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    • All HBS Web  (1,778)
      • Faculty Publications  (239)

      Planning ProcessRemove Planning Process →

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      • June 2001 (Revised November 2001)
      • Case

      Plum Creek Timber (B)

      By: Max H. Bazerman, Jack Troast, Hannah Bowles and Nicole Nasser
      Plum Creek Timber Co. decides to go ahead with negotiations for a Habitat Conservation Plan (HCP) on its Pacific Northwest properties. HCP represents a new form of public-private-sector collaboration and innovation to improve upon command-and-control environmental... View Details
      Keywords: Conflict of Interests; Negotiation Process; Negotiation Participants; Environmental Sustainability; Business and Government Relations; Forest Products Industry; United States
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      Bazerman, Max H., Jack Troast, Hannah Bowles, and Nicole Nasser. "Plum Creek Timber (B)." Harvard Business School Case 801-399, June 2001. (Revised November 2001.)
      • May 2001 (Revised May 2002)
      • Case

      Infosys Technologies

      By: Ashish Nanda and Thomas J. DeLong
      Creating and sustaining a third-world-based technology company to compete globally (i.e. in the first-world) poses many challenges. Such challenges are examined through the genesis and progression of Infosys Technologies Ltd. Key decisions made by Chairman N.R.... View Details
      Keywords: Entrepreneurship; Business or Company Management; Management Practices and Processes; Business Strategy; Cross-Cultural and Cross-Border Issues; Global Strategy; Growth and Development Strategy; Planning; Technological Innovation; Emerging Markets; Information Technology Industry
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      Nanda, Ashish, and Thomas J. DeLong. "Infosys Technologies." Harvard Business School Case 801-445, May 2001. (Revised May 2002.)
      • March 2001 (Revised September 2002)
      • Case

      Merck Latin America (A)

      By: Michael Beer and James Weber
      Introduces Grey Warner, the vice president of Merck's Latin America region, and his efforts to improve the organizational effectiveness of the region and to introduce a more global business culture and values. Discusses Merck's ethics and values, its Latin American... View Details
      Keywords: Organizational Culture; Ethics; Business Processes; Strategic Planning; Change Management; Values and Beliefs; Globalized Firms and Management; Employee Relationship Management; Business Strategy; Government and Politics; Economy; Pharmaceutical Industry; Latin America
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      Beer, Michael, and James Weber. "Merck Latin America (A)." Harvard Business School Case 401-029, March 2001. (Revised September 2002.)
      • March 2001 (Revised April 2003)
      • Case

      Chase's Strategy for Syndicating the Hong Kong Disneyland Loan (A)

      By: Benjamin C. Esty and Michael Kane
      In late 1999, the Walt Disney Co. and the Hong Kong government agreed to develop Hong Kong Disneyland, a HK$28 (U.S.$3.6) billion theme park and resort complex planned to open in late 2005. As part of the total financing package, the sponsors decided to raise HK$3.3... View Details
      Keywords: Working Capital; Project Finance; Relationships; Financing and Loans; Financial Strategy; Tourism Industry; Hong Kong
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      Esty, Benjamin C., and Michael Kane. "Chase's Strategy for Syndicating the Hong Kong Disneyland Loan (A)." Harvard Business School Case 201-072, March 2001. (Revised April 2003.)
      • September 2000
      • Background Note

      Professional Services Module Two: External Strategy for Sustained Competitive Advantage

      By: Thomas J. DeLong, Ashish Nanda and Scot H. Landry
      Concerns itself with the strategic dynamics which influence organizations externally. View Details
      Keywords: Competitive Advantage; Competitive Strategy; Corporate Entrepreneurship; Business Startups; Business Plan; Service Operations; For-Profit Firms; Power and Influence; Measurement and Metrics; Business Processes; Management Practices and Processes; Management Analysis, Tools, and Techniques
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      DeLong, Thomas J., Ashish Nanda, and Scot H. Landry. "Professional Services Module Two: External Strategy for Sustained Competitive Advantage." Harvard Business School Background Note 801-008, September 2000.
      • August 2000 (Revised February 2001)
      • Case

      Plum Creek Timber (A)

      By: Max H. Bazerman, Hannah Bowles, Dov Brachfeld and Jack Troast
      Plum Creek Timber Co., the nation's sixth largest private timberland owner and forest products company, must decide whether to enter negotiations with the U.S. government to establish a Habitat Conservation Plan (HCP) on its Pacific Northwest properties for a... View Details
      Keywords: Conflict of Interests; Negotiation Process; Negotiation Participants; Environmental Sustainability; Business and Government Relations; Forest Products Industry; United States
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      Bazerman, Max H., Hannah Bowles, Dov Brachfeld, and Jack Troast. "Plum Creek Timber (A)." Harvard Business School Case 801-131, August 2000. (Revised February 2001.)
      • 2000
      • Article

      Georgia Regional Transportation Authority: A Case Study of an Innovative Regional Planning Institution

      By: Brian Trelstad
      The Georgia Regional Transportation Authority (GRTA), a new regional planning institution, is a governor-appointed body of 15 regional leaders with broad authority over land use and transportation planning throughout the state. Created in the summer of 1999, GRTA... View Details
      Keywords: Transportation; Planning; Business and Community Relations; Georgia (state, US); Atlanta
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      Trelstad, Brian. "Georgia Regional Transportation Authority: A Case Study of an Innovative Regional Planning Institution." Berkeley Planning Journal 14 (2000): 23–45.
      • September 1999 (Revised October 2006)
      • Case

      MarketSoft

      By: Joseph B. Lassiter III and Diana S. Gardner
      Greg Erman and Nancy Benovich-Gilby have assembled a team and selected a market for the launch of a high-potential venture based on using an Internet-based service to manage the flow of sales leads between principals and their distribution channel partners. Their... View Details
      Keywords: Product Development; Planning; Sales; Management; Internet; Web Services Industry
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      Lassiter, Joseph B., III, and Diana S. Gardner. "MarketSoft." Harvard Business School Case 800-069, September 1999. (Revised October 2006.)
      • February 1999 (Revised April 1999)
      • Case

      Guaranty Trust Bank PLC Nigeria (A)

      By: Lynn S. Paine and Hal Hogan
      Fola Adeola, the CEO of Nigeria's Guaranty Trust Bank and one of its founders in 1991, is considering what should be done to maintain the bank's original vision and vitality in the face of its rapid growth and success in the marketplace. Known for its high ethical... View Details
      Keywords: Banks and Banking; Organizational Culture; Ethics; Planning; Expansion; Business Processes; Law; Banking Industry; Nigeria
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      Paine, Lynn S., and Hal Hogan. "Guaranty Trust Bank PLC Nigeria (A)." Harvard Business School Case 399-110, February 1999. (Revised April 1999.)
      • December 1998 (Revised February 1999)
      • Case

      i2 Technologies, Inc.

      By: Ananth Raman and Jasjit Singh
      Describes the emergence and growth of i2 Technologies and the supply chain planning software industry. In December 1998, i2's market capitalization was in excess of $2 billion; the supply chain planning software industry had annual sales of approximately $1 billion and... View Details
      Keywords: Information Technology; Applications and Software; Supply Chain Management; Production; Forecasting and Prediction; Information Technology Industry
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      Raman, Ananth, and Jasjit Singh. "i2 Technologies, Inc." Harvard Business School Case 699-042, December 1998. (Revised February 1999.)
      • November 1998 (Revised February 1999)
      • Case

      Microsoft Office: Finding the Suite Spot

      By: Stefan H. Thomke and Steven Sinofsky
      Describes a key decision-making process within Microsoft's Office products division. At a time when the PC software business has a great deal of uncertainty, Microsoft's management has to make a key decision regarding the future of software suites. A strengthening of... View Details
      Keywords: Decisions; Applications and Software; Strategic Planning; Organizational Design; Organizational Change and Adaptation; Product Development; Managerial Roles; Growth and Development Strategy; Risk and Uncertainty; Goals and Objectives; Digital Platforms; Innovation and Management; Computer Industry; Information Technology Industry
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      Thomke, Stefan H., and Steven Sinofsky. "Microsoft Office: Finding the Suite Spot." Harvard Business School Case 699-046, November 1998. (Revised February 1999.)
      • February 1998
      • Case

      Planned Parenthood Federation of America (C)

      By: V. Kasturi Rangan and Elaine V. Backman
      Describes the series of events and processes that led to the formulation of a reinvention plan. View Details
      Keywords: Change Management; Nonprofit Organizations
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      Rangan, V. Kasturi, and Elaine V. Backman. "Planned Parenthood Federation of America (C)." Harvard Business School Case 598-041, February 1998.
      • January 1998 (Revised May 1999)
      • Case

      General Scanning, Inc. (A)

      By: H. Kent Bowen, Sean McClenaghan and Charles Tillen
      General Scanning, Inc. was founded by Jean Montagu and Pierre Brosens, two MIT mechanical engineers with an interest in developing innovative products based on the early application of lasers. They invented proprietary technology for laser beam positioning and scanning... View Details
      Keywords: Transition; Entrepreneurship; Management Practices and Processes; Product Development; Strategic Planning; Research and Development; Risk and Uncertainty; Commercialization; Manufacturing Industry
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      Bowen, H. Kent, Sean McClenaghan, and Charles Tillen. "General Scanning, Inc. (A)." Harvard Business School Case 698-036, January 1998. (Revised May 1999.)
      • 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
      Keywords: Business Strategy; Planning; Finance
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      Simons, Robert L., and Antonio Davila. "Becton Dickinson: Designing the New Strategic, Operational, and Financial Planning Process TN." Harvard Business School Teaching Note 198-034, November 1997. (Revised June 1999.)
      • October 1997 (Revised April 2002)
      • Case

      Planned Parenthood Federation of America (A)

      By: V. Kasturi Rangan and Elaine V. Backman
      Outlines the dynamic shifts in the external environment surrounding Planned Parenthood's operations in 1994. Health care reform was threatening some of its core customer base. The organization had to come up with a strategy and a process for adapting to the new... View Details
      Keywords: Nonprofit Organizations; Health Care and Treatment; Health Industry; United States
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      Rangan, V. Kasturi, and Elaine V. Backman. "Planned Parenthood Federation of America (A)." Harvard Business School Case 598-001, October 1997. (Revised April 2002.)
      • October 1997
      • Case

      Planned Parenthood Federation of America (B)

      By: V. Kasturi Rangan and Elaine V. Backman
      Outlines the process of strategy reinvention adopted by Planned Parenthood. It lays out the new strategic proposals, and the reactions of the various constituencies to those proposals. View Details
      Keywords: Change Management; Framework; Core Relationships; Risk and Uncertainty; Adaptation; Health Industry
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      Rangan, V. Kasturi, and Elaine V. Backman. "Planned Parenthood Federation of America (B)." Harvard Business School Case 598-002, October 1997.
      • February 1997
      • Case

      Archer Daniels Midland: Direction and Strategy

      By: Ray A. Goldberg and Thomas N. Urban Jr
      Sets out the strategy and competitive competencies of one of the leading grain trade and processing companies in the world. An overview of the company's innovations in corn and oilseed by-products is provided. The strategy of the firm is to add by-products to corn,... View Details
      Keywords: Innovation and Invention; Strategic Planning; Business Strategy; Value Creation; Food and Beverage Industry; Pharmaceutical Industry
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      Goldberg, Ray A., and Thomas N. Urban Jr. "Archer Daniels Midland: Direction and Strategy." Harvard Business School Case 597-039, February 1997.
      • September 1996 (Revised March 2002)
      • Background Note

      Project Management Manual

      By: H. Kent Bowen
      A descriptive manual for how to manage the process of project management. Major sections are: 1) define and organize the project, 2) plan the project, and 3) track and manage the project. 12 processes are described in detail. View Details
      Keywords: Business or Company Management; Management Practices and Processes; Planning; Projects
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      Bowen, H. Kent. "Project Management Manual." Harvard Business School Background Note 697-034, September 1996. (Revised March 2002.)
      • September 1996 (Revised April 1998)
      • Case

      Mobil USM&R (B): New England Sales and Distribution

      By: Robert S. Kaplan
      The general manager of a local gasoline/distillate sales and distribution business unit must communicate a new strategy to the unit's 300 employees. An initial strategic planning exercise identified a high-priority list of opportunities that blended the parent... View Details
      Keywords: Balanced Scorecard; Adoption; Strategic Planning; Customization and Personalization; Management Practices and Processes; Growth and Development Strategy; Measurement and Metrics; Motivation and Incentives; Performance Evaluation; Energy Industry; Mining Industry; United States
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      Kaplan, Robert S. "Mobil USM&R (B): New England Sales and Distribution." Harvard Business School Case 197-026, September 1996. (Revised April 1998.)
      • 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
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      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.)
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