Foundation Evaluation - Publications - Faculty & Research - Harvard Business School

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2007
Report

From Insight to Action: New Directions in Foundation Evaluation

By: Mark R. Kramer, Rebecca W. Graves, Jason Hirschhorn and Leigh Fiske

The field of philanthropy is undergoing a fundamental transition and is moving toward more performance-centered and forward-looking evaluation approaches that provide foundations and grantees with timely information and actionable insights. Based on nearly 100... View Details

Keywords: Foundation Evaluation; Philanthropy and Charitable Giving; Performance Evaluation

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August 2003 (Revised December 2004)
Case

Peninsula Community Foundation

By: James E. Austin, Jane Wei-Skillern and Alison Berkley Wagonfeld

After leading the Peninsula Community Foundation (PCF) through a period of tremendous growth, its president, Sterling Speirn, is facing the prospect of a decline in the foundation's asset base for the first time in the foundation's history. In addition, the fact that... View Details

Keywords: Philanthropy and Charitable Giving; Product Positioning; Planning; Alliances; Opportunities; Nonprofit Organizations; Valuation; Financial Services Industry

October 2016 (Revised December 2016)
Module Note

Strategy Execution Module 6: Evaluating Strategic Profit Performance

By: Robert Simons

This module reading demonstrates how to calculate and analyze the profit generated by different business strategies. Formulas and examples are provided to calculate profit generated by changes in market share, revenue growth, efficiency improvements, and support costs.... View Details

Keywords: Management Control Systems; Implementing Strategy; Execution; Evaluating Business Performance; Profitability Analysis; Variance Analysis; Measuring Effectiveness; Measuring Efficiency; Activity-Based Costing; Flexible Budget; Accounting; Strategy

April 2012
Case

Danish National Advanced Technology Foundation

By: Willy Shih and Margaret Pierson

Danish National Advanced Technology Foundation (DNATF), a government agency, invests in public-private partnerships to stimulate commercialization of Danish scientific research within the country's industry. DNATF established a process for evaluating proposals, making... View Details

Keywords: Leadership; Commercialization; Management Practices and Processes; Experience and Expertise; Innovation and Invention; Public Ownership; Business and Government Relations; Technology Industry; Denmark

June 2007
Case

AARP Foundation (A)

By: Srikant M. Datar, Herman B. Leonard, Marc J. Epstein and Thomas Goodwin

AARP Foundation--a leading non-profit corporation--must create a new "Dashboard" performance measurement tool to track the effectiveness of its new strategic plan. View Details

Keywords: Management Analysis, Tools, and Techniques; Performance Effectiveness; Performance Evaluation; Strategic Planning; Nonprofit Organizations; Welfare; Business Strategy

October 2010
Teaching Note

The Robin Hood Foundation (TN)

By: Alnoor Ebrahim

Teaching Note for 310031. View Details

Keywords: Performance Evaluation; Nonprofit Organizations; Social Enterprise; Organizational Culture; System

2025
Working Paper

Tax Elasticities of Top Donors: Evidence from Family Foundations

By: Simon Essig Aberg

High net-worth donors who give through a family foundation or donor-advised fund constitute the fastest growing segment of charitable giving in the United States. Using a novel database of foundation tax filings, I document facts about top donors, estimate how they... View Details

Keywords: Philanthropy and Charitable Giving; Taxation; Motivation and Incentives

17 Mar 2010
Working Paper Summaries

Conceptual Foundations of the Balanced Scorecard

Keywords: by Robert S. Kaplan

Winter 2001
Other Article

Competition and Antitrust: A Productivity-Based Approach to Evaluating Mergers and Joint Ventures

By: Michael E. Porter

This article seeks to contribute thinking on how the intellectual foundations of antitrust might be updated, based on a large body of theoretical and empirical research on company strategy, competition, and economic development. The aim is to outline a new direction... View Details

Keywords: Society; Strategy

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29 Aug 2016
Blog Post

First Year at HBS: A Foundation for Business

skilled at teaching these foundational courses. Understanding the Business World As I looked back at some of the biggest business stories of 2015, I realized just how much I have learned in the last eight months. I can critically View Details

July 2024 (Revised January 2025)
Case

Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy

By: Lauren Cohen, Hao Gao, Alexander Bischoff and Sophia Pan

Melissa Berman, CEO of Rockefeller Philanthropy Advisors (RPA), evaluated her client’s philanthropy project and its mediocre performance. RPA was a segment of the Rockefeller Family Office’s Philanthropy Department, becoming an independent charity in 2002. Consistently... View Details

April 2013
Case

Southfield Packaging

By: Michael Beer and Alisa Zalosh

Southfield Packaging provides packaging materials and services to medical device manufacturers. The case examines the relationship between a corporate vice president, Mark Sanders, and one of his direct reports, Regional Manager Frank Belby. Sanders' preparation for... View Details

Keywords: Rank and Position; Performance Evaluation; Problems and Challenges; Management Teams; Medical Devices and Supplies Industry; Distribution Industry; Service Industry

December 2018
Teaching Note

The Swedish Academy #MeToo Scandal and the Reputation of the Nobel Prize

By: Stephen A. Greyser and Mats Urde

A classroom guide to teaching the case, “The Swedish Academy #MeToo Scandal and the Reputation of the Nobel Prize” (HBS No. 5-919-410). A fictional case protagonist must present his evaluation to the Nobel Foundation of the scandal affecting one of the Nobel... View Details

Keywords: Nobel Prize; Swedish Academy; Scandal; Reputation; Brands and Branding; Crisis Management

2013
Book

Business Analysis and Valuation: Using Financial Statements, Text and Cases

By: Krishna G. Palepu and Paul M. Healy

This book provides a framework for business analysis and has been used by business schools throughout the world. It provides a foundation for analysis using four key steps: 1) Strategy analysis: Identifying a firm's strategy and understanding sources of its competitive... View Details

Keywords: Governance; Debt Securities; Valuation; Performance Evaluation; Financial Statements; Credit; Business Ventures; Strategy; Financial Condition; Mergers and Acquisitions; Forecasting and Prediction

October 2014 (Revised December 2018)
Background Note

Leading and Managing Change

By: Ryan Raffaelli

Managing change is consistently ranked as one of the most critical and difficult tasks that leaders face. This note outlines the key choices that leaders must make when engineering change. It is organized into four sections, offering guidance on how to 1) diagnose the... View Details

Keywords: Change Leadership; Leading Change; Change Management

Business Analysis and Valuation: Using Financial Statements

This book provides a framework for business analysis and has been used by business schools throughout the world. It provides a foundation for analysis using four key steps: 1) Strategy analysis: Identifying a firm's strategy and understanding sources of its competitive... View Details

October 2019 (Revised August 2022)
Case

Nehemiah Mfg. Co.: Providing a Second Chance

By: Michael Chu, Brian Trelstad and John Masko

In 2009, Dan Meyer and Richard Palmer, two veterans of the fast-moving consumer goods (FMCG) industry, founded Nehemiah Manufacturing to build FMCG brands while providing jobs to Cincinnati, Ohio’s beleaguered urban core. Two years later, the pair made their first... View Details

Keywords: Fast Moving Consumer Goods; Social Entrepreneurship; Retention; Selection and Staffing; Employment; Human Capital; Growth Management; Brands and Branding; Social Marketing; Mission and Purpose; Prejudice and Bias; City; Urban Scope; Consumer Products Industry; Manufacturing Industry; Ohio; United States

August 2012
Case

ARISE: A Destination-for-a-Day Spa

By: Michael Beer and Lynda St. Clair

A new Dallas-based health and beauty spa aims to use a highly distinctive human resource system as the foundation of its competitive strategy. By encouraging employees to act as "personal wellness coaches" (PWCs) with high commitment and broad responsibilities, the... View Details

Keywords: Compensation and Benefits; Motivation and Incentives; Organizational Design; Organizational Culture; Service Delivery; Competitive Strategy; Innovation Strategy; Health Industry; Entertainment and Recreation Industry; Service Industry; Texas

October 2016 (Revised February 2019)
Module Note

Strategy Execution Module 5: Building a Profit Plan

By: Robert Simons

This module reading describes how to build a profit plan to reflect the strategy of a business in economic terms. After introducing the profit wheel, cash wheel, and ROE wheel, the module illustrates how to use a profit plan to assess the viability of different... View Details

Keywords: Management Control Systems; Implementing Strategy; Execution; Profit Planning; Cash Flow Analysis; Asset Utilization; Return On Equity; Business Planning; Testing Strategy; Analyzing Strategic Alternative; Strategy; Asset Management; Cash Flow; Investment Return; Management Systems; Profit

March 2022
Teaching Note

Sawiris Foundation: Elevating Education in Egypt

By: Brian Trelstad and Alpana Thapar

Teaching Note for HBS Case No. 322-023. Founded in 2001 by the Sawiris family, one of the wealthiest families in Egypt, the Sawiris Foundation for Social Development (SFSD) invested in human capital and provision of basic social services for the most marginalized... View Details

Keywords: Sustainable Development; Human Capital; Equality and Inequality; Education; Business Strategy; Social Enterprise; Social Issues; Partners and Partnerships; Growth and Development Strategy; Education Industry; Egypt

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