Publications

08 Aug 2005
Research & Ideas

A Balanced Scorecard Approach To Measure Customer Profitability

The Balanced Scorecard introduced customer metrics into performance management systems. Scorecards feature all manner of wonderful objectives relating to the customer value proposition and customer outcome metrics—for example, market... View Details

Keywords: by Robert S. Kaplan

05 Jul 2006
Working Paper Summaries

Improving Corporate Governance with the Balanced Scorecard

Keywords: by Robert S. Kaplan & Michael E. Nagel

February 1995 (Revised June 1999)
Case

Chemical Bank: Implementing the Balanced Scorecard

By: Robert S. Kaplan and Norman Klein

The retail bank division of Chemical Bank faces declining margins and increased competition in its credit and deposit gathering and processing business. It wishes to implement a new strategy to become a preferred financial service provider to target customer groups.... View Details

Keywords: Balanced Scorecard; Adoption; Growth and Development Strategy; Communication Strategy; Customer Relationship Management; Management Systems; Performance Evaluation; Banks and Banking; Measurement and Metrics; Banking Industry

Apr 10 2019
Interview

What Is The Balanced Scorecard?

2008
Chapter

Conceptual Foundations of the Balanced Scorecard

By: Robert S. Kaplan

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

July 2002
Article

Restoring the Governance Balance

By: William W. George

Keywords: Governance; Balance and Stability

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November–December 2024
Article

Outcome-Driven Dynamic Refugee Assignment with Allocation Balancing

By: Kirk Bansak and Elisabeth Paulson

This study proposes two new dynamic assignment algorithms to match refugees and asylum seekers to geographic localities within a host country. The first, currently implemented in a multi-year pilot in Switzerland, seeks to maximize the average predicted employment... View Details

Keywords: AI and Machine Learning; Refugees; Geographic Location; Employment

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November 2012
Case

New Balance Athletic Shoe, Inc. (Abridged)

By: H. Kent Bowen, Robert S. Huckman, Carin-Isabel Knoop and Matthew Preble

Considers whether New Balance, one of the world's five largest manufacturers of athletic footwear, should respond to Adidas' planned acquisition of Reebok—a transaction that would join the second- and third-largest companies in the industry. Highlights the unique... View Details

Keywords: Production; Competitive Strategy; Supply Chain; Brands and Branding; Apparel and Accessories Industry; Sports Industry; Retail Industry; Asia; United States

09 Oct 2015
News

Balancing Progress and Preservation

Lloyd Zuckerberg (MBA 1990) attributes his love of architecture to weekend outings with his father. “I grew up in Nassau County, Long Island, where there was a master craftsman named José Allegue who built distinctive single-family houses,” he explains. “On Sundays, my... View Details

Keywords: Deborah Blagg; Securities, Commodities, and Other Financial Investments; Finance

Article

Managing Alliances with the Balanced Scorecard

By: Robert S. Kaplan, David P. Norton and Bjarne Rugelsjoen

The article addresses failures in strategic alliances and illustrates, via a detailed description of the successful strategic alliance between Solvay Pharmaceuticals Inc. and Quintiles company how the creation of a strategy map and Balanced Scorecard helps align the... View Details

Keywords: Alliances; Balanced Scorecard; Employees; Alignment; Corporate Governance; Interests; Management Practices and Processes; Goals and Objectives; Partners and Partnerships

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May 22, 2011
Article

Why Balanced Funds are Better

By: Robert C. Pozen

Keywords: Money; Balance and Stability

1994
Article

The Delicate Balance in Managing for Creativity

By: T. M. Amabile

Organizational stimulants and obstacles to creativity are summarized. The management tasks of supporting creativity and encouraging innovation are described as a delicate balance between over-control and chaos. A technology used to assess the climate for creativity is... View Details

Keywords: Management; Creativity

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17 Mar 2010
Working Paper Summaries

Conceptual Foundations of the Balanced Scorecard

Keywords: by Robert S. Kaplan

23 Jul 2008
Sharpening Your Skills

Sharpening Your Skills: Balanced Scorecard in Action

Sharpening Your Skills dives into the HBS Working Knowledge archives to bring together articles on ways to improve your business skills. Questions To Be Answered How does the Balanced Scorecard (BSC) improve corporate governance? Does... View Details

January 1980 (Revised April 1994)
Case

New Balance Athletic Shoes

By: Kim B. Clark

Faced with growth exceeding 100% per year, James Davis, president of New Balance, must decide how to meet the need for additional capacity. Several factors contribute to a climate of extreme uncertainty. Several options are considered, ranging from a second shift to... View Details

Keywords: Factories, Labs, and Plants; Forecasting and Prediction; Financial Strategy; Information; Growth Management; Organizational Design; Performance Capacity; Risk and Uncertainty; Apparel and Accessories Industry; Republic of Ireland