Publications

New Profit, Inc. (NPI) is an innovative venture philanthropy fund. Founded by social entrepreneur Venessa Kirsch, NPI intends to raise large donations from individuals who wish to invest in nonprofit enterprises that could have a significant social impact and the... View Details

Keywords: Balanced Scorecard; Nonprofit Organizations; Venture Capital; Social Entrepreneurship; Corporate Governance; Performance Evaluation; Financial Statements; Philanthropy and Charitable Giving; Service Industry

February 2010 (Revised May 2010)
Case

Jet Propulsion Laboratory

By: Robert S. Kaplan and Anette Mikes

The case, in a non-profit project-oriented setting, introduces fundamental risk management principles and processes that are easily applicable to private sector settings. Gentry Lee, senior systems engineer and de-facto chief risk officer, is applying a new... View Details

Keywords: Budgets and Budgeting; Governance; Leadership; Management Practices and Processes; Management Systems; Risk Management; Projects; Aerospace Industry; United States

1999
Book

Design of Cost Management Systems

By: Robin Cooper and Robert S. Kaplan

Keywords: Management Systems; Cost Management

07 Apr 2020
News

Crisis Management for Leaders: Recognizing and Managing Novel Risks in Your Supply Chain

June 1998 (Revised August 2001)
Case

Wells Fargo Online Financial Services (A)

By: Robert S. Kaplan and Nicole Tempest

Wells Fargo, the industry leader in electronic banking, has implemented a Balanced Scorecard in its online financial services group (OFS) to track and measure performance. The OFS group develops and supports services that allow existing and future banking customers to... View Details

Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Banking Industry; Financial Services Industry

30 Apr 2013
First Look

First Look: April 30

Publications 2006 Harvard Business Review Press What You're Really Meant to Do: A Road Map for Reaching Your Unique Potential By: Kaplan, Robert Steven Abstract—How do you create your own definition of success-and reach your unique... View Details

Keywords: Sean Silverthorne

May–June 1991
Article

Profit Priorities from Activity-Based Costing

By: Robin Cooper and Robert S. Kaplan

Keywords: Activity Based Costing and Management; Profit

Web

Research - Behavioral Finance & Financial Stability

research here . Related Themes: Credit Markets More Info The Decline of Big-Bank Lending to Small Business: Dynamic Impacts on Local Credit and Labor Markets By: Brian S. Chen, Samuel G. Hanson & Jeremy C. Stein MAR 2017 This paper... View Details

Article

Reimagining the Balanced Scorecard for the ESG Era

By: Robert S. Kaplan and David McMillan

Companies are increasingly aware that their customers and society in general expect businesses to adopt and work towards social and environmental objectives as well as the traditional financial ones. This involves not only re-evaluating firms’ models but re-imagining... View Details

Keywords: ESG (Environmental, Social, Governance) Performance; Business Ecosystems; Balanced Scorecard; Adaptation; Business Model; Business and Stakeholder Relations

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February 1996 (Revised November 2003)
Case

Indianapolis: Activity-Based Costing of City Services (A)

A new administration in the City of Indianapolis is initially determined to privatize many municipal services. Before taking this action, however, the city managers want to know the current cost of performing these services with the municipal workers. Existing... View Details

Keywords: Cost Management; Public Sector; Activity Based Costing and Management; Service Delivery; Privatization; City; Indianapolis

11 Mar 2014
First Look

First Look: March 11

Maintenance of Certification Examinations By: Valentine, Melissa A., S. Barsade, Amy C. Edmondson, A. Gal, and R. Rhodes Abstract—Context: Physicians can demonstrate mastery of the knowledge that supports continued clinical competence... View Details

Keywords: Sean Silverthorne

September 1993
Background Note

The Private Label Movement

By: Robert S. Kaplan and Ray A. Goldberg

Private labels, previously weak in the U.S. market, are making inroads in the United States and Canada. Reasons for this include a weak economy, better quality of private label goods, and a desire by retailers to increase profitability. View Details

Keywords: Brands and Branding; Retail Industry; United States; Canada

Article

Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part I

By: Robert S. Kaplan and David P. Norton

Keywords: Balanced Scorecard; Transformation; Performance; Measurement and Metrics; Strategy; Management

October 1990
Case

Manufacturers Hanover Corp.: Customer Profitability Report

Banking company noting declining profitability from its traditional lending activities has started to measure the total profitability of its lending relationships. A loan pricing model estimates the profit and return-on-equity from commercial loans. Additional work was... View Details

Keywords: Investment Return; Revenue; Commercial Banking; Banks and Banking; Customer Value and Value Chain; Banking Industry

12 Jun 2012
First Look

First Look: June 12

Framework Authors:Robert S. Kaplan and Anette Mikes Publication:Harvard Business Review 90, no. 6 (June 2012) Abstract Risk management is too often treated as a compliance issue that can be solved View Details

Keywords: Sean Silverthorne

2008
Chapter

Conceptual Foundations of the Balanced Scorecard

David Norton and I introduced the Balanced Scorecard in a 1992 Harvard Business Review article. The article was based on a multi-company research project that studied performance measurement in companies whose intangible assets played a central role in value... View Details

Keywords: Balanced Scorecard; Management Systems; Measurement and Metrics; Performance Improvement; Strategy

Web

Technology & Operations Management Awards & Honors - Faculty & Research

Human Resources by HR Magazine in 2016. Amy C. Edmondson : Included on the 2015 Thinkers50 list—a list of the world's most influential management thinkers. Shane M. Greenstein : Winner of the 2016 Schumpeter Prize for How the Internet... View Details

July 1990 (Revised October 1997)
Case

Siemens Electric Motor Works (A) (Abridged)

Explores how a cost system can help support a firm's decision to change strategies. In the process, the students are introduced to a simple activity-based cost system. Siemens Electric Motor Works found itself facing an increasingly competitive environment and so made... View Details

Keywords: Activity Based Costing and Management; Cost Accounting; Cost; Adoption; Cost vs Benefits; Management Analysis, Tools, and Techniques; Production; Business Strategy; Electronics Industry; Manufacturing Industry