succession planning - Publications - Faculty & Research - Harvard Business School

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Mastering the Management System

From HBSP: " Companies have always found it hard to balance pressing operational concerns with long-term strategic priorities. The tension is critical: World-class processes won't lead to success without the right strategic direction, and... View Details

November 2019 (Revised April 2020)
Case

Purple Innovation, Inc.: The Online to Offline Marketing Challenge

By: Elie Ofek and Nakisha Williams

This case focuses on Purple Innovation Inc. (Purple), a company that started out in the Direct to Consumer (DTC) mattress space. In late 2018, after a successful launch and IPO with sales predominantly originating from its website, Purple was looking to sustain its... View Details

Keywords: Offline Sales; Marketing Strategy; Digital Marketing; Growth and Development Strategy; Consumer Products Industry; Retail Industry

June 2019 (Revised May 2022)
Case

Roger Federer's TEAM8: Launching the Laver Cup

By: Anita Elberse

Roger Federer, widely regarded as the best tennis player in the history of the sport, walked onto the court to thunderous applause during in the second edition of the Laver Cup in September 2018. Named after tennis legend Rod Laver, the Cup pitted many of the greatest... View Details

Keywords: Superstars; Tennis; Tournaments; Entrepreneurship; Sports; Competitive Strategy; Value Creation; Sports Industry

February 2024
Case

Continuity & Change at Boston Consulting Group

By: David G. Fubini, Suraj Srinivasan and David Lane

As the new CEO of Boston Consulting Group (BCG) since autumn 2021, Christoph Schweizer had big shoes to fill—his predecessor, Rich Lesser, had tripled the partnership’s total revenues and created digital initiatives that contributed 40+% of 2021 revenues, more than... View Details

Keywords: Business Organization; Change Management; Talent and Talent Management; Governance; AI and Machine Learning; Environmental Sustainability; Leading Change; Risk Management; Organizational Culture; Partners and Partnerships; Revenue; Growth and Development Strategy; Management Succession; Consulting Industry

May 2016 (Revised September 2016)
Case

Hillside Beach Club: Delivering the Ultimate Family Vacation in the Mediterranean

By: Rajiv Lal and Gamze Yucaoglu

In 2015, Edip Ilkbahar, HBC’s founder and CEO, was looking over the plans for a new branch in Cyprus. Since the inception of the company by the Alarko Group of companies in 1994, Ilkbahar’s company had enjoyed high occupancy, high guest satisfaction, and high... View Details

January 2011 (Revised February 2011)
Case

GLOBIS

By: Mukti Khaire, Akiko Kanno and Nobuo Sato

Yoshito Hori, dean of the Graduate School of Management, GLOBIS University, was planning to launch a full-time English MBA program in September 2012. GLOBIS University was already offering successful part-time MBA programs in English and Japanese. The full-time English... View Details

Keywords: Business Model; Business Education; Entrepreneurship; Leadership; Adaptation; Expansion; Education Industry; Japan

July 2004 (Revised December 2004)
Case

RelayHealth

By: Joseph B. Lassiter III and Elizabeth Kind

RelayHealth provides secure, online communications for doctors, patients, and health plans. The company's services include online consultations, prescription renewals, and appointment scheduling. RelayHealth's business model derives subscription revenue from doctors... View Details

Keywords: Communication Technology; Internet and the Web; Consumer Behavior; Entrepreneurship; Health Care and Treatment; Growth and Development Strategy; Health Industry; Telecommunications Industry

July 2022
Case

Operation Overlord

By: Boris Groysberg, Greg Goullet, Katherine Connolly Baden and Sarah L. Abbott

On June 6, 1944, nearly 5,000 ships, 11,000 planes, and 160,000 infantrymen under an Allied joint-command of American, British, and Canadian leaders were sent across the English Channel, with hopes of re-establishing a foothold in Nazi-occupied France. Known as D-Day,... View Details

Keywords: Execution; Data Analytics; Leadership; Planning; Operations; Crisis Management; War; Organizational Structure; Decision Choices and Conditions; Information Management; France; England

November 2000 (Revised June 2001)
Case

Pokemon: Gotta Catch 'Em All

Pokemon, the colloquial name given to a collection of 150 fantastic, animal-inspired creatures with organic powers and the capacity to evolve, are the stars of video games, trading card games, and TV cartoons. Conceived in Japan in 1996, Pokemon quickly became that... View Details

Keywords: Age; Entertainment; Ethics; Cross-Cultural and Cross-Border Issues; Brands and Branding; Entertainment and Recreation Industry; Japan; United States

2016
Working Paper

Pivoting Isn't Enough: Principled Pragmatism and Strategic Reorientation in New Ventures

By: Rory McDonald and Cheng Gao

New technology ventures often experience deviations from their original plans that oblige them to reorient in pursuit of better fit between their evolving products and target customers. Yet research is largely silent on how entrepreneurs explain and justify their... View Details

Keywords: Strategic Reorientation; Technology Entrepreneurship; Innovation; Product Development Processes; Organizational Adaptation; Qualitative Methods (General); Information Technology; Organizational Change and Adaptation; Communication; Entrepreneurship; Alignment; Innovation and Invention; Product Development

August 2022
Case

One Tiger Per Mountain: The He Family Office

By: Lauren Cohen, Fei Wu and Grace Headinger

Roy He, founder and majority shareholder of his family construction material production company, was preparing to pass down the family business through its first generational handover to his children. His decision would establish his familial legacy and set a precedent... View Details

Keywords: Governance Structure; Family Business; Family Ownership; Strategic Planning; Family and Family Relationships; Leadership; Construction Industry; Canton (city, China); Canton (province, China); China

October 2016 (Revised February 2020)
Case

Dwayne 'The Rock' Johnson

By: Anita Elberse

In June 2016, Dwayne ‘The Rock’ Johnson is planning for the upcoming launch of an endeavor that is a first for a Hollywood actor with superstar status—a digital channel. The channel (named “Seven Bucks Digital Studios”) will be a new part of film and television... View Details

22 Nov 2006
Research & Ideas

CEO Succession: The Case at Ford

it's very much an owner saying, "I'm not doing this job well, I'm going to find someone who can do it right." Q: You've been doing a lot of work recently I know, Joe, on succession planning and the... View Details

Keywords: by Jim Aisner; Auto; Employment

January 2025
Supplement

Colbún’s Angostura Dam Project (B)

By: James K. Sebenius and Nicolas Andrade

The A case describes Colbún Chile’s plans for the Angostura dam in the Bío Bío River, a hydroelectric construction venture with major challenges given the region’s history of indigenous resistance. This context was especially unfavorable given the highly contentious... View Details

Keywords: Bargaining; Dam; Stakeholder Analysis; Environmental Negotiation; Negotiation; Conflict and Resolution; Alternative Energy; Natural Environment; Environmental Sustainability; Business and Stakeholder Relations; Energy Industry; Chile

January 2025 (Revised January 2025)
Case

Colbún’s Angostura Dam Project (A)

By: James K. Sebenius and Nicolas Andrade

The A case describes Colbún Chile’s plans for the Angostura dam in the Bío Bío River, a hydroelectric construction venture with major challenges given the region’s history of indigenous resistance. This context was especially unfavorable given the highly contentious... View Details

Keywords: Bargaining; Conflict Resolution; Dam; Stakeholder Analysis; Environmental Negotiation; Negotiation; Energy Generation; Construction; Business and Stakeholder Relations; Conflict and Resolution; Energy Industry; Chile

January 2019 (Revised October 2019)
Case

Commercial Sales Transformation at Microsoft

By: Doug J. Chung

Industry leaders should adapt to changes in the business context and consider different ways to grow. Advances in technology had shifted software demand to the cloud. As a result, Microsoft announced a strategic shift in direction from its existing ‘Windows first’... View Details

Keywords: Sales; Strategy; Transformation

December 2021 (Revised May 2025)
Case

Bed Bath & Beyond: The New Strategy to Drive Shareholder Value

By: Benjamin C. Esty and Daniel W. Fisher

At one time, Bed Bath & Beyond was one of the most successful specialty retailers in the United States—its growth and profit margins far exceeded both peer retailers in the home goods market as well as many other discount retailers. But in 2014, its stock price peaked,... View Details

Keywords: Competitive Strategy; Competitive Advantage; Value Creation; Diversification; Corporate Governance; Leading Change; Performance Evaluation; Valuation; Investment Activism; Retail Industry; Consumer Products Industry; United States

February 2022 (Revised January 2023)
Case

Creating and Measuring Purpose at Viega

By: Ethan Rouen, Suraj Srinivasan and James Barnett

At its headquarters in Attendorn, Germany, Viega’s chairwoman Anna Viegener gathered the company’s leadership team to discuss their progress on formalizing purpose-driven leadership as a strategic driver within the organization. Viega manufactured and distributed... View Details

Keywords: Growth and Development; Employee Relationship Management; Leadership; Mission and Purpose; Expansion; Measurement and Metrics; Germany

October 2024
Case

Sacoor Brothers: From Co-Family CEOs to No Family CEOs?

By: Lauren Cohen, David Ager and Alpana Thapar

Sacoor Brothers, a luxury clothing retail company, was founded in 1989 in Lisbon, Portugal, by four brothers—Malik, Salim, Rahimo, and Moez. After establishing a strong presence in Portugal, the brothers were drawn to the rapidly growing retail markets in the Middle... View Details

May 2022
Case

Byte

By: Boris Groysberg, Katherine Connolly Baden and Julia Kelley

In January 2021, Byte co-founders Scott Cohen and Blake Johnson reflected on how far their Los Angeles-based direct-to-consumer (DTC) orthodontics company had come since launching its clear aligners just a little over two years earlier. Cohen and Johnson were both... View Details

Keywords: Growth; Customer Experience; Customer Focused Organization; Innovation; DTC; Growth Management; Expansion; Entrepreneurship; Customer Focus and Relationships; Innovation and Invention; Growth and Development Strategy; Medical Devices and Supplies Industry; United States

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