Proposta de um modelo de avaliação de desempenho para empreendimentos rurais de economia solidária: uma abordagem utilizando o método multicritério ELECTRE TRI

Abstract

The objectives of this study were to develop a performance evaluation model for rural enterprises in the solidarity economy through the ELECTRE TRI multi-criteria decision-making methodology and support the inclusion of performance evaluation processes in the strategic development of these organizations. In order to achieve these objectives, the project was developed in three phases with the use of distinct research methods. In the first step, a questionnaire was applied to characterize the organizations participating in this phase. Initial performance evaluation criteria developed from the principles of the solidarity economy were also validated based on the perceptions of decision makers in these organizations. In the second step, a case study was conducted on the Mercado Social Aragón (MEScoop Aragón) to understand the evolution and structure of the Social Balance within the organization. The case study focused on content analysis of Social Balance Reports and other publicly available documents. In this stage, a questionnaire was also applied to evaluate the perceptions of decision makers of participating organizations in terms of the relevance of the Social Balance. In the third phase, performance evaluation indicators were created and the model applied through a questionnaire to a select group of co-operatives. To complete this phase, the ELECTRE TRI method was used in the IRIS 2.0 software to classify each of the co-operatives into three performance classes. The results from the first phase of the research demonstrate that the majority of the studied organizations are co-operatives and that these organizations consider performance evaluation based on the principles of the solidarity economy important; in this phase 36 initial performance evaluation criteria were validated and nine new criteria were suggested. Conclusions from the second phase showed that based on the experience of the use of Social Balance by MEScoop Aragón, the use of performance evaluation and accountability instruments leads to positive changes in the results and management of associated organizations. Finally, the third stage of the study confirmed the applicability and stability of the model as it enabled the evaluation of each co-operative participating in this phase for the six defined performance evaluation dimensions.