Qualitative exploration of systemic constraints in strategic plans implementation: Insights from Zambia
DOI:
https://doi.org/10.51867/ajernet.7.1.111Keywords:
Balanced Scorecard, Defence Sector, Performance Management, Public Sector Reform, Resource Constraints, Strategic ImplementationAbstract
This study examines how systemic capacity deficits, cultural resistance, and leadership disconnect shape the implementation of strategic plans through the Balanced Scorecard Performance Management System (BSC PMS) in Zambia’s defense sector. Using a sequential explanatory mixed-methods design, the study reports the qualitative phase conducted after a survey of 135 senior officers, which draws on in-depth, semi-structured interviews with 21 key informants across three service branches. Interviews were conducted between November and December 2025 and analyzed using reflexive thematic analysis. Four interrelated mechanisms were identified as explaining gaps between strategic intent and operational execution: a human capital enablement gap driven by limited BSC training and weak analytical capability (reported by most participants); a resource utilization bottleneck in which fiscal volatility, donor conditionalities, and procurement delays disrupt planned priorities; a technological enablement void characterized by fragmented systems and reliance on manual reporting and spreadsheets; and a procedural and leadership enablement gap in which inconsistent command-level commitment, leadership turnover, and competing procedural demands weaken implementation fidelity. The findings indicate that strengthening strategy execution requires protected capability-development pathways (including mandatory BSC training and documentation), resource-protection arrangements for priority initiatives, phased integration of digital performance management, and leadership-continuity mechanisms to sustain strategic focus across transitions.
Downloads
References
African Union. (2013). Policy framework on security sector reform. African Union Commission.
Allen, R., Schiavo-Campo, S., & Garrity, T. C. (2004). Assessing and reforming public financial management: A new approach. World Bank Publications. https://doi.org/10.1596/0-8213-5599-6 DOI: https://doi.org/10.1596/0-8213-5599-6
Andrews, M. (2013). The limits of institutional reform in development: Changing rules for realistic solutions. Cambridge University Press. https://doi.org/10.1017/CBO9781139060974 DOI: https://doi.org/10.1017/CBO9781139060974
Andrews, M., Pritchett, L., & Woolcock, M. (2017). Building state capability: Evidence, analysis, action. Oxford University Press.
https://doi.org/10.1093/acprof:oso/9780198747482.001.0001 DOI: https://doi.org/10.1093/acprof:oso/9780198747482.001.0001
Barrera, R. (2022). Strategic management in defense: Concerns, concepts, and models. Palgrave Macmillan.
https://doi.org/10.1007/978-3-031-12405-1 DOI: https://doi.org/10.1007/978-3-031-12405-1
Bass, B. M., & Riggio, R. E. (2006). Transformational leadership (2nd ed.). Psychology Press.
https://doi.org/10.4324/9781410617095 DOI: https://doi.org/10.4324/9781410617095
Bovens, M., Goodin, R. E., & Schillemans, T. (Eds.). (2014). The Oxford handbook of public accountability. Oxford University Press. https://doi.org/10.1093/oxfordhb/9780199641253.001.0001 DOI: https://doi.org/10.1093/oxfordhb/9780199641253.013.0012
Boyne, G. A., James, O., John, P., & Petrovsky, N. (2011). Leadership succession and organizational success: When do new chief executives make a difference? Public Money & Management, 31(5), 339-346. https://doi.org/10.1080/09540962.2011.598345 DOI: https://doi.org/10.1080/09540962.2011.598345
Braun, V., & Clarke, V. (2021). One size fits all? What counts as quality practice in (reflexive) thematic analysis? Qualitative Research in Psychology, 18(3), 328-352. https://doi.org/10.1080/14780887.2020.1769238 DOI: https://doi.org/10.1080/14780887.2020.1769238
Brunsson, N. (1989). The organisation of hypocrisy: Talk, decisions and actions in organisations. John Wiley & Sons.
Bryson, J. M., & George, B. (2024). Strategic planning for nonprofit organizations (6th ed.). John Wiley & Sons/Jossey-Bass.
Bryson, J. M., Edwards, L. H., & Van Slyke, D. M. (2018). Getting strategic about strategic planning research. Public Management Review, 20(3), 317-339. https://doi.org/10.1080/14719037.2017.1285111 DOI: https://doi.org/10.1080/14719037.2017.1285111
Bulíř, A., & Hamann, A. J. (2008). Volatility of development aid: From the frying pan into the fire? World Development, 36(10), 2048-2066. https://doi.org/10.1016/j.worlddev.2007.02.019 DOI: https://doi.org/10.1016/j.worlddev.2007.02.019
Carroll, G. R. (1984). Dynamics of publisher succession in newspaper organizations. Administrative Science Quarterly, 29(1), 93-113. https://doi.org/10.2307/2393082 DOI: https://doi.org/10.2307/2393082
Cavalluzzo, K. S., & Ittner, C. D. (2004). Implementing performance measurement innovations: Evidence from government. Accounting, Organizations and Society, 29(3-4), 243-267. https://doi.org/10.1016/S0361-3682(03)00013-8 DOI: https://doi.org/10.1016/S0361-3682(03)00013-8
Celasun, O., & Walliser, J. (2008). Predictability of aid: Do fickle donors undermine aid effectiveness? Economic Policy, 23(55), 546-594. https://doi.org/10.1111/j.1468-0327.2008.00206.x DOI: https://doi.org/10.1111/j.1468-0327.2008.00206.x
Chuter, D., & Gaub, F. (2017). Understanding African armies. European Union Institute for Security Studies.
Creswell, J. W., & Plano Clark, V. L. (2018). Designing and conducting mixed methods research (3rd ed.). SAGE Publications.
Diamond, J. (2013). Good practice note on sequencing PFM reforms. PEFA Secretariat.
DiMaggio, P. J., & Powell, W. W. (1983). The iron cage revisited: Institutional isomorphism and collective rationality in organizational fields. American Sociological Review, 48(2), 147-160. https://doi.org/10.2307/2095101 DOI: https://doi.org/10.2307/2095101
Donahue, A. K., Selden, S. C., & Ingraham, P. W. (2000). Measuring government management capacity: A comparative analysis of city human resources management systems. Journal of Public Administration Research and Theory, 10(2), 381-412.
https://doi.org/10.1093/oxfordjournals.jpart.a024274 DOI: https://doi.org/10.1093/oxfordjournals.jpart.a024274
Easterly, W. (2009). Can the West save Africa? Journal of Economic Literature, 47(2), 373-447. https://doi.org/10.1257/jel.47.2.373 DOI: https://doi.org/10.1257/jel.47.2.373
Fernandez, S., & Rainey, H. G. (2006). Managing successful organizational change in the public sector. Public Administration Review, 66(2), 168-176. https://doi.org/10.1111/j.1540-6210.2006.00570.x DOI: https://doi.org/10.1111/j.1540-6210.2006.00570.x
Fiss, P. C. (2011). Building better causal theories: A fuzzy set approach to typologies in organization research. Academy of Management Journal, 54(2), 393-420. https://doi.org/10.5465/amj.2011.60263120 DOI: https://doi.org/10.5465/amj.2011.60263120
Gil-García, J. R., & Pardo, T. A. (2005). E-government success factors: Mapping practical tools to theoretical foundations. Government Information Quarterly, 22(2), 187-216. https://doi.org/10.1016/j.giq.2005.02.001 DOI: https://doi.org/10.1016/j.giq.2005.02.001
Gil-García, J. R., Dawes, S. S., & Pardo, T. A. (2018). Digital government and public management research: Finding the crossroads. Public Management Review, 20(5), 633-646. https://doi.org/10.1080/14719037.2017.1327181 DOI: https://doi.org/10.1080/14719037.2017.1327181
Goodhue, D. L., Wybo, M. D., & Kirsch, L. J. (1992). The impact of data integration on the costs and benefits of information systems. MIS Quarterly, 16(3), 293-311. https://doi.org/10.2307/249530 DOI: https://doi.org/10.2307/249530
Government of the Republic of Zambia, Ministry of Defence. (2022). Defence force transformation programme: Progress report 2012-2022. Ministry of Defence.
Government of the Republic of Zambia, Ministry of Finance and National Planning. (2023). Annual performance assessment report. Ministry of Finance and National Planning.
Government of the Republic of Zambia. (2013). National decentralization policy. Cabinet Office.
Greenwood, R., & Miller, D. (2010). Tackling design anew: Getting back to the heart of organizational theory. Academy of Management Perspectives, 24(4), 78-88. https://doi.org/10.5465/amp.2010.24.4.3655970.a DOI: https://doi.org/10.5465/amp.2010.24.4.3655970.a
Grusky, O. (1960). Administrative succession in formal organizations. Social Forces, 39(2), 105-115. https://doi.org/10.2307/2574148
https://doi.org/10.2307/2574148 DOI: https://doi.org/10.2307/2574148
Helfat, C. E., & Martin, J. A. (2015). Dynamic managerial capabilities: Review and assessment of managerial impact on strategic change. Journal of Management, 41(5), 1281-1312. https://doi.org/10.1177/0149206314561301 DOI: https://doi.org/10.1177/0149206314561301
Helfat, C. E., & Peteraf, M. A. (2015). Managerial cognitive capabilities and the microfoundations of dynamic capabilities. Strategic Management Journal, 36(6), 831-850. https://doi.org/10.1002/smj.2247 DOI: https://doi.org/10.1002/smj.2247
Herlitz, L., MacIntyre, H., Osborn, T., & Bonell, C. (2020). The sustainability of public health interventions in schools: A systematic review. Implementation Science, 15(1), 1-28. https://doi.org/10.1186/s13012-019-0961-8 DOI: https://doi.org/10.1186/s13012-019-0961-8
Higgs, M., & Rowland, D. (2005). All changes great and small: Exploring approaches to change and its leadership. Journal of Change Management, 5(2), 121-151. https://doi.org/10.1080/14697010500082902 DOI: https://doi.org/10.1080/14697010500082902
Hutchful, E. (1997). Military policy and reform in Ghana. The Journal of Modern African Studies, 35(2), 251-278.
https://doi.org/10.1017/S0022278X97002450 DOI: https://doi.org/10.1017/S0022278X97002450
Johnsen, Å. (2015). Strategic management thinking and practice in the public sector. Financial Accountability & Management, 31(3), 243-268. https://doi.org/10.1111/faam.12056 DOI: https://doi.org/10.1111/faam.12056
Kaphale, J. C. (2023). Strategic plan implementation challenges and organisational performance of Malawi Communications Regulatory Authority and Malawi Posts Corporation, 2016-2021. Journal of Public Administration and Development Alternatives, 8, 46-57. https://doi.org/10.55190/GIMX7939 DOI: https://doi.org/10.55190/GIMX7939
Kaplan, R. S., & Norton, D. P. (1992). The balanced scorecard: Measures that drive performance. Harvard Business Review, 70(1), 71-79.
Kaplan, R. S., & Norton, D. P. (1996). The balanced scorecard: Translating strategy into action. Harvard Business School Press.
Kaplan, R. S., & Norton, D. P. (2001). Transforming the balanced scorecard from performance measurement to strategic management. Accounting Horizons, 15(1), 87-104. https://doi.org/10.2308/acch.2001.15.1.87 DOI: https://doi.org/10.2308/acch.2001.15.1.87
Kaupa, S., & Atiku, S. O. (2020). Challenges in the implementation of performance management system in the Namibian public sector. International Journal of Innovation and Economic Development, 6(2), 25-34. https://doi.org/10.18775/ijied.1849-7551-7020.2015.62.2003 DOI: https://doi.org/10.18775/ijied.1849-7551-7020.2015.62.2003
Kotter, J. P., & Schlesinger, L. A. (2008). Choosing strategies for change. Harvard Business Review, 86(7-8), 130-139.
Kumar, S., Lim, W. M., Pandey, N., & Christopher, A. J. (2022). A 20-year bibliometric review of the balanced scorecard research from a strategy perspective. Journal of Business Research, 144, 289-307. https://doi.org/10.1016/j.jbusres.2022.01.095 DOI: https://doi.org/10.1016/j.jbusres.2022.01.095
Land, T. (2000). Implementing institutional and capacity development: Conceptual and operational issues (ECDPM Discussion Paper No. 14).
Lyons, J. B., Swindler, S. D., & Offner, A. (2010). The impact of leadership on change readiness in the US military. Journal of Change Management, 10(4), 393-405. https://doi.org/10.1080/14697017.2010.516487 DOI: https://doi.org/10.1080/14697017.2010.516487
Mahajan, R., Lim, W. M., Sareen, M., Kumar, S., & Panwar, R. (2023). Stakeholder theory. Journal of Business Research, 166, 114104.
https://doi.org/10.1016/j.jbusres.2023.114104 DOI: https://doi.org/10.1016/j.jbusres.2023.114104
Malowelo, S., Edeh, F. O., & Mwakipesile, G. (2024). Investigating the challenges of performance management systems implementation in the Ministry of Health and Social Services, Kavango East Region, Namibia. International Journal of Economics and Business Management, 1, 303-315. https://doi.org/10.59568/IJEBM-2024-1-1-24 DOI: https://doi.org/10.59568/IJEBM-2024-1-1-24
Martin de Holan, P., & Phillips, N. (2004). Remembrance of things past? The dynamics of organizational forgetting. Management Science, 50(11), 1603-1613. https://doi.org/10.1287/mnsc.1040.0273 DOI: https://doi.org/10.1287/mnsc.1040.0273
Mayland, K. (2024). Policy implementation in military organisations: The impact of key characteristics of military administration. Scandinavian Journal of Public Administration, 28(4), 16-34. https://doi.org/10.58235/sjpa.2024.14627 DOI: https://doi.org/10.58235/sjpa.2024.14627
Meyer, J. W., & Rowan, B. (1977). Institutionalized organizations: Formal structure as myth and ceremony. American Journal of Sociology, 83(2), 340-363. https://doi.org/10.1086/226550 DOI: https://doi.org/10.1086/226550
Micheli, P., & Manzoni, J. F. (2010). Strategic performance measurement: Benefits, limitations and paradoxes. Long Range Planning, 43(4), 465-476. https://doi.org/10.1016/j.lrp.2009.12.004 DOI: https://doi.org/10.1016/j.lrp.2009.12.004
Misangyi, V. F., Greckhamer, T., Furnari, S., Fiss, P. C., Crilly, D., & Aguilera, R. (2017). Embracing causal complexity: The emergence of a neo-configurational perspective. Journal of Management, 43(1), 255-282. https://doi.org/10.1177/0149206316679252 DOI: https://doi.org/10.1177/0149206316679252
Modell, S. (2001). Performance measurement and institutional processes: A study of managerial responses to public sector reform. Management Accounting Research, 12(4), 437-464. https://doi.org/10.1006/mare.2001.0164 DOI: https://doi.org/10.1006/mare.2001.0164
Modell, S. (2004). Performance measurement myths in the public sector: A research note. Financial Accountability & Management, 20(1), 39-55. https://doi.org/10.1111/j.1468-0408.2004.00185.x DOI: https://doi.org/10.1111/j.1468-0408.2004.00185.x
Modell, S. (2019). For structure: A critical realist critique of the nomothetic turn in public sector performance management. Critical Perspectives on Accounting, 62, 44-58.
Morgan, D. L. (2014). Pragmatism as a paradigm for social research. Qualitative Inquiry, 20(8), 1045-1053.
https://doi.org/10.1177/1077800413513733 DOI: https://doi.org/10.1177/1077800413513733
Moullin, M. (2017). Improving and enhancing performance with the public sector scorecard. International Journal of Productivity and Performance Management, 66(4), 442-458. https://doi.org/10.1108/IJPPM-06-2015-0092 DOI: https://doi.org/10.1108/IJPPM-06-2015-0092
Moynihan, D. P. (2008). The dynamics of performance management: Constructing information and reform. Georgetown University Press. https://doi.org/10.1353/book13015 DOI: https://doi.org/10.1353/book13015
Mwanza, P. M., & Dar, A. J. (2025). The role of strategy implementation practices on performance of public sector organisations. Africa's Public Service Delivery and Performance Review, 13(1), 2310-2152. https://doi.org/10.4102/apsdpr.v13i1.891 DOI: https://doi.org/10.4102/apsdpr.v13i1.891
Omitoogun, W., & Hutchful, E. (2006). Budgeting for the military sector in Africa: The processes and mechanisms of control. Oxford University Press.
Omotola, J. S. (2017). Security sector reform in Africa: Challenges and prospects. African Security Review, 26(3), 321-337.
Ouedraogo, E. (2014). Advancing military professionalism in Africa (Research Paper No. 6). Africa Center for Strategic Studies.
https://doi.org/10.21236/ADA609337 DOI: https://doi.org/10.21236/ADA609337
Pablo, A. L., Reay, T., Dewald, J. R., & Casebeer, A. L. (2007). Identifying, enabling and managing dynamic capabilities in the public sector. Journal of Management Studies, 44(5), 687-708. https://doi.org/10.1111/j.1467-6486.2006.00675.x DOI: https://doi.org/10.1111/j.1467-6486.2006.00675.x
Patrucco, A. S., Luzzini, D., & Ronchi, S. (2017). Research perspectives on public procurement: Content analysis of 14 years of publications. Journal of Public Procurement, 17(2), 229-269. https://doi.org/10.1108/JOPP-17-02-2017-B003 DOI: https://doi.org/10.1108/JOPP-17-02-2017-B003
Pearson, J. (2011). Training and beyond: Seeking better practices for capacity development (OECD Development Co-operation Working Papers No. 1).
Peterson, H. C., Marzuki, A., & Speelman, C. (2014). Higher education governance and performance-based funding as an ecology of games. Higher Education, 68(4), 557-567.
Pfeffer, J., & Salancik, G. R. (1978). The external control of organizations: A resource dependence perspective. Harper & Row.
Poister, T. H. (2010). The future of strategic planning in the public sector. Public Administration Review, 70(s1), s246-s254.
https://doi.org/10.1111/j.1540-6210.2010.02284.x DOI: https://doi.org/10.1111/j.1540-6210.2010.02284.x
Pritchett, L., Woolcock, M., & Andrews, M. (2013). Looking like a state: Techniques of persistent failure in state capability for implementation. Journal of Development Studies, 49(1), 1-18. https://doi.org/10.1080/00220388.2012.709614 DOI: https://doi.org/10.1080/00220388.2012.709614
Schein, E. H. (2010). Organizational culture and leadership (4th ed.). Jossey-Bass.
Schumacher, E. F. (1973). Small is beautiful: Economics as if people mattered. Blond & Briggs.
Scott, W. R. (1995). Institutions and organizations. SAGE Publications.
Sial, A., Usman, M. K., Zufiqar, S., Satti, A. M., & Khursheed, I. (2013). Why do public sector organizations fail in implementation of strategic plan in Pakistan? Public Policy and Administration Research, 3(1), 33-41.
Stewart, F. (1987). Macro-policies for appropriate technology in developing countries. Westview Press.
Teece, D. J., Pisano, G., & Shuen, A. (1997). Dynamic capabilities and strategic management. Strategic Management Journal, 18(7), 509-533. https://doi.org/10.1002/(SICI)1097-0266(199708)18:7<509::AID-SMJ882>3.0.CO;2-Z DOI: https://doi.org/10.1002/(SICI)1097-0266(199708)18:7<509::AID-SMJ882>3.0.CO;2-Z
Thai, K. V. (2009). International handbook of public procurement. CRC Press. https://doi.org/10.1201/9781420054590 DOI: https://doi.org/10.1201/9781420054590
Van Dooren, W., Bouckaert, G., & Halligan, J. (2015). Performance management in the public sector (2nd ed.). Routledge.
https://doi.org/10.4324/9781315817590 DOI: https://doi.org/10.4324/9781315817590
Watson, H. J., & Wixom, B. H. (2006). The current state of business intelligence. Computer, 40(9), 96-99.
https://doi.org/10.1109/MC.2007.331 DOI: https://doi.org/10.1109/MC.2007.331
Zungura, M. (2014). Understanding new public management within the context of Zimbabwe. International Review of Social Sciences and Humanities, 6(2), 246-253.
Downloads
Published
How to Cite
Issue
Section
License
Copyright (c) 2026 Peter Leonard Daka, Austin Mwange, Francis Simui

This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.













