Flexibilization of Annual Operational Planning in Crisis Contexts: A Conceptual Model Proposal for Ecuadorian SMEs

Authors

DOI:

https://doi.org/10.53591/easi.v4i1.1905

Keywords:

AnnAnnual Operational Planning,, Adaptive strategies, Business crisis, SMEs in Ecuador, Organizational flexibility, Control and monitoring

Abstract

The Annual Operational Planning (POA) is a key tool for organizational management; however, its rigidity limits its effectiveness in crisis contexts characterized by high uncertainty. This article analyzes strategies to make POA more flexible and to strengthen the adaptive capacity of small and medium-sized enterprises (SMEs) in Ecuador. Through a systematic literature review and the analysis of best practices, six key strategies are identified: dynamic strategic diagnosis, prioritization of critical objectives, scenario-based planning, adaptive key performance indicators (KPIs), resource optimization, and adaptive organizational culture. As a result, a conceptual model is proposed, integrating these strategies in a structured and progressive way, tailored to the operational realities of SMEs in the country. Although the proposal is based on theoretical evidence, the absence of empirical validation is recognized as a limitation; therefore, pilot applications in different productive sectors are recommended. The model aims to serve as a practical tool to guide operational planning in complex and volatile environments.

Author Biographies

  • Victoria Vera, Faculty of Social Sciences and Humanities, Escuela Superior Politécnica del Litoral, Guayaquil, Ecuador., Facultad de Ciencias Sociales y Humanísticas, Escuela Superior Politécnica del Litoral. Guayaquil, Ecuador.

    Victoria Vera is a research professor at the Faculty of Social Sciences and Humanities, Escuela Superior Politécnica del Litoral, Guayaquil, Ecuador.

  • Raquel Vera-Ortega, Unidad de Postgrado, Universidad Católica Santiago de Guayaquil, Guayaquil, Ecuador, Unidad de Postgrado, Universidad Católica Santiago de Guayaquil, Guayaquil, Ecuador

    Raquel Vera Ortega MsC. Research Professor at the University of Guayaquil, specializing in Accounting, Research Methodology.

  • Gloria Vanegas, Escuela de Ingenierías, Pontificia Universidad Católica del Ecuador, Ambato , Ecuador, Escuela de Ingenierías, Pontificia Universidad Católica del Ecuador, Ambato , Ecuador

    PhD in Automation, Robotics and Industrial Informatics (2024, Departamento de Ingeniería de Sistemas y Automática. Universitat Politècnica de València: Valencia, Valencia, ES ). Master in Robotics and Automation (2013, Departamento de Ingeniería de Sistemas y Automática, Universidad Carlos III de Madrid: Madrid, Madrid, ES).  Engineer in Electronics and Computing (2008, Facultad de Informática y Electrónica, Escuela Superior Politécnica de Chimborazo: Riobamba, Chimborazo, EC ).

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Published

2025-07-21

How to Cite

Flexibilization of Annual Operational Planning in Crisis Contexts: A Conceptual Model Proposal for Ecuadorian SMEs. (2025). EASI: Engineering and Applied Sciences in Industry, 4(1), 1-10. https://doi.org/10.53591/easi.v4i1.1905