A study on empirical analysis of stragetic planning based on dynamic capability theory: toward dynamic strategic planning

2022 Fiscal Year Final Research Report

• Project/Area Number: 20K01931
• Research Category: Grant-in-Aid for Scientific Research (C)
• Allocation Type: Multi-year Fund
• Section: 一般
• Review Section: Basic Section 07080:Business administration-related
• Research Institution: University of Tsukuba
• Principal Investigator: Hirai Takashi 筑波大学, ビジネスサイエンス系, 教授 (60800597)
• Project Period (FY): 2020-04-01 – 2023-03-31
• Keywords: 戦略計画 / ダイナミック・ケイパビリティ / テキスト計量分析

Outline of Final Research Achievements

In this study, we reconsidered the theory of strategic planning by conducting textual quantitative analysis of a large amount of data on the contents of the medium-term strategy plan of the large-scale manufacturing corporations in Japan. Although strategic planning theory has declined in relative status in strategic research, it is still an important management cycle in management practice. Once again, we discussed measures to utilize strategic planning for corporate transformation.
Empirical analysis showed that the formulation of plans with dynamic capability characteristics could contribute to the expansion of the scale of the business, but such plans were in the minority. In order to utilize dynamic strategic planning, it was found that making solid investments to detect changes in the business environment at the planning stage may promote the reallocation of resources in subsequent implementation, which paved the beginning of dynamic strategic planning theory.

Free Research Field

経営学

Academic Significance and Societal Importance of the Research Achievements

学術意義としてまず挙げられるのは、戦略計画論に対してコンテンツ側面から直接分析をおこない、相対的に地位が低下をした戦略計画論の再評価の一助となった点である。特に、不確実性が増す事業環境の中、動態的な視点（ダイナミック・ケイパビリティ）を援用して計画論を考察したことに大きな意義があると考えられる。
また社会的意義としては、ほとんどの企業が有する中期経営計画プラクティスに対して、どのような計画をどのような場合に策定すると、企業変革を促進できるかについての示唆を得た点が挙げられる。