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  • September 2014 (Revised February 2017)
  • Case

Belk: Towards Exceptional Scheduling

By: Ethan Bernstein, Saravanan Kesavan, Bradley Staats and Luke Hassall
With 24,000 staff and over 300 stores, Belk Inc. sought to replace its entirely manual labor scheduling system with an automated software solution from Reflexis. Belk hoped the upgrade would simplify scheduling, reduce time employees spent in non-customer-facing roles,... View Details
Keywords: Retail; Scheduling; Local Autonomy; Automation; Metrics; Organizational Change; Human Resource Management; Process Improvement; Performance Measurement; Transparency; Southern United States; Retailing; Department Stores; System Outsourced Services; Employee Relationship Management; Selection and Staffing; Change Management; Governance Controls; Resource Allocation; Service Operations; Organizational Culture; Organizational Change and Adaptation; Performance Evaluation; Performance Improvement; Applications and Software; Family Business; Retail Industry; Technology Industry; United States
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Bernstein, Ethan, Saravanan Kesavan, Bradley Staats, and Luke Hassall. "Belk: Towards Exceptional Scheduling." Harvard Business School Case 415-023, September 2014. (Revised February 2017.)
  • 19 Jul 2016
  • Working Paper Summaries

Towards a Prescriptive Theory of Dynamic Capabilities: Connecting Strategic Choice, Learning, and Competition

Keywords: by Gary P. Pisano
  • 20 Mar 2013
  • News

Sizing Up Social Impact

  • April 2018
  • Case

Happy UAE

By: Joshua Schwartzstein, Brian J. Hall, Tiffany Y. Chang, Karim Sameh and Alpana Thapar
This case centers on the United Arab Emirates' (UAE) national goal of raising the happiness of its residents and visitors through ambitious government initiatives. They combined this bold national goal with an accountability structure (incentive plan) built on Key... View Details
Keywords: Happiness; Welfare; Governance; Motivation and Incentives; United Arab Emirates
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Schwartzstein, Joshua, Brian J. Hall, Tiffany Y. Chang, Karim Sameh, and Alpana Thapar. "Happy UAE." Harvard Business School Case 918-041, April 2018.
  • 20 Aug 2019
  • News

Should a Pension Fund Try to Change the World?

  • March 2009 (Revised May 2011)
  • Case

Risk Management at Wellfleet Bank: Deciding about "Megadeals"

By: Anette Mikes
Inspired by one of the few banks that successfully weathered the 2007-2009 credit crisis, the case illustrates risk management in a corporate finance business. Chief executive Alastair Dowes has to decide if the risk governance process is adequate to uncover mega-risks... View Details
Keywords: Risk Management; Decision Making; Performance Evaluation; Credit; Balance and Stability; Integrated Corporate Reporting; Decision Choices and Conditions; Negotiation Offer; Performance Effectiveness; Corporate Finance; Banking Industry
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Mikes, Anette. Risk Management at Wellfleet Bank: Deciding about "Megadeals". Harvard Business School Case 109-071, March 2009. (Revised May 2011.)

    Debora L. Spar

    Debora Spar is the Jaime and Josefina Chua Tiampo Professor of Business Administration at Harvard Business School and Senior Associate Dean for Business and Global Society. Her current research focuses on issues of gender and technology, and the interplay between... View Details

    Keywords: federal government; federal government; federal government; federal government; federal government; federal government; federal government; federal government; federal government; federal government
    • February 1982 (Revised June 1990)
    • Case

    Massey-Ferguson Ltd.—1980

    By: Carliss Y. Baldwin and Scott P. Mason
    Massey Ferguson began fiscal year 1981 in default on $2.5 billion of outstanding debt. The company's future depends on the ability of lenders, the governments of Canada and Ontario, and management, to agree on a refinancing plan. The case reviews Massey's performance... View Details
    Keywords: Financial Condition; Financial Markets; Financing and Loans; Insolvency and Bankruptcy; Financial Strategy; Borrowing and Debt; Corporate Finance; Canada
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    Baldwin, Carliss Y., and Scott P. Mason. "Massey-Ferguson Ltd.—1980." Harvard Business School Case 282-043, February 1982. (Revised June 1990.)
    • March 2023
    • Background Note

    A Primer on OKRs

    By: Suraj Srinivasan and Li-Kuan (Jason) Ni
    The OKR framework is a popular goal-setting and strategy execution tool that uses goal setting through “Objectives” and measuring performance using “Key Results” on a periodic basis to measure and drive performance. The OKR framework has been adopted and practiced at... View Details
    Keywords: Business Organization; Talent and Talent Management; Framework; Corporate Governance; Goals and Objectives; Growth and Development; Growth and Development Strategy; Growth Management; Management Analysis, Tools, and Techniques; Management Practices and Processes; Management Skills; Management Systems; Measurement and Metrics; Outcome or Result; Performance Effectiveness; Performance Evaluation; Performance Expectations; Performance Productivity; Performance Efficiency
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    Srinivasan, Suraj, and Li-Kuan (Jason) Ni. "A Primer on OKRs." Harvard Business School Background Note 123-081, March 2023.
    • 09 Nov 2022
    • In Practice

    COP27: What Can Business Leaders Do to Fight Climate Change Now?

    The US government’s newly passed Inflation Reduction Act will direct $370 billion toward advancing renewal energy and reducing greenhouse gas emissions—the country's largest investment in fighting climate change so far. As business and government leaders around the... View Details
    Keywords: by Lynn Schenk and Danielle Kost
    • 19 Mar 2007
    • Research & Ideas

    Handicapping the Best Countries for Business

    Business School professor Richard H. K. Vietor, How Countries Compete: Strategy, Structure, and Government in the Global Economy. Vietor undertakes a country-by-country examination of the unique social, cultural, political, and historical... View Details
    Keywords: by Sean Silverthorne
    • 07 Jul 2008
    • Research & Ideas

    Innovation Corrupted: How Managers Can Avoid Another Enron

    or fail to analyze the utter breakdown in board governance and Enron's internal controls, and the failure of credit rating agencies to blow the whistle," he says. "They also overlook the collusion of investment banks in... View Details
    Keywords: by Martha Lagace; Energy; Utilities
    • 26 Sep 2017
    • First Look

    First Look at New Research and Ideas, September 26, 2017

    worked are positively correlated with firm performance, and differences between family and non-family CEOs account for approximately 18% of the performance gap between family and non-family firms. We investigate the sources of the... View Details
    Keywords: Sean Silverthorne
    • February 2019 (Revised September 2019)
    • Case

    Theranos: The Unicorn That Wasn't

    By: Joseph B. Fuller and John Masko
    In 2003, 19-year-old Elizabeth Holmes founded a startup dedicated to making blood testing easier and more affordable. By 2015, her company, Theranos, was worth $9 billion. It boasted a star-studded board and contracts with national pharmacy and supermarket chains... View Details
    Keywords: Theranos; Blood; Lab Testing; Fraud; Holmes; Balwani; Shultz; Carreyrou; Securities And Exchange Commission; Food And Drug Administration; FDA; SEC; Health Testing and Trials; Corporate Accountability; Organizational Culture; Misleading and Fraudulent Advertising; Crime and Corruption; Entrepreneurship; Medical Devices and Supplies Industry
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    Fuller, Joseph B., and John Masko. "Theranos: The Unicorn That Wasn't." Harvard Business School Case 319-068, February 2019. (Revised September 2019.)
    • October 2006 (Revised July 2007)
    • Case

    China Resources Corporation (A): 6S Management

    By: Dennis Campbell and David Lane
    In 2006, Jiang Wei, CFO of China Resources Corporation, was seeking to implement a variety of new management control systems in a complex diversified corporation during a period of rapid economic expansion in mainland China. Instilling efficiency, productivity,... View Details
    Keywords: Accounting; Business Conglomerates; Governance Controls; Balanced Scorecard; Management Systems; Performance Improvement; Business Strategy; China
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    Campbell, Dennis, and David Lane. "China Resources Corporation (A): 6S Management." Harvard Business School Case 107-013, October 2006. (Revised July 2007.)
    • 30 Oct 2008
    • Working Paper Summaries

    Do Voters Appreciate Responsive Governments? Evidence from Indian Disaster Relief

    Keywords: by Shawn A. Cole, Andrew Healy & Eric D. Werker
    • 06 Dec 2011
    • Working Paper Summaries

    What Impedes Oil and Gas Companies’ Transparency?

    Keywords: by Paul Healy, Venkat Kuppuswamy & George Serafeim; Energy; Utilities

      David Ager

      David Ager is a Senior Lecturer in Executive Education.  He engages CEOs, CHROs, and their teams to design and deliver customized executive development experiences for executive, senior and high potential leaders.  The companies hail from diverse sectors including... View Details

        Reinventing State Capitalism

        In this book we study the evolution of corporate governance arrangements that governments have adopted for their state-owned enterprises (SOEs) in the last 20 years. We show that the process of privatization and liberalization of the 1990s and early 2000s created... View Details

        • June 2000 (Revised July 2000)
        • Case

        ORIX KK

        By: Malcolm S. Salter and Andrew Eggers
        Describes the challenges facing a Japanese financial services company as it attempts to maintain its ability to attract and retain talented employees. The CEO's ideas of corporate governance and evidence from the competitive labor environment suggest the need for more... View Details
        Keywords: Corporate Governance; Compensation and Benefits; Motivation and Incentives; Management Analysis, Tools, and Techniques; Geographic Location; Financial Services Industry; Japan
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        Salter, Malcolm S., and Andrew Eggers. "ORIX KK." Harvard Business School Case 800-272, June 2000. (Revised July 2000.)
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