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    • All HBS Web  (1,779)
      • Faculty Publications  (239)

      Planning ProcessRemove Planning Process →

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      • October 1988
      • Case

      Harris Seafoods Leveraged Buyout

      By: William A. Sahlman
      Describes set of issues confronting Alison Lassiter, who is trying to help Charlie Harris arrange a leveraged buyout of the shrimp company he runs, a division of a publicly traded company, Katy Industries. Lassiter has prepared a memorandum discussing and analyzing the... View Details
      Keywords: Leveraged Buyouts; Venture Capital; Financing and Loans; Equity; Cost vs Benefits; Negotiation Tactics; Negotiation Preparation; Financial Management; Strategy; Management Analysis, Tools, and Techniques; Planning; Food and Beverage Industry; Industrial Products Industry
      Citation
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      Sahlman, William A. "Harris Seafoods Leveraged Buyout." Harvard Business School Case 289-019, October 1988.
      • 1987
      • Chapter

      Planning, Control, and Uncertainty: A Process View

      By: R. Simons
      Keywords: Planning; Governance; Risk and Uncertainty; Risk Management
      Citation
      Related
      Simons, R. "Planning, Control, and Uncertainty: A Process View." In Accounting and Management: Field Study Perspectives, edited by W. J. Bruns Jr. and R. S. Kaplan. Boston: Harvard Business School Press, 1987.
      • June 1987 (Revised May 1990)
      • Case

      John Deere Component Works (B)

      By: Robert S. Kaplan
      Having installed an activity-based system, the division is now exploring the insight provided by that system. In particular, it is studying the economics of lot-size process planning and product mix management. View Details
      Keywords: Activity Based Costing and Management; Production; Business or Company Management; Planning; Cost Accounting; Cost Management; Product Marketing; Management Practices and Processes; Consumer Products Industry; Agriculture and Agribusiness Industry
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      Kaplan, Robert S. "John Deere Component Works (B)." Harvard Business School Case 187-108, June 1987. (Revised May 1990.)
      • May 1987 (Revised February 2000)
      • Case

      Codman & Shurtleff, Inc.: Planning and Control System

      By: Robert L. Simons
      Detailed description of the planning and control systems in use at Johnson & Johnson. Focuses on the actions of managers in one subsidiary in revising budget targets. Illustrates intensive strategic planning and financial planning process in a large, decentralized... View Details
      Keywords: Strategic Planning; Planning; Forecasting and Prediction; Accounting Audits; Budgets and Budgeting; Business Strategy; Financial Management; Business or Company Management; Management Systems; Public Administration Industry; Financial Services Industry
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      Simons, Robert L. "Codman & Shurtleff, Inc.: Planning and Control System." Harvard Business School Case 187-081, May 1987. (Revised February 2000.)
      • March 1987 (Revised March 1989)
      • Case

      Inland Steel Co. Product Policy (I): The Strategic Planning Process and the Capital Budget--Fall 1986

      By: Benson P. Shapiro and Lawrence B. Levine
      Keywords: Capital Budgeting; Strategic Planning; Steel Industry
      Citation
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      Shapiro, Benson P., and Lawrence B. Levine. "Inland Steel Co. Product Policy (I): The Strategic Planning Process and the Capital Budget--Fall 1986." Harvard Business School Case 587-142, March 1987. (Revised March 1989.)
      • January 1986 (Revised March 1997)
      • Case

      Horizon Group

      By: William A. Sahlman
      Contains a description of a situation confronting the co-founder of a company planning to produce software for microcomputers. The company has just completed raising money from some wealthy investors by forming an R&D Limited Partnership. Development of the program (an... View Details
      Keywords: Business or Company Management; Venture Capital; Partners and Partnerships; Business Plan; Outcome or Result; Research and Development; Financial Strategy; Corporate Finance; Information Technology Industry
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      Sahlman, William A. "Horizon Group." Harvard Business School Case 286-058, January 1986. (Revised March 1997.)
      • March 1985 (Revised November 1988)
      • Case

      Precision Parts, Inc. (A)

      By: William A. Sahlman
      Contains a description of a decision confronting two entrepreneurs in mid-1981. They are considering purchasing a small manufacturer of precision electromechanical parts. Among the issues in the case are the following: 1) Should Taylor and Grayson buy Precision Parts,... View Details
      Keywords: Leveraged Buyouts; Venture Capital; Financing and Loans; Cost vs Benefits; Investment Return; Strategy; Management Practices and Processes; Risk and Uncertainty; Outcome or Result; Manufacturing Industry
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      Sahlman, William A. "Precision Parts, Inc. (A)." Harvard Business School Case 285-131, March 1985. (Revised November 1988.)
      • September 1984 (Revised March 1993)
      • Background Note

      Marketing Planning and Organization

      By: Robert J. Dolan
      Presents guidelines for effective marketing planning. Provides a general outline of the contents of a typical marketing plan, the process by which the plan is developed, and considers the benefits successful firms reap from their planning efforts and the problems that... View Details
      Keywords: Marketing Strategy; Planning; Design
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      Dolan, Robert J. "Marketing Planning and Organization." Harvard Business School Background Note 585-106, September 1984. (Revised March 1993.)
      • September 1983 (Revised July 1998)
      • Case

      Heather Evans

      By: Howard H. Stevenson and Michael J. Roberts
      Focuses on the efforts of Heather Evans, a second-year MBA student, and her attempts to start her own dress business. Examines the business plan and the process of acquiring control over the financial and human resources necessary to implement the plan. View Details
      Keywords: Business Plan; Business Startups; Investment; Human Resources; Strategic Planning; Apparel and Accessories Industry
      Citation
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      Stevenson, Howard H., and Michael J. Roberts. "Heather Evans." Harvard Business School Case 384-079, September 1983. (Revised July 1998.)
      • January 1983 (Revised September 1983)
      • Case

      E.T. Phone Home, Inc.: Forecasting Business Demand

      By: John F. Cady and Frank V. Cespedes
      Describes a process for forecasting market demand for an emerging technology--cellular radio. The student must critically evaluate the demand model and the market estimates, and modify them as appropriate in order to develop a marketing plan and budget. View Details
      Keywords: Budgets and Budgeting; Forecasting and Prediction; Marketing Strategy; Demand and Consumers; Business Processes; Technology
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      Cady, John F., and Frank V. Cespedes. "E.T. Phone Home, Inc.: Forecasting Business Demand." Harvard Business School Case 583-121, January 1983. (Revised September 1983.)
      • July 1980
      • Background Note

      Action Planning and Implementation: A Manager's Checklist

      By: Leonard A. Schlesinger and James P. Ware
      A checklist of suggested guidelines for managers embarking on action planning and implementation activities. Used as a supplement to assist in the preparation of case materials. View Details
      Keywords: Management Skills; Business Processes
      Citation
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      Schlesinger, Leonard A., and James P. Ware. "Action Planning and Implementation: A Manager's Checklist." Harvard Business School Background Note 481-010, July 1980.
      • Article

      The Resource Allocation Process in Nutrition Policy Planning

      By: John A. Quelch
      Citation
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      Quelch, John A. "The Resource Allocation Process in Nutrition Policy Planning." American Journal of Clinical Nutrition 32, no. 5 (May 1979): 1058–1065.
      • Research Summary

      Mastering Strategy Execution

      By: Robert Simons

      Professor Robert Simons’ research encompasses three areas of management accountability that are the foundation for successful strategy execution: organization design, performance measurement and control, and risk management. In addition, Simons is interested in the... View Details

      • Teaching Interest

      Overview

      By: Regina E. Herzlinger
      Course Requirements

      Students are required to prepare a business plan, which employs the framework of this course, to explore an entrepreneurial opportunity in health care, and to evaluate their classmates' plans.

      Career Focus

      For... View Details
      Keywords: Healthcare; Healthcare Industry; Healthcare Innovation; Healthcare Costs; Healthcare Operations; Healthcare Organizations; Healthcare Startups; Healthcare Technology; Healthcare Ventures
      • Teaching Interest

      Overview

      By: Jill J. Avery
      Creating Brand Value (MBA elective course)

      Overview:

      In the consumer/retail space, brands are often companies’ most valuable assets and sources of their sustainable competitive advantage. But, managing brands to achieve their full value potential... View Details
      • Research Summary

      Overview

      By: Kris Johnson Ferreira
      Professor Ferreira's research primarily focuses on how retailers can use algorithms to make better revenue management decisions, including pricing, product display, and assortment planning. In the retail industry, anticipating consumer demand is arguably one of the... View Details
      Keywords: E-commerce; Analytics; Revenue Management; Pricing; Assortment Planning; Field Experiments; Operations; Supply Chain; Supply Chain Management; Retail Industry
      • Research Summary

      Research Summary

      By: Leslie A. Perlow

      There has been tremendous change in the workplace — ubiquitous technology, 24/7 globalization, hyper-efficiency and now significant changes in work location. Professor Perlow’s research explores the implications for the ways we work and live, and what we can do to... View Details

      • Research Summary

      Research Thrust

      By: Rakesh Khurana
      I am trained in organizational sociology and my main areas of interest lie in macro-organizational theory and the dynamics of executive labor markets. To date, my research has focused on two themes. The first revolves around understanding the forces that govern the... View Details
      • Research Summary

      The Transition to Retirement

      By: Teresa M. Amabile

      My current major research program is the Retirement Transitions Study: a broad study of retiring professionals' everyday experiences, including identification with work; identity stability, change, and development; meaningfulness of work; changes in life structure,... View Details

      Keywords: Careers; Psychology; Creativity; Identity; Retirement; Meaning
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