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      Management Analysis, Tools, And TechniquesRemove Management Analysis, Tools, And Techniques →

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      • June 1998 (Revised April 1999)
      • Case

      Wiegandt GmbH Cologne

      By: Dwight B. Crane and Mathew M Millett
      The credit department of Wiegandt, a furniture manufacturer, is evaluating the financial condition of two stores that retail the company's furniture. View Details
      Keywords: Financial Condition; Credit; Financial Management; Distribution Channels; Profit; Management Analysis, Tools, and Techniques; Financial Strategy; Manufacturing Industry
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      Crane, Dwight B., and Mathew M Millett. "Wiegandt GmbH Cologne." Harvard Business School Case 298-159, June 1998. (Revised April 1999.)
      • December 1997 (Revised October 1999)
      • Case

      Citibank: Performance Evaluation

      By: Robert L. Simons and Antonio Davila
      Citibank has introduced a new, comprehensive performance-scorecard system. A regional president struggles with a tough decision: how to evaluate an outstanding branch manager who has scored poorly on an important customer satisfaction measure. This case provides a... View Details
      Keywords: Performance Evaluation; Balanced Scorecard; Business Strategy; Customer Satisfaction; Performance Expectations; Decisions; Motivation and Incentives; Quality; Banking Industry
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      Simons, Robert L., and Antonio Davila. "Citibank: Performance Evaluation." Harvard Business School Case 198-048, December 1997. (Revised October 1999.)
      • August 1997
      • Case

      Natural Blends, Inc.

      By: H. Kent Bowen, Ramchandran Jaikumar and Karen Krause
      Describes the continuous flow process used to generate orange juice concentrate. Production involves several tightly coupled process steps with varying production rates and setup times. Given production constraints and customer requirements, management choices must be... View Details
      Keywords: Customer Focus and Relationships; Decisions; Management Analysis, Tools, and Techniques; Product; Performance Capacity; Performance Productivity
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      Bowen, H. Kent, Ramchandran Jaikumar, and Karen Krause. "Natural Blends, Inc." Harvard Business School Case 698-012, August 1997.
      • 1 Aug 1997
      • Conference Presentation

      What Really Happens in Creative Projects: Event Sampling through Electronic Data Collection

      By: T. M. Amabile, D. Whitney, J. Weinstock, L. Miller and C. Fallang
      Keywords: Creativity; Projects; Management Analysis, Tools, and Techniques
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      Amabile, T. M., D. Whitney, J. Weinstock, L. Miller, and C. Fallang. "What Really Happens in Creative Projects: Event Sampling through Electronic Data Collection." Paper presented at the Academy of Management Annual Meeting, Boston, August 01, 1997.
      • July 1997 (Revised June 2001)
      • Case

      H.E. Butt Grocery Company: A Leader in ECR Implementation (B) (Abridged)

      By: Robert D. Austin and F. Warren McFarlan
      H.E. Butt Grocery Co. led the grocery industry in adopting many innovations, including category management, electronic data interchange, and continuous replenishment. They have also moved aggressively and profitably into newer applications such as Scanner-based payment... View Details
      Keywords: Information Management; Independent Innovation and Invention; Innovation and Invention; Business Organization; Risk and Uncertainty; Science-Based Business; Cross-Cultural and Cross-Border Issues; Management Analysis, Tools, and Techniques; Risk Management; Electronics Industry; Computer Industry
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      Austin, Robert D., and F. Warren McFarlan. "H.E. Butt Grocery Company: A Leader in ECR Implementation (B) (Abridged)." Harvard Business School Case 198-016, July 1997. (Revised June 2001.)
      • June 1997 (Revised May 1998)
      • Case

      Mobil USM&R (A1)

      By: Robert S. Kaplan
      First of a two-part case on the development and use of a Balanced Scorecard (BSC) at Mobil's US Marketing and Refining Division. Split from the original (A) case to give students an opportunity to suggest objectives and measures for the division's initial BSC, without... View Details
      Keywords: Balanced Scorecard; Measurement and Metrics; Restructuring; Corporate Strategy; Organizational Change and Adaptation; Growth and Development Strategy; Management Teams; Marketing Strategy; Motivation and Incentives; Mining Industry; Energy Industry; United States
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      Kaplan, Robert S. "Mobil USM&R (A1)." Harvard Business School Case 197-120, June 1997. (Revised May 1998.)
      • June 1997
      • Case

      Massachusetts General Hospital: CABG Surgery (B)

      By: Steven C. Wheelwright and Mikelle Eastley
      Once the CABG care path is implemented and other care paths begun, hospital staff and administration examine the resulting data. Further methods of improving care and reducing cost are presented for analysis. View Details
      Keywords: Cost Management; Policy; Retention; Management Analysis, Tools, and Techniques; Operations; Performance Improvement; Health Industry
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      Wheelwright, Steven C., and Mikelle Eastley. "Massachusetts General Hospital: CABG Surgery (B)." Harvard Business School Case 697-021, June 1997.
      • June 1997 (Revised May 1998)
      • Case

      Mobil USM&R (A2)

      By: Robert S. Kaplan
      Second of a two-part case on the development and use of a Balanced Scorecard (BSC) at Mobil's US Marketing and Refining Division. This case describes the completed BSC, and how this was linked to the BSCs of the independent business units and the internal service... View Details
      Keywords: Balanced Scorecard; Performance Evaluation; Management Teams; Management Practices and Processes; Executive Compensation; Motivation and Incentives; Corporate Strategy; Energy Industry; Mining Industry; United States
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      Kaplan, Robert S. "Mobil USM&R (A2)." Harvard Business School Case 197-121, June 1997. (Revised May 1998.)
      • June/July 1997
      • Article

      Why Does Business Need a Balanced Scorecard? Part II

      By: Robert S. Kaplan and David Norton
      Keywords: Balanced Scorecard
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      Kaplan, Robert S., and David Norton. "Why Does Business Need a Balanced Scorecard? Part II." Journal of Strategic Performance Measurement 1, no. 3 (June/July 1997): 5–10.
      • May 1997
      • Teaching Note

      Managing Product Development: Matching Technology with Context, Instructor's Note

      By: Marco Iansiti
      This overview to Managing Product Development (MPD) both previews course material, cases, exercises, and lectures--and provides its conceptual and academic underpinnings. Additionally, this note links these materials to the activities students will be undertaking in... View Details
      Keywords: Curriculum and Courses; Product Development; Knowledge Management; Performance; Projects; Management Practices and Processes; Opportunities; Strategy; Management Analysis, Tools, and Techniques
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      Iansiti, Marco. "Managing Product Development: Matching Technology with Context, Instructor's Note." Harvard Business School Teaching Note 697-103, May 1997.
      • May 1997
      • Background Note

      Institutional Perspective on Management

      By: Rosabeth M. Kanter
      Discusses the dimensions of the institutional environment surrounding business, including the role of stakeholders and the need for new collaborations in emerging markets; the key assumptions of the institutional perspective on businesses and markets, especially in... View Details
      Keywords: Economics; Management Analysis, Tools, and Techniques; Management Skills; Emerging Markets; Business and Stakeholder Relations; Perspective
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      Kanter, Rosabeth M. "Institutional Perspective on Management." Harvard Business School Background Note 897-185, May 1997.
      • Article

      Why Does Business Need a Balanced Scorecard? Part II

      By: Robert S. Kaplan and David Norton
      Keywords: Balanced Scorecard
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      Kaplan, Robert S., and David Norton. "Why Does Business Need a Balanced Scorecard? Part II." Cost Management 11, no. 3 (May–June 1997): 5–10.
      • March 1997 (Revised July 1998)
      • Case

      SOS-Kinderdorf International: Caring for Orphaned Children

      By: V. Kasturi Rangan
      SOS-Kinderdorf, founded in 1949, has grown rapidly into one of the largest orphanages in the world with children's villages, kindergartens, schools, youth facilities, and other complementary programs in 130 countries. This case describes the evolution of the... View Details
      Keywords: Management; Management Analysis, Tools, and Techniques; Mission and Purpose; Problems and Challenges; Nonprofit Organizations; Strategy; India; Norway; United States
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      Rangan, V. Kasturi. "SOS-Kinderdorf International: Caring for Orphaned Children." Harvard Business School Case 597-079, March 1997. (Revised July 1998.)
      • February/March 1997
      • Article

      Why Does Business Need a Balanced Scorecard? Part I

      By: Robert S. Kaplan and David Norton
      Keywords: Balanced Scorecard
      Citation
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      Kaplan, Robert S., and David Norton. "Why Does Business Need a Balanced Scorecard? Part I." Journal of Strategic Performance Measurement (February/March 1997): 5–11.
      • November 1996 (Revised February 1997)
      • Case

      Historical Society of Pennsylvania, The

      By: Stephen A. Greyser and Stephanie L. Woerner
      The Historical Society of Pennsylvania (HSP) runs one of the nation's most important research libraries and a museum focusing on colonial history. Financial analysis shows that the society has absorbed increased costs of operation over the past decade through slow but... View Details
      Keywords: Finance; Cost; Human Resources; Leadership Style; Management Analysis, Tools, and Techniques; Managerial Roles; Mission and Purpose; Corporate Strategy; Pennsylvania
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      Greyser, Stephen A., and Stephanie L. Woerner. "Historical Society of Pennsylvania, The." Harvard Business School Case 597-062, November 1996. (Revised February 1997.)
      • November 1996 (Revised April 1999)
      • Case

      United Way of Southeastern New England (UWSENE)

      By: Robert S. Kaplan and Ellen L. Kaplan / RA
      A regional United Way organization, a nonprofit already active in total quality management, implements a Balanced Scorecard to link its strategic planning objectives with day-to-day operations, and is able to translate its vision and strategy into objectives and... View Details
      Keywords: Balanced Scorecard; Nonprofit Organizations; Governing and Advisory Boards; Strategy; United States
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      Kaplan, Robert S., and Ellen L. Kaplan / RA. "United Way of Southeastern New England (UWSENE)." Harvard Business School Case 197-036, November 1996. (Revised April 1999.)
      • October 1996 (Revised April 1998)
      • Case

      Mobil USM&R (D): Gasoline Marketing

      By: Robert S. Kaplan
      Mobil US Marketing & Refining has shifted from a centralized staff-driven organization to decentralized business-units. Staff functions now must negotiate service agreements with a buyer's committee consisting of representatives from the profit-center business units.... View Details
      Keywords: Balanced Scorecard; Management Teams; Human Resources; Agreements and Arrangements; Organizational Change and Adaptation; Customers; Situation or Environment; Business Units; Energy Industry; Mining Industry; United States
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      Kaplan, Robert S. "Mobil USM&R (D): Gasoline Marketing." Harvard Business School Case 197-028, October 1996. (Revised April 1998.)
      • September 1996 (Revised September 1999)
      • Case

      Mobil USM&R (A): Linking the Balanced Scorecard

      By: Robert S. Kaplan
      The CEO of the marketing and refining division of a major oil company is in the midst of implementing a profit turnaround. He transforms the strongly centralized, functionally-organized division into 17 independent business units and 14 internal service companies. The... View Details
      Keywords: Organizational Change and Adaptation; Measurement and Metrics; Management Practices and Processes; Organizational Design; Balanced Scorecard; Corporate Strategy; Mining Industry; Energy Industry
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      Kaplan, Robert S. "Mobil USM&R (A): Linking the Balanced Scorecard." Harvard Business School Case 197-025, September 1996. (Revised September 1999.)
      • September 1996 (Revised April 1998)
      • Case

      Mobil USM&R (B): New England Sales and Distribution

      By: Robert S. Kaplan
      The general manager of a local gasoline/distillate sales and distribution business unit must communicate a new strategy to the unit's 300 employees. An initial strategic planning exercise identified a high-priority list of opportunities that blended the parent... View Details
      Keywords: Balanced Scorecard; Adoption; Strategic Planning; Customization and Personalization; Management Practices and Processes; Growth and Development Strategy; Measurement and Metrics; Motivation and Incentives; Performance Evaluation; Energy Industry; Mining Industry; United States
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      Kaplan, Robert S. "Mobil USM&R (B): New England Sales and Distribution." Harvard Business School Case 197-026, September 1996. (Revised April 1998.)
      • September 1996 (Revised May 1997)
      • Case

      Mobil USM&R (C): Lubricants Business Unit

      By: Robert S. Kaplan
      The general manager of a Lubricants Business Unit in Mobil's U.S. Marketing and Refining division launched a project to develop a Balanced Scorecard (BSC) for his unit. The purpose was to provide focus for all employees of the unit, enabling it to operate on an... View Details
      Keywords: Balanced Scorecard; Employees; Customization and Personalization; Performance Evaluation; Measurement and Metrics; Management Teams; Projects; Energy Industry; Mining Industry; United States
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      Kaplan, Robert S. "Mobil USM&R (C): Lubricants Business Unit." Harvard Business School Case 197-027, September 1996. (Revised May 1997.)
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