In the diploma thesis Strategy map of a catering company the strategic map of a model catering company operating on Czech market has been constructed. Strategy map was chosen as a transparent and effective measure concerning the important parts of the strategy of the concrete company in a way of visual shortcut in line with the well-known methodology: KAPLAN, Robert S., NORTON, David P.: Strategy Maps, Harvard Business School Publishing Corporation, Boston 2004. ISBN 1-59139-134-2. In the theoretical part of this diploma thesis the basic elements important for the construction of the strategy map were described and also the professional services of the catering company were presented. In the practical part the catering market of Czech Republic is analysed and then, on the basis of determined opportunities, the newly founded company VIP Catering is being modelled. This company addresses VIP clients with the offer of first class quality VIP services. Subsequently its mission, vision, SWOT analysis were determined, strategic goals were analysed and divided into four basic perspectives and reliable key performance indicators were suggested. Consequently strategic iniciatives and appropriate organization structure were developped. At the end of the practical part the strategy map for the VIP catering company was designed and the causal relationships among the strategy elements were outlined. The main result of the diploma thesis lies in the originally constructed strategy map on of a newly established catering company operating on Czech market.

This Master's thesis applies Balanced Scorecard in wholesale company BM MOTO s.r.o. which is focused on the purchase and sale of car accessories. This thesis is divided into theoretical and practical part. First part defines tools of strategic analysis, financial analysis INFA and Balanced Scorecard components. Practical part contains description of the company and the analysis itself. Then follows determination of strategic objectives, measures and actions for each perspective of the Balanced Scorecard. The aim of this thesis is to create a strategic map and overall assessment of the situation

Master of Agribusiness / Department of Agricultural Economics / Hikaru Hanawa Peterson / Local foods is a growing market segment, and there are multiple businesses attempting to capitalize on the interest in buying from local producers. As consumer interest in local food continues to grow, businesses will be created to meet a growing demand. This research identifies areas in current customer segments in local foods that are not being serviced or are being underserviced. Potential business models are then identified in order to service the identified customer segments. One primary service gap that was identified in the research was that end consumers were not able to purchase local food per their definition of local food. Major retailers sell local produce and food items that were grown within the state boundaries, but few sell produce that is grown within the community. A cost/revenue framework simulation was built to compare three different types of business models that could potentially fill the identified service gap in the target area of Washington State. After the simulation was performed, the models were compared on net present values in lowest feasible, expected, and best case scenarios. Factors such as imitability and scalability were also considered. The three models were a micro-farming app and website, a CSA delivery and management service, and a non-profit community garden. The micro-farming site and app would allow producers and artisans, no matter the scale, to have an online marketplace to sell and trade food products. The CSA management and delivery model delivers CSA shares to customers while charging a delivery and management fee to the farm on which the CSA is based. The non-profit community garden is a five-acre parcel with a water retention system and offers tiered services for garden management in King County. Results suggest that even though each business model could potentially be feasible in the targeted areas, the most visibly promising model was the micro-farming website and app. Beyond the financial overview and analysis reported in the thesis, the business models could be ranked in a variety of ways according to an entrepreneur’s interest. More importantly, there is no better time than now to start building a business model that services customer’s interest in local food.

O objetivo da pesquisa é elaborar um mapa estratégico que permita compreender o processo de criação de estratégias nas pequenas empresas de base tecnológica, a partir da identificação, descrição e sistematização dos inter-relacionamentos de variáveis que o influenciam. Aborda-se a criação de estratégias deliberadas e emergentes em um processo único, considerando as especificidades do dirigente-estrategista, do contexto das empresas de base tecnológica e da organização das empresas de pequeno porte. Como procedimento metodológico, optou-se pelo desenvolvimento da pesquisa em duas fases: a primeira, classificada como survey, realizada em trinta e três (33) empresas, com o objetivo de identificar as características gerais do processo de criação de estratégias, e a segunda, um estudo de caso, realizada para descrever e analisar os elementos específicos e formadores do processo de criação de estratégias em três (03) empresas localizadas no pólo de São Carlos/SP. O mapa estratégico destaca os seguintes aspectos: como elementos estruturais, a percepção estratégica, os processos deliberado e emergente, as fases evolutivas, as especificidades de gestão, as condições externas e internas, a formação contínua e a criação quântica da estratégia; como forças de configuração, o posicionamento na representação, a rotação das especificidades, a dinâmica das variáveis, o inter-relacionamento dos processos e a ocorrência de eventos marcantes. A partir da percepção do dirigente, o processo se desenvolve em fases nas quais a influência das especificidades de gestão da pequena empresa manifesta-se em diferentes intensidades, contemplando características emergentes e deliberadas em um processo evolucionário. O mapa estratégico possui a orientação como caráter peculiar e deve ser entendido como uma representação que se aproxima da realidade de um grupo de empresas, não sendo mais abrangente ou complexo que esta. / The purpose of this research is to elaborate a strategic map that allows the understanding of the strategic process in small technology-based companies, through the systemization, description and identification of the inter-relationships between the variables that influence the process. The creation of deliberate and emerging strategies is approached as an unique process, considering the specificities of the manager, the context of the technology-based companies as well as the organization of a small business. As a methodological procedure, the research was developed in two phases: the first, classified as survey, was accomplished in thirty three (33) companies to identify the general characteristics of the process of strategies, and the second, a case study was accomplished to describe and analyze the specific elements which driven the process of strategies in three (03) companies from the São Carlos technopolis, Brazil. The strategic map emphasizes the following aspects: as structural elements, the strategic perception, the deliberated and emerging processes, the evolutionary phases, the management specificities, the external and internal conditions, the continuous formation and the quantum creation of the strategy; as configuration forces, the positioning in the representation, the rotation of the specificities, the dynamics of the variables, the interrelationship of the processes and the occurrence of outstanding events. According the manager strategic perception, the process grows in phases where the influence of specificities of the small companies management are shown in different intensities, contemplating emerging and deliberate characteristics in a evolutionary process. The strategic map possesses the orientation as its peculiar character and should be understood as a representation that is closer to the reality of a group of companies, without being more or comprehensive complex than this own reality.

Este estudo teve por objetivo desenvolver um Balanced Scorecard para uma indústria de alimentos do Vale do Taquari. O Balanced Scorecard é um sistema de avaliação de desempenho através de indicadores, desenvolvido pelos autores Robert S. Kaplan e David P. Norton. Através da identificação de um quadro equilibrado de indicadores, o Balanced Scorecard apresenta um conjunto de medidas que fornece uma visão rápida e abrangente da empresa, buscando eliminar o excesso de informação e concentrando a atenção naquelas medidas que são fundamentais. Além das medidas financeiras, que informam sobre os resultados das ações já tomadas, apresenta também medidas operacionais de satisfação do cliente; dos processos internos e atividades de inovação e aperfeiçoamento da organização. A metodologia adotada foi de natureza qualitativa voltada ao estudo de caso. Foram realizadas entrevistas e visitas à empresa buscando os dados necessários para o desenvolvimento do trabalho e definição dos indicadores, suas metas e responsáveis, para cada uma das perspectivas. O resultado do trabalho é um Balanced Scorecard, que contempla as quatro perspectivas (financeira, cliente, processos internos e aprendizado), demonstrando a relação de causas e efeitos entre os indicadores destas perspectivas, apresentando um mapa estratégico que permite visualizar o desempenho da organização frente a sua estratégia e metas definidas. / This paper aimed to develop a Balanced Scorecard for a food industry of the Taquari Valley. The Balanced Scorecard is an evaluation system of the performance through indicators, developed by the authors Robert S. Kaplan and David P. Norton. Through the indication of a balanced chart of indicators, the Balanced Scorecard presents a set of measures that provides a fast and an overall view of the company, trying to eliminate the excess of information and concentrating the attention on those measures that are fundamental. Besides financial measures, that inform about the results of actions that have already been taken, they also show operational measures of the customer’s satisfaction; internal processes and innovation activities and improvement of the company. The methodology used was of qualitative case study. Interviews and meetings to the company were carried out searching for datas that are necessary for the development of the study and the definitions of the indicators, their purposes and people who are responsible for each perspective. The results of the study is a Balanced Scorecard, which contemplates four perspectives (financial, customer, internal processes and learning), showing the relationship of cause and effect among the indicators of these perspectives, presenting a strategic map that allows to visualize the performance of the company according to their strategies and defined purposes.

Este estudo teve por objetivo desenvolver um Balanced Scorecard para uma indústria de alimentos do Vale do Taquari. O Balanced Scorecard é um sistema de avaliação de desempenho através de indicadores, desenvolvido pelos autores Robert S. Kaplan e David P. Norton. Através da identificação de um quadro equilibrado de indicadores, o Balanced Scorecard apresenta um conjunto de medidas que fornece uma visão rápida e abrangente da empresa, buscando eliminar o excesso de informação e concentrando a atenção naquelas medidas que são fundamentais. Além das medidas financeiras, que informam sobre os resultados das ações já tomadas, apresenta também medidas operacionais de satisfação do cliente; dos processos internos e atividades de inovação e aperfeiçoamento da organização. A metodologia adotada foi de natureza qualitativa voltada ao estudo de caso. Foram realizadas entrevistas e visitas à empresa buscando os dados necessários para o desenvolvimento do trabalho e definição dos indicadores, suas metas e responsáveis, para cada uma das perspectivas. O resultado do trabalho é um Balanced Scorecard, que contempla as quatro perspectivas (financeira, cliente, processos internos e aprendizado), demonstrando a relação de causas e efeitos entre os indicadores destas perspectivas, apresentando um mapa estratégico que permite visualizar o desempenho da organização frente a sua estratégia e metas definidas. / This paper aimed to develop a Balanced Scorecard for a food industry of the Taquari Valley. The Balanced Scorecard is an evaluation system of the performance through indicators, developed by the authors Robert S. Kaplan and David P. Norton. Through the indication of a balanced chart of indicators, the Balanced Scorecard presents a set of measures that provides a fast and an overall view of the company, trying to eliminate the excess of information and concentrating the attention on those measures that are fundamental. Besides financial measures, that inform about the results of actions that have already been taken, they also show operational measures of the customer’s satisfaction; internal processes and innovation activities and improvement of the company. The methodology used was of qualitative case study. Interviews and meetings to the company were carried out searching for datas that are necessary for the development of the study and the definitions of the indicators, their purposes and people who are responsible for each perspective. The results of the study is a Balanced Scorecard, which contemplates four perspectives (financial, customer, internal processes and learning), showing the relationship of cause and effect among the indicators of these perspectives, presenting a strategic map that allows to visualize the performance of the company according to their strategies and defined purposes.

Submitted by ROSANA CRISTINA SCOPELLI null (rosana@cambuhy.com.br) on 2017-09-18T16:00:25Z No. of bitstreams: 1 Diss_Rosana_Cristina_Scopelli.pdf: 3184916 bytes, checksum: ad36223083fb5977049aa0cb0f799b91 (MD5) / Approved for entry into archive by Monique Sasaki (sayumi_sasaki@hotmail.com) on 2017-09-19T19:57:17Z (GMT) No. of bitstreams: 1 scopelli_rc_me_jabo.pdf: 3184916 bytes, checksum: ad36223083fb5977049aa0cb0f799b91 (MD5) / Made available in DSpace on 2017-09-19T19:57:17Z (GMT). No. of bitstreams: 1 scopelli_rc_me_jabo.pdf: 3184916 bytes, checksum: ad36223083fb5977049aa0cb0f799b91 (MD5) Previous issue date: 2017-08-28 / A demanda das empresas por ferramentas que permitam gerenciar e controlar as suas ações estratégicas cresce cada vez mais no cenário atual. Assim, o presente estudo teve por objetivo compreender o alinhamento das estratégias organizacionais e as práticas da gestão de Recursos Humanos em uma empresa do agronegócio, a partir da utilização de ferramentas estratégicas, como o Balanced Scorecard e o Mapa Estratégico. Para tanto, desenvolveu-se uma pesquisa exploratória qualitativa, sistematizando-se a partir de um estudo de caso, o processo de gestão estratégica, o alinhamento de estratégias organizacionais, o BSC, o Mapa Estratégico e as práticas de RH. Identificou-se com o estudo, que as modalidades de estratégia empregadas na organização, antes predominantemente emergente, passou a deliberada com maior frequência. O BSC e o Mapa Estratégico irão contribuir para a gestão estratégica através da explicitação dos objetivos organizacionais para todos os níveis hierárquicos da empresa; dentro da organização, os gestores são os responsáveis por disseminar, monitorar e mensurar as estratégias e o seu alinhamento para suas respectivas equipes; observou-se ainda que, as práticas de RH, contemplam parcialmente as demandas da estratégia organizacional, sendo proposto ações de melhorias; e com o trabalho desenvolvido, conscientizou-se os gestores sobre a relevância e contribuições do alinhamento estratégico. / The companies demand for tools that allow them to manage and control their strategic actions grows in the current scenario. Thus, the present study aimed to understand the alignment of organizational strategies and practices of human resources management in an agribusiness company, based on the use of strategic tools such as the Balanced Scorecard and the Strategic Map. For that, a qualitative exploratory research was developed, systematizing from a case study, the process of strategic management, the alignment of organizational strategies, the BSC, the Strategic Map and the RH practices. It was identified with the study, that the strategy modalities used in the organization, previously predominantly emergent, became more deliberate. The BSC and the Strategic Map will contribute to the strategic management through the explication of the organizational objectives for all the hierarchical levels of the company; within the organization, managers are responsible for disseminating, monitoring and measuring strategies and their alignment to their respective teams; It was also observed that, HR practices partially contemplate the demands of the organizational strategy, being proposed actions of improvements; And with the work developed, managers were made aware of the relevance and contributions of strategic alignment.

Este estudo teve por objetivo desenvolver um Balanced Scorecard para uma indústria de alimentos do Vale do Taquari. O Balanced Scorecard é um sistema de avaliação de desempenho através de indicadores, desenvolvido pelos autores Robert S. Kaplan e David P. Norton. Através da identificação de um quadro equilibrado de indicadores, o Balanced Scorecard apresenta um conjunto de medidas que fornece uma visão rápida e abrangente da empresa, buscando eliminar o excesso de informação e concentrando a atenção naquelas medidas que são fundamentais. Além das medidas financeiras, que informam sobre os resultados das ações já tomadas, apresenta também medidas operacionais de satisfação do cliente; dos processos internos e atividades de inovação e aperfeiçoamento da organização. A metodologia adotada foi de natureza qualitativa voltada ao estudo de caso. Foram realizadas entrevistas e visitas à empresa buscando os dados necessários para o desenvolvimento do trabalho e definição dos indicadores, suas metas e responsáveis, para cada uma das perspectivas. O resultado do trabalho é um Balanced Scorecard, que contempla as quatro perspectivas (financeira, cliente, processos internos e aprendizado), demonstrando a relação de causas e efeitos entre os indicadores destas perspectivas, apresentando um mapa estratégico que permite visualizar o desempenho da organização frente a sua estratégia e metas definidas. / This paper aimed to develop a Balanced Scorecard for a food industry of the Taquari Valley. The Balanced Scorecard is an evaluation system of the performance through indicators, developed by the authors Robert S. Kaplan and David P. Norton. Through the indication of a balanced chart of indicators, the Balanced Scorecard presents a set of measures that provides a fast and an overall view of the company, trying to eliminate the excess of information and concentrating the attention on those measures that are fundamental. Besides financial measures, that inform about the results of actions that have already been taken, they also show operational measures of the customer’s satisfaction; internal processes and innovation activities and improvement of the company. The methodology used was of qualitative case study. Interviews and meetings to the company were carried out searching for datas that are necessary for the development of the study and the definitions of the indicators, their purposes and people who are responsible for each perspective. The results of the study is a Balanced Scorecard, which contemplates four perspectives (financial, customer, internal processes and learning), showing the relationship of cause and effect among the indicators of these perspectives, presenting a strategic map that allows to visualize the performance of the company according to their strategies and defined purposes.

O objetivo da pesquisa é elaborar um mapa estratégico que permita compreender o processo de criação de estratégias nas pequenas empresas de base tecnológica, a partir da identificação, descrição e sistematização dos inter-relacionamentos de variáveis que o influenciam. Aborda-se a criação de estratégias deliberadas e emergentes em um processo único, considerando as especificidades do dirigente-estrategista, do contexto das empresas de base tecnológica e da organização das empresas de pequeno porte. Como procedimento metodológico, optou-se pelo desenvolvimento da pesquisa em duas fases: a primeira, classificada como survey, realizada em trinta e três (33) empresas, com o objetivo de identificar as características gerais do processo de criação de estratégias, e a segunda, um estudo de caso, realizada para descrever e analisar os elementos específicos e formadores do processo de criação de estratégias em três (03) empresas localizadas no pólo de São Carlos/SP. O mapa estratégico destaca os seguintes aspectos: como elementos estruturais, a percepção estratégica, os processos deliberado e emergente, as fases evolutivas, as especificidades de gestão, as condições externas e internas, a formação contínua e a criação quântica da estratégia; como forças de configuração, o posicionamento na representação, a rotação das especificidades, a dinâmica das variáveis, o inter-relacionamento dos processos e a ocorrência de eventos marcantes. A partir da percepção do dirigente, o processo se desenvolve em fases nas quais a influência das especificidades de gestão da pequena empresa manifesta-se em diferentes intensidades, contemplando características emergentes e deliberadas em um processo evolucionário. O mapa estratégico possui a orientação como caráter peculiar e deve ser entendido como uma representação que se aproxima da realidade de um grupo de empresas, não sendo mais abrangente ou complexo que esta. / The purpose of this research is to elaborate a strategic map that allows the understanding of the strategic process in small technology-based companies, through the systemization, description and identification of the inter-relationships between the variables that influence the process. The creation of deliberate and emerging strategies is approached as an unique process, considering the specificities of the manager, the context of the technology-based companies as well as the organization of a small business. As a methodological procedure, the research was developed in two phases: the first, classified as survey, was accomplished in thirty three (33) companies to identify the general characteristics of the process of strategies, and the second, a case study was accomplished to describe and analyze the specific elements which driven the process of strategies in three (03) companies from the São Carlos technopolis, Brazil. The strategic map emphasizes the following aspects: as structural elements, the strategic perception, the deliberated and emerging processes, the evolutionary phases, the management specificities, the external and internal conditions, the continuous formation and the quantum creation of the strategy; as configuration forces, the positioning in the representation, the rotation of the specificities, the dynamics of the variables, the interrelationship of the processes and the occurrence of outstanding events. According the manager strategic perception, the process grows in phases where the influence of specificities of the small companies management are shown in different intensities, contemplating emerging and deliberate characteristics in a evolutionary process. The strategic map possesses the orientation as its peculiar character and should be understood as a representation that is closer to the reality of a group of companies, without being more or comprehensive complex than this own reality.

Diplomová práce se zabývá aplikací Balanced Scorecard (BSC)ve společnosti Řetězárna a.s. Balanced Scorecard je klíčový manažerský systém, který převádí firemní poslání a strategie do uceleného souboru měřítek výkonnosti. Nejprve byla provedena analýza finanční výkonnosti podniku, banchmarkingové srovnání a dále také strategická analýza podniku. Stěžejní část diplomové práce tvoří již samotná implementace BSC. Ta spočívá v přiřazení podnikových strategických cílů a jejich ukazatelů úspěšnosti k jednotlivým perspektivám BSC. Provázanost a kauzalitu podnikových strategických cílů přehledně zobrazuje strategická mapa. Dalším výstupem diplomové práce je podpůrný nástroj v programu MS Excel, který obsahuje data pro hodnocení úspěšnosti jednotlivých firemních strategických výpovědí a procesů.