy management framework (a novel control strategy, including synchronization capabilities) of the OGREH-SμG are also detailed and reported. The hybrid μG was designed and implemented as a case study for the Bayir/Jordan area. This research has provided an alternative decision support tool to solve Renewable Energy Integration for the optimal number, type and size of components to configure the hybrid μG. In addition this research has formulated and reported a linear cost function to mathematically verify computer based simulations and fine tune the solutions in the iterative framework and concluded that such solutions converge to a correct optimal approximation when considering the properties of the problem. As a result of this investigation it has been demonstrated that, the implemented and reported OGREH-SμG design incorporates wind and sun powered generation complemented with batteries, two fuel cell units and a diesel generator is a unique approach to Utilizing indigenous renewable energy with a capability of being able to synchronize with other μ-grids is the most effective and optimal way of electrifying developing countries with fewer resources in a sustainable way, with minimum impact on the environment while also achieving reductions in GHG. The dissertation concludes with suggested extensions to this work in the future.

Inteligência coopetitiva setorial: uma proposta de modelo

The business environment context points at the necessity of new forms of management for the sustainable competitiveness of organizations through time. Coopetition is characterized as an alternative in the interaction of different actors, which compete and cooperate simultaneously, in the pursuit of common goals. This dual relation, within a gain-increasing perspective, converts competitors into partners and fosters competitiveness, especially that of organizations within a specific sector. The field of competitive intelligence has, in its turn, assisted organizations, individually, in the systematization of information valuable to decision-making processes, which benefits competitiveness. It follows that it is possible to combine coopetition and competitive intelligence in a systematized process of sectorial intelligence for coopetitive relations. The general aim of this study is, therefore, to put forth a model of sectorial coopetitive intelligence. The methodological outlining of the study is characterized as a mixed approach (quantitative and qualitative methods), of an applied nature, of exploratory and descriptive aims. The Coordination of the Strategic Roadmapping Project for the Future of Paraná's Industry is the selected object of investigation. Protocols have been designed to collect primary and secondary data. In the collection of the primary ata, online questionary were sent to the sectors selected for examination. A total of 149 answers to the online questionary were obtained, and interviews were performed with all embers of the technical team of the Coordination, in a total of five interviewees. After the collection, all the data were tabulated, analyzed and validated by means of focal groups with the same five members of the Coordination technical team, and interviews were performed with a representative of each of the four sectors selected, in a total of nine participants in the validation. The results allowed the systematization of a sectorial coopetitive intelligence model called ICoops. This model is characterized by five stages, namely, planning, collection, nalysis, project development, dissemination and evaluation. Each stage is detailed in inputs, activities and outputs. The results suggest that sectorial coopetition is motivated mainly by knowledge sharing, technological development, investment in R&D, innovation, chain integration and resource complementation. The importance of a neutral institution has been recognized as a facilitator and incentive to the approximation of organizations. Among the main difficulties are the financing of the projects, the adhesion of new members, the lack of tools for the analysis of information and the dissemination of the actions.

Biblioteca Rio-Grandense: um estudo de caso sob o viés da educação patrimonial

Este trabalho buscou investigar a importância da educação patrimonial no processo de reconhecimento de bibliotecas históricas enquanto instituições patrimoniais e as possibilidades de atuação do profissional bibliotecário neste contexto, sendo o objeto de estudo desta pesquisa a Biblioteca Rio-Grandense, localizada na cidade de Rio Grande (RS). Nota-se que esta tem passado despercebida pela comunidade local, situação possivelmente explicada, segundo observações pessoais da autora, pelo comportamento da própria entidade, a qual denota pouca expressividade quanto a realização de atividades culturais, fato que possivelmente vem interferindo na relação e na possibilidade de maiores interações da mesma com a população entorno. Logo, esta pesquisa buscou averiguar quais têm sido as estratégias encontradas pela referida instituição para se fazer perceber junto à comunidade riograndina, especialmente sob o seu aspecto patrimonial. De caráter exploratóriodescritivo, seguindo uma abordagem qualitativa, assume a forma de estudo de caso. Para sua consecução se elaborou um questionário semiestruturado que foi aplicado no período de julho a agosto de 2015 junto às bibliotecárias e equipe gestora da Biblioteca Rio-Grandense, prosseguindo a tabulação e observação crítica das informações coletados adotando o método da Análise de Conteúdo. O conjunto de dados analisados implicou o surgimento de categorias temáticas: Temporalidade; Valor cultural sublimado; Pouco uso popular, quando se questionou se os sujeitos acreditavam que a Biblioteca Rio-Grandense seria reconhecida como elemento patrimonial pela comunidade local; Centralização do planejamento organizacional; Realização de atividades, acerca do planejamento estratégico e projetos para dar visibilidade popular à biblioteca e seu acervo; Serviços culturais restritos; Entrave financeiro, referente a quais ações culturais são executadas pela Biblioteca Rio Grandense; Práticas literárias; Uso do acervo; Público direcionado, relativas a quais atividades que desenvolveriam para divulgar a Biblioteca Rio-Grandense. Pensando ainda no aspecto da mediação cultural foram sugeridas algumas ações que a Biblioteca poderá empregar visando a uma maior aproximação e comunicação com a população local.