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- All HBS Web
(2,026)
- People (8)
- News (588)
- Research (1,120)
- Multimedia (2)
- Faculty Publications (507)
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- August 2017
- Case
Boston Public Schools' Long Term Financial Plan
By: C. Fritz Foley, Victor Wu and F. Katelynn Boland
In the fall of 2016, the senior leadership team of Boston Public Schools prepared a report indicating that costs were expected to grow faster than revenues for many years to come. They faced questions about whether the projections would be believed and about how to... View Details
Keywords: Financial Planning; Education Reform; Education; Budgets and Budgeting; Corporate Finance; Public Administration Industry; United States; Boston
Foley, C. Fritz, Victor Wu, and F. Katelynn Boland. "Boston Public Schools' Long Term Financial Plan." Harvard Business School Case 218-031, August 2017.
- January 2018 (Revised February 2018)
- Case
McKinnon Family Financial Planning
By: V.G. Narayanan and Shawn O'Brien
Narayanan, V.G., and Shawn O'Brien. "McKinnon Family Financial Planning." Harvard Business School Case 118-058, January 2018. (Revised February 2018.)
- May 2014 (Revised April 2016)
- Case
Three-Year Planning at Li & Fung Limited
By: Paul M. Healy and Keith Chi-ho Wong
Having been able to follow its own "three-year plan" on course constantly, Li & Fung Limited fell short of meeting its stretch earnings target for the first time in almost two decades, leading to a double-digit drop in stock price overnight. Questions were raised on... View Details
Keywords: Li ＆ Fung; Financial Planning; Accounting; Financial Reporting; Distribution Industry; Service Industry; Hong Kong; China
Healy, Paul M., and Keith Chi-ho Wong. "Three-Year Planning at Li & Fung Limited." Harvard Business School Case 114-098, May 2014. (Revised April 2016.)
- April 1986 (Revised April 1996)
- Case
PlanPower: The Financial Planning Expert System
McKenney, James L., and John J. Sviokla. "PlanPower: The Financial Planning Expert System." Harvard Business School Case 186-293, April 1986. (Revised April 1996.)
School Specialty Inc. (HBS Case #214084)
(With Kristin Mugford) Set in 2013, School Specialty was a financially troubled supplier of educational products to primary and secondary schools in the United States. The company planned to file Chapter 11 in order to address its excessive debt load, but needed to... View Details
- September 2017
- Supplement
Boston Public Schools' Long Term Financial Plan
By: C. Fritz Foley, Victor Wu and F. Katelynn Boland
- March 2013
- Article
The Unintended Consequences of Ownership Transfer Planning
By: Josh Baron and Marion McCollom Hampton
The article discusses the challenges of passing down family businesses across generations, highlighting complexities in executive succession and estate planning. It emphasizes how emotional factors, complicated family dynamics, and unintended consequences influence... View Details
Keywords: Estate Planning; Family Business; Family and Family Relationships; Management Succession; Family Ownership; Financial Services Industry; Financial Services Industry; Financial Services Industry; Financial Services Industry
Baron, Josh, and Marion McCollom Hampton. "The Unintended Consequences of Ownership Transfer Planning." Trust & Estates 152, no. 3 (March 2013): 52–56.
- July 1996 (Revised December 2001)
- Case
Becton Dickinson--Designing the New Strategic, Operational, and Financial Planning Process
By: Robert L. Simons, Antonio Davila and Afroze A Mohammed
Describes management's attempts to design and install a sophisticated planning and control system in an international company as it changes its strategy. Issues of strategy implementation, accountability, and performance measurement are at the core of the analysis, as... View Details
Keywords: Organizational Change and Adaptation; Strategy; Business or Company Management; Corporate Accountability; Governance Controls; System; Performance Evaluation
Simons, Robert L., Antonio Davila, and Afroze A Mohammed. "Becton Dickinson--Designing the New Strategic, Operational, and Financial Planning Process." Harvard Business School Case 197-014, July 1996. (Revised December 2001.)
- May 1983 (Revised November 1983)
- Background Note
Financial Structure of Corporate Pension Plans and Pension Funds
By: Jay O. Light
Light, Jay O. "Financial Structure of Corporate Pension Plans and Pension Funds." Harvard Business School Background Note 283-075, May 1983. (Revised November 1983.)
- February 2014
- Teaching Note
Advising Families on Estate Planning
By: Robert C. Pozen
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
- September 2000
- Case
TruckitNow.com Business Plan
By: Myra M. Hart and Judith Marie Dror
Presents an original business plan. Students are challenged to develop assumptions and create financial projections and statements based on business plan text. View Details
Keywords: Business Growth and Maturation; Business Plan; Finance; Framework; Value Creation; Transportation Industry
Hart, Myra M., and Judith Marie Dror. "TruckitNow.com Business Plan." Harvard Business School Case 801-151, September 2000.
- March 1999 (Revised October 1999)
- Case
Tufts Health Plan
By: Richard M.J. Bohmer and Nancy D. Beaulieu
Describes the introduction of capitation by a managed care company and the challenges of managing financial risk in the Medicare population. Focuses on the relationship between the health plan and physicians. View Details
Keywords: Health; Behavior; Motivation and Incentives; Risk and Uncertainty; Insurance; Health Industry; Insurance Industry
Bohmer, Richard M.J., and Nancy D. Beaulieu. "Tufts Health Plan." Harvard Business School Case 699-160, March 1999. (Revised October 1999.)
- 2024
- Article
Financial Constraints and Short-term Planning are Linked to Flood Risk Adaptation Gaps in U.S. cities
By: Shirley Lu and Anya Nakhmurina
Adaptation is critical in reducing the inevitable impact of climate change. Here we study cities’ adaptation to elevated flood risk by introducing a linguistic measure of adaptation extracted from financial disclosures of 431 US cities over 2013–2020. While cities with... View Details
Keywords: City; Natural Disasters; Climate Change; Adaptation; Risk and Uncertainty; Strategic Planning
Lu, Shirley, and Anya Nakhmurina. "Financial Constraints and Short-Term Planning Are Linked to Flood Risk Adaptation Gaps in U.S. Cities." Art. 43. Communications Earth & Environment 5 (2024).
- November 1997 (Revised June 1999)
- Teaching Note
Becton Dickinson: Designing the New Strategic, Operational, and Financial Planning Process TN
By: Robert L. Simons and Antonio Davila
Teaching Note for (9-197-014). View Details
- 30 Jun 2008
- Research & Ideas
Rethinking Retirement Planning
Many of us are sailing toward retirement with the hope that Social Security, personal savings, and money saved in an employer's 401(k) or 403(b) plan will add up to the magic sum required to enjoy our remaining years in reasonable style.... View Details
- 01 Jan 1979
- Conference Presentation
Developing a Financial Planning Model for An Analytic Review: A Feasibility Study
By: Robert S. Kaplan
- 07 Oct 2021
- News
Planning Ahead
the John C. Whitehead Society, the School’s planned giving society. As he crafted his will, Ketchum recalled a conversation with former Dean Nitin Nohria who asked whether HBS had changed his life for the better. The answer was an... View Details
- 12 Dec 2018
- News
Lesson Plan
multiple charges of bribery, conspiracy, racketeering, and tax fraud. More recently, there’s the Scranton School Board. In October 2017, a scathing 107-page report from the state auditor general for July 2012 to June 2016 uncovered multiple examples of wasteful... View Details
- December 2001 (Revised February 2004)
- Case
Argentina's Convertibility Plan
By: Rafael M. Di Tella and Ingrid Vogel
Describes the political and economic development in Argentina from 1989 to 1995, with a focus on the role of the currency board. Culminates in Argentine policy makers (Menem in particular) contemplating how to respond to the tequila crisis in the middle of 1995.... View Details
Keywords: Currency Exchange Rate; Government and Politics; Interest Rates; Balance and Stability; Developing Countries and Economies; Financial Crisis; Crisis Management; Policy; Currency; Macroeconomics; Argentina
Di Tella, Rafael M., and Ingrid Vogel. "Argentina's Convertibility Plan." Harvard Business School Case 702-002, December 2001. (Revised February 2004.)