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- All HBS Web (1,033)
- Faculty Publications (232)
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- September 2016 (Revised January 2018)
- Module Note
Strategy Execution Module 4: Organizing for Performance
By: Robert Simons
This module reading explores the implications of different business models on organization design. After discussing the distinction between units focused on work processes and those devoted to markets, the analysis provides insight as to when to organize businesses by...
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Keywords:
Management Control Systems;
Implementing Strategy;
Execution;
Customer Focused Organization;
Specialization;
Span Of Control;
Span Of Accountability;
Span Of Attention;
Strategy;
Organizational Design;
Organizational Structure
Simons, Robert. "Strategy Execution Module 4: Organizing for Performance." Harvard Business School Module Note 117-104, September 2016. (Revised January 2018.)
- July 2012 (Revised February 2017)
- Teaching Note
Dovernet
By: Robert Simons and Natalie Kindred
This is the teaching note for Dovernet (HBS No. 112-061)
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- November 2016 (Revised December 2016)
- Module Note
Strategy Execution Module 8: Linking Performance to Markets
By: Robert Simons
This module reading shows how to link profit plans and other performance measurement systems to both internal and external markets. Starting with the transfer of goods and services within a firm, the module discusses the different methods of designing transfer pricing...
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Keywords:
Management Control Systems;
Implementing Strategy;
Execution;
Transfer Pricing;
Activity Based Costing;
Return On Investment;
Residual Income;
EVA;
Strategy;
Cost Accounting;
Activity Based Costing and Management;
Markets;
Investment Return
Simons, Robert. "Strategy Execution Module 8: Linking Performance to Markets." Harvard Business School Module Note 117-108, November 2016. (Revised December 2016.)
- October 2011
- Case
Raleigh & Rosse: Measures to Motivate Exceptional Service
By: Robert Simons and Michael Mahoney
In January 2010, U.S. luxury goods retailer Raleigh & Rosse is being sued by its employees for encouraging "off the clock" hours. At the center of the class action lawsuit is the famous Raleigh & Rosse performance measurement system previously thought to be the core of...
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Keywords:
Control Systems;
Performance Measurement;
Goal Setting;
Compensation;
Incentives;
Motivation;
Sales Compensation;
Motivation and Incentives;
Goals and Objectives;
Growth Management;
Lawsuits and Litigation;
Organizational Culture;
Management Systems;
Customer Focus and Relationships;
Employees;
Performance Evaluation;
Compensation and Benefits;
Retail Industry;
United States
Simons, Robert, and Michael Mahoney. "Raleigh & Rosse: Measures to Motivate Exceptional Service." Harvard Business School Brief Case 114-353, October 2011.
- April 2023
- Article
A Field Experiment on Subgoal Framing to Boost Volunteering: The Trade-off Between Goal Granularity and Flexibility
By: Aneesh Rai, Marissa A. Sharif, Edward H. Chang, Katherine L. Milkman and Angela L. Duckworth
Research suggests that breaking overarching goals into more granular subgoals is beneficial for goal progress. However, making goals more granular often involves reducing the flexibility provided to complete them, and recent work shows that flexibility can also be...
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Rai, Aneesh, Marissa A. Sharif, Edward H. Chang, Katherine L. Milkman, and Angela L. Duckworth. "A Field Experiment on Subgoal Framing to Boost Volunteering: The Trade-off Between Goal Granularity and Flexibility." Journal of Applied Psychology 108, no. 4 (April 2023): 621–634.
- July 2021
- Case
Performance Review: Joseph Park and Elena Ramírez
By: David G. Fubini and Patrick Sanguineti
Niya Jones, a Partner at a major management consulting firm, must review the work of two of her mentees––Joseph Park and Elena Ramírez––for their first end-of-year performance review as new Project Leaders. Both have produced strong results in their new roles, but...
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Keywords:
Personal Development and Career;
Management Style;
Goals and Objectives;
Management Analysis, Tools, and Techniques;
Leadership Style
Fubini, David G., and Patrick Sanguineti. "Performance Review: Joseph Park and Elena Ramírez." Harvard Business School Case 422-008, July 2021.
- February 2022 (Revised October 2022)
- Supplement
Henkel: Building a Winning Culture (D)
By: Robert L. Simons and Carolyn Deller
This three-page case is the third update to Henkel: Building a Winning Culture (A). In this supplement, dated 2021, a new CEO has taken over Henkel and implemented a new strategy. His changes to the original performance management system are presented as a new...
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Keywords:
Execution;
Management Control Systems;
Performance Goals;
Incentives;
Levers Of Control;
Strategy;
Management Analysis, Tools, and Techniques;
Performance Evaluation
Simons, Robert L., and Carolyn Deller. "Henkel: Building a Winning Culture (D)." Harvard Business School Supplement 122-055, February 2022. (Revised October 2022.)
- 14 Dec 2011
- Research & Ideas
The New Measures for Improving Nonprofit Performance
How can nonprofit leaders address such conflicting demands? Harvard Business School Working Knowledge recently spoke with two leaders in the field of nonprofit performance management. Mario Morino is cofounder and chairman of Venture...
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Keywords:
by Julia Hanna
- January 2022 (Revised March 2022)
- Module Note
Analysis of Financial and Non-Financial Information for Forecasting Performance
This note describes the main themes and cases of a teaching module on the analysis of information from, and outside of, financial statements for forecasting firms’ future financial performance. The module’s pedagogical goal is to deepen students’ understanding of the...
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Wang, Charles C.Y. "Analysis of Financial and Non-Financial Information for Forecasting Performance." Harvard Business School Module Note 122-071, January 2022. (Revised March 2022.)
- September 2016 (Revised March 2017)
- Module Note
Strategy Execution Module 3: Using Information for Performance Measurement and Control
By: Robert Simons
This module reading explains how managers use information to control critical business processes and outcomes. The analysis begins by illustrating how managers use information to communicate goals and track performance. Then the focus turns to the choices that managers...
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Keywords:
Management Control Systems;
Implementing Strategy;
Strategy Execution;
Organization Process;
Feedback Model;
Innovation;
Uses Of Information;
Big Data;
Benchmarking;
Decision Making;
Information;
Performance Evaluation;
Analytics and Data Science
Simons, Robert. "Strategy Execution Module 3: Using Information for Performance Measurement and Control." Harvard Business School Module Note 117-103, September 2016. (Revised March 2017.)
- June 2015
- Supplement
Henkel: Building a Winning Culture (B)
By: Robert Simons and Natalie Kindred
This case, an update on "Henkel: Building a Winning Culture (A)," describes Henkel's strong performance against its tough 2012 objectives, as well as the new objectives CEO Kasper Rorsted set for 2016.
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Keywords:
Kasper Rorsted;
Rorsted;
Henkel;
Germany;
Personal Care;
Consumer Products;
Culture;
Performance Management;
Performance Metrics;
Stretch Goals;
Strategy;
Measurement and Metrics;
Performance;
Management;
Consumer Products Industry;
Germany
Simons, Robert, and Natalie Kindred. "Henkel: Building a Winning Culture (B)." Harvard Business School Supplement 115-040, June 2015.
- November 2016 (Revised March 2018)
- Module Note
Strategy Execution Module 9: Building a Balanced Scorecard
By: Robert Simons
This module reading explains how to construct a strategy map and build a balanced scorecard. Using an internal value chain model, the module illustrates how a balanced scorecard can support and enable customer management, innovation, operations, and post-sale service...
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Keywords:
Management Control Systems;
Implementing Strategy;
Execution;
Performance Measurement;
Strategy Map;
Business Goals;
Customer Measures;
Strategy;
Balanced Scorecard;
Business Model
Simons, Robert. "Strategy Execution Module 9: Building a Balanced Scorecard." Harvard Business School Module Note 117-109, November 2016. (Revised March 2018.)
- November 2016 (Revised December 2016)
- Module Note
Strategy Execution Module 11: Using Diagnostic and Interactive Control Systems
By: Robert Simons
This module reading introduces diagnostic and interactive control systems. Diagnostic control systems are the management-by-exception systems that managers use to monitor the achievement of their business strategy. Interactive control systems are the systems that top...
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Keywords:
Management Control Systems;
Implementing Strategy;
Execution;
Performance Measurement;
Diagnostic Control Systems;
Interactive Control Systems;
Emergent Strategy;
Goal Setting;
Incentives;
Strategy;
Motivation and Incentives;
Goals and Objectives;
Management Systems;
Performance Evaluation
Simons, Robert. "Strategy Execution Module 11: Using Diagnostic and Interactive Control Systems." Harvard Business School Module Note 117-111, November 2016. (Revised December 2016.)
- 09 Jul 2001
- Research & Ideas
Does Misery Love Companies? How Social Performance Pays Off
the empirical quest to link a firm's social investments to its financial returns has preoccupied researchers. Our goal in this paper is to reorient debate and research about social initiatives by business. We try to stimulate a fresh...
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Keywords:
by Joshua D. Margolis & James P. Walsh
- 01 Feb 2000
- Research & Ideas
Keeping Track: Performance Measurement, Control & Strategy
missing an opportunity to turn a good business into a great one. Q: You emphasize that it's more important than ever for managers to communicate business strategy and performance goals effectively to...
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Keywords:
Re: Robert Simons
- June 2012 (Revised February 2017)
- Teaching Note
Henkel: Building a Winning Culture
By: Robert Simons and Natalie Kindred
This is the teaching note for Henkel: Building a Winning Culture (HBS No. 112-060)
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- 09 Jul 2010
- Working Paper Summaries
The Limits of Nonprofit Impact: A Contingency Framework for Measuring Social Performance
Keywords:
by Alnoor Ebrahim & V. Kasturi Rangan
- May 2003 (Revised March 2004)
- Case
Harlem Children's Zone, The: Driving Performance with Measurement and Evaluation
By: Allen S. Grossman and Daniel F. Curran
Geoffrey Canada, CEO of the Harlem Children's Zone, wanted his organization to grow dramatically to reach thousands of poor and underserved children in Harlem. The agency ran a variety of successful social service programs throughout New York City that were separately...
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Keywords:
Leadership;
Goals and Objectives;
Measurement and Metrics;
Organizational Structure;
Performance Evaluation;
Strategic Planning;
Problems and Challenges;
Nonprofit Organizations;
Expansion;
Valuation
Grossman, Allen S., and Daniel F. Curran. "Harlem Children's Zone, The: Driving Performance with Measurement and Evaluation." Harvard Business School Case 303-109, May 2003. (Revised March 2004.)
- June 2014 (Revised March 2017)
- Teaching Note
Agero: Enhancing Capabilities for Customers
By: Robert Simons and Natalie Kindred
This is the teaching note for Agero: Enhancing Capabilities for Customers (HBS No. 113-001)
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- 2007
- Chapter
Collaborative R&D in Management: The Practical Experience of Fenix and TruePoint in Bridging the Divide Between Scientific and Managerial Goals
By: Michael Beer and Niclas Adler
The gap between theory and practice has been of concern to both practitioners and academics, yet other than pleas to close the gap with more accessible writing by academics and more interest in research by practitioners few systematic efforts have been made to close...
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Keywords:
Transformation;
Knowledge Management;
Management;
Goals and Objectives;
Performance Effectiveness;
Performance Improvement;
Practice;
Research and Development;
Social and Collaborative Networks;
Theory;
Value;
United States
Beer, Michael, and Niclas Adler. "Collaborative R&D in Management: The Practical Experience of Fenix and TruePoint in Bridging the Divide Between Scientific and Managerial Goals." In Handbook of Collaborative Management Research, edited by A. B. Shani, N. Adler, N. Mohrman, W. A. Pasmore, and B. Stymne. Sage Publications, 2007.