Publications

September 1975 (Revised June 1983)
Background Note

Note on the Structural Analysis of Industries

Provides a framework for the analysis of industry structure. Identifies the major structural features that influence the profit potential in industries and some illustrative implications of these for strategy formulation. Can be used as a reference note for business... View Details

Keywords: Industry Structures; Business Strategy; Profit

2007
Text Book

Business Analysis and Valuation: Using Financial Statements

By: Paul M. Healy and Krishna G. Palepu

Financial statements are the basis for a wide range of business analysis. Managers, securities analysts, bankers, and consultants all use them to make business decisions. There is strong demand among business students for course materials that provide a framework for... View Details

Keywords: Valuation; Framework; Decision Choices and Conditions; Financial Statements

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All companies claim that their strategies are customer driven. But when “customer” means any number of entities in a company’s value chain—consumers, suppliers, retailers, even internal units like R&D—managers tend to lose focus, and their firms become... View Details

March–April 2024
Article

How Fast Should Your Company Really Grow?

By: Gary P. Pisano

Growth—in revenues and profits—is the yardstick by which the competitive fitness and health of organizations is measured. Consistent profitable growth is thus a near universal goal for leaders—and an elusive one.

To achieve that goal, companies need a growth... View Details

Keywords: Growth and Development Strategy; Growth Management; Business Growth and Maturation; Business Strategy; Organizational Culture

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August 2017 (Revised February 2023)
Case

Managing Diversity and Inclusion at Yelp

By: Michael Luca, Joshua Schwartzstein and Gauri Subramani

This case explores the industry-wide lack of employee diversity in the technology sector and Yelp’s decision to take a leadership position in identifying strategies to increase diversity. The goal of the case is to provide an opportunity for students to develop a... View Details

Keywords: Diversity; Employees; Leading Change; Strategy; Organizational Culture; Technology Industry

2013
Book

Business Analysis and Valuation: Using Financial Statements, Text and Cases

By: Krishna G. Palepu and Paul M. Healy

This book provides a framework for business analysis and has been used by business schools throughout the world. It provides a foundation for analysis using four key steps: 1) Strategy analysis: Identifying a firm's strategy and understanding sources of its competitive... View Details

Keywords: Governance; Debt Securities; Valuation; Performance Evaluation; Financial Statements; Credit; Business Ventures; Strategy; Financial Condition; Mergers and Acquisitions; Forecasting and Prediction

March 2024
Module Note

Accounting Standards for the 21st Century

By: Jonas Heese

Over the past two decades, accounting standards have evolved to meet the demands of a rapidly changing business environment. This module note focuses on understanding the impact of these standards on measuring firm performance and financial position in the context of a... View Details

Keywords: Financial Statements; Standards; Performance Evaluation; Change Management

20 Dec 2006
Working Paper Summaries

The Demise of Cost and Profit Centers

Keywords: by Robert S. Kaplan

Research Summary

Global Strategic and Management Challenges

By: Michael Y. Yoshino

Michael Y. Yoshino is conducting an exploratory study designed to identify, and develop an understanding of, the strategic and management challenges facing major corporations located in the ASEAN countries as they achieve rapid growth and global expansion. He is also... View Details

20 Apr 2021
Book

A Simple Question That Can Guide Companies to Epic Success

frameworks are complicated. The processes that companies install to develop their strategy are highly complex, hundreds of slides, dozens of analyses, many competing frameworks... View Details

Keywords: by Danielle Kost

26 Jun 2015
News

New Wine, New Bottle

Business Analysis and Valuation: Using Financial Statements

This book provides a framework for business analysis and has been used by business schools throughout the world. It provides a foundation for analysis using four key steps: 1) Strategy analysis: Identifying a firm's strategy and understanding sources of its competitive... View Details

2002
Other Unpublished Work

Clusters of Innovation Initiative: Pittsburgh

This regional report examines the composition and performance of the Pittsburgh regional economy, how industry clusters developed and innovation arose, how clusters affected the region's economic future, and how the region can establish a strategy and action program to... View Details

Keywords: Clusters; Economics; Industry Clusters; Economy; Growth and Development; Pittsburgh

2001
Other Unpublished Work

Clusters of Innovation Initiative: Atlanta-Columbus

This regional report examines the composition and performance of the Atlanta regional economy, how industry clusters developed and innovation arose, how clusters affected the region's economic future, and how the region can establish a strategy and action program to... View Details

Keywords: Clusters; Economics; Industry Clusters; Economy; Growth and Development; Atlanta

2002
Other Unpublished Work

Clusters of Innovation Initiative: Research Triangle

This regional report examines the composition and performance of the Research Triangle regional economy, how industry clusters developed and innovation arose, how clusters affected the region's economic future, and how the region can establish a strategy and action... View Details

Keywords: Clusters; Economics; Industry Clusters; Economy; Growth and Development; North Carolina

April 2025
Article

The Allocation of Socially Responsible Capital

By: Daniel Green and Benjamin N. Roth

Portfolio allocation decisions increasingly incorporate social values. We develop a tractable framework to study how competition between investors to own socially valuable assets affects social welfare. Relative to the most common social-investing strategies, we... View Details

Keywords: Socially Responsible Investing; Investment Portfolio; Welfare; Social Issues; Investment Return

April 2021 (Revised June 2021)
Case

IBM: Design Thinking

By: Srikant M. Datar, Amram Migdal and Paul Hamilton

This case describes the 2012-2020 effort at IBM to implement design thinking throughout the company and hire thousands of designers to serve on every product team alongside technical engineers and developers and product managers. IBM’s design transformation is told... View Details

Keywords: Business Ventures; Business Divisions; Business Units; Business Organization; Change; Change Management; Transformation; Competency and Skills; Talent and Talent Management; Design; Human Resources; Recruitment; Selection and Staffing; Innovation and Invention; Collaborative Innovation and Invention; Innovation and Management; Innovation Strategy; Jobs and Positions; Job Design and Levels; Leading Change; Management; Business or Company Management; Goals and Objectives; Management Practices and Processes; Operations; Product; Product Design; Product Development; Organizations; Business Processes; Organizational Change and Adaptation; Organizational Design; Organizational Structure; Strategy; Adaptation; Adoption; Technological Innovation; Information Infrastructure; Information Technology; Technology Industry; Information Technology Industry; United States

2019
Chapter

Monetary Policy—‘Whatever It Takes within Our (New?) Mandate’

By: Huw Pill

This paper discusses whether the UK's monetary policy framework needs to be reviewed in the light of experience during and in the aftermath of the global financial crisis. It concludes that, while the inflation targeting framework has generally proved robust, the Bank... View Details

Keywords: Monetary Policy; Money; Policy; United Kingdom

March 2014
Technical Note

Performance and Value Analysis

By: Eric Van den Steen

This note introduces the Performance and Value Analysis (PVA) framework, an integrated framework to analyze strategic performance (i.e., performance corrected for temporary and random effects). This framework (quantitatively) decomposes a firm's performance into 3... View Details

Keywords: Strategic Analysis; Economic Analysis; Sustainable Competitive Advantage; Value Capture; Strategy; Competitive Advantage; Strategic Planning; Competitive Strategy; Competency and Skills; Competition; Value Creation