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- May 2001 (Revised May 2015)
- Case
Compagnie Lyonnaise de Transport (A)
By: Michael Tushman and Michael J. Roberts
Describes the issues surrounding the funding of a centralized research service that supports two related divisions. The company has a very decentralized and financially driven culture, and the centralized service is used unequally, setting up a conflict.
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Keywords:
Business Divisions;
Organizational Culture;
Relationships;
Conflict Management;
Balance and Stability;
Transportation Industry;
France
Tushman, Michael, and Michael J. Roberts. "Compagnie Lyonnaise de Transport (A)." Harvard Business School Case 401-040, May 2001. (Revised May 2015.)
- March 2001 (Revised April 2001)
- Case
Montefiore Medical Center
By: Robert S. Kaplan and Syeda Noorein Inamdar
A large urban medical center implements the Balanced Scorecard management tool. Elaine Brennan, senior VP of operations, has reorganized a highly functional health care organization into decentralized patient care centers and support units. Having recently endured the...
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Keywords:
Balanced Scorecard;
Health Care and Treatment;
Management Systems;
Organizational Structure;
Corporate Strategy;
Leadership Development;
Growth and Development Strategy;
Financial Reporting;
Budgets and Budgeting;
Cost Accounting;
Corporate Accountability;
Communication;
Health Industry
Kaplan, Robert S., and Syeda Noorein Inamdar. "Montefiore Medical Center." Harvard Business School Case 101-067, March 2001. (Revised April 2001.)
- 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
Kaplan, Robert S., and David P. Norton. "Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part I." Accounting Horizons 15, no. 1 (March 2001): 87–104.
- Article
On Balance: A CFO Interview
By: Robert S. Kaplan and David P. Norton
Kaplan, Robert S., and David P. Norton. "On Balance: A CFO Interview." CFO 17, no. 2 (February 2001): 72–78.
- January 2001 (Revised March 2001)
- Case
Range, The (A)
By: Kathleen L. McGinn, Tracy Thompson and Michael Smith
Reveals the potential benefits and pitfalls of reorganization into teams in order to respond to environmental change. Takes place in the newsroom of a metropolitan daily newspaper. Both management and employees struggle to find new balance after a major restructuring...
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Keywords:
Organizational Change and Adaptation;
Groups and Teams;
Restructuring;
Balance and Stability;
Organizational Structure;
Business Processes;
Journalism and News Industry
McGinn, Kathleen L., Tracy Thompson, and Michael Smith. "Range, The (A)." Harvard Business School Case 801-330, January 2001. (Revised March 2001.)
- October 2000 (Revised January 2002)
- Case
Individual and the Corporation, The: Kathy Levinson and E*TRADE (A)
By: Joseph L. Badaracco Jr. and Susan Harmeling
Kathy Levinson, the president and COO of ETRADE and a lesbian mother of two children, must decide whether and how to participate in the "No on Knight" campaign. The campaign opposes California ballot proposition 22, which requires California to recognize only marriages...
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Keywords:
Conflict of Interests;
Leadership;
Managerial Roles;
Values and Beliefs;
Decision Choices and Conditions;
Gender;
Diversity;
Financial Services Industry
Badaracco, Joseph L., Jr., and Susan Harmeling. "Individual and the Corporation, The: Kathy Levinson and E*TRADE (A)." Harvard Business School Case 301-057, October 2000. (Revised January 2002.)
- September 2000 (Revised October 2002)
- Background Note
Professional Services Module Seven: Becoming a Professional
By: Thomas J. DeLong, Ashish Nanda and Scot H. Landry
Discusses strategies for balancing private and professional life.
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DeLong, Thomas J., Ashish Nanda, and Scot H. Landry. "Professional Services Module Seven: Becoming a Professional." Harvard Business School Background Note 801-013, September 2000. (Revised October 2002.)
- September 2000
- Background Note
Professional Services Module Six: Succeeding in PSFs
By: Thomas J. DeLong, Ashish Nanda and Scot H. Landry
Emphasizes the skills and values that we believe successful professionals possess: change management and leadership skills, a proactive career management approach, effective processes of giving and receiving feedback, a clear ethical perspective, balance between...
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DeLong, Thomas J., Ashish Nanda, and Scot H. Landry. "Professional Services Module Six: Succeeding in PSFs." Harvard Business School Background Note 801-012, September 2000.
- 2000
- Book
The Strategy-Focused Organization: How Balanced Scorecard Companies Thrive in the New Business Environment
By: Robert S. Kaplan and D. P. Norton
Keywords:
Balanced Scorecard
Kaplan, Robert S., and D. P. Norton. The Strategy-Focused Organization: How Balanced Scorecard Companies Thrive in the New Business Environment. Boston, MA: Harvard Business School Press, 2000.
- September 2000 (Revised October 2000)
- Exercise
Drivers of Industry Financial Structure
By: Dwight B. Crane and Indra Reinbergs
This case contains common-size balance sheets and financial ratios for 10 companies, each representative of a different industry. Students are asked to identify the industries from the structure of the financial statements.
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Keywords:
Finance
Crane, Dwight B., and Indra Reinbergs. "Drivers of Industry Financial Structure." Harvard Business School Exercise 201-039, September 2000. (Revised October 2000.)
- summer 2000
- Article
The Balanced Scorecard: A Strategic Management System for Multi-Sector Collaboration and Strategy Implementation
By: Robert S. Kaplan, Noorein Inamdar, Mary Lou Helfrich Jones and Rita Menitoff
Kaplan, Robert S., Noorein Inamdar, Mary Lou Helfrich Jones, and Rita Menitoff. "The Balanced Scorecard: A Strategic Management System for Multi-Sector Collaboration and Strategy Implementation." Quality Management in Health Care (summer 2000): 21–39.
- February 2000 (Revised August 2000)
- Case
Microsoft Latin America
By: Robert S. Kaplan, Alberto Ballve and Antonio Davila
Mauricio Santillan, regional vice president for the Latin American division of Microsoft, has introduced a new performance measurement system to help his country managers formulate and control strategy. Microsoft Latin America's priorities are rolling out of an...
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Keywords:
Balanced Scorecard;
Applications and Software;
Emerging Markets;
Crime and Corruption;
Motivation and Incentives;
Management Skills;
Global Strategy;
Strategy;
Information Technology Industry;
Latin America
Kaplan, Robert S., Alberto Ballve, and Antonio Davila. "Microsoft Latin America." Harvard Business School Case 100-040, February 2000. (Revised August 2000.)
- December 1999 (Revised December 2000)
- Case
Charles Schwab: A Category of One
By: Stephen P. Bradley and Thomas H. Esperson
Examines Charles Schwab's on-line discount brokerage firm and questions whether or not Schwab has effectively balanced the old and new world of stock trading, and has remained a leader between giants like Merrill Lynch and Internet pure plays like E-Trade. Also looks...
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Keywords:
Financial Institutions;
Banks and Banking;
Technological Innovation;
Goals and Objectives;
Growth and Development Strategy;
Growth Management;
Competition;
Competitive Strategy;
Competitive Advantage;
Banking Industry;
Financial Services Industry
Bradley, Stephen P., and Thomas H. Esperson. "Charles Schwab: A Category of One." Harvard Business School Case 700-043, December 1999. (Revised December 2000.)
- November 1999 (Revised July 2001)
- Case
New Profit Inc.: Governing the Nonprofit Enterprise
By: Robert S. Kaplan
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...
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Keywords:
Balanced Scorecard;
Nonprofit Organizations;
Venture Capital;
Social Entrepreneurship;
Corporate Governance;
Performance Evaluation;
Financial Statements;
Philanthropy and Charitable Giving;
Service Industry
Kaplan, Robert S. "New Profit Inc.: Governing the Nonprofit Enterprise." Harvard Business School Case 100-052, November 1999. (Revised July 2001.)
- May 1999 (Revised July 2000)
- Teaching Note
Reading Rehabilitation Hospital: Implementing Patient-Focused Care TN
By: Jody H. Gittell and Sandra J. Sucher
Teaching Note for (9-898-172). A rewritten version of an earlier teaching note.
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- March 1999
- Case
City of Charlotte (B)
By: Robert S. Kaplan
This case shows how two operating departments-transportation and police-translate the high-level corporate scorecard for the city into departmental balanced scorecards. The transportation department follows a highly structured approach designed to link initiatives...
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Keywords:
Crime and Corruption;
Global Strategy;
National Security;
Balanced Scorecard;
Organizational Design;
Technology Adoption;
Public Administration Industry;
Transportation Industry
Kaplan, Robert S. "City of Charlotte (B)." Harvard Business School Case 199-043, March 1999.
- March 1999 (Revised April 2017)
- Teaching Note
Citibank: Performance Evaluation
By: Robert Simons and Antonio Dávila
Teaching Note for (9-198-048).
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- December 1998 (Revised February 1999)
- Case
City of Charlotte (A)
By: Robert S. Kaplan
The city manager's office in Charlotte, North Carolina, is attempting to align and focus the city's programs and operating departments. City managers, working collaboratively with the elected mayor and city council, have identified five strategic themes to make...
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Keywords:
Balanced Scorecard;
Government Administration;
City;
Growth and Development Strategy;
Adoption;
Public Sector;
Management Teams;
Programs;
Performance Evaluation;
Motivation and Incentives;
Public Administration Industry;
North Carolina
Kaplan, Robert S. "City of Charlotte (A)." Harvard Business School Case 199-036, December 1998. (Revised February 1999.)
- November 1998 (Revised July 1999)
- Case
Merrill Lynch's Acquisition of Mercury Asset Management
By: Andre F. Perold, Imran Ahmed and Randolph B Altschuler
In the Spring of 1998, Merrill Lynch faced an array of challenges and opportunities related to its global asset management business. The firm had recently completed its $5.3 billion cash acquisition of U.K.-based Mercury Asset Management, a transaction that made it one...
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Keywords:
Acquisition;
Asset Management;
Currency;
Financial Strategy;
Global Strategy;
Brands and Branding;
Distribution;
Production;
Organizational Change and Adaptation;
Retirement;
Japan;
Europe;
United Kingdom
Perold, Andre F., Imran Ahmed, and Randolph B Altschuler. "Merrill Lynch's Acquisition of Mercury Asset Management." Harvard Business School Case 299-005, November 1998. (Revised July 1999.)
- August 1998 (Revised December 1998)
- Case
Wells Fargo Online Financial Services (B)
By: Robert S. Kaplan and Nicole Tempest
Describes how the Balanced Scorecard built by the Online Financial Services (OFS) group is used to select the highest-priority initiatives for the organization. Currently, initiatives arise continually throughout the organization, and management spends considerable...
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Keywords:
Balanced Scorecard;
Internet and the Web;
Corporate Entrepreneurship;
Corporate Strategy;
Performance Evaluation;
Finance;
Change;
Situation or Environment;
Measurement and Metrics;
Financial Services Industry;
Banking Industry
Kaplan, Robert S., and Nicole Tempest. "Wells Fargo Online Financial Services (B)." Harvard Business School Case 199-019, August 1998. (Revised December 1998.)