Application of the Strategic “Démarche” to the Clinical Research Laboratory on Chagas Disease at the Evandro Chagas National Institute of Infectious Diseases, Fiocruz

Objective: To assess the relevance of applying the Strategic Démarche in the Strategic planning process of the Clinical Research Laboratory on Chagas Disease (Lapclin-Chagas) at INI/Fiocruz. Theoretical Framework: Grounded in the concept of Strategic Démarche as an adaptive, iterative, and participatory approach, initially developed in hospital settings and here applied to a hybrid institution integrating care, research, and education. Method: The Strategic Démarche steps were applied: situational diagnosis, Strategic segmentation, value and competitive position analysis, portfolio construction, action plan development, and monitoring indicators. Results and Discussion: Four key segments were identified: Cardiology, Diagnosis, Gastroenterology, and Etiological Treatment. The Cardiology and Diagnosis segments showed high value and competitiveness, while Gastroenterology had a higher Strategic risk. Specific actions were proposed for each segment based on the appropriation of Key Success Factors (KSFs). Research Implications: The experience enhances the evaluative culture and supports Strategic management in institutions addressing neglected diseases. Originality/Value: This is an unprecedented application of the Strategic Démarche in a national reference laboratory for Chagas disease, showcasing its adaptability to complex organizational contexts that integrate care, research, and teaching.