Strategic Management in Local MSMEs: A Comparative Analysis of the Execution of the Planning Phase

Authors

DOI:

https://doi.org/10.5281/zenodo.17783495

Keywords:

Organizational Performance, Strategic Management, Strategic Planning, Strategy

Abstract

A large number of organizations in Mexico operate without formal strategic-planning processes that enable them to sustain competitive advantages in dynamic environments. In response, this study conducted a comparative analysis of the planning phase within the strategic-management process implemented by 19 micro, small, and medium-sized enterprises (MSMEs) in the service sector in southern Sonora, with the aim of generating strategies that strengthen their competitiveness and sustainability amid continuous change and uncertainty.

The methodology followed a qualitative design with a comparative case-study approach, drawing on checklists, SWOT matrices, and interviews with the individuals responsible for the analyzed MSMEs. The findings indicate that, although most firms articulate mission and vision statements, these statements frequently show signs of obsolescence or reflect limited alignment with technological and market transformations. The analysis also revealed weaknesses related to innovation and employee training, along with threats arising from the country’s economic and regulatory instability.

The study concludes that the systematic and well-structured execution of strategic planning would enable service-sector MSMEs in southern Sonora to strengthen both sustainability and competitiveness. It further recommends the formal adoption of evaluation mechanisms and strategic-training processes that contribute to continuous improvement and the achievement of organizational objectives. This research contributes to the literature on strategic management in MSMEs by demonstrating that, although the planning phase remains present, it tends to lack formalization and updating—conditions that help explain existing limitations in innovation, adaptability, and competitive sustainability. The study also proposes a strategic-diagnosis model applicable to micro-enterprise contexts, expanding empirical understanding of strategic-management practices in emerging regions.

Downloads

Download data is not yet available.

References

Arzola, F. (2021). Estrategias y desempeño en micro y pequeñas empresas: evidencia desde México. Revista de Administración, 18(2), 45–62. https://cienciasadmvastyp.uat.edu.mx/index.php/ACACIA/article/view/260

Ayyagari, M., Beck, T., & Demirguc-Kunt, A. (2020). Small and medium enterprises across the globe: Challenges and policy implications. Journal of Small Business Management, 58(2), 123–145. https://openknowledge.worldbank.org/entities/publication/57c48160-a7ec-500d-a8be-0c308037785b

Bag, S., Pretorius, J. H. C., Gupta, S., & Dwivedi, Y. K. (2021). Role of industry 4.0 technologies in sustainable manufacturing: A systematic literature review. International Journal of Production Research, 59(5), 1584–1607. https://doi.org/10.1080/00207543.2020.1824085

Barney, J. B., & Hesterly, W. S. (2020). Strategic management and competitive advantage: Concepts and cases (6th ed.). Pearson. https://api.pageplace.de/preview/DT0400.9781292266961_A37749477/preview-9781292266961_A37749477.pdf

Chong, H. G., Chen, C. J., & Feng, J. (2022). Strategic planning and organizational performance: The mediating role of absorptive capacity. Journal of Business Research, 139, 1234–1245. https://doi.org/10.1016/j.jbusres.2021.10.045

Cillo, V., Rialti, R., Del Giudice, M., & Usai, A. (2022). Nurturing organizational sustainability through knowledge management: A review of the field and future research directions. Journal of Knowledge Management, 26(2), 285–308. https://doi.org/10.1108/JKM-11-2020-0867

Cuello, R. B., Fructus, R. C., & Panduro, J. D. A. (2020). El desempeño laboral desde una perspectiva teórica. Revista de Investigación Valor Agregado, 7(1), 54-60. https://doi.org/10.17162/riva.v7i1.1456

Creswell, J. W., & Creswell, J. D. (2018). Research design: Qualitative, quantitative and mixed methods approaches (5th ed.). SAGE Publications Inc. https://books.google.com.mx/books?id=335ZDwAAQBAJ&printsec=frontcover&hl=es#v=onepage&q&f=false

Dangelico, R. M., & Pujari, D. (2021). Mainstreaming green product innovation: Why and how companies integrate environmental sustainability. Journal of Business Ethics, 169(2), 333–352. https://doi.org/10.1007/s10551-019-04337-5

Dastmalchian, A., Bacon, N., Satish, M. & Bayraktar, S. (2020). High Performance Work Systems and Organizational Performance Across Societal Cultures. Jornal of International Business Studies, 51(3), pp. 353-388. https://www.researchgate.net/publication/338923149_High-performance_work_systems_and_organizational_performance_across_societal_cultures

David, F. R., & David, F. R. (2021). Strategic management: A competitive advantage approach, concepts and cases. Pearson. https://dokumen.pub/qdownload/strategic-management-concepts-and-cases-17-globalnbsped-1292441402-9781292441405.html

Dolan, S., Schuler, R., & Valle, R. (2020). Gestión de los recursos humanos (3ra ed.). McGraw Hill. https://es.scribd.com/document/749570111/Dolan-S-Valle-Cabrera-R-La-Gestion-de-los-Recursos-Humanos-Cap-1-1

Dwikat, S. Y., Arshad, D., & Mohd Shariff, M. N. (2022). The influence of systematic strategic planning and strategic business innovation on the sustainable performance of manufacturing SMEs: The case of Palestine. Sustainability, 14(20), 13388. https://doi.org/10.3390/su142013388

Gandrita, D. M. (2023). Improving strategic planning: The crucial role of enhancing relationships between management levels. Administrative Sciences, 13(10), 1-25. https://doi.org/10.3390/admsci13100211

Gobierno de Sonora. (2023). Informe económico y social del Estado de Sonora 2023. Gobierno del Estado de Sonora. https://www.sonora.gob.mx

González-Pérez, J., & Vélez-Ocampo, R. (2021). Planeación estratégica y gestión en PYMES mexicanas: un enfoque comparativo. Revista Latinoamericana de Administración, 12(1), 77–95. https://www.researchgate.net/publication/354203946_La_Planeacion_Estrategica_en_la_PYME

Grant, R. M. (2021). Contemporary strategy analysis: Text and cases edition (11th ed.). Wiley. https://books.google.com.mx/books?hl=es&lr=&id=TadJEAAAQBAJ&oi=fnd&pg=PR5&dq=Grant,+R.+M.+(2021).+Contemporary+strategy+analysis:+Text+and+cases+edition+(11th+ed.).+Wiley.&ots=oSX9TSkrS6&sig=8VRd1MaHyLp5PtveveBMojV-pBk#v=onepage&q&f=false

Hahn, T., & Figge, F. (2022). Beyond the business case for sustainability: A process view of corporate social responsibility. Academy of Management Review, 47(1), 1–21. https://doi.org/10.5465/amr.2017.0501

Hernández, R., Fernández, C. & Baptista, P. (2014). Metodología de la Investigación (6ta ed.). McGraw Hill, España. https://apiperiodico.jalisco.gob.mx/api/sites/periodicooficial.jalisco.gob.mx/files/metodologia_de_la_investigacion_-_roberto_hernandez_sampieri.pdf

Hitt, M. A., Arregle, J. L., & Holmes, R. M. (2021). Strategic management theory in a post‑pandemic and non‑ergodic world. Journal of Management Studies, 58(1), 257–261. https://pmc.ncbi.nlm.nih.gov/articles/PMC7675755/

Huerta, S. Y., González, C. F., Mosquera, M. B. & Herrera, D. J. (2023). Estrategias de fortalecimiento basado en la matriz FODA. Caso de estudio de emprendimientos en la zona playera del cantón Salitre, Ecuador. Cofin Habana, 17(1), http://scielo.sld.cu/scielo.php?script=sci_arttext&pid=S2073-60612023000100009&lng=es&tlng=pt.

INEGI. (2023). Estadísticas sobre micro, pequeñas y medianas empresas en México. Instituto Nacional de Estadística y Geografía. https://www.inegi.org.mx

INEGI. (2024). Estadísticas a propósito del Día de las Micro, Pequeñas y Medianas Empresas (mipymes). Comunicado 383/24. Instituto Nacional de Estadística y Geografía. https://www.inegi.org.mx/contenidos/saladeprensa/aproposito/2024/EAP_MIPYMES24.pdf

Kaplan, R. S., & Norton, D. P. (2020). The balanced scorecard: Translating strategy into action. Harvard Business School Press. https://www.google.com.mx/books/edition/The_Balanced_Scorecard/0tjRLqFH830C?hl=es&gbpv=1&dq=Kaplan,+R.+S.,+%26+Norton,+D.+P.+(2020).+The+balanced+scorecard:+Translating+strategy+into+action.+Harvard+Business+School+Press.&printsec=frontcover

Keelson, S. A., Cúg, J., Amoah, J., Petráková, Z., Addo, J. O., & Jibril, A. B. (2024). The influence of market competition on SMEs’ performance in emerging economies: Does process innovation moderate the relationship? Economies, 12(11), 1-19. https://doi.org/10.3390/economies12110282

López, P. A. (2013). Una Aproximación al campo del estudio del pensamiento estratégico desde las publicaciones académicas: de lo predecible a lo emergente. Revista Facultad de Ciencias Económicas: Investigación y Reflexión, 1, 217-241. https://www.redalyc.org/pdf/909/90928088012.pdf

Lozano, R. (2020). Analysing the use of tools, initiatives, and approaches to promote sustainability in corporations. Corporate Social Responsibility and Environmental Management, 27(2), 982–998. https://doi.org/10.1002/csr.1860

Lukac, E., & Frazier, D. (2012). Linking strategy to value. Journal of Business Strategy, 33(4), 49-57. https://www.emerald.com/jbs/article-abstract/33/4/49/198562/Linking-strategy-to-value?redirectedFrom=fulltext

Maldonado-Mera, B., Espinosa, K. B., & Cabrera, J. B. (2017). Análisis dimensional del concepto de estrategia. Revista Ciencia UNEMI, 10(25), 25–35. https://doi.org/10.29076/issn.2528-7737vol10iss25.2017pp25-35p

Molano, É. R. (2024). Gestión estratégica y liderazgo en organizaciones. Editorial Académica. https://cadenaser.com/castillalamancha/2025/04/21/organizaciones-mas-humanas-en-medio-de-la-incertidumbre-radio-albacete/?utm_source=

Mousa, K., Ali, K. & Gurler, S. (2024). Strategic Planning and Organizational Performance: An Empirical Study on the Manufacturing Sector. Sustainability, 16(15), 66-90. https://doi.org/10.3390/su16156690

Namada, J. M. (2022). Strategic Planning Techniques and Firm Performance in Export Processing Zones in Kenya. DBA Africa Management Review, 12(1), 62-74. https://uonjournals.uonbi.ac.ke/ojs/index.php/DBAAMR/article/view/944/851

Neely, A., Gregory, M., & Platts, K. (2021). Performance measurement system design: A literature review and research agenda. International Journal of Operations & Production Management, 41(2), 115–142. https://doi.org/10.1108/IJOPM-12-2019-0919

OECD. (2019). OECD SME and Entrepreneurship Outlook 2019. OECD Publishing. https://www.oecd.org/en/publications/2019/05/oecd-sme-and-entrepreneurship-outlook-2019_7083aa23.html

OECD. (2021). OECD SME and Entrepreneurship Outlook 2021. OECD Publishing. https://doi.org/10.1787/97a5bbfe-en

Okech, O. E., & Aosa, E. (2025). Strategic Planning and Sustainable Organizational Performance. European Journal of Business and Strategic Management, 10(2), 33–55. https://www.researchgate.net/publication/390094801_Strategic_Planning_and_Sustainable_Organizational_Performance

Ortiz-de-Mandojana, N., & Bansal, P. (2016). The long-term benefits of organizational resilience through sustainable business practices. Strategic Management Journal, 37(8), 1615–1631. https://doi.org/10.1002/smj.2410

Pedraza, E., Amaya, G., & Conde, M. (2010). Desempeño laboral y estabilidad del personal administrativo contratado de la Facultad de Medicina de la Universidad del Zulia. Revista de Ciencias Sociales, 16(3), 493–505. https://ve.scielo.org/scielo.php?script=sci_arttext&pid=s1315-95182010000300010

Prieto-Sandoval, V., Jaca C., Santos, J., Baumgartner, R. & Ormazabal, M. (2019). Key strategies, resources, and capabilities for implementing circular economy in industrial small and medium enterprises. Corporate Social Responsibility and Environmental Management, 26(6), 1473–1484. https://doi.org/10.1002/csr.1761

Secretaría de Economía. (2023). Política industrial y fomento a las MiPyMEs. Gobierno de México. https://www.gob.mx/se

Taylor, F. W. (1994). Principios de la administración científica. Editorial Limusa. https://es.scribd.com/document/474728111/CONCEPTO-DE-GESTION?utm_source=

Tiburcio-Sánchez, M. L., Lozano-Montero, E. & Godínez-López, R. (2023). La Digitalización de las MiPyMEs : caso de estudio Guanajuato-Jalisco. Ciencias administrativas teoría y praxis, 19(1), 90-100. https://doi.org/10.46443/catyp.v19i1.322

United Nations. (2020). The Sustainable Development Goals Report 2020. United Nations. https://unstats.un.org/sdgs/report/2020/

Wheelen, T. L., Hunger, J. D., Hoffman, A. N., & Bamford, C. E. (2022). Strategic management and business policy: Globalization, innovation, and sustainability (16th ed.). Pearson. https://api.pageplace.de/preview/DT0400.9781292727417_A47132576/preview-9781292727417_A47132576.pdf

World Bank. (2020). Small and Medium Enterprises in the Pandemic: Impact, responses and the role of development finance. World Bank Group. https://documents1.worldbank.org/curated/en/729451600968236270/pdf/Small-and-Medium-Enterprises-in-the-Pandemic-Impact-Responses-and-the-Role-of-Development-Finance.pdf

World Bank. (2023). Mexico Country Economic Memorandum: Leveraging GVCs for Productivity. World Bank Group. https://documents1.worldbank.org/curated/en/099051623222013781/pdf/P177889077ff4b0f80b42d01ccdb32cd07e.pdf

Published

02-12-2025

How to Cite

Navarro Arvizu, E. M., Miranda Pablos, F. de M., Wendlandt Amézaga, T. R., González Navarro, N. E., & Aceves López, J. N. (2025). Strategic Management in Local MSMEs: A Comparative Analysis of the Execution of the Planning Phase. GECONTEC: Revista Internacional De Gestión Del Conocimiento Y La Tecnología, 13(2), 108–132. https://doi.org/10.5281/zenodo.17783495

Issue

Section

Articles