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      • 2017
      • Supplement

      Uncommon Schools (B): Seeking Excellence at Scale through Standardized Practice

      By: John J-H Kim and Sarah McAra
      The (B) case provides an update to the (A) case by illustrating how charter school management organization Uncommon Schools responded to the disparity in its students’ 2013 standardized test results. In 2015, CEO Brett Peiser and his management team decided to align... View Details
      Keywords: Charter Schools; Nonprofit Organizations; Strategy; Teaching; Talent And Talent Management; Innovation; Education; Early Childhood Education; Middle School Education; Organizational Structure; Performance Consistency; Growth and Development Strategy; Innovation and Invention; Education Industry
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      Kim, John J-H, and Sarah McAra. "Uncommon Schools (B): Seeking Excellence at Scale through Standardized Practice." Harvard Business Publishing Supplement, 2017. (Case No. PEL-080.)
      • February 2017 (Revised February 2022)
      • Background Note

      Creating and Sustaining Competitive Advantage

      By: Eric Van den Steen
      This note gives students a systematic and comprehensive framework for analyzing and developing competitive advantage. It pays explicit attention to both creating and sustaining advantage and considers both alignment and assets as sources of advantage. View Details
      Keywords: Scope; Scale; Competitive Dynamics; Value Proposition; Bargaining Power; Competitive Advantage; Assets; Alignment; Business Strategy; Design
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      Van den Steen, Eric. "Creating and Sustaining Competitive Advantage." Harvard Business School Background Note 717-479, February 2017. (Revised February 2022.)
      • February 2017 (Revised December 2018)
      • Module Note

      The Entrepreneurial Manager, Module I: Defining and Developing the Business Model

      By: William R. Kerr, Mark Roberge and Paul A. Gompers
      The first module of The Entrepreneurial Manager (TEM) focuses on business model analysis and lean testing. Your business model defines your company and sets its strategic direction, including customer value proposition, operations, scaling, the context in which the... View Details
      Keywords: Entrepreneurial Management; Business Models; Lean Startup; Business Model; Analysis; Entrepreneurship; Management
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      Kerr, William R., Mark Roberge, and Paul A. Gompers. "The Entrepreneurial Manager, Module I: Defining and Developing the Business Model." Harvard Business School Module Note 817-108, February 2017. (Revised December 2018.)
      • January 2017 (Revised November 2018)
      • Case

      Navistar International: Competing Against PACCAR

      By: Benjamin Esty, Eric Van den Steen and Jeffrey Boyar
      In 2013, Navistar was in the midst of a deep crisis, having lost a third of its market share over the previous three years. Bill Kozek, the new president of Navistar North America Truck and Sales division needs to develop his division’s strategy as part of the... View Details
      Keywords: Business Strategy; Alignment; Competitive Advantage; Segmentation; Transportation Industry; Motorcycle Industry
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      Esty, Benjamin, Eric Van den Steen, and Jeffrey Boyar. "Navistar International: Competing Against PACCAR." Harvard Business School Case 717-452, January 2017. (Revised November 2018.)
      • November 2016
      • Case

      Jollibee Foods Corporation

      By: Boris Groysberg and Katherine Connolly
      When Tony Tan Caktiong stepped down as president and CEO of Jollibee Foods Corporation (JFC) in mid-2014, Ernesto Tanmantiong, his younger brother, succeeded him. In 2016, the brothers were working together to realize the company’s vision of making JFC a truly... View Details
      Keywords: Values; Vision; Fast Food; Values and Beliefs; Goals and Objectives; Expansion; Philippines
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      Groysberg, Boris, and Katherine Connolly. "Jollibee Foods Corporation." Harvard Business School Case 417-045, November 2016.
      • November 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 12: Aligning Performance Goals and Incentives

      By: Robert Simons
      This module reading explains how managers use performance goals and incentives to ensure that employee actions align with the overall business strategy of the organization. The module begins by discussing how managers use goals to communicate business strategy, the... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Goals; Performance Measures; Incentives; Benchmarks; Motivation; Compensation; Bonuses; Strategy
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      Simons, Robert. "Strategy Execution Module 12: Aligning Performance Goals and Incentives." Harvard Business School Module Note 117-112, November 2016. (Revised December 2016.)
      • November 2016 (Revised March 2018)
      • Module Note

      Strategy Execution Module 9: Building a Balanced Scorecard

      By: Robert Simons
      This module reading explains how to construct a strategy map and build a balanced scorecard. Using an internal value chain model, the module illustrates how a balanced scorecard can support and enable customer management, innovation, operations, and post-sale service... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Measurement; Strategy Map; Business Goals; Customer Measures; Strategy; Balanced Scorecard; Business Model
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      Simons, Robert. "Strategy Execution Module 9: Building a Balanced Scorecard." Harvard Business School Module Note 117-109, November 2016. (Revised March 2018.)
      • November 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 7: Designing Asset Allocation Systems

      By: Robert Simons
      This module reading provides tools and analyses for acquiring and allocating resources. The module begins by reviewing the importance of setting strategic boundaries as a basis for asset acquisitions. Next, a distinction is made between new assets acquired to meet... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Asset Allocation Systems; Payback; Discounted Cash Flow; Internal Rate Of Return; Strategic Investments; Analyzing Acquisitions; Strategy; Capital Budgeting
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      Simons, Robert. "Strategy Execution Module 7: Designing Asset Allocation Systems." Harvard Business School Module Note 117-107, November 2016. (Revised December 2016.)
      • August 2016 (Revised August 2017)
      • Case

      AnswerDash (Abridged)

      By: Elie Ofek and Jeffrey D. Shulman
      It is 2014 and AnswerDash, a startup backed by venture capital, has not seen the widespread adoption of their online self-service customer support solution that they were expecting based on early success in helping clients save and generate substantial amounts of... View Details
      Keywords: Pricing; Economic Value Estimation; Price Metrics; Organizational Selling; Innovation Adoption; Business To Business; Marketing; Customer Lifetime Value; Venture Capital; Customer Relationship Management; Price; Marketing Strategy; Entrepreneurship; Technology Adoption; Business Startups; Sales; Innovation and Invention; Product Marketing; Financial Services Industry
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      Ofek, Elie, and Jeffrey D. Shulman. "AnswerDash (Abridged)." Harvard Business School Case 517-020, August 2016. (Revised August 2017.)
      • August 2016
      • Case

      CSI Ingenieros

      By: Jay Lorsch and Emily McTague
      CSI's business unit managers gathered around the downstairs conference room for the company's weekly meeting to discuss project bids. Cristina WaldAshley Hartman, who was in charge of finding projects for the engineering firm to work on, read through several she had... View Details
      Keywords: Corporate Governance; Board; Board Committees; Board Dynamics; Organization; Organization Alignment; Dynamic Capabilities; Organization Design; Organizational Prototyping; Organizational Silence; Organizational Learning; Organization Behavior; Organizational Change and Adaptation; Organizational Culture; Manufacturing Industry; South America; Uruguay
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      Lorsch, Jay, and Emily McTague. "CSI Ingenieros." Harvard Business School Case 417-022, August 2016.
      • July 2016 (Revised September 2016)
      • Teaching Note

      Banking On Change: Aligning Culture and Compensation at Morgan Stanley

      By: Malcolm S. Salter
      Teaching Note for 917-402. View Details
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      Salter, Malcolm S. "Banking On Change: Aligning Culture and Compensation at Morgan Stanley." Harvard Business School Teaching Note 917-403, July 2016. (Revised September 2016.)
      • July 2016 (Revised January 2017)
      • Case

      Banking on Change: Aligning Culture and Compensation at Morgan Stanley

      By: Malcolm S. Salter
      This case study was prepared as part of a research project on Culture, Conduct, and Governance in Financial Firms. The objective of this project is to compare and contrast the efforts of U.S. and European banks to induce changes in organization culture in the aftermath... View Details
      Keywords: Business or Company Management; Corporate Accountability; Ethics; Organizational Culture; Corporate Governance; Banks and Banking; United States; Europe
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      Salter, Malcolm S. "Banking on Change: Aligning Culture and Compensation at Morgan Stanley." Harvard Business School Case 917-402, July 2016. (Revised January 2017.)
      • July 2016 (Revised October 2016)
      • Case

      Entrepreneurial Sales and Marketing Vignettes

      By: Mark Roberge and Frank Cespedes
      Which sales candidate is a startup’s ideal first hire? What marketing channels are best to invest in? How aggressively should an executive team align sales with customer success? Early stage founders, sales leaders, and marketing executives often face one, and... View Details
      Keywords: Entrepreneurial Marketing; Entrepreneurial Sales; Business Startups; Talent; Talent Management; Growth Management; Marketing Communications; Social Marketing; Salesforce Management; Pricing; Sales; Marketing
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      Roberge, Mark, and Frank Cespedes. "Entrepreneurial Sales and Marketing Vignettes." Harvard Business School Case 817-010, July 2016. (Revised October 2016.)
      • June 2016 (Revised August 2017)
      • Case

      AnswerDash

      By: Elie Ofek and Jeffrey D. Shulman
      It is 2014, and AnswerDash, a startup backed by venture capital, has not seen the widespread adoption of their online self-service customer support solution that they were expecting based on early success in helping clients save and generate substantial amounts of... View Details
      Keywords: Pricing; Economic Value Estimation; Price Metrics; Organizational Selling; Innovation Adoption; Business To Business; Marketing; Customer Lifetime Value; Venture Capital; Customer Relationship Management; Price; Marketing Strategy; Entrepreneurship; Technology Adoption; Business Startups; Sales; Innovation and Invention; Product Marketing; Financial Services Industry
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      Ofek, Elie, and Jeffrey D. Shulman. "AnswerDash." Harvard Business School Case 516-106, June 2016. (Revised August 2017.)
      • May 2016 (Revised June 2016)
      • Case

      A Succession as the Engine for Success

      By: Jay Lorsch, Emily McTague and Rosa Maria Fite
      Francisco J. Riberas sat in his office reflecting on his first summer working at the family business, in 1989. Growing up, Francisco Riberas had learned about the company through conversations with his father, Francisco Riberas Pampliega, over the dinner table and in... View Details
      Keywords: Organizational Alignment; Organizational Behavior; Corporate Governance; Family Business; Family-owned Business; Succession; CEO Mentoring; Spain; Family and Family Relationships; Management; Leadership; Auto Industry; Europe; Spain
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      Lorsch, Jay, Emily McTague, and Rosa Maria Fite. "A Succession as the Engine for Success." Harvard Business School Case 416-060, May 2016. (Revised June 2016.)
      • February 2016
      • Supplement

      Go Mobile: Aligning District Managers and Store Teams Video Supplement (1)

      By: Tatiana Sandino
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      Sandino, Tatiana. "Go Mobile: Aligning District Managers and Store Teams Video Supplement (1)." Harvard Business School Multimedia/Video Supplement 116-702, February 2016.
      • February 2016
      • Supplement

      Go Mobile: Aligning District Managers and Store Teams Video Supplement (2)

      By: Tatiana Sandino
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      Sandino, Tatiana. "Go Mobile: Aligning District Managers and Store Teams Video Supplement (2)." Harvard Business School Multimedia/Video Supplement 116-703, February 2016.
      • 2016
      • Working Paper

      Designing and Aligning Organizations: The Congruence Model

      By: Charles A. O'Reilly III, David Nadler and Michael Tushman
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      O'Reilly, Charles A., III, David Nadler, and Michael Tushman. "Designing and Aligning Organizations: The Congruence Model." Working Paper, 2016.
      • 2019
      • Working Paper

      Who Should Select New Employees, Headquarters or the Unit Manager? Consequences of Centralizing Hiring at a Retail Chain

      By: Carolyn Deller and Tatiana Sandino
      We examine how changing the allocation of hiring decision rights in a multiunit organization affects employee-firm match quality, contingent on a unit’s circumstances. Our research site, a US retail chain, switched from a decentralized hiring model (hiring by business... View Details
      Keywords: Control; Selection; Decentralization; Company Values; Retail Chains; Decision Making; Economics; Geography; Employees; Selection and Staffing; Organizational Design; Situation or Environment; Retail Industry
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      Deller, Carolyn, and Tatiana Sandino. "Who Should Select New Employees, Headquarters or the Unit Manager? Consequences of Centralizing Hiring at a Retail Chain." Harvard Business School Series in Accounting and Control, No. 16-088, January 2016. (Revised August 2019. Forthcoming in The Accounting Review.)
      • December 2015
      • Case

      IDEO: Human-Centered Service Design

      By: Ryan W. Buell and Andrew Otazo
      The case describes IDEO, one of the world's leading design firms, and its human-centered innovation culture and processes. It is an example of what managers can do to make their own organizations more innovative. In reaction to a rapidly changing competitive landscape,... View Details
      Keywords: Design Thinking; Innovation; Service Management; Service; Design; Service Delivery; Innovation and Management; Entertainment and Recreation Industry; Peru
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      Buell, Ryan W., and Andrew Otazo. "IDEO: Human-Centered Service Design." Harvard Business School Multimedia/Video Case 615-703, December 2015.
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