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Refining the Methodology for Analyzing Managerial Influence through the Differentiation and Integration of Key Categories
Ivchenko Y. A., Snopenko M. H.

Ivchenko, Yevhen A., and Snopenko, Mykhailo H. (2026) “Refining the Methodology for Analyzing Managerial Influence through the Differentiation and Integration of Key Categories.” Business Inform 1:509–520.
https://doi.org/10.32983/2222-4459-2026-1-509-520

Section: Management and Marketing

Article is written in Ukrainian
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UDC 005.3:303.7

Abstract:
The article presents a conceptual model for analytically understanding managerial influence, based on the clear differentiation and interconnection of the concepts of «factor», «criterion», «indicator», and «effectiveness». It is demonstrated that such separation removes the methodological confusion characteristic of many contemporary studies and ensures the construction of a comprehensive analytical framework for managerial analysis. It is found that the criteria of managerial influence serve as normative-analytical guidelines for evaluating, classifying, and adjusting managerial actions, while factors reflect the conditions and resources that determine their effectiveness. Indicators are considered operationalized measures of criterion achievement, and outcome refers to the ultimate measure of influence effectiveness. Two alternative models of the interaction logic of analytical elements have been proposed: «factors – criteria – indicators – performance» and «criteria – indicators – factors – performance», each with its specific analytical purpose and applied depending on the context. The model highlights the adaptive nature of management processes and their capacity to respond to socioeconomic instability, digital transformation, and crisis challenges. Key approaches to interpreting the categories «factor» and «criterion» in contemporary scientific literature have been analyzed; the synonymy of the terms «factor» and «driver» and the methodological distinction between «criteria» and «indicators» have been proved. Consequently, the value of using a generalized logic-functional model of managerial influence is substantiated as a tool for strategic analysis, assessing management effectiveness, and forming adaptive managerial decisions under conditions of uncertainty, digital transformation, and crises.

Keywords: managerial influence, criteria, indicators, factors, effectiveness, analysis methodology, interaction model, managerial efficiency.

Tabl.: 3. Bibl.: 11.

Ivchenko Yevhen A. – Doctor of Sciences (Economics), Professor, Dean, Faculty of Economics and Management, Volodymyr Dahl East Ukrainian National University (17 Ioanna Pavla II Str., Kyiv, 01042, Ukraine)
Email: [email protected]
Snopenko Mykhailo H. – Postgraduate Student, Department of Public Administration, Management and Marketing, Volodymyr Dahl East Ukrainian National University (17 Ioanna Pavla II Str., Kyiv, 01042, Ukraine)
Email: [email protected]

List of references in article

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Farat O., Bakhor O. & Farat D. (2024). Faktory vplyvu na efektyvnist upravlinnia pidpryiemnytskymy ryzykamy v konteksti tsinnostei staloho rozvytku [Factors influencing the effectiveness of entrepreneurial risk management in the context of sustainable development values]. Ekonomika ta suspilstvo, 59. https://doi.org/10.32782/2524-0072/2024-59-158
Instytut movoznavstva im. O. O. Potebni NAN Ukrainy. Chynnyk // Slovnyk ukrainskoi movy [Factor // Dictionary of the Ukrainian Language]. Slovnyk ukrainskoi movy. https://slovnyk.ua/index.php?swrd=chynnyk
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Ivchenko Ye. A. & Snopenko M. H. (2025). Upravlinskyi vplyv yak kliuchova skladova efektyvnoho upravlinnia v umovakh sotsialno ekonomichnykh transformatsii [Managerial influence as a key component of effective management in the conditions of socio-economic transformations]. Visnyk Skhidnoukrainskoho natsionalnoho universytetu imeni Volodymyra Dalia, 6 (286), 33–44. https://doi.org/10.33216/1998-7927-2024-286-6-33-44
Kryvoviaziuk I. (2024). Faktory vplyvu na protses pryiniattia upravlinskykh rishen [Factors influencing the decision-making process]. Collection of Scientific Papers «???O?» (Paris, France) (pp. 42–46). https://doi.org/10.36074/logos-20.09.2024.006
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Omeko A. (2024). Zovnishni ta vnutrishni chynnyky vplyvu na riven efektyvnosti upravlinnia pidpryiemstvom [External and internal factors of influence on the level of enterprise management efficiency]. Ekonomika ta suspilstvo, 68. https://doi.org/10.32782/2524-0072/2024-68-182
Pohorielova T. O. (2020). Otsinka efektyvnosti menedzhmentu pidpryiemstva [Evaluation of the efficiency of enterprise management]. Visnyk Natsionalnoho tekhnichnoho universytetu «KhPI». Ekonomichni nauky, 1 (3), 79–83. https://doi.org/10.20998/2519-4461.2020.1.79
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Vikipediia. Chynnyk // Vikipediia – vilna entsoklopediia [Factor // Wikipedia – the free encyclopedia]. https://uk.wikipedia.org/wiki/Chynnyk

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