Publications

October 2010 (Revised June 2014)
Case

Volkswagen do Brasil: Driving Strategy with the Balanced Scorecard

By: Robert S. Kaplan and Ricardo Reisen de Pinho

A new management team at VW do Brazil develops and deploys a strategy map and Balanced Scorecard to accomplish a turnaround and cultural change after eight consecutive years of financial losses and market share declines. The team uses the strategy map to align... View Details

Keywords: Business Cycles; Developing Countries and Economies; Management Teams; Leadership; Balanced Scorecard; Strategic Planning; Balance and Stability; Motivation and Incentives; Communication Strategy; Competitive Advantage; Auto Industry; Brazil; Germany

Educators

Article

Leading Change with the Balanced Scorecard

By: Robert S. Kaplan and David P. Norton

Keywords: Leadership; Change; Balanced Scorecard

September–October 1996
Article

Strategic Learning and the Balanced Scorecard

By: Robert S. Kaplan and David Norton

Keywords: Strategy; Learning; Balanced Scorecard

17 Nov 2016
Working Paper Summaries

Sovereign Risk, Currency Risk, and Corporate Balance Sheets

Keywords: by Wenxin Du and Jesse Schreger

1996
Book

The Balanced Scorecard: Translating Strategy into Action

By: Robert S. Kaplan and David P. Norton

Keywords: Balanced Scorecard

Web

Balancing Work & Life - Alumni

Careers Balancing Work & Life Careers Balancing Work & Life Achieving the right work-life balance is important, and sometimes it takes practice to achieve what works best for... View Details

October 2023 (Revised May 2024)
Case

JSW Steel: Balancing Growth While Decarbonizing

By: Vikram S Gandhi and Radhika Kak

Sajjan Jindal, Chairman & Managing Director of JSW Steel, India's largest steel producer by market capitalization, was facing a dilemma. Steel demand in India was expected to grow exponentially over the next decade. However, given its traditional reliance on carbon,... View Details

Keywords: Decisions; Environmental Sustainability; Investment; Governing Rules, Regulations, and Reforms; Growth and Development; Corporate Social Responsibility and Impact; Pollutants; Pollution; Production; Steel Industry; India

Educators

fall 1996
Article

Linking the Balanced Scorecard to Strategy

By: Robert S. Kaplan and David Norton

Keywords: Balanced Scorecard; Strategy

22 Aug 2005
Research & Ideas

Balancing the Future Against Today’s Needs

balance internal resources. On the one hand, they need to focus some of their people on continually improving and growing the core business. On the other hand, they must free others to break all the rules in the name of growth and... View Details

Keywords: by Paul Michelman

December 2023
Article

Intermediary Balance Sheets and the Treasury Yield Curve

By: Wenxin Du, Benjamin Hebert and Wenhao Li

We document a regime change in the Treasury market post-Global Financial Crisis (GFC): dealers switched from net short to net long Treasury bonds. We construct “net-long” and “net-short” curves that account for balance sheet and financing costs, and show that actual... View Details

Keywords: Bonds; Financial Markets; Financial Crisis; Asset Pricing

Read Now

13 Feb 2024
Cold Call Podcast

Apple’s Dilemma: Balancing Privacy and Safety Responsibilities

Keywords: Re: Nien-he Hsieh & Henry W. McGee

April 2010
Module Note

Balancing Specialization and Diversification in Operations

By: Robert S. Huckman

This note describes a module—taught as part of Operations Strategy, a second–year MBA elective at Harvard Business School—that helps students understand and manage the tradeoff between specialization and diversification in operations. The module introduces students to... View Details

Keywords: Operations; Diversification; Organizational Design; Curriculum and Courses

September 1982 (Revised January 1986)
Teaching Note

New Balance Athletic Shoes, Teaching Note

By: Kim B. Clark

Teaching Note for (9-680-110). View Details

Keywords: Apparel and Accessories Industry

2023
Article

Balancing Risk and Reward: An Automated Phased Release Strategy

By: Yufan Li, Jialiang Mao and Iavor Bojinov

Phased releases are a common strategy in the technology industry for gradually releasing new products or updates through a sequence of A/B tests in which the number of treated units gradually grows until full deployment or deprecation. Performing phased releases in a... View Details

Keywords: Product Launch; Mathematical Methods; Product Development

Read Now

Web

Consolidated Balance Sheet - Annual Report 2014

Financials Balance Sheet 5-Year Data Summary CFO Letter Consolidated Balance Sheet Statement of Activity & Cash Flows Supplemental Financial Information Assets IN MILLIONS for the Fiscal Year {FY} ended June... View Details

June 2024
Teaching Note

JSW Steel: Balancing Growth While Decarbonizing

By: Vikram S Gandhi and Radhika Kak

Teaching Note for HBS Case No. 824-002. View Details