STRATEGIC PLANNING OF SANATORIUM-RESORT SERVICES DEVELOPMENT AT THE REGIONAL LEVEL

Abstract

The article is devoted to the theoretical and methodological substantiation and development of a comprehensive authorial toolkit for the strategic planning of sanatorium-resort services development at the regional level. It is proved that under the conditions of post-war recovery of Ukraine, ongoing socio-economic restructuring, and severe exogenous shocks, the sanatorium-resort sector moves beyond a narrow sectoral understanding as a purely recreational component of the hospitality industry. Instead, it transforms into a vital, strategic determinant of regional socio-economic policy aimed at the expanded reproduction of human capital, comprehensive medical and psychological rehabilitation of military personnel, veterans, and civilians, capitalization of natural resource potential, and strengthening the long-term spatial competitiveness of regional destinations. The theoretical basis of strategizing is deepened through an organic synthesis of five foundational approaches: resource-based, processual, ecosystem, institutional, and innovative-digital. The author’s system of strategic planning principles—comprising comprehensiveness, rational use of natural healing factors, social orientation, innovativeness, institutional partnership, adaptability and resilience, digital transformation, and measurable performance—is conceptualized and systematized. This system is designed to generate synergistic effects across economic-managerial, socio-medical, environmental, and adaptive-institutional dimensions. A procedural-cyclical model of strategic planning for the regional sanatorium-resort sector is constructed, encompassing five interrelated structural blocks: strategic diagnostics, designing, resource allocation, strategy implementation, and monitoring with strategic controlling. The scientific novelty of the developed managerial framework is enhanced by proposing an advanced coefficient toolkit for evaluating strategy implementation effectiveness through an integral efficiency index ($I_{eff}$), which aggregates sub-indexes of economic ($I_e$), socio-medical ($I_s$), environmental ($I_{env}$), digital ($I_d$), and institutional ($I_i$) efficiency using expert-determined weighting coefficients. The proposed metric framework converts strategic controlling into an actionable mechanism for adaptive policy adjustment, resource reallocation, and spatial benchmarking, thereby ensuring the long-term resilience, dynamic sustainability, and social security of regional health resort destinations during post-war socio-economic reconstruction.