Publications

October 1984
Background Note

Goals: The Problem of Balancing Multiple Constituencies

By: Joseph L. Badaracco Jr. and Richard R. Ellsworth

Keywords: Goals and Objectives; Problems and Challenges; Balance and Stability

Article

Using the Balanced Scorecard for Successful Health Care M&A Integration

By: Robert S. Kaplan

The failure of merged organizations to achieve stated goals is commonplace. In health care, the challenge is exacerbated by the industry’s third-party payer system and multiple stakeholders, especially the physicians in the merging entities. This article describes how... View Details

Keywords: Health Care and Treatment; Mergers and Acquisitions; Integration; Balanced Scorecard

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2021
Working Paper

Bank Balance Sheet Constraints and Bond Liquidity

By: Johannes Breckenfelder and Victoria Ivashina

SSRN

October 1997 (Revised January 1998)
Teaching Note

Chadwick, Inc.: The Balanced Scorecard (Abridged) TN

By: William J. Bruns Jr.

Teaching Note for (9-196-124). View Details

2003
Working Paper

Improving Corporate Governance with the Balanced Scorecard

By: Robert S. Kaplan and Michael E. Nagel

Read Now

22 May 2008
Working Paper Summaries

Testing Strategy with Multiple Performance Measures Evidence from a Balanced Scorecard at Store24

Keywords: by Dennis Campbell, Srikant M. Datar, Susan L. Kulp & V.G. Narayanan; Food & Beverage

November 2014
Case

Oasys Water: Balancing Strategic Partnerships & Financing Decisions

By: Ramana Nanda, William A. Sahlman and Sid Misra

Oasys Water had developed a proprietary water treatment technology based on an innovative forward osmosis process that could remove dissolved solids from water more effectively and efficiently than existing technologies. As Oasys looked to scale, it was exploring... View Details

Keywords: Entrepreneurial Finance; Finance; Strategy; Entrepreneurship; China

Educators

September 2022
Supplement

Reflecting on the Balancing Act (Mark Lovich)

By: David G. Fubini and Patrick Sanguineti

March 1998
Teaching Note

Chemical Bank: Implementing the Balanced Scorecard TN

By: Krishna G. Palepu and Kenneth A. Merchant

Teaching Note for (9-195-210). (Not listed on case). View Details

Keywords: Banking Industry

February 2010 (Revised March 2013)
Teaching Note

Burt's Bees: Balancing Growth and Sustainability (TN)

By: Christopher Marquis

Teaching Note for [410704]. View Details

August 2009 (Revised September 2011)
Case

Whole Foods: Balancing Social Mission and Growth

By: Christopher Marquis, Marya Besharov and Bobbi Thomason

In 2009, Whole Foods stands at a crossroads. Their incredible growth over the past 25 years has vaulted them into the ranks of the largest US supermarkets and they have arguably led to the widespread acceptance of natural and organic foods in the United States. Yet... View Details

Keywords: Business Model; Leadership; Growth and Development Strategy; Corporate Social Responsibility and Impact; Environmental Sustainability; Food and Beverage Industry; Retail Industry; United States

Educators

January–February 1996
Article

Using the Balanced Scorecard as a Strategic Management System

By: Robert S. Kaplan and David Norton

Keywords: Balanced Scorecard; Strategy; Management; System

September–October 1994
Article

Devising a Balanced Scorecard Matched to Business Strategy

By: Robert S. Kaplan

Keywords: Strategy; Balanced Scorecard

June 2005
Article

How the Balanced Scorecard Complements the McKinsey 7-S Model

By: R. S. Kaplan

Keywords: Balanced Scorecard

2015
Article

Testing Strategy with Multiple Performance Measures: Evidence from a Balanced Scorecard at Store24

By: Dennis Campbell, Srikant M. Datar, Susan L. Kulp and V.G. Narayanan

We analyze balanced scorecard data from a convenience store chain, Store24, during the implementation of an innovative, but ultimately unsuccessful, strategy. Quarterly strategic reviews, based in part on the firm's balanced scorecard, led executives at Store24 to... View Details

Keywords: Balanced Scorecard; Business Strategy; Retail Industry

2006
Book

Alignment: Using the Balanced Scorecard to Create Corporate Synergies

By: R. S. Kaplan and David P. Norton

Keywords: Balanced Scorecard; Alignment

2004
Chapter

The Role of Speaking Up in Work Life Balancing

By: A. Edmondson and J. R. Detert

Keywords: Work-Life Balance

September 2021 (Revised June 2023)
Case

Mission edX: Balancing Social Good and Financial Sustainability

By: John J-H Kim, David J. Collis and James Barnett

In March 2021, online education platform edX considers how to achieve financial sustainability without compromising its mission to provide universal access to high-quality education. View Details

Keywords: Business Model; Education; Values and Beliefs; Internet and the Web; Financial Strategy; Mission and Purpose; Education Industry; United States

Educators