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      • Faculty Publications  (490)

      Strategic PlanningRemove Strategic Planning →

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      • February 2017
      • Case

      BlaBlaCar: The Road Ahead...

      By: Karim R. Lakhani, Arun Sundararajan, Emilie Billaud and Caroline Caltagirone
      In 2017, the co-founders of BlaBlaCar—the world’s largest long-distance carpooling company—reflected on the evolution of their venture and the way forward. BlaBlaCar had reached critical mass and size; yet staying still was not going to be enough to be relevant and... View Details
      Keywords: Business Growth and Maturation; Business Startups; Transformation; Decision Making; Values and Beliefs; Growth and Development Strategy; Digital Platforms; Network Effects; Strategic Planning; Competitive Strategy; Expansion; Internet and the Web; Transportation Networks; Transportation Industry; Web Services Industry; France; Europe
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      Lakhani, Karim R., Arun Sundararajan, Emilie Billaud, and Caroline Caltagirone. "BlaBlaCar: The Road Ahead..." Harvard Business School Case 617-050, February 2017.
      • January 2017
      • Supplement

      Intrapreneurship at DaVita HealthCare Partners: Cash Flow Tool

      By: Joseph B. Fuller and Christopher Payton
      DaVita Healthcare Partners Inc. (DaVita) is one of the U.S.'s leading dialysis providers, a process whereby persons with end-stage renal disease (ESRD) are connected to a machine that performs the functions of a healthy kidney. Kent Thiry, DaVita's CEO, has expanded... View Details
      Keywords: Intrapreneurship; Entrepreneurial Organizations; Startup Management; Startup; Strategic Positioning; Corporate Entrepreneurship; Corporate Strategy; Business Startups; Strategic Planning; Competitive Strategy; Health Industry; United States
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      Fuller, Joseph B., and Christopher Payton. "Intrapreneurship at DaVita HealthCare Partners: Cash Flow Tool." Harvard Business School Spreadsheet Supplement 317-703, January 2017.
      • November 2016
      • Supplement

      Alnylam Pharmaceuticals: Building Value from the IP Estate (B)

      By: Vicki Sato, Willy Shih and Matt Higgins
      The leader of a pioneering biotech company in the siRNA space weighs his options for scaling production capacity in advance of an anticipated commercial launch. Operational complexity and relative merits of in-house manufacturing versus a contractor model are... View Details
      Keywords: Pharmaceutical Companies; Pharmaceutical Industry; Biotech; Biotechnology; Operational Complexity; Strategy; Manufacturing; Production; Strategic Planning; Intellectual Property; Biotechnology Industry; United States
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      Sato, Vicki, Willy Shih, and Matt Higgins. "Alnylam Pharmaceuticals: Building Value from the IP Estate (B)." Harvard Business School Supplement 617-022, November 2016.
      • 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
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      Simons, Robert. "Strategy Execution Module 6: Evaluating Strategic Profit Performance." Harvard Business School Module Note 117-106, October 2016. (Revised December 2016.)
      • 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
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      Simons, Robert. "Strategy Execution Module 5: Building a Profit Plan." Harvard Business School Module Note 117-105, October 2016. (Revised February 2019.)
      • August 2016 (Revised August 2016)
      • Teaching Note

      Intrapreneurship at DaVita Healthcare Partners

      By: Joseph B. Fuller and Matthew Preble
      DaVita Healthcare Partners Inc. (DaVita) is one of the U.S.'s leading dialysis providers, a process whereby persons with end-stage renal disease (ESRD) are connected to a machine that performs the functions of a healthy kidney. Kent Thiry, DaVita's CEO, has expanded... View Details
      Keywords: Intrapreneurship; Entrepreneurial Organizations; Startup Management; Startup; Strategic Positioning; Corporate Entrepreneurship; Corporate Strategy; Business Startups; Strategic Planning; Competitive Strategy; Health Industry; United States
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      Fuller, Joseph B., and Matthew Preble. "Intrapreneurship at DaVita Healthcare Partners." Harvard Business School Teaching Note 317-020, August 2016. (Revised August 2016.)
      • June 2016 (Revised April 2018)
      • Case

      Boys & Girls Clubs of America: Driving Impact

      By: V. Kasturi Rangan and Lisa C. Cox
      With $1.8 billion in 2015 revenues, Boys & Girls Club of America had evolved over its 155-year-old history to occupy the lead position in the Youth Development space in the United States. Its new CEO Jim Clark had initiated yet another change process in 2015 to ensure... View Details
      Keywords: Nonprofit Strategy; Planning Process; Transformative Impact; Nonprofit Organizations; Strategic Planning; Change Management; Growth Management
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      Rangan, V. Kasturi, and Lisa C. Cox. "Boys & Girls Clubs of America: Driving Impact." Harvard Business School Case 516-078, June 2016. (Revised April 2018.)
      • June 2016 (Revised May 2017)
      • Case

      Searching for a New CEO: TiVo 2016

      By: David B. Yoffie
      In 2015, TiVo initiated a search for a new CEO. This case provides a profile of the CEO search and background on the company. View Details
      Keywords: Technological Change; Succession Planning; Information Technology; Strategy; Strategic Planning; Management Succession; Forecasting and Prediction; Change; Entertainment and Recreation Industry; Media and Broadcasting Industry
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      Yoffie, David B. "Searching for a New CEO: TiVo 2016." Harvard Business School Case 716-470, June 2016. (Revised May 2017.)
      • May 2016 (Revised August 2022)
      • Case

      RegionFly: Cutting Costs in the Airline Industry

      By: Susanna Gallani and Eva Labro
      RegionFly is a small, private airline specializing in ultra-premium services. Founded shortly after the "Golden Age of airline travel," RegionFly's financial performance had been strong for several decades. More recently, however, the results have taken a downward... View Details
      Keywords: Recession; Downsizing; Profitability; Cost Management; Profit; Luxury; Competitive Strategy; Mergers and Acquisitions; Business Divisions; Logistics; Decision Making; Strategic Planning; Air Transportation Industry
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      Gallani, Susanna, and Eva Labro. "RegionFly: Cutting Costs in the Airline Industry." Harvard Business School Case 116-047, May 2016. (Revised August 2022.)
      • March 2016 (Revised February 2017)
      • Case

      Hello Alfred: Come Home Happy

      By: Joseph B. Fuller and Carin-Isabel Knoop
      On a mission to "automate the on-demand economy," Harvard Business School classmates Marcela Sapone and Jessica Beck launched Hello Alfred in 2013 to provide subscribers with an "Alfred" to complete various chores for a monthly fee. In early 2016, the company has built... View Details
      Keywords: On-demand Economy; Sharing Economy; Technology Startup; Technology; Growth Strategy; Business Startups; Business Growth and Maturation; Entrepreneurship; Mobile and Wireless Technology; Strategic Planning; Service Industry; United States; Boston; Cambridge; New York (city, NY); California
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      Fuller, Joseph B., and Carin-Isabel Knoop. "Hello Alfred: Come Home Happy." Harvard Business School Case 316-154, March 2016. (Revised February 2017.)
      • December 15, 2015
      • Article

      Don't Turn Your Sales Team Loose Without a Strategy

      By: Frank V. Cespedes and Steve Thompson
      When formulating a strategy, markets and segments are typically important categories. But only customers buy. Hence, for most firms, de facto strategy and much resource allocation are the aggregate result of the deals their salespeople close. However, few firms clarify... View Details
      Keywords: Strategy; Salesforce Management
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      Cespedes, Frank V., and Steve Thompson. "Don't Turn Your Sales Team Loose Without a Strategy." Harvard Business Review (website) (December 15, 2015).
      • November 2015 (Revised August 2016)
      • Case

      Unilever's New Global Strategy: Competing through Sustainability

      By: Christopher A. Bartlett
      In January 2009, when Paul Polman was appointed CEO of Unilever, he inherited a company in long-term decline at the beginning of a major global financial crisis. As the first outsider ever recruited to lead the company, Polman lost little time in challenging the... View Details
      Keywords: Globalized Firms and Management; Corporate Social Responsibility and Impact; Competitive Strategy; Environmental Sustainability; Consumer Products Industry
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      Bartlett, Christopher A. "Unilever's New Global Strategy: Competing through Sustainability." Harvard Business School Case 916-414, November 2015. (Revised August 2016.)
      • September 2015 (Revised March 2017)
      • Case

      Château Margaux (Abridged)

      By: Elie Ofek, Eric E. Vogt and Robert J. Dolan
      Château Margaux, one of only five prestigious estates in the Bordeaux Medoc wine region to have been classified as a "first-growth", is facing a host of strategic decisions in early 2013. Up until this point the estate had been selling two red wines, a first wine whose... View Details
      Keywords: New Product Launch; Marketing Plan; Brand Management; Go To Market Strategy; Channels Of Distribution; Wine Industry; Marketing; Brands and Branding; Marketing Strategy; Distribution Channels; Product Launch; Agriculture and Agribusiness Industry; Food and Beverage Industry; France
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      Ofek, Elie, Eric E. Vogt, and Robert J. Dolan. "Château Margaux (Abridged)." Harvard Business School Case 516-034, September 2015. (Revised March 2017.)
      • June 2015 (Revised May 2017)
      • Case

      LOYAL3: Own What You Love™

      By: Luis M. Viceira and Allison M. Ciechanover
      This case features San Francisco–based financial technology startup, LOYAL3. Founded in 2008, the company seeks to disrupt the capital markets and democratize access to those markets for retail investors. By the fall of 2014, LOYAL3 had three products. In the first,... View Details
      Keywords: Capital Markets; Stocks; Strategic Planning
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      Viceira, Luis M., and Allison M. Ciechanover. "LOYAL3: Own What You Love™." Harvard Business School Case 215-075, June 2015. (Revised May 2017.)
      • May 2015 (Revised October 2015)
      • Case

      Apple Inc. in 2015

      By: David B. Yoffie and Eric Baldwin
      At the end of 2014, Apple Inc. recorded the most profitable quarter of any firm in history, and its market capitalization soon topped $700 billion. 'Apple Inc in 2015' explores the history of Apple, its successes under Jobs, its continued growth under Tim Cook, and the... View Details
      Keywords: Competition; Innovation; Market Positioning; Marketing Implementation; Planning; Products; Strategy; Strategic Positioning; Technology; Information Technology; Strategic Planning; Product Positioning; Leadership; Communication; Competitive Advantage; Product; Innovation and Invention; Computer Industry; Electronics Industry
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      Yoffie, David B., and Eric Baldwin. "Apple Inc. in 2015." Harvard Business School Case 715-456, May 2015. (Revised October 2015.)
      • Article

      Well Said: Why Articulating Your Strategy Can Set You Apart

      By: Frank V. Cespedes
      Senior finance managers now operate in an altered c-suite landscape. The executives reporting to the CEO have doubled in the past 30 years, mostly an increase in functional specialists, not general managers responsible for cross-functional integration. Three decades... View Details
      Keywords: Strategy; Sales
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      Cespedes, Frank V. "Well Said: Why Articulating Your Strategy Can Set You Apart." AFP Exchange (Association for Finance Professionals) 35, no. 2 (March 2015): 49–51.
      • February 2015 (Revised June 2017)
      • Case

      Intrapreneurship at DaVita HealthCare Partners

      By: Joseph B. Fuller, David J. Collis and Matthew G. Preble
      Josh Golomb, president and general manager of DaVita Rx (Rx), was about to meet with Kent Thiry, CEO of Rx's corporate parent, DaVita Healthcare Partners Inc. (DaVita), in August 2013. The two would discuss whether Golomb should lead a new DaVita venture, Paladina... View Details
      Keywords: Intrapreneurship; Entrepreneurial Organizations; Startup Management; Startup; Strategic Positioning; Corporate Entrepreneurship; Corporate Strategy; Business Startups; Strategic Planning; Competitive Strategy; Health Industry; United States
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      Fuller, Joseph B., David J. Collis, and Matthew G. Preble. "Intrapreneurship at DaVita HealthCare Partners." Harvard Business School Case 315-046, February 2015. (Revised June 2017.)
      • February 2015
      • Case

      CLP: Powering Asia

      By: George Serafeim, Rebecca Henderson and Dawn Lau
      Richard Lancaster, taking over from Andrew Brandler, was the Chief Executive Officer (CEO) of CLP Holdings Ltd., one of the leading power companies in Asia, with operations in China, Southeast Asia, Taiwan, Australia, and India, and an energy portfolio spanning coal,... View Details
      Keywords: Energy Generation; Environmental Sustainability; Goals and Objectives; Values and Beliefs; Growth and Development Strategy; Strategic Planning; Energy Industry; Asia; India
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      Serafeim, George, Rebecca Henderson, and Dawn Lau. "CLP: Powering Asia." Harvard Business School Case 115-038, February 2015.
      • January 2015 (Revised October 2018)
      • Case

      Nasty Gals Do It Better

      By: David Collis, Diane Chang, Matthew Shaffer and Ashley Hartman
      In 2006, Sophia Amoruso started Nasty Gal, an eBay boutique selling vintage clothes. With a strong sense of style and personality, Amoruso poured herself into building the brand and developing relationships with her customers—typically the slightly edgy 18–24 year old.... View Details
      Keywords: Business Growth; Brand Management; Online Retail; Clothing; Apparel; Expansion; Growth and Development Strategy; Brands and Branding; Management; Marketing Strategy; Strategic Planning; Social Media; E-commerce; Digital Marketing; Retail Industry; Apparel and Accessories Industry; United States
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      Collis, David, Diane Chang, Matthew Shaffer, and Ashley Hartman. "Nasty Gals Do It Better." Harvard Business School Case 715-412, January 2015. (Revised October 2018.)
      • October 2014
      • Background Note

      Leader-as-Architect: Alignment

      By: Ethan Bernstein, Ryan Raffaelli and Joshua Margolis
      Part of a leader's job is to equip the organization to transform inputs into outputs by defining organizational strategy, shaping organizational identity, and then managing four organizational components—formal organizational structure, culture, people, and critical... View Details
      Keywords: Organization; Resource Management; Leadership; Business Processes; Design; Organizational Design; Identity; Strategy; Resource Allocation; Strategic Planning; Alignment
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      Bernstein, Ethan, Ryan Raffaelli, and Joshua Margolis. "Leader-as-Architect: Alignment." Harvard Business School Background Note 415-039, October 2014.
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