Class Strategic Management and Financial Sustainability

The course unit Strategic Management and Financial Sustainability develops knowledge and skills in strategic and financial analysis, planning and decision-making, applied to the specific context of social economy organizations. It addresses organizational diagnosis, strategy formulation and implementation, governance, leadership and social responsibility, integrating innovation and participation. Students develop skills in economic and financial analysis, investment appraisal, financing and cost of capital. The course unit also addresses sustainable finance and responsible investment, particularly ESG criteria and PRI, and examines the contribution of digitalization to organizational sustainability. It aims to equip students to design innovative, responsible and financially sustainable strategies aligned with organizational missions and social impact.

Not applicable

I - Strategic Analysis and Planning: concepts and models of strategic thought and planning; analysis of the external environment and internal resources; strategic planning in social economy organizations; social innovation and digital transformation. II - Strategy Formulation, Implementation and Governance: strategy formulation and implementation; business, functional and corporate strategies; organizational structures and culture; participatory management and ethical leadership; governance and social responsibility; strategic evaluation and control; alignment between strategy, mission, participation and social impact. III - Financial Management and Sustainability: financial function and economic-financial performance; investment appraisal; cost of capital and financing decisions; sustainable finance and responsible investment (PRI and ESG); ethics and financial sustainability; digitalization and information technologies.

Teaching methodologies combine multiple resources, including oral presentations supported by materials and interactive dialogue. Various methods will be employed, including collaborative learning (think-pair-share) and problem-based learning (PBL), across the following phases: problem analysis, self-directed and reflective learning, and solution presentation.  

1. Amoo, N., Lodorfos, G., & Mahtab, N.(2022).Over half a century of strategic planning performance research-what have we been missing? International Journal of Organizational Analysis. 2. Brealey, R., Myers, S., & Allen, F.(2009). Fundamentals of Corporate Finance. McGraw-Hill. 3. Durand, R., Grant, R. M., & Madsen, T.(2017).The expanding domain of strategic management research and the quest for integration. Strategic Management Journal, 38(1), 4-16. 4. Fleisher, C., & Bensoussan, B.E.(2015).Business and competitive analysis: Effective application of new and classic methods (2nd ed.). Pearson FT Press. Grant, R. M.(2021).Contemporary strategy analysis. John Wiley & Sons. 5. Higgins, R.C., Koski, J.L., & Mitton, T.(2018).Analysis for Financial Management (12th ed.). McGraw-Hill Education. 6. Kumar, R.(2017).Strategic financial management. Elsevier. 7. Leiblein, M. J., & Reuer, J. J.(2020).Foundations and futures of strategic management. Strategic Management Review, 1(1), 1-33.